Please note: The CDS Connector is now referred to as Dataverse. This blog was written prior to that change. For a detailed demo on how to set up go to How to Lookup and Link Values Using Microsoft Dataverse. As you may know, Common Data Service, the sophisticated and secure backbone that powers Dynamics 365…
Business and professional services are the top industries targeted by cyber attackers in the Americas, according to the NTT Security 2020 Global Threat Intelligence Report. This is because these types of businesses retain a significant amount of confidential client data in their computer systems such as financial details, tax returns, identification numbers and intellectual property.…
Professional services executives know that having a good reputation is essential for success, especially in competitive industries. A bad reputation can cause lost clients, difficulty hiring and keeping employees, and be expensive to fix. Investing in resources to manage your professional services firm’s reputation is important. The right technology platform will provide the transparency, streamlined…
“If you build it, they will come” is a famous line from the movie Field of Dreams. Does the statement hold true for the Microsoft Power Platform? If you build a great system, will your employees and co-workers use it? Fortunately, you have a great tool like Analytics for the Common Data Service to help…
Watch the 3rd series of brand new interviews with leading Microsoft experts in digital transformation for large professional services organizations. Professional services firms can leverage the right processes and technology to maximize resources and performance. Our Microsoft panel of experts discuss the challenges faced by professional services firms, including: Utilization levels Backlog capacity planning Scheduling…
This is a second of three on-demand webinars focused on how professional services firms can modernize their business. Some of the challenges faced by professional services firms, including: Utilization levels Backlog planning Forecasting and scheduling Low paying clients The Microsoft experts also discuss the impact of digital transformation on professional services firms and how cloud…
Watch the first of three brand new interviews with leading Microsoft experts in digital transformation for large professional services organizations. Here are the top three areas that organizations need to focus on to transform the client experience: Start with a plan: Organizations need to develop a plan for how they can improve their client experience using…
If you provide specialized people skills to clients as the main source of revenue for your organization, you are considered a professional services firm. There are many different businesses in this space, including software implementation partners, software publishers, system integrators, management consulting firms, accounting firms, marketing agencies, and the list goes on. Key Challenges /…
The Schedule Board in Microsoft Dynamics 365 Project Service Automation (PSA) is a great tool for finding resources to staff your projects. The filter on the left panel of the Schedule Board allows the user to filter the resources that appear. By default, the filter panel allows the user to filter based on eight different…