Are you a medical device company that is losing track of customer returns? Do you want to keep record of the destination of the returned items? Is your product inventory lacking precision due to returns being swept under the rug? Are you losing out on credits owed to you by vendors? If you answered yes…
While the April update of Microsoft Dynamics 365 Customer Engagement has delivered many great features and quality of life improvements to the app, one of the best CRM features on the list is the Kanban Board view for Opportunities and Activities. This drag and drop functionality allows users to move records through their various states,…
“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…
Is your medical equipment company struggling to get work completed during this time of social distancing due to a lack of expert resources? Do you want to improve the communications your experts can have with technicians out in the field? Do you want to empower your technicians to do their work swiftly and precisely via…
If you’re looking for a way to enhance your Field Service experience while saving money, the Microsoft Dynamics 365 Resource Scheduling Optimization add-on is the tool for your business. The Resource Scheduling Optimization (RSO) add-on for Dynamics 365 for Field Service is a great tool to help increase the efficiency of your field technicians, which…
A field service engineer with a propane delivery and fulfillment company just left a customer site. Unfortunately, it was a wasted trip because the issue was different from what had been reported, so he didn’t have the right parts in his truck to fix the problem. He needs to go to the warehouse to get…
Is your company using Microsoft Dynamics 365 CRM and running out of storage space? Are your Dynamics 365 file storage bills from Microsoft taking a big bite out of your budget? Have you considered optimizing your storage space by moving your notes and email attachments to Azure? If so, Attachment Management by Microsoft Labs might…
Resco is a Microsoft partner that offers a mobile app that works with Microsoft Dynamics 365 Customer Engagement. The mobile app is used as the Field Service Mobile app delivered with Dynamics 365 for Field Service and can also be used as an add-on mobile app for other D365 business applications like D365 for Sales.…
Do you want to better leverage data that is generated within Dynamics 365 Customer Insights? Actionable Audit can help. Actionable Audit is a free tool built by Microsoft Labs available in AppSource. The tool runs based on the auditing settings set up via Dynamics 365 Customer Insights administration. To set up auditing in Dynamics 365…
Do you know who your customers are? If you’re like most growers, you struggle capturing contact information for your prospects and customers. You don’t feel as if you have a complete picture of your customer relationships and how they are affecting your overall success. Rather than using a CRM, many greenhouse growers manage customer touch…
