Field Service news & resources

PTC, Microsoft offer connected field service integration between ThingWorx and Dynamics 365

by MSDW Reporter
Data from ThingWorx, including devices, PLM, to work in conjunction with D365; Mixed reality via HoloLens also available.
Customer Engagement Dynamics 365 Dynamics CRM Field Service Field Service Internet of Things (IoT)

What's new in Microsoft Dynamics 365 for Finance and Operations in service industries?

by Ismael Quteifan
What Microsoft updates to Dynamics 365 mean for service, asset management, and maintenance groups
Azure Common Data Service Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics AX Field Service Field Service Finance and Operations Inventory Management Power Apps Power BI

Can artificial intelligence solve the ERP complexity conundrum?

by Ismael Quteifan
As ERP systems reinvent themselves, they must confront the challenges of delivering better capabilities and insights
Customer Engagement Dynamics 365 Enterprise Asset Mgmt Field Service Field Service Finance and Operations Order Management Power Automate Robotic Process Automation (RPA) Sales & Marketing Sales Order Processing

Dynamics 365 Saturday heads to the US with a first stop in Dallas

by Linda Rosencrance
Event organizer and D365 solution architect Brandon Ahmad discusses the event schedule and how it came together.
365 Saturday Accounting BI and Reporting Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service

When Your Field Reps Have to Call Service Reps for Sales Insights - It's Time for Digital Change

by Sarah Morgan
How one industrial equipment manufacturer transformed its field service through an agile data management and reporting initiative with Power BI.
Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service Finance and Operations Industrial Equipment Manufacturing Manufacturing

Ready for Connected Field Service? Microsoft evolves Dynamics 365 app as market expectations rise

by Jason Gumpert
Field service readiness and sales lead Ben Vollmer will talk new opportunities for customers and partners at eXtreme365 EMEA and other events this spring.
Azure Machine Learning Bots Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Manufacturing Manufacturing Power Automate

Microsoft details Feb 2018 update to Dynamics 365 Field Services Universal Resource Scheduling app

by MSDW Reporter
Update focuses on enhancing the customer experience
Customer Engagement Dynamics 365 Field Service Field Service

Mobile inventory for field service: MarginPoint becomes a Microsoft Dynamics 365 ISV Partner

by MSDW Reporter
Mobile inventory solution for service contractors delivers visibility, supply replenishment alongside D365 for Field Service
Azure Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Inventory Management Mobile Applications One Commercial Partner Project Service Automation Service Management

Manufacturing and Microsoft: Making the marriage work

by Lou Washington
Microsoft and manufacturers continue to “work on the relationship” to keep it fresh.
Artificial Intelligence (AI) BI and Reporting Business Central Business Performance Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Field Service

From the Microsoft Dynamics 365/CRM Blogs: Two-option sets; Business Process Flow; Flow or Logic Apps?; Mobile data options

by MSDW Reporter
A selection of the latest insight from the Dynamics 365/CRM blogs
Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Flow Mobile Applications Power Automate Power Platform

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Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress

WebSan Solutions

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO

Preventative Maintenance in Dynamics 365 Field Service

WebSan Solutions

Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM)

Sikich

Advanced View Controls in Dynamics 365 CRM

Encore Business Solutions
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The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA
Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value
AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Service Customer Voice Dynamics 365

Achieving Greater Insight, Not Bigger Data

Prodware

Shift your focus from data to insight to produce the right product at the right time

AI and Machine Learning Automated Data Collection Azure Consumer Goods Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management

How Industrial Equipment Manufacturers are Becoming Future Ready Now

Avanade

Successful transformations depend on three dimensions

Azure Customer Engagement Dynamics 365 Dynamics CRM Field Service Finance and Operations Industrial Equipment Internet of Things (IoT) Manufacturing Power Platform

Rethink Manufacturing for the Future

Avanade

5 priorities for manufacturing resilience and responsiveness

AI and Machine Learning Azure Customer Engagement Dynamics 365 Dynamics CRM Field Service Finance and Operations Internet of Things (IoT) Manufacturing Mixed Reality Power Platform Project Operations

How to Transition from the Field Service Mobile (Xamarin) app to Resco Field Service 2.0

Resco

Preparing for the transition from Microsoft Dynamics 365 Field Service with the Field Service Mobile app to the Power-Apps-based Field Service (Dynamics 365) mobile app

Automated Data Collection Business Central Configuration & Development Customer Engagement Data Integration Data Management Dynamics 365 Dynamics NAV Energy Field Service Field Service Healthcare
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Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights - Data Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

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

Resco

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

AMF Bakery Systems Implements D365

Sikich

Achieved tangible costs savings by reducing their investment in on-premises hardware.

Accounting CAD/CAM/CAE Customer Engagement Dynamics 365 Field Service Field Service Finance and Operations Financial Management Industrial Equipment Manufacturing Manufacturing Product Lifecycle Mgmt
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User Adoption Monitor – Track, Measure & Improve Dynamics 365 CRM Engagement

User Adoption Monitor is an intelligent user activity tracking and performance analytics app for Microsoft Dynamics 365 CRM...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

Kanban Board for Dynamics 365 CRM – Visualize & Manage CRM Data in Dynamics 365

Kanban Board is an advanced visualization solution for Microsoft Dynamics 365 CRM and Dataverse that transforms static CRM...
Customer Engagement Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

SharePoint Security Sync - Sync Security Privileges in Dynamics 365 CRM

SharePoint Security Sync is an integration for Dynamics 365 CRM and SharePoint, designed to enhance document management by...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Document Management Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales Security

Alerts4Dynamics – Real-Time Alerts & Notifications in Dynamics 365 CRM

Alerts4Dynamics is a comprehensive Dynamics 365 alert tool that helps you create, schedule, and manage real-time...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales
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