It's that time of year when we all get to know what is coming in the next release for Dynamics 365. The release notes have been made available for both Power Platform and Dynamics 365 apps. I like to use the analogy of the weeks before Christmas seeing all the amazing presents under your tree, … Continue reading Dynamics 365 Field Service 2020 Release – Wave 2: My Favorite items!
I have been investigating the capabilities for Inspections since it first came out in Public Preview. It has amazing potential for Field Service technicians to be sure, but that was amplified for me within the latest update. In the latest update, two major features were enabled in the product, conditional branching logic and enabling Power … Continue reading Using Power Automate to create events based on an Inspection Response
Today I was preparing for a demonstration of the new Dynamics 365 Field Service Mobile to a client and noticed that my sitemap changes in my development environment were not taking effect.
Today I read a post on LinkedIn about a friend who had lost their job. Most likely due to issues related to the Pandemic and the state of business at the moment, but regardless of the reason, they are out of work. This made me think...how can I help them?
A young couple and their little girl are walking back to their room at Disney's All-Star Resort. The girl is crying. A Disney security guard walks up to the family to see if they are alright. The mother explains that the girl lost her autograph book somewhere in the Magic Kingdom and it had Mickey … Continue reading A Father’s Day Story
Remember when preview features could be "opted-in" from Settings > Administration > System Settings in your Dynamics instance? Well you still can do that for some preview features, but things have changed when it comes to getting a preview of items related to Dynamics 365 Field Service. https://youtu.be/gohUVmO5vKc Watch the latest episode of The Dispatch … Continue reading Preview Features in Dynamics 365 Field Service
It has been some time since I have written on this blog, so long that the settings for the domain had went out of date, my TLS was deprecated, and all my posts looked dreadfully outdated. I had been thinking of writing again...but for what purpose?
LinkedIn & Dynamics 365 Microsoft’s acquisition of LinkedIn has brought new and exciting integration and opportunities for the Sales users within Dynamics 365 via Sales Navigator. Finding the people/firms that you want to do business with and effectively managing those opportunities within Dynamics 365 is more powerful than ever. In this article, we will look … Continue reading LinkedIn Sales Navigator & Dynamics 365
When a client facing review of the CRM solution is scheduled, there are a number of best practices which greatly improve the chances of giving the customer that "WOW" moment. There are a number of practices that I have employed which resulted in great success in achieving client satisfaction during implementations. Business Process Workflow Diagram … Continue reading Planning and Executing an Effective CRM Solution Review