Project Operations & Field Service
Top 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…
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 MoreCross Docking in Dynamics 365
Cross docking is not the action a priest takes at the end of the night to ensure that their cross is safely set in its holder. Nope. Cross docking is another technical warehouse term for “this goes here, that goes there, and so on and so on.” We are going to look at what Cross…
Read MoreDynamics 365 – The “Power” of Virtual Agents (PVA)
We all have experienced being on the receiving end of Customer Service horror stories. If you are like myself, I would prefer to self-service and seek out answers to my own questions rather than sit “on-hold” waiting for a live customer service representative. If you have ever started a chat session with an agent on…
Read MoreDynamics 365 Customer Service & Field Service: 2021 Release Wave 1
Earlier this week, we discussed new features coming to Dynamics 365 Commerce from 2021 Release Wave 1. In today’s blog post, we’re going to hit on some of the new features and functionality Users can expect to see in Dynamics 365 Customer Service and Dynamics 365 Field Service. So without further ado, let’s get down…
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 – Revenue Recognition – Let the PARTY Continue!
We will build on the post where we introduced Revenue recognition, and learn some more awesomeness. For example, care must be exercised when a Sale with deferred revenue must be adjusted. We will build on the post where we introduced Revenue recognition in Dynamics 365, and learn some more awesomeness. Revenue recognition schedules can be…
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 – 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 MoreTime Registration Approval Fundamentals in Dynamics 365
Today’s blog post goes over Time and Attendance Registration approvals for Production in Dynamics 365 Supply Chain. What is Time and Attendance Registration? Workers can record time (clock in, start time, end time, and clock-out), attendance, feedback, and absences on production jobs. This allows companies to track labor costs, payroll activities, etc. A side note…
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