Category: D365 Field Service
D365 Field Service: Improved Work Order Experience (preview)
There have been so many exiting new features in 2023 release wave 2, and it feels like new features are making it to preview almost every week! The features I am discussing today (yes you read that right, this line item is not just limited to 1 feature, but instead comes with a whole bunch of new and exiting features and updates!) are the ones that are related to theRead More
Field Service app (preview) for Teams
I’m sure many of you have caught wind of the exciting news around Field Service Copilot which was announced just a few weeks back. The wait is over, especially for those in the NA regions, as we got access to the preview feature on August 11th. In case you haven’t bumped into the buzz about Dynamics 365 Field Service Copilot, let me break it down for you. Imagine having anotherRead More
Field Service Copilot – Outlook experience (preview)
I’m sure many of you have already heard about the preview of Field Service copilot that was announced by Microsoft a few days ago. We had to wait until August 11th (at least for the environments in the NA regions) to get access to this. If you are not familiar with Field Service Copilot and haven’t heard or seen any of the announcements, let me explain what this is. FieldRead More
2023 Wave 2 Release Notes: D365 Field Service
If you’ve been following my recent articles, you might already be aware that the release notes for the second wave of 2023 were unveiled on July 18, 2023! In my first article, I mentioned that I had the opportunity to review them, and as a result, I’ll be writing a series of articles discussing the new features and updates included in this release. I kicked off the series by focusingRead More
D365 Field Service: Trades
Another feature for Dynamics 365 Field Service that is part of 2023 release wave 1 is the ability to use trades to group services together. There are a lot of benefits to using trades in D365 Field Service, but before I get into that, let me first explain what trades represents in Dynamics 365 Field Service. As you probably already suspected, trades are the types of services that your organizationRead More
D365 Field Service: Not-to-exceed values
This month there are a bunch of features that are part of 2023 Release Wave 1 that will roll out. One of them is the not-to-exceed functionality in Dynamics 365 Field Service. This is functionality we have been waiting for and I am excited that it’s finally rolling out! I’ve had some prospects in the past who were interested in this type of functionality and I ended up building thisRead More
D365 Field Service: Add child assets to an RMA
A few weeks ago I was talking to someone about Dynamics 365 Field Service and they asked me about a couple of requirements which were not standard functionality in Dynamics 365 Field Service. He wanted to know if it was possible to build logic around assets that are brought to a warehouse for repair. The scenario was that when a part is picked up from a customer to send toRead More
Dynamics 365: 2022 Release notes for wave 2 are here!
Earlier today Microsoft published the release notes for the 2022 Release wave 2! I always tell people to keep in mind that this is a living document, meaning that these updates are not set in stone. Microsoft is continuously updating the release notes by changing, adding and even removing functionality from the plan. This is also one of the reasons I will not post any preview or GA dates here.Read More
Enhanced experience using email templates
In my last article I wrote about the new experience for creating email templates, and this week I am going to cover the enhanced experience end-users will have when adding an email template to an email message in Dynamics 365. This feature is also part of 2022 Release Wave 1 and has been generally available since April 1st of this year. It’s interesting to note that this feature is showingRead More
Interact with Dynamics 365 records in Teams Chat(Preview)
I feel like I’ve been repeating myself, since this is yet another article where I talk about additional functionality in the Microsoft Teams and Dynamics 365 integration. As a recap, previously I wrote two articles on the embedded Teams chat in Dynamics 365 which allows users to access Microsoft Teams chat from the Dynamics 365 application (if you haven’t read the articles yet you can do so here and here),Read More
