Field Service news & resources

Copilot in Dynamics 365 Guides with HoloLens 2

Ignite 2023: Microsoft to add Copilot to mixed reality experience of Dynamics 365 Guides

by Jason Gumpert
The AI-based experience comes first to HoloLens2, then to mobile devices
Customer Engagement Dynamics 365 Field Service Field Service Guides HoloLens Ignite 2023 Knowledge Management Mixed Reality Remote Assist

Ignite 2023: Microsoft aims for technician, manager productivity gains with AI in Dynamics 365 Field Service

by Jason Gumpert
A preview of Copilot in Microsoft Dynamics 365 Field Service will aim to improve productivity for both technicians and managers
Customer Engagement Customer Experience (CX) Customer Service Data Integration Dynamics 365 Field Service Field Service Finance and Operations Financial Management Ignite 2023 Inventory Management Sales

From the Microsoft Dynamics 365 CRM Blogs: Org charts; Resource scheduling; Debugging JavaScript code; Import outbound emails

by MSDW Reporter

A selection of the latest insights from the Dynamics 365 CRM blogs

Customer Engagement Dynamics 365 Field Service Field Service Marketing Resource Dispatch & Scheduling Sales

Microsoft deploys next generation AI capabilities for enterprises

by Eamon McCarthy Earls

Microsoft will add Copilot capabilities to the standard Dynamics 365 Field Service app, the Dynamics 365 Field Service app in Microsoft Teams, new integration between the ...

AI and Machine Learning Azure Compute Customer Engagement Development Dynamics 365 Field Service Field Service Integration Mobile Applications Sales & Marketing

MSDW Podcast: Advanced Mobile Experiences for Field Workers in 2023

by MSDW Reporter
Business Central Customer Engagement Dynamics 365 Dynamics NAV Field Service Field Service MSDW Podcast Mobile Applications Power Apps Power Platform
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12 Key Takeaways Dynamics 365 Customer Engagement Users Can Expect from the Productivity Tools Showcase

by Anya Ciecierski

A new event on November 2 features four vendors that have helped thousands of Dynamics customers

Customer Engagement Customer Service Document Management Dynamics 365 Field Service Marketing Marketing Automation Sales Sales & Marketing Subscription Management Unified Communication Web-based Mapping

Microsoft Dynamics Partner Roundup: Implementation partner; Collaboration; Partnerships

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

AP Automation Azure Business Central Customer Engagement Customer Service Dynamics 365 E-Commerce Field Service Finance and Operations Financial Management Invoice Processing Marketing

MSDW Podcast: Field Service Technology Trends in the Microsoft Cloud

by MSDW Reporter
AI AI and Machine Learning Azure Customer Engagement Dynamics 365 Field Service Field Service Internet of Things (IoT) MSDW Podcast Mixed Reality Mixed Reality Power BI
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CBRE building its next gen retail facilities management solution with Microsoft Dynamics 365 Field Service

by MSDW Reporter

CBRE’s fmPilot solution for large retail and multi-site sector will add a range of Field Service capabilities

Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Field Service Field Service Real Estate Retail Service Management
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Get to know Microsoft Dynamics 365 Mobile offline-first

by Arvind Khadye

The new offline model offers a unified and simplified experience across interfaces

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Marketing Mobile Applications Power Apps Power Platform Project Operations Sales

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Harnessing the Future of Dynamics 365: Unleash the Potential of Microsoft's Commercial Generative AI & Copilot

Stratos Cloud Alliance

Why Manufacturers Can’t Ignore Project Accounting

Sikich

HEADSTART: Accelerated ERP for Equipment and ETO Manufacturers

Sikich

Thriving with Dynamics 365: Why City of Austin Chose Microsoft

Sikich

Microsoft D365 CRM Client Spotlight: City of Austin's Economic Development Department

Sikich
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The Magic of Location Intelligence in Microsoft Dynamics 365 CRM

Inogic

The story of how businesses are transforming their sales process within Microsoft Dynamics 365 CRM

Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Field Service Power Apps Sales

Conquer the Market with Effective Territory Management

Inogic

Maplytics- a robust mapping solution with advanced features of territory management, that empowers the sales team to improve their productivity

Customer Engagement Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Field Service Field Service Power Apps Route Optimization Sales Web-based Mapping

How to Create Scalable Sales Processes within Dynamics 365 CRM

Inogic

Discover the importance of repeatable sales processes and sales playbooks as a solution

Business Process Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Sales Sales & Marketing

Enhanced Functionality of Microsoft Dynamics 365 Field Service with Integrated Maps

Inogic

Explore the various ways of improving Dynamics 365 Field Service with Maplytics a complete map integration solution within Microsoft Dynamics 365 CRM

Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Field Service Project Service Automation Sales

Microsoft Dynamics & SMS/Text Messaging Platforms: 7 Things to Consider

TrueDialog

It’s important to find a truly native integration in order to realize the full benefit of using SMS/texting

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Field Service Marketing Power Apps Portals Project Operations Project Service Automation
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Ukraine War Animals Relief Fund Uses Maplytics to Help Find Animal Shelters

Inogic

The nonprofit society uses Maplytics to trace and plot the shelters that rescue the animals rendered homeless during the War and trace their needs for food, medicine, or o...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Not For Profit Power Apps Route Optimization Sales Web-based Mapping

Alta Equipment Group uses Maplytics as a Geo-Mapping Solution for its Salespeople

Inogic

Alta Equipment Group uses Maplytics as a geo-mapping solution for its Salespeople and is used to optimize their commute time and daily schedule

Construction Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Route Optimization Sales Web-based Mapping

Performance Brokerage Services uses Maplytics to identify and plot the dealerships!

Inogic

Performance Brokerage Services was able to derive locational insights of prospective businesses near their new dealerships with the Radius search feature of Maplytic...

Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Financial Services Power Apps Professional Services Route Optimization Sales Web-based Mapping

Trefor uses Maplytics to prevent their clients from a longer downtime

Inogic

Radius Search and Optimized Routing work up as a team to aid the Trefor group in spotting the affected stations and assigning the right technicians there, quickly

Customer Service Dynamics CRM Field Service Power Platform Route Optimization Sales Scheduling Travel Management Utilities

Enterprise Inns Achieves 25% Increase of Completed Property Inspections with Resco

Resco.net

Learn how Britain's largest pub company transformed the way their field agents do business

Architecture Business Central Configuration & Development Construction Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Field Service Field Service Food & Beverage
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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

Approval Manager for Dynamics 365

The add-on Approval Manager for Dynamics 365 Project Operations helps you streamline approval processes for time and expense...
Architecture Automotive Chemicals Communications Construction Customer Engagement Customer Service Design & Decorating Dynamics 365 Engineering Enterprise Asset Mgmt Expense Management

Lead Assignment and Distribution Automation in Dynamics 365 CRM

Lead Assignment and Distribution Automation systematically assigns or distributes Leads generated through various sources to...
Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Sales

Mind Map View in Dynamics 365 CRM - Map My Relationships

Visualize key information related to the record in a single view Map My Relationships enables users to visualize key...
Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Power Apps Project Service Automation Sales

Card-Based Kanban View for Dynamics 365 CRM - Kanban Board

Kanban view of records with the ability to quickly update or add activities against the records. Kanban Board is a...
Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Sales
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