Blog

Hello Everyone, Today I am going share my thoughts on work orders with Copilot in new mobile experience. Let’s get’s started. Here’s an image that visualizes the concept of summarizing work orders using Copilot in the new mobile experience for Dynamics 365 Field Service. It showcases a smartphone displaying the app’s inetrface, highlighting the integration…
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Hello Everyone, Today I am going to share my thoughts how to increase seller productivity with lead profile summaries in Dynamics 365 Sales. Let’s get’s started. Increasing seller productivity with lead profile summaries in Dynamics 365 Sales can be achieved by optimizing the CRM system to provide concise, actionable insights. Here are some ways Dynamics…
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Hello Everyone, Today I am going to show what are the benefits of personalize omnichannel experiences with no code using Optimizely. Let’s get’s started. Personalize omnichannel experiences with no code using Optimizely on Dynamics 365 Customer Insights involves leveraging the capabilities of both platforms to deliver tailored experiences to your customers,Here’s how you can achieve…
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Hello  Everyone, Today I am going to show how to add Customer Insights data on your trial or licensed environments. Let’s get’s started. 1. Login into Dynamics 365 Customer Insights. 2. On home page screen click on the ADD Customer Insights – Data 3. New window will  be opened and load the data into the…
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Hello Everyone, Today I am going to show new feature which is available for Jan 2024 preview. Let’s get’s started. Copilot for Dynamics 365 Customer Insights is powered by AI to provide answers to your queries. What you do is “you will interact with your data” via Copilot as an interface between you and Customer…
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Hello Everyone, Today I am going to show how to enable NOT TO EXCEED and its use on Dynamics 365 Field Service. Let’s get’s started. What is NOT TO EXCEED and what is the use of it on Dynamics 365 Field Service? The main purpose of it is setting financial expectations with customers and vendors…
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Hello Everyone, Today I am going to show how to schedule the recommeded resource from Outlook. Let’s get’s started. Resource schedular normally have daunting time when they need to schedule a resource for emergency work order. So an assistant recommends workers and time for the job, saving dispatchers time needed to validatted matched resources. 1.…
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Hello Everyone, Today I am going to share new feature which Microsoft releases for Dynamics 365 Field Service Resource Scheduling so making the work items into smaller chunks. Let’s get’s started. Microsoft Dynamics 365 Field Service Resource Scheduling when working with long-duration or complex requirements, it’s often necessary to specify the patterns(sometimes called the work…
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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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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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