From the Microsoft Dynamics 365 CRM Blogs: Field service bookings; Improve sales efficiency; Routing rule administration; Field Service schedule board

In this review of the Dynamics 365 CRM/CE blogs: 

• Integrate field service bookings with Outlook and Teams
• Instant access to CRM data: improving sales efficiency by composing emails in Outlook
• Transform routing rule administration with bulk management
• How to use the Dynamics 365 Field Service schedule board

Integrate field service bookings with Outlook and Teams

Writing on the Dynamics 365 Field Service Blog, Jason Shotts noted that Microsoft is making it easier for technicians to manage their schedules by adding a new Exchange integration feature to Dynamics 365 Field Service. 

Shotts noted that this update automatically syncs work order bookings with Outlook and Teams calendars, so technicians can see everything from job assignments to personal appointments and meetings all in one place.

According to Shotts, here's how it works:

• Work orders created in D365 Field Service will show up directly in the technician's Outlook and Teams calendars.
• The sync is one-way – from D365 Field Service to Exchange.
• It's fast, updating calendars in 15 minutes or less.
• Technicians don't have to jump between different apps to keep track of their day because it's all in one view.

Shotts then discussed the key benefits of integrating field service bookings with Outlook and Teams and explained how to get started.

Instant access to CRM data: improving sales efficiency by composing emails in Outlook

On the Inogic blog, Sam Kumar wrote that when you're managing several projects, you often have to keep stakeholders updated on timelines, budgets, and client feedback.