Author: admin

Dynamics 365 and Power Apps

How to schedule single resource optimization when considering new requirements on Dynamics 365 Field Service

Hello Everyone, Today I am going to show how to optimize single resource when a resource completes a work order earlier than expected timelines. Let’s get’s started. Dispatchers schedule work orders but sometimes disruptions happens due to delay in resource being ontime at the site or may finishes the work order below the set time,…
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{ How to } Fill the gaps of the resource with Multi day view on Dynamics 365 Field Service Schedule Board

Hello Everyone, Today I am going to show how to view multi day view of the particular resource so that if there are any gaps for the resource can be quickly adjust resource for any bookings in between the resource gaps. Let’s get’s started. Resource availability and utilization with an updated multiday view. On Multiday…
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{How to} Complete work orders based on status on Dynamics 365 Field Service

Hello Everyone, Today I am going to show how to turn on the Status Completes Work Order = ON then Complete the work orders based on status on Dynamics 365 Field Service. Let’s get’s started. This new feature allows status driven approach to enhance flexibility in work order management. Save time to duplicate work orders that require…
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{New} Export-import segments and assignment rules between environments

Hello Everyone, Today I am going to show how you can export import segments and assignment rules between environments. Let’s get’s started. With the new features: Sales Managers and an Administrator need to set up assigment rules in multiple environments like sandbox, dev, test or production. This increases the time taken to transfer rules from…
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{How to} Set up Dynamics 365 Field Service for Outlook add-in with Microsoft 365

Hello Everyone, Today I am going to show how to integrate and configure the Dynamics 365 Field Service for Outlook. Let’s get’s started. You will need Microsoft 365 global administrator role to configure Field Service add-in for your organisation. 1. Login to Microsoft 365 admin center as a global admin or exchange admin. 2. Select…
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{Do you know} Strength of Connection types on Dynamics 365 Sales

Hello Everyone, Today I am going to show strength of the connection types on lead record in Dynamics 365 Sales. Let’s get’s started. Normally when we nurture the leads with the interactions with the contacts within their business and there is predefined visibility how is the relationship with the leads. With the introduction of the…
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{How to} Customize work order views for Teams and Outlook for Dynamics 365 Field Service

Hello Everyone, Today I am going to show how to configure the work orders to access from Outlook or Microsoft Teams, where the users can customize work orders from the Outlook and Microsoft Teams. Let’s get’s started. Login into Dynamics 365 Field Service. Go to Settings > Collaborations. Microsoft Teams Collaboration and chat: 1. Turn…
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{How to} Activte Copilot across all Dynamics 365 Apps on particular environment

Hello Everyone, Today i am going to show how to activate Copilot across all your Dynamics 365 Apps in one particular environment. Let’s get’s started. 1. Login into your Dynamics 365 Sales Hub, in this instance i have opened my dev environment. 2. Change the settings to App Settings 3. Click on Copilot and select…
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{How to} Check Summary of an Opportunity using Copilot on Dynamics 365 Sales

Hello Everyone, Today I am going to show how to get summary of an opportunity using Copilot on Dynamics 365 Sales. Let’s get’s started. Dynamics 365 Sales – Sales team work on multiple opportunity and dynamically, as information is scattered across the system.  Getting the information out of the mulitple opportunities will be time consuming…
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{Do you know} Create Revised Quote field significance on Quote table Dynamics 365 Sales

Hello Everyone, Today I amgoing to show how to close the Quote with new field Create a Revised Quote – field on Quote Table. Let’s get’s started. Dynamics 365 Sales -rely on quotes to give information about the product or service pricing. So Quotes serves as a formal offers, outlining the terms, pricing and specifications…
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