Posts by Ryan Harris
Dynamics 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…
Read Full PostSetting up PowerApps Canvas with Dynamics 365 Data
In a rapidly evolving world of how data is collected and processed, Microsoft has focused on a multitude of strategies to assist organizations to stay ahead of the curve. One such approach is the “Low code – No code” technology that empowers functionally oriented power users to build quality applications that can help rapidly adapt…
Read Full PostDynamics 365 Sales – Managing Customer Quotes
Most sales truly begin when a customer asks the sales rep to send them a quote. In Dynamics 365 Sales (D365) a quote is a customer request for products or services at specific prices, quantities, payment terms, etc. As one can imagine quotes are a major component in D365 Sales. It is a basis of…
Read Full PostOrganizing 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 Full PostSubcontracting in Dynamics 365 Finance – BOMs
Subcontracting is a practice that is often used in manufacturing for cost purposes, load balancing of resources, or due to outside resources having special equipment or expertise. Regardless of the reason, there is a business impact as it relates to scheduling, inventory, costing, and the production process. So, how is this effort managed in Dynamics…
Read Full PostSetting Specific Production Order Start/End Schedule Dates in Dynamics 365
Every once in a while, we get one of these requests that seem close to impossible to cater to without having some form of development work involved and to complete those issues with an out of the box solution feels like a great accomplishment. This post is about one such Help Desk case. One of…
Read Full PostDynamics 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 Full PostDynamics 365 Customer Service 101 – Cases, Etc.
Microsoft Dynamics 365 Customer Service provides users with the ability to track and manage customer requests and complaints through the creation of Cases. The use of this functionality is widespread from Professional Services to Retailers to Health Providers to Consumer Goods companies. It is a critical component of how we here are Ellipse Solutions deliver…
Read Full PostD365 Return Reason Codes & Disposition Codes: Why & When
Returns might not be the hottest topic, but today’s blog may just spice it up a bit for you! Dynamics 365 provides several tracking and reporting functions that streamline and create efficiencies for the return process, making life much simpler! While Return reason codes and Disposition codes can both be found on the Return order,…
Read Full PostOptimizing Facility Asset Warranty Management in Dynamics 365
Are you drowning in a filing cabinet stuffed with warranty policies, tucked away in an office no one remembers? What if you could store and manage all facility asset warranties digitally—directly within Dynamics 365? Well, today is your lucky day! Let’s explore how facility asset warranty Management in Dynamics 365 can help you streamline maintenance…
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