Skip to main content

From the Microsoft Dynamics 365 CE Blogs: Booking status; Data quality; Disable Copilot features; Knowledge articles

by MSDW Reporter
Editorial Team,

In this week’s Dynamics 365 CRM blog roundup:

  • Configure if booking status completes a work order
  • Maximize Dynamics 365 CRM data quality with new features of Inogic’s de-duplicate app
  • Disable Copilot features in D365CE
  • Use Copilot in D365 Customer Service to generate knowledge articles from cases

Configure if booking status completes a work order

On her blogDian Taylor wrote that if your organization is using Dynamics 365 Field Service, then you might have come across a scenario where a field tech doesn’t need to fully complete a work order, but instead they need to partially complete a work order. She explained that there could be a number of reasons for this.

Taylor noted that in the past, Field Service didn’t really have a great built-in way to handle these "half-done jobs." Consequently, she stated that technicians would mark the work order as completed, with a sub status to follow up, if they were waiting for certain parts to come in.

Taylor wrote that this workaround might be ok for some people, but not for everyone. She then noted that a new feature in Dynamics 365 Field Service offers more flexibility to enable users to handle these types of situations without the need for complicated configuration and customizations.

In her blog post, Taylor explained how this new feature works.

Maximize Dynamics 365 CRM data quality with new features of Inogic’s de-duplicate app

An author writing on the Inogic blog noted that duplicate records in Dynamics 365 CRM can lead to such problems as data inconsistency, confusion among users, poor customer experience, and inaccurate reporting and analytics. 

As such, the author wrote that organizations must implement strong deduplication strategies to eliminate duplicates in their CRM systems and ensure the integrity and reliability of their CRM data. 

D365 CRM comes with native duplicate detection rules to help users deal with duplicate records in CRM, they pointed out. And these rules can automatically flag duplicates but they might not be sufficient for customers' needs.

For instance, the author wrote that while the built-in rules prevent duplicates during data entry, they don't detect existing duplicates. However, Inogic's DeDupeD tool helps with more advanced deduplication needs.

In the blog post, the author provided information about the updates to Inogic's DeDupeD tool.

Disable Copilot features in D365CE

FREE Membership Required to View Full Content:

Joining gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

About MSDW Reporter
More about MSDW Reporter