From the Microsoft Dynamics 365 CE/CRM Blogs: Formula suggestions; SharePoint integration; Phone call tagging; Data masking

In this week’s Microsoft Dynamics 365 CE/CRM blog roundup:

• How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM
• Dynamics 365 CE phone call tagging
• Protect confidential information: implement data masking strategies Dynamics 365 CRM
• Top reasons to use SharePoint integration to your CRM system

How to get formula suggestions from AI by simply providing the expression in Dynamics 365 CRM

An author writing on the Inogic blog noted that Dynamics 365 CRM has introduced a new datatype formula to explore more about adding a Power Fx formula column into Dataverse. This enables users to utilize Power Fx formulas in Dataverse for various data operations.

The author also stated that there is another new feature in in D365CRM called the "get formula suggestion" (preview) that helps users by giving them suggestions for formulas based on what they’re trying to do.

The author wrote that this means that users don’t have to struggle with Power Fx formulas any longer as they can create them instantly from the description. The author stated that these changes make it easier for people to work with data and get things done faster in D365CRM.

In the blog post, the author described the steps you need to take to enable the "get formula suggestion" feature. Then once you've enabled this feature, you'll see the "get formula suggestions" option. He provided a screenshot to illustrate this.

D365 Customer Engagement phone call tagging

An author on the Ellipse Solutions blog wrote that one of the many issues facing businesses is not only how to track different types of activities with their contacts and accounts, but also how to identify the context of this activity.

The author stated that one of the most common activities in D365 Customer Engagement is the phone call. The author noted that although the phone call activity does provide a subject field, this field is a free text field that lets the agent or user enter anything they would like into this field, which doesn't often happen.

The author pointed out that Microsoft Dynamics 365 Sales also provides a couple other out-of-the-box fields: category and sub-category.

Again, the problem with these fields is that they are free text fields, which leaves way too much 'creativity' for the agent, and more likely they will leave it empty if it’s not required.

In the blog post, the author asked: What if one could "tag" the phone call with pre-defined subjects, categories, hashtags? The author then explained exactly how to do that.

Protect confidential information: implement data masking strategies Dynamics 365 CRM

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