Tag: update

 

Copilot in the enhanced mobile experience for D365 Field Service(preview)

Having a well-designed mobile app for frontline workers is crucial for many reasons, as it directly contributes to streamlined operations, improved communication, enhanced efficiency, and ultimately, a more empowered and productive workforce. Last week I wrote an article about the exciting features that are part of the new enhanced mobile experience for Dynamics 365 Field Service, which is currently in preview. (If you haven’t had a chance to read theRead 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

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

Set Opportunity probability with Business Rules

As you might have noticed the opportunity entity has an out of the box field related to it that’s called ‘Probability’. This represents the opportunity’s probability of getting closed as a won deal. When you drag the field on the opportunity form there is no automatic calculation or anything for the values of this field. Users will have to manually enter a value in the probability field. In this articleRead More