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Dynamics 365 Community / Gallery / Microsoft Dynamics 365 / Getting Started With -- Dynamics 365 Shorts

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26 Mar 2025 Microsoft Dynamics 365
Connect Copilot Studio agent portal | Getting Started with Dynamics 365 Shorts
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19 Mar 2025 Microsoft Dynamics 365
Setting up Over Receipt Codes | Getting Started with Dynamics 365
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12 Mar 2025 Microsoft Dynamics 365
How to manage users and their profiles efficiently | Getting Started with Dynamics...
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05 Mar 2025 Microsoft Dynamics 365
Enabling image analysis in Copilot Studio | Getting Started with Dynamics 365 Shorts
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26 Mar 2025
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Connect Copilot Studio agent portal | Getting Started with Dynamics 365 Shorts

Wednesdays are for "Getting Started With" #Dynamics365! Today, learn how to connect Copilot Studio agent portal in Dynamics 365. By creating an AI agent in #CopilotStudio, not only can you configure its integration with your chosen customer engagemen

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19 Mar 2025
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Setting up Over Receipt Codes | Getting Started with Dynamics 365

The latest episode of our "Getting Started With" #Dynamics365 series shows how to set up multiple over-receipt codes with Microsoft Dynamics 365 Business Central. If you’re struggling with receiving more items than you ordered, click the link below t

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12 Mar 2025
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How to manage users and their profiles efficiently | Getting Started with Dynamics...

Take a look at how to effectively manage your customer service representative users in the latest episode of "Getting Started With" #Dynamics365. Featuring three different page management views, you can now update user attributes such as skills, queu

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05 Mar 2025
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Enabling image analysis in Copilot Studio | Getting Started with Dynamics 365 Shorts

The 49th episode of "Getting Started With" #Dynamics365 shows how to allow users of your autonomous agent to upload images in #CopilotStudio. By enabling the image input capability within Copilot Studio for Optical Character Recognition (OCR), your a

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26 Feb 2025
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Resource Reconciliation in Dynamics 365 Project Operations | Getting Started with ...

The latest episode of "Getting Started With" #Dynamics365 shows how to use the ‘Resource Reconciliation’ in Dynamics 365 Project Operations. This super flexible system is absolutely perfect for managing your team members' bookings and assignments--al

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19 Feb 2025
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Configure Feedback Surveys | Getting Started with Dynamics 365 Shorts

Check out video 48 in our "Getting Started With" series, as we take a look at how you configure feedback surveys in #Dynamics365 Contact Center. If you're creating the survey for the first time using #CopilotStudio, the #Dataverse connection must be

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12 Feb 2025
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Copilot for Sales Teams agent | Getting Started with Dynamics 365 Shorts

Check out the latest video in our "Getting Started With" #Dynamics365 series with a look at how you can utilize Microsoft 365 Copilot for Sales within #MicrosoftTeams. This feature can be connected either manually or automatically through the Dynamic

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07 Feb 2025
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Define and Edit Project Calendars | Getting Started with Dynamics 365 Shorts

Our weekly "Getting Started With" #Dynamics365 series continues with how you can utilize #Microsoft365 Copilot for Sales within #MicrosoftTeams. This feature can be connected either manually or automatically through the Dynamics 365 environment with

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