Service Management news & resources

Microsoft Dynamics GP ISV Deal: Rockton Software acquires Olympic Systems

by MSDW Reporter

Olympic's Project Costing solution and team join Rockton.

Dynamics GP Financial Management Job cost Professional Services Project Management Service Management

A first cut review of the new Microsoft Dynamics 365 Project Service

by Kuldeep Gupta

Microsoft is retooling PSA as Dynamics 365 Project Service Automation which entails a new setup process

Customer Engagement Dynamics 365 Project Management Project Operations Project Service Automation Service Management

Microsoft seeing strong Dynamics 365 Field Services usage growth, says manager

by Jason Gumpert

Monthly active usage of Field Service is up over 100 percent year over year for the second year in a row, says sales manager.

AI Customer Engagement Dynamics 365 Field Service Field Service Mixed Reality Service Management

How to use Flow to update a quote marked as won in Dynamics 365 Project Service Automation V3.X

by Kuldeep Gupta

Find out how to leverage Flow to circumvent a nagging problem with Quotes in Dynamics 365 Project Service Automation

Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Power Automate Power Platform Project Management Project Service Automation Sales Quoting Service Management Workflow Management

Microsoft Dynamics 365 Mixed Reality updates address accessibility, HoloLens app integration, holograms, and more

by MSDW Reporter

A review of the latest monthly updates to D365 Guides and Remote Assist.

Accessibility Dynamics 365 Field Service Guides HoloLens Mixed Reality Remote Assist Service Management

Issues importing time entries in Dynamics 365 Project Service Automation V3? A quick, methodical resolution

by Kuldeep Gupta

Importing time entries from resource bookings got harder in Dynamics 365 Project Service Automation V3, but a simple workaround rectifies the problem

Customer Engagement Data Management Dynamics 365 Planning & Scheduling Project Service Automation Service Management Time & Attendance

Environment setup for a Dynamics 365 Project Service Automation integration to Finance and Operations with CDS

by Gurunath -

Users can integrate and synchronize Dynamics 365 Project Service Automation and Finance and Operations, bridging the gap with the Common Data Service

Business Process Mgmt Common Data Model Common Data Service Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Dynamics CRM Planning & Scheduling Power Platform Project Service Automation Service Management

Non-Billable classification for a task work around in Microsoft Dynamics 365 Project Service Automation V3

by Kuldeep Gupta

When a team upgraded to Dynamics 365 Project Service Automation V3 they found the role field had disappeared, posing new challenges for assigning resources

Customer Engagement Dynamics 365 Dynamics CRM Project Management Project Service Automation Service Management

Flows from the field: Renaming steps; PSA to-dos; Guard conditions; Converting leads; Vacation requests

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond.

Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow Marketing Power Automate Power Platform Project Management

Inventory management with Microsoft Dynamics 365 for Field Service: A real growth opportunity

by Allan Lee

Integrated inventory management with Dynamics 365 for Field Service is vital for fixing service contractor inefficiencies

Business Performance Mgmt Customer Engagement Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Field Service Field Service Inventory Management Project Service Automation Service Management

LATEST VENDOR RESOURCES

Streamlining Success: Leveraging Business Central for Enhanced Service Management

Innovia

External Users Demystified with Ben Vollmer & Resco

Resco

Microsoft Dynamics 365 Project Operation arrives: What to look for (Webcast Recording)

MSDW Features

How Service Organizations can use D365 PSA to Deliver Successful Projects and Drive Growth

MSDW Features

Offline-Capable Mobile Apps for Microsoft Dynamics NAV: Empower remote workers (Recorded Webcast)

Marketing Tips for B2C eCommerce Businesses

Dynamics eShop

The eCommerce industry has taken off and continues to grow

Accounting Agriculture Architecture Automotive Construction Consumer Goods Distribution Dynamics 365 Dynamics Marketing Dynamics NAV Energy Fashion

(Infographic) 7 Key Clauses Commonly Found in SaaS Contracts

Binary Stream

This infographic breaks down seven key clauses found in most SaaS contracts

AP Automation Advanced Pricing Associations BI and Reporting Bill Of Material Mgmt Billing Budgeting Business Central Business Performance Mgmt CPQ (Configure, Price, Quote) Complex Billing Consumer Goods

Booklet | Build a Financial Backbone for Sustainable Hospitality Expansion

Binary Stream

Best practices and resources to build the financial backbone necessary to enable a successful hospitality expansion

Accounting Auditing Azure BI and Reporting Billing Business Central Business Performance Mgmt Complex Billing Consumer Goods Customer Relationship Mgmt Customer Service Dynamics 365

The CFO’s Playbook for Retail Transformation

Binary Stream

Competing in a world where customer expectations have never been higher drives brands to embrace rapid change—retailers who struggle to keep pace face shuttered stor...

AP Automation Accounting Advanced Pricing Auditing BI and Reporting Banking Billing Budgeting Business Central Business Performance Mgmt Business Process Mgmt Business Rules Mgmt

How Dynamics CRM/CE Partners Benefit from ITSM Technology

Prodware

How Dynamics 365 Customer Service and ITIL help Microsoft partners meet customer demand through technology and best practice

Copilot Studio Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Hosting Services IT Asset Management (ITAM) IT Service Management (ITSM) Inventory Management KPIs Knowledge Management

More Service Management White Papers

Southern States Toyotalift boosts monthly revenue by $350,000 with Field Service 2.0

Resco

Accelerate growth through innovation with Resco Field Service 2.0

Automated Data Collection Business Central Configuration & Development Data Integration Data Management Distribution Dynamics 365 Field Service Industrial Equipment Knowledge Management Mobile Applications Planning and Scheduling

More Service Management Case Studies

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