Project Operations & Field Service
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 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 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…
Read MoreDynamics 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 MoreSales Order Hold Options in Dynamics 365
Dynamics 365 offers standard functionality regarding placing and managing Sales orders on hold, encompassing everything from having a past due balance to simply needing their new shipping address. Alternatively, to place an entire account on hold, the users are given the power to place a Sales order hold on select orders or to create customized…
Read MoreDynamics 365 – Purchase Order Generated Accruals Explained
Do you ever have to figure out where an accrual came from and get so confused that it feels like the room is spinning? Don’t feel alone. Dynamics 365 Finance and Supply Chain gives you the power to configure entries to the General ledger so they are not so vague. Posting at Receipt One of…
Read MoreMicrosoft’s Data Certifications and Regulations for Renewable Energy Firms
It’s 10am on a Monday – that deadline for the permitting on the new construction site is due by noon. Everything was running smoothly until you got an email from your boss (one of the other 10 people in the company) with an urgent ask to confirm that your data security meets regulatory compliance because…
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