From the Microsoft Dynamics 365 CE/CRM blogs: Add to calendar in Customer Insights; Customer Service + Copilot Studio agents; Cancel segments of booking in Field Service; Designing a pipeline

In this week's Microsoft Dynamics 365 CE/CRM blogs: 

• Add to calendar in Customer Insights a quick guide
• How to prepare D365 Customer Service for Copilot Studio agents
• Cancel segments of a booking in D365 Field Service
• Designing a CRM pipeline for success: The step teams rush through

Add to calendar in Customer Insights a quick guide 

On the Inogic blog, Sam Kumar wrote that event marketers see this all the time: someone signs up for a webinar but forgets about it by the time the event begins. 

Kumar stated that Dynamics 365 Customer Insights - Journeys now includes an "add to calendar" button in confirmation emails, allowing people to save the event directly to their calendar.

He wrote that this simple reminder can help reduce no-shows and improve event attendance. Because the feature is built into the platform, marketers don’t have to rely on manual workarounds that take more time and can lead to broken links.

Kumar then discussed how to use the add to calendar feature in D365 Customer Insights - Journeys.

How to prepare D365 Customer Service for Copilot Studio agents

On the New Dynamic LLC blog, Lee Zuckett wrote that Copilot Studio agents in Dynamics 365 Customer Service have advanced quickly.