If your organization is using Dynamics 365 Field Service, then you might have
come across a scenario where a field technician doesn’t need to fully complete a
work order, but instead they need to partially complete a work order. There
could be mul...
Here is another set of features that kind of snuck into Dynamics 365 Customer
Service without anyone noticing! At least I didn’t notice until I opened an
email message in Dynamics 365 Customer Service and saw some different options
available for m...
Believe it or not, I have actually received requests in the past where prospects
wanted the system to automatically create records in Dataverse or Dynamics 365,
which of course is kind of crazy! We always need to integrate with another
system, or ...
As you might or might not know, today we only have the ability to relate
activities to ONE row (or record) in Dynamics 365 CX by setting the ‘regarding’
field on the activity. This can be problematic, because there might be a need to
save a record...
Last Friday I noticed that a highly anticipated feature in Dynamics 365 Sales is
now in preview! This feature is part of the 2024 release wave 1. With this
feature sellers will be able to get product related files directly from within
the Sales Hu...
Today I stumbled across a feature that is pretty new! This feature was just
released on March 6th and I have to say I am loving it! Apparently, it has been
in preview, so I am not sure how I missed it, but I guess with so many new
features being p...
I am sure you have heard the term “Copilot” a lot in the Microsoft universe. It can be overwhelming to understand the different types of Copilots available. There is a Copilot for Dynamics 365 Customer Service, which helps customer ser...
As you all know, the release notes were published not too long ago. As I do every year, I have been writing several articles about the functionality that is part of the 2024 Wave 1 notes for Dynamics 365 CX! In the first article I wrote in this se...
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