Dynamics 365 – Field Service Returns Made Simple

save RMA

Field Service Returns start as a Return merchandise authorization (or RMA for short) and are very similar to Purchase order returns in Dynamics 365 for Finance and Operations.  Define the products to be returned. Document receipt of the product that was returned.  Close out and bill the product return. There are three (3) options for…

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Dynamics 365, Assemble! (If D365 Apps Were Superheroes)

It’s the age of the superhero and, while business software solutions may not immediately spring to mind in that sense, there have been some pretty “super” technological advances in this arena. Microsoft and the slew of Dynamics 365 Business Applications are a shining example of these advances built on one of the very best cloud…

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Dynamics 365 for Field Service – Technician Location

Field Service Tech

In Dynamics 365 for Field Service, Technician Location can be helpful when scheduling and dispatching resources to Work orders based on geographic location, resource availability, skill set, and more.  Dynamics 365 for Field Service empowers users, while on a live call with a potential customer or later through automated scheduling, to find the right resource…

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Dynamics 365 for Field Service Welcomes Mixed Reality

skype remote assist d365 field service

Dynamics 365 for Field Service offers an amazing collection of technology to create a field service experience like no other. With the use of Connected and HoloLens, D365 Field Service can provide a Remote Assist option to service technicians to connect, collaborate, and share what they see with off-site experts to complete the work, the…

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Bringing IoT & Dynamics 365 Together in the Field

No doubt you’ve heard of the infinitely numerous possibilities presented by the Internet of Things for businesses of all kinds. In Field Service, more and more of these potential IoT solutions are becoming reality every day. It is no longer a question of ‘if’ this technology has the power to disrupt and transform the way…

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What To Expect From Dynamics 365 CRM Applications This Fall

Dynamics 365 CRM Features Fall Release

Yesterday we went over what features we can look forward to seeing this October in Dynamics 365 for Finance and Operations, the ERP side of D365. Today, let’s look at what we can expect from the applications that make up the CRM side. Again, unless otherwise noted, these features will be released with general availability…

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