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Get started with Bank Account Lifecycle Management in #Microsoft #Dynamics365 #Finance, designed to give you more control, visibility, and compliance across your financial data. In this feature, you can: + Set up approval workflows for creating, upda
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Are you "Getting Started" with #Dynamics365 #ContactCenter? Our latest short shows how to enable agent insights dashboard and KPI goals. By enabling agent insights, you can set targets for autonomous resolution rates, quality scores, and average time
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Check out video 66 in our "Getting Started With" series, as we take a look at how you can configure assignment rules for the Sales Qualification Agent in Dynamics 365. Once a lead meets your handover criteria, your Sales Qualification Agent will hand
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Check out the latest video in our "Getting Started With" series, as we take a look at the Agent Hub in Dynamics 365 Contact Center and Customer Service. This centralized area is designed to help your admins adopt autonomous AI agents with confidence.
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Our "Getting Started With" series continues with a look at how you can enhance your team’s customer service performance with Quality Evaluation Agent. This useful tool helps to evaluate your interactions automatically and at scale, allowing you to de
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Take a look at how you can enable technician location tracking in Dynamics 365 Field Service--it's the latest episode of "Getting Started With" #Dynamics365. By enabling location tracking in the app, your team will be able to visualize your technicia
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"Getting Started With" #Dynamics365 continues with a look at how you can transform your data into actionable insights with Business performance analytics. By consolidating critical performance metrics and automating reporting processes, Business perf
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It's time for "Getting Started With" #Dynamics365! Today, learn how to configure recordings and notifications for meetings in Copilot for Sales. This newly introduced feature offers significant benefits for sales teams that frequently engage with ext