From the Microsoft Dynamics 365 CE/CRM Blogs: Automate service reports, part 2; Lead qualification; Tools to drive sales; Use cases for smarter CRM

In this review of the Dynamics 365 Customer Engagement blogs:

• How to automate service reports for D365 Field Service: Part 2
• Lead qualification with the newly released agent for D365 Sales
• 3 tools to drive sales
• Use cases for smarter CRM

How to automate service reports for D365 Field Service: Part 2

Writing on her blog, Dian Taylor stated that last week, in part 1 of this blog post, she showed you how to use Power Automate to pull data from Dynamics 365 Field Service, fill a Word document, convert it to a PDF, and attach it to an email that gets sent to the customer.

She wrote that the flow is designed for a field service scenario: when a work order's system status changes to "completed," the flow runs. 

Taylor noted that Power Automate then looks in Dataverse for any related work order products and services marked as "used." Unused items are excluded so they don't appear on the document sent to the customer.

In part 1, Taylor wrote that she stopped at step 7 after adding the work order product data to an array variable. In step 8 in this post, she continues by querying Dataverse for the work order products.

How AI is transforming lead qualification with the newly released agent for Dynamics 365 Sales

An author from Catapult writing on the CRM Software Blog stated that if you work in sales at a small or midsize business, you know qualifying leads can take a lot of time.