Posts by Ryan Harris
Dynamics 365 – Send a Customer Case with Azure SMS
One of the most common customer service practices is to notify the customer when they have submitted a new incident with the incident number and a message about the expected resolution time. Historically this was done with an email sent to the customer’s email address for their tracking purposes, but that was so 2010! It’s…
Read MoreThe Gift of Gift Cards in Dynamics 365
The modern gift card, a wad of cash conveniently disguised in a rectangular piece of plastic. They are welcomed by birthday present recipients world-wide in place of an ill-fitting sweater. Of course, they do quite often end up living out their days in a kitchen junk drawer or stuffed in a wallet or purse, never…
Read MoreA Stroll Through Dynamics 365 Process Manufacturing: Formula Designer – Part 2
In part 1 of this blog series, we discussed a business case that involved a manufacturing company that produced plastic products for the automotive industry. The company hired a new product designer Ryan who is getting comfortable using Dynamics 365 and polishing his Formula designer skills. Thus far, Ryan has learned how to open the…
Read MoreA Stroll Through Dynamics 365 Process Manufacturing: Formula Designer – Part 1
Today’s blog goes over the Formula Designer for Process Manufacturing in Dynamics 365 Supply Chain. This blog post does not cover the differences between a BOM and a formula. To learn more about that topic, check out this blog: BOMs or Formulas: What’s the Deal? The example we will be using today is a manufacturing…
Read MoreVoucher Templates vs Periodic Journals in Dynamics 365
Maybe you have read all the documentation and all the manuals but still, it seems that voucher templates and periodic journals serve the same purpose. Both may have similar functionality, and both can aid in consistency and speed, but today’s blog post will explore the differences between voucher templates and periodic journals in Microsoft Dynamics…
Read MoreDynamics 365 Segregation of Duties 101
How does your business control the segregation of duties? Do your auditors examine the system and notice a multitude of users having access to more functions than they probably should? Has ownership been pestering you about Johnny in accounting with ability to create new vendors, then enter and approve vendor invoices as well as make…
Read MoreOrganizing Org Charts in Dynamics 365 Sales
Staying on top of your accounts and managing them well in Dynamics 365 Customer Engagement (CE) is paramount to being a successful Sales organization. “Knowing” your customer is a big part of being able to drive customer satisfaction and potentially generating new sales opportunities with your existing accounts and contacts. A very useful feature in…
Read MoreDynamics 365 Connected Customer Service Example
In a world of “Internet of Things” (IoT), wouldn’t it be nice to be able to proactively service your customer’s needs almost without them knowing about it? As our world is more connected than ever now, IoT provides service organizations abilities to monitor and identify equipment issues before they become even larger and more unmanageable. …
Read MoreDynamics 365 Asset Management Warranty Policies for Facility Assets
Is there a filing cabinet full to the brim with facility asset warranty policies in an undisclosed office (because who remembers where those were filed)? How exciting would it be to know those warranty polices could be electronically kept within Dynamics 365? Today is your lucky day! Let’s dive into facility asset warranty setup within…
Read MoreDynamics 365 Reality Check
Nowadays it’s hard to know what is real and what is not especially in the realm of “Mixed Reality”. Gamers have been using this technology for a while to enhance their gaming experience, however, recently Microsoft business applications have gotten into the game…pun intended. With the latest version of D365 Finance & Operations, D365 Sales…
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