Category: Configuration
Enhanced experience to add products
Today is a bit of a milestone for me, because this is my 100th article! Now let’s get on with it! If you are using Dynamics 365 Sales, then you have noticed that adding products to an opportunity, a quote, an order or an invoice is a bit of a drag. We have to add the products one by one, unless we use the suggestions feature that allows users toRead More
D365 Field Service: Mobile Booking Maps
Yes there is another feature that has been added to Dynamics 365 Field Service! This feature became generally available on 5/21 for North American environments. So what exactly is it? Well I can tell you it’s something that some of my customers have been asking for quite some time now, and now it’s here! Booking maps allows Dynamics 365 Field Service frontline workers (these are resources in Dynamics 365 FieldRead More
New Timer Control for SLA’s
We had the timer control for cases for quite some time and if you’re not familiar with what this is or what this does, let me explain it to you. The timer control can be added to forms of tables that have been enabled for SLA’s. Cases are enabled for SLA’s out of the box which means we can immediately add the control to a case form. When a SLARead More
What’s new with the Sales Accelerator
The Sales Accelerator is part of Dynamics 365 Sales and to get access to it you’ll need to have a sales insights license on top of your Dynamics 365 Sales License. This feature went into preview back in April 2020 and has been live for a a while now. I wrote an article about this (preview) feature back in April of 2020 which you can access here, but as youRead More
D365 Field Service: Customer Self Scheduling
In this article I will be discussing the self scheduling feature for Dynamics 365 Field Service. This feature will allow customers to schedule service from the Field Service Power Apps portal. As you probably already guessed, yes this is another feature that is part of 2021 Release Wave 1. This feature was not available for early access, but it is currently in public preview so you can take a lookRead More
D365 Customer Service: Configure Knowledge Search Filters & Default Authoring Language
These are another couple of the new features of the 2021 Release Wave 1 that finally became available in my region around April 23rd! As you might know, before this update administrators were not able to configure filters for knowledge base articles, which makes it tricky if you have added your own custom fields to the knowledge article table. (For example I added fields to the case table and knowledgeRead More
Microsoft Teams calls in D365 Sales(Preview)
I was pleasantly surprised last week when I noticed a new section when I navigated to the app settings area in Dynamics 365 Sales. I noticed there is now an item on the sitemap under the General Settings section called ‘Teams calls (preview)’. I was very curious what this was so I started to dig a little and found that this setting allows us to embed the Microsoft Teams dialerRead More
Assign SLA based on Case creation time
A few weeks ago I received a question from someone who asked me if it was possible to assign an SLA to a case based on the time of day a case was created. For example if the case was created in the morning between 8AM and 11:59AM it would get the ‘Morning SLA’ attached, and if it was created betweem 12PM and 5PM it would get the ‘Afternoon SLA’Read More
D365 Field Service Mobile: Reporting for the Model Driven App
Most of you are probably aware that Microsoft is moving away from the Resco built mobile app (Xamaran) for Dynamics 365 Field Service and that the direction is to use the new model driven app for Dynamics 365 Field Service. Starting June of 2021 all new Dynamics 365 Field Service deployments will only have the model driven mobile app, and in June 2022 everyone should be migrated off the XamaranRead More
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
