Author Archives for Dian Taylor

About Dian Taylor

Dian Taylor is a Microsoft Business Applications MVP and a LinkedIn Learning Author. She works at RSM as a Dynamics 365 (CRM) Presales Director. Dian is a seasoned pre-sales consultant specializing in Microsoft Dynamics 365 Customer Engagement since 2011. In the past Dian has been involved in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors. D365-CE modules: Sales, Sales Insights, Custer Service, Omnichannel for Customer Service, Field Service, Project Service Automation, Project Operations. Power Platform: Power Automate, Power Virtual Agents

Website: https://d365goddess.com
YouTube: https://youtube.com/d365goddess
Twitter: @D365Goddess

Copilot for Dynamics 365 Customer Service

Copilot for Dynamics 365 Customer Service

- May 18, 2023

This blog was originally posted by RSM’s Microsoft MVP, Dian Taylor, here. I am sure you have heard all about...

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What’s new with the Sales Accelerator

- July 28, 2021

The Sales Accelerator is part of Dynamics 365 Sales and to get access to it you’ll need to have a...

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Check order status with Power Virtual Agent and Power Automate

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Check order status with Power Virtual Agent and Power Automate

- July 27, 2021

I get a lot of requests where my prospects want Power Virtual Agent to be able to answer questions about...

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Dynamics 365 Customer Service: KB Automatic Filtering

Dynamics 365 Customer Service: KB Automatic Filtering

- March 30, 2020

I ran into a feature the other day that I thought would be worth writing an article about. This feature...

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Dynamics 365 – 2020 Release Wave 1 | Updates

- March 27, 2020

I wrote a total of three articles on the 2020 Release wave 1, which can be found on this blog....

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Dynamics 365 – 2020 Release Wave 1 | Part 3

- March 26, 2020

On January 27 of 2020 the release notes came out for 2020 Release Wave 1 for Dynamics 365 and the...

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Dynamics 365 – 2020 Release Wave 1 | Part 2

- March 25, 2020

On January 27 of 2020 the release notes came out for 2020 Release Wave 1 for Dynamics 365 and the...

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Dynamics 365 – 2020 Release Wave 1 | Part 1

- March 24, 2020

On January 27 of 2020 the release notes came out for 2020 Release Wave 1 for Dynamics 365 and the...

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List Records Flow Chart

Power Virtual Agent & Power Automate

- December 8, 2019

This week I was playing around with Power Virtual Agent and Power Automate. I needed to demo a virtual agent...

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Dynamics 365 Field Service – Rejecting a booking

- December 7, 2019

Field Service is a great tool for companies that send out remote workers, but what happens if that remote worker...

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