From the Microsoft Dynamics 365 CE/CRM Blogs: Automate processes; Embed Power BI; Enhance Customer Service

In this week’s Microsoft Dynamics 365 CE blogs:

• Automate processes with customizations in D365 Field Service
• Embed a Power BI report as a system dashboard in Dynamics 365 CE using environment variables
• Enhance Customer Service with omnichannel, virtual agents, and copilot

Automate processes with customizations in Dynamics 365 Field Service

Writing on the Stoneridge Software blog, John Cote noted that out-of-the-box capabilities in Dynamics 365 Field Service enable your service technicians and clients to more efficiently handle the relationship between them.

However, understanding what to customize and when can have a massive impact on your success and lead to even better results, Cote wrote.

In his blog post, Cote explored customizations and enhancements in D365 Field Service. He also looked at such tools as customer voice that can enhance the customer experience and provide valuable feedback that you can act on. Cote also wrote about when you should use general automation in D365 Field Service and when you should not use it. He also explained how to connect D365 Field Service to your sales process, how to facilitate onsite payment collection, and how to collect customer feedback.

Embed a Power BI report as a system dashboard in Dynamics 365 CE using environment variables

Writing on the Himbap blog, Mahender Pal noted that integrating analytics tools, such as Power BI, with your Dynamics 365 Customer Engagement system can enable you to make better business decisions.