Project Operations & Field Service
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 MoreFinance insights has arrived for Dynamics 365 Finance
As you would expect from an evergreen enterprise cloud application, Dynamics 365 Finance continues to deliver exciting new features and functionality with each update. The shiny new toy in the Finance realm of Dynamics 365 brings artificial intelligence formally into the fold to deliver customer payment predictions, cash flow forecasting, and budget proposal tools. Customer…
Read MoreD365 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 MoreDynamics 365 Field (Service) of Dreams
When Customer Service and Field Service meet to “PLAY BALL”! Earlier this year, I watched the MLB game between the New York Yankees and the Chicago White Sox on the “Field of Dreams” field in Iowa. This got me thinking about the perfect “pitch-catch” scenarios between Dynamics 365 Customer Service and Dynamics 365 Field Service…what…
Read MoreD365 Tech Connect – A New Dynamics Tech Conference
Now that we’ve had the weekend to reflect on last week’s first-ever D365 Tech Connect, we’re still buzzing with excitement about how it went and for the future of the event. How we got here Ever since the Dynamics Tech Conference (hosted by Microsoft and then Dynamic Communities) stopped happening, the architects on our team…
Read MoreTired of creating Payment proposals and Collections letters? Dynamics 365 has the answer!
Recently released Microsoft features for Credit and collections and Accounts Payable are incredible time-saving process automations to be taken advantage of. Enable the features Please start with the Feature management workspace and enable the features. Vendor payment proposal automation Navigate to Accounts payable > Setup > Payment setup and find Process automations. Select Create new…
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 MoreCommunity Summit 2021 Recap
We are now full week removed from Community Summit 2021, the “Reunion of Magic” as it was officially dubbed. While attendance was limited and we know some key community members were not able to be in Houston, there is no denying the feeling of that old UG magic was there. Whether it was a familiar…
Read MoreMicrosoft Named a Leader in Field Service
Another Magic Quadrant, another “Leader” title for Microsoft. Technology in the Field Service Management arena shows no signs of slowing down, and Gartner does a great job assessing the “future needs of end users” in the market, as well as how well vendors are equipped to handle those needs. For those interested in reading the…
Read MoreTop 5 Reasons to Attend Community Summit 2021
We’ll preface the 2021 Top 5 with an acknowledgement that this year, while we are all yearning for a return to normalcy, is still different. Some will not be able to attend the live event in Houston, while others will. If you have questions or concerns about Covid-19 that are making you hesitant, our only…
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