Tag: D365
Check order status with Power Virtual Agent & Flow
I get a lot of requests where my prospects want Power Virtual Agent to be able to answer questions about order statuses. The scenario here is that someone ordered something from your website, or maybe even in person and now they are looking to see what the status of the order is, how the order was shipped and maybe they even want to get a tracking number. I am notRead 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
Dynamics 365: Reference Panel
I had a conversation with one of my colleagues last week after I completed one of my customized Dynamics 365 demonstrations for a prospect. During the demo I showed the account form and something that is called “Reference Panel”. My coworker wasn’t aware of this functionality and called me after the demo to ask me about it. I figured this would be a great topic for my next article! TheRead More
Recommendations in Dynamics 365
After I finished presenting my session “Workflows still Rock!” at the Dynamics 365 Saturday in Portland, OR, I had some time left to answer questions and talk about other Dynamics 365 features. I asked the audience if they have heard of the recommendations feature in business rules that was added to the application a few years earlier, and to my surprise most people hadn’t heard of this little gem soRead More
Dynamics 365 Customer Service: KB Automatic Filtering
I ran into a feature the other day that I thought would be worth writing an article about. This feature has been around for a while, but I feel that it might slipped in without a lot of us noticing, so here goes! Administrators can configure the knowledge base search control on the case form to automatically filter knowledge base articles based on data populated in the case record. ThisRead More
Dynamics 365 Field Service – Rejecting a booking
Field Service is a great tool for companies that send out remote workers, but what happens if that remote worker isn’t able to perform the work? It might be that they got sick or maybe they are having problems with their vehicle in which case they need an easy way to let the dispatcher know. Yes they can call the dispatcher to let them know, but what if there wasRead More
Dynamics Field Service, Project Service & Sales
If you have Field Service and/or Project Service installed in your Dynamics 365 instance you might be aware of the different forms that were added to the opportunity, quote, order, opportunity lines, quote lines and order lines entities. Not everyone is aware that the sales module in Dynamics 365 works really well with the Field Service and Project Service Automation modules so I am going to explain this functionality inRead More
Adding Components to Unified Interface App(s)
Now that Microsoft put an expiration date on the legacy interface I thought it would be time to write a post about how to add components to the apps that we use in the unified interface. For all of you who haven’t heard yet, as of September 2019, the legacy web client is deprecated. Customers will have to transition to the Unified Interface before October 1, 2020. In the meantime,Read More
Customize Opportunity Close Dialog Box
After the October 2019 release wave, system administrators now have the ability to customize/configure the Opportunity Close Dialog box without having to use any code or other development efforts. This is a great new feature and allows us to capture additional information when an opportunity is closed, either won or lost. In the following example I am going to add a custom ‘Other Reason’ text field that only shows (andRead More
Field Service Inventory Dashboard
Field technicians that have to go onsite and perform repairs and/or installations, have to keep track of what they have in their truck inventory at all times. It would also be very beneficial for them to be able to see which products they need to complete their work orders, so with that in mind, I created an inventory dashboard in the mobile application for Dynamics 365 for Field Service. InRead More
