Author: Dian Taylor
D365 Field Service Inspections – Updates – June 2020
If you weren’t aware, Microsoft released their own version of inspections for field service (for public preview) in April. I wrote an article about it which you can find here. Since inspections came out the team at Microsoft has been busy! More functionality has been added to inspections in the Dynamics 365 Field Service app and I am very excited to discuss some of the new things that were added.Read More
Track Opportunity Sales Stage History
I was building out an environment for a sales demo last week where one of the requirements was that the prospect wanted to only track sales stages for opportunities. They also wanted to be able to track the amount of time an opportunity had been sitting in any particular sales stage. I’ve heard this request before so I had my solution ready, which I will discuss in this article. ThisRead More
Dynamics 365 & LinkedIn Sales Navigator: New Features Q1-2020
I wrote two other articles about Linkedin Sales Navigator and the Dynamics 365 integration, which can be found here (1) and here (2). Several new features were added to LinkedIn Sales Navigator between May 18 – June 15, 2020 which prompted me to write another article. These changes affect both the team edition and enterprise edition licenses. In this article I am going to focus on most of the theRead More
Field Service Dynamics 365 Mobile App
On May first this year Microsoft came out with their new Field Service Dynamics 365 mobile app, which is an app that is built on the power platform. The app itself is a model-driven app which is configurable and customizable just like any other Dynamics 365 App. Currently the new mobile app is only available on iOs (Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch) andRead More
Tracking Opportunity Approvals
Last week I had an interesting requirement for one of my prospects. They wanted to track approvals for opportunity records in Dynamics 365 Sales. You’re probably going to say ‘That’s easy enough, just use Power Automate and create a flow with approvals but it was a tiny bit more complicated than that, which made me think this configuration would make an interesting topic to write about. I learned a lotRead More
D365 Field Service: Inspections(Preview)
Microsoft has added another preview feature to Dynamics 365 Field Service which is now widely available for public preview. Inspection functionality has been available as an add-on from a third party (I.E Resco Inspections), but not as a core Dynamics 365 Field Service feature. Well, get ready because that is going to change. I am very excited about inspections because I work with a lot of prospects that have aRead More
D365 Field Service: New Schedule Board
Microsoft has redesigned the schedule board for field service. Partners and customers were able to sign up for a private preview of the new and improved schedule board a few months ago, but now the preview has gone public. Keep in mind that a preview is not yet ready for production, as it will have limited capabilities during this time. Other things to consider: during this preview the only languageRead More
SLA’s in the Unified Interface
Some people might not have noticed that SLA’s (service level agreements) didn’t just move from the legacy interface to the unified interface. There were also a few updates to SLA’s and the way we can configure them in Dynamics 365 Customer Service has slightly changed. Before I get into that, let me first explain what SLA’s are and how they are used. What are SLA’s? Service level agreements allow organizationsRead More
Sales Accelerator (Preview)
Today’s article is about Sales Accelerator, which is a preview feature that is starting to roll out this week in the US for Dynamics 365 Sales. This is another feature that will be part of Dynamics 365 Sales Insights. Please keep in mind that preview features are not complete yet, and they are not meant for production use. Microsoft makes preview features available so we can take a look andRead More
D365 Assistant for Teams (Preview)
Most of you have probably heard of the Sales Insights assistant in Dynamics 365 (aka Relationship Assistant) which is part of the free Sales Insights features in Dynamics 365 Sales. The assistant displays action cards through out Dynamics 365 with information about data in Dynamics 365 and Exchange. These action cards give the sales user several different types of insights, for example a reminder about an upcoming meeting or aRead More
