Dynamics Archives

POSTED June 16, 2020

Learn More About Microsoft Power Platform and Dynamics 365 CRM: Understanding Analytics for the Common Data Service

“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…

POSTED April 22, 2020

Learn More About How to Work with Your Medical Equipment Field Service Technicians Remotely

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…

POSTED January 8, 2020

Learn More About Enhance Your Field Service Experience with Resource Scheduling Optimization

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…

POSTED December 30, 2019

Learn More About Essential Guide for the IoT Revolution in Field Service Management

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…

POSTED December 18, 2019

Learn More About Microsoft Dynamics 365 CRM: Save File Attachment Costs with Azure Storage Containers

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…

POSTED October 10, 2019

Learn More About Going Beyond Basic Configuration with Resco Mobile

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.…

POSTED September 30, 2019

Learn More About Dynamics 365 Auditing: Better Leverage Your CRM Data with These 3 Steps

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…

POSTED October 11, 2018

Learn More About Power BI with Dynamics 365 for Sales: Custom URL Linking and Advanced Drill-Back to CRM Records

Technology is evolving and transforming all functions of the organizational ecosystem, and it is imperative businesses execute a plan to implement systems, platforms, and analytics that are resilient and scalable. Microsoft Dynamics 365 (“D365”) Apps, including embedded intelligence and machine learning, are only a few solutions that are having a dramatic and positive impact on…

POSTED August 2, 2018

Learn More About The CRM Maintenance Light Just Went “On” For Your Sales Engine

You take your car in for regular oil changes and scheduled maintenance every 15,000 miles. Your CRM requires a similar check every year to make sure it too is firing on all cylinders. Last month Microsoft not only announced its commitment to a twice-yearly online upgrade schedule for Dynamics 365 CE (Customer Engagement), but also…

POSTED May 1, 2018

Topic: Dynamics