Service Management news & resources

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

Flows from the field: Excel to JSON; Multi-select inputs; Working with PSA; Solution enabled Flow; Flow Conditioner Builder

by Eamon McCarthy Earls

Recent flows from intrepid Dynamics 365 professionals - and beyond.

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

Microsoft plans to shift Project Service Automation app away from Dynamics 365 portfolio

by Jason Gumpert

New guidance to partners shows that PSA will be offered in new combination with MS Project, Project Online, not in D365.

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

Using Microsoft Flow to allocate Outlook meetings on the schedule board in Dynamics 365 Project Service Automation

by Kuldeep Gupta

Using Microsoft Flow and Dynamics 365 Project Service Automation together can help avoid the risks of overbooking

Customer Engagement Data Integration Dynamics 365 Dynamics CRM Flow Planning & Scheduling Power Automate Power Platform Project Management Project Service Automation Service Management

Fixing my mistake for actual versus estimated hours in Microsoft Dynamics 365 PSA

by Kuldeep Gupta

Mystified by actual versus estimated hours in Dynamics Project Service Automation? Explore steps to clear up your confusion

Billing Customer Engagement Dynamics 365 Planning & Scheduling Professional Services Project Management Project Service Automation Service Management

LATEST VENDOR RESOURCES

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

MSDynamicsWorld.com Features

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

MSDynamicsWorld.com Features

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

IoT, Analytics, And Self-Learning Machines: A New Era for Maintenance with Microsoft Dynamics AX

Achieving Operational Excellence in Professional Services Organizations: The Role of ERP and PSA

MSDynamicsWorld.com Features

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

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 Portals

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

Dynamics Advanced Field Service - HSO Innovation

HSO Innovation offers new ways, using new technology, new applications, new processes, and new approaches to assist our...

Customer Engagement Dynamics 365 Field Service Field Service Invoice Processing Professional Services Service Management