Author: Dian Taylor
D365 Field Service: Enable lead scheduling and get location using Power Automate
Have you ever had a requirement where you needed Dynamics 365 Field Service to be able to schedule leads? This could be relevant for organizations who need their sales reps to visit prospects at their location to perform certain tasks. (I.E measurements for a project like the installation of hurricane windows or installation of flooring) The processes that I am going to configure in Dynamics 365 for this scenario willRead More
New Dynamics 365 Sales mobile experience (Preview)
I am very exited to be able to write another article on a very promising new preview feature! Microsoft is working on a new Mobile app for Dynamics 365 Sales which is now in preview. This app will not only show Dynamics 365 data but will allow users to view data that resides in other applications like exchange/outlook as well! Think about scheduled meetings that are stored in exchange/outlook butRead More
D365 Dialogs functionality using Power Automate: When a record is selected
Most of you probably remember the time when Dialogs was part of Dynamics 365 Processes. When users would run the dialog it allowed for a window to pop up where users could enter data into the dialog. From there the system could perform actions (like workflows and power automate flows do) such as creating a record, updating a record etc.Unfortunately dialogs were deprecated a while ago. What if you neededRead More
Track the last time someone spoke with a lead/contact in Dynamics 365
Today I am going to discuss some functionality which I believe to be very relevant in Dynamics 365. How great would it be if organizations would be able to run a query showing them all the leads or contacts in the system that they have had a conversation with in the past X months? Or maybe a list of leads or contacts that no one has spoken with at all?!Read More
D365 Field Service Inspections Updates – Dec 2020
I was lucky enough to have a conversation with Neha Jain last week, who is a Program Manager at Microsoft focusing on Field Service Inspections. During our call we reviewed the latest improvements and enhancements in Dynamics 365 Field Service Inspections that have been added since the last article I wrote on Inspections, which was published in June of 2020 (If you haven’t read the article you can do soRead More
Create Custom D365 Assistant Cards
I have received several requests to write an article about how we can utilize Power Automate to automatically create custom cards that will be shown in the Dynamics 365 Assistant. If you are not familiar with the Dynamics 365 Assistant let me tell you about it, as I feel it’s a great tool. The assistant used to be called the relationship assistant and is part of Dynamics 365 Sales Insights.Read More
Push notifications for D365 Field Service Model-Driven App
Now that Microsoft is moving away from the Resco built mobile application (aka Xamarin) and pretty soon (June 2021) all new deployments will use the Microsoft developed Field Service model driven app, we now need to learn how to configure certain things in the Field Service Model Driven App. There are things that you can already do in the Field Service Model Driven app, like use global search as aRead More
D365 Customer Service: Setting up search providers (preview)
I stumbled across another preview feature in Dynamics 365 customer service the other day, which I will discuss in this article. Please note that a preview feature is not ready for production yet because it’s not finished, but Microsoft allows access so that customers can get early access and review the functionality and provide feedback. Ok now that that’s out of the way, let’s talk about what this exactly is!Read More
New Intelligent Relevance Search Experience
In November of 2020 Microsoft announced a new intelligent search experience for model-driven apps. This also means that these new search capabilities will be available for all of the Dynamics 365 model driven apps. So you are probably not surprised when I tell you that once you enable this new experience, it will be enabled for all apps in the environment. You will notice that the search icon will haveRead More
Customer Service Workspace Review
I was working in the new Customer Service Workspace app, which got added to my instance as part of the 2020 Release Wave 2 (keep in mind this app is still in preview). I wrote a small piece on this app as part of my article Dynamics 365 – 2020 Release Wave 2 | Part 3 which you can read here or if you prefer watching a video you canRead More
