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

Posted on by Scott_itD 530 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
Unanswered
Service | Customer Service, Contact Center, Field Service, Guides sign in issues

Last replied Posted on by AM-03041216-0 0

How do we get help if "You are not a member of this organization" comes up when we try to access TOBI?

1
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Prioritize mailbox in Customer Service

Last replied Posted on by eromerof 104

Hello,   I have a doubt related with the mailboxes synchronization and D365 Customer Service. In this scenario I have two mailbox. One mailbo...

5
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Custom CoPilot Agent AI accessible from the CRM

Last replied Posted on by Jimmy Owen 14

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...

2
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Timeline - E-mail Card Form - Not Showing Correct Fields

Last replied Posted on by BK-17051419-0 133

Hello, Timeline e-mail card customization is pretty confusing for me. How can I display the e-mail card in the timeline so that Header: column:&nb...

1
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Multi-Tenant Knowledge Base in Copilot Studio – Bot Can’t Read Rich Text Content

Last replied Posted on by TK-25031055-0 2

Hi, I want to build a multi-tenant knowledge base for support agents that will be accessed by a bot built in Copolit Studio. My goal is that the ag...

1
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Case Form - Product Lookup

Last replied Posted on by PH-02041644-0 2

I have a project where the case is related to Multiple product.    From the product I would like to see all the related cases.   ...

2
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Import holiday into calendar

Last replied Posted on by Raphi 182

Hi I am currently setting up our dynamics 365 customer service environment and could not find a possibility to import holidays into the holiday scheduling for usage in the SLAs. I understand that it does not seem to be possible to progra...

3
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Power Pages Portal - Custom Form

Last replied Posted on by CU20030939-0 8

Hi,   I'm trying to build portal site using power pages based on Dataverse tables. Instead of using built in form which is basically designed...

2
Replies
Suggested answer
Service | Customer Service, Contact Center, Field Service, Guides Profile cards

Last replied Posted on by TP-31031842-0 4

How do I remove/hide the calendar, messages, files, and such section of our profile cards?

2
Replies

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,354 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,498 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans