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Dynamics 365 for Field Service and Project Service Automation Update 4
Applies to: Dynamics 365 v8.2 organization with Project Service Automation(v1.2.2.16), Dynamics 365 v8.2 organization with Field Solution(v6.2.2.13), Dynamics 365 v8.2 organization with Universal Scheduling Solution With the goal of continuously improving quality, performance, usability, and responding some customer feature feedbacks, we recently released an update for Dynamics 365 for Field Service, Dynamics 365 for -
A view from the top: Are marketing and sales aligned?
Sales alignment is the first step in your journey to introduce a new sales model, one that is a hybrid model combining the best of the digital journey of your buyer combined with the expertise and knowledge that a personal interaction with your sales team is able to provide. -
Out of the Box: What Colors Can I Impact on the Schedule Board?
One common question when doing any Dynamics implementation is around how to change colors. Obviously, Dynamics offers Theming which allows an organization to ensure the system reflects a brand consistent theme. However, there are some additional color controlling features in Dynamics 365. In particular, with a Field Service implementation, people often ask questions on how -
What’s New for Dynamics 365 Resource Scheduling Optimization v1.5.17284.2 Release
Applies to: Dynamics 365 9.0.x and Dynamics 365 8.2.x With the goal of continuously improving quality, performance, and usability, and responding to customer feedback, we recently released Resource Scheduling Optimization v1.5.17284.2 update. Below are the new features and capabilities introduced in this release. NOTE: Resource Scheduling Optimization v1.5.17284.2 update is backward compatible with Dynamics 365 -
New automation and visualization features for Business Process Flows (public preview)
Applies to: Dynamics 365 (online) The July 2017 update for Dynamics 365 (online) includes two new features that are available for public preview: Business Process Flow dashboards, grids, and charts and Business Process Flow automation with Action Steps. This article explores the main scenarios for taking advantage of the new functionality available with these two -
A new hybrid sales model—Empowering sellers to drive customer engagement at scale
As sales leaders, we have a strategy problem. We have spent years focused on sales productivity--visibility into forecast, pipeline, and activity tracking--to drive an agenda for sales management. -
Join us for Microsoft Business Forward in Chicago
Business transformation is taking place across industries and for organizations to stay competitive in the market, they need systems that adapt to their business needs to help them stay on top of market trends and changing customer needs. -
Microsoft Dynamics 365 for Field Service and Project Service Automation sample data
Applies to:  July 2017 update for Dynamics 365 (online) To become familiar with Dynamics 365 for Field Service and Project Service Automation, it’s useful to have a pre-configured environment to explore. For this purpose, we’ve created a separate sample data installation package (English-language only at this time) that makes it easier to learn about -
Updated BPM search and Task guide help broken
Update (January 22, 2018) As of January 22, we are pleased to announce that all re-indexing tasks have been completed. We appreciate your patience during this time. Going forward, if you are experiencing any issues with search, follow the standard process for reporting an issue in LCS. Update (December 07, 2017) All global and corporate -
Updated BPM search and Task guide help broken
Update (January 22, 2018) As of January 22, we are pleased to announce that all re-indexing tasks have been completed. We appreciate your patience during this time. Going forward, if you are experiencing any issues with search, follow the standard process for reporting an issue in LCS. Update (December 07, 2017) All global and corporate -
Release notes for October update for Field Service and Project Service Automation
With the goal of continuously improving quality, performance, usability, and responding some customer feature feedbacks, we recently released an update in October for Dynamics 365 for Field Service, Dynamics 365 for Project Service Automation, below are the new capabilities and bug fixes introduced in this update.   Field Service (v 7.1.0.33) Enhancements  Below are some new capabilities enabled for this