In the field service industry, timely and accurate information is essential for
ensuring operational efficiency. The Dynamics 365 Field Service Mobile App
equips field technicians with the ability to access critical work order data,
real-time upda...
You’re in the middle of a hectic workday, and amid a rush of clicks and
decisions, you accidentally delete a crucial record from your CRM. Panic sets in
as you realize the impact this mistake could have on your workflow. Studies show
that 30% of u...
A Work Order in Dynamics 365 Field Service is a critical document that outlines
the specifics of a service request or job assigned to a technician. It
encompasses all the necessary information, including the issues that need
addressing, details ab...
As summer winds down and we embrace the back-to-school energy, it’s time to look
forward to the most exciting event in the Microsoft Business Applications
world—the Community Summit 2024! This year, the summit takes place in San
Antonio, Texas, fr...
In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the
Lead Qualification Process, enabling administrators to customize the process,
and making it easier for sellers to qualify leads more efficiently. Previously
users had ...
Maplytics is a powerful, location-based tool that enhances the capabilities of
Dynamics 365 CRM by offering deep insights through map visualizations. This
series of tutorials introduces a variety of ways to master its features,
benefiting field se...
Copilot in Microsoft Dynamics 365 helps to streamline the sales process and
close deals faster by reducing the time they spend usually on critical tasks.
Copilot provides AI assistance to boost the productivity of the business,
generative AI capab...
Imagine a workspace where complex workflows are transformed into a visually
intuitive, easily manageable process. Kanban Board by Inogic offers just that,
providing a dynamic way to visualize and manage your Dynamics 365 and Dataverse
data. By con...