Topic
Replies
Unanswered
Service | Customer Service, Contact Center, Field Service, Guides Welcome to the Service forum!

Posted on by Scott_itD 815 Community Manager

Welcome to the Service forum! We’re glad you're here! 🎉  Whether you’re interested in Customer Service, Field Service, Contact Center, Remot...

0
Replies
Answered
Service | Customer Service, Contact Center, Field Service, Guides Power Pages Timeline new Comment

Last replied Posted on by Mak-95 4

I have a timeline in the form and we apply the write and update permission which allows us to add new comments to the timeline through the portal so...

3
Replies
Unanswered
Service | Customer Service, Contact Center, Field Service, Guides Book multiple resource for multiple days

Last replied Posted on by SA-10091236-0 0

Hi All,    I have a requirement where we have to book a workorder against 2 or more resources for multiple consecutive days. I tried re...

1
Replies
Unanswered
Service | Customer Service, Contact Center, Field Service, Guides Unable to post invoices in the payment journal

Posted on by KS-12091835-0 0

  In Dynamics 365, Finance and Operations, I am unable to post a payment into the payment journal for our vendors.  I was able to post pr...

0
Replies
Answered
Service | Customer Service, Contact Center, Field Service, Guides Custom CoPilot Agent AI accessible from the CRM

Last replied Posted on by Jimmy Owen 16

Hi, I created a custom CoPilot Agent AI in CoPilot Studio and published it. It's goal is to assist and help end users of the Dynamics 365 CRM in ev...

4
Replies
Unanswered
Service | Customer Service, Contact Center, Field Service, Guides What services does SMTPMart offer to enhance bulk email marketing campaigns?

Posted on by CU12090751-0 0

How does SMTPMart support businesses in executing effective and large-scale email marketing campaigns through its bulk email services and marketing ...

0
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Help with Connection using access token

Last replied Posted on by ES-11101724-0 2

Hi all, I am trying to using an API from a scheduling software to gather data using Power BI. While following the documentation I was able to get m...

2
Replies
Unanswered
Service | Customer Service, Contact Center, Field Service, Guides Creating view in Experience Profiles / Inbox View issue

Posted on by NL-11091955-0 0

I am trying to re-create a view in the Experience profiles to display in the Inbox View and I'm not able to select a Related Entity ...   ...

0
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Disable Auto Contact Creation for Unknown email addresses

Last replied Posted on by IG-08110943-0 8

Hello,  I'm playing around with the contact centre and I've created a flow that creates cases based on emails to my support mailbox. The flow ...

1
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Column data exported from personal view shoes blank

Last replied Posted on by CU09091247-0 0

Hi,    I have an Booked Resources(msdyn_bookingsummary)OOB column in workorder. I created a personal view and added this column to the v...

2
Replies

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 101 Super User 2025 Season 2

#2
Suresh Kulla Profile Picture

Suresh Kulla 69 Super User 2025 Season 2

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 58

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans