From the Microsoft Dynamics 365 CRM Blogs: Process returns; Marketing calendar; Optimize dashboard; Aligning sales & marketing

In this week’s roundup of Microsoft Dynamics 365 CE/CRM blog posts: 

• How to process returns in Dynamics 365 Field Service
• A step-by-step guide to designing your marketing calendar
• How to optimize your Dynamics 365 Dashboard
• How can sales and marketing better work together

How to process returns in Dynamics 365 Field Service

On the Stoneridge Software blog Ron Ellison wrote that in Microsoft Dynamics 365 Field Service, companies that install parts and equipment can process product returns using return merchandise authorization (RMA) and return to vendor (RTV). He noted that this includes such options as returning items to the warehouse, sending them back to the vendor, or changing equipment ownership. 

In his blog post, Ellison provided information on how to create an RMA return. First, he explained how to create a return merchandise authorization, then he discuss how to create a return merchandise authorization receipt. Finally, Ellison explained how to issue a credit memo.

A step-by-step guide to designing your marketing calendar in Dynamics 365 CRM

An author writing on the Inogic blog explored the marketing calendar feature in Microsoft Dynamics 365 CRM, which lets you customize your calendar, schedule meetings, avoid conflicts, and track progress. The author noted that admins can optimize the calendar for any form or entity in the system. 

The author stated that a marketing calendar also helps you manage time-based activities, such as journeys, events, and appointments, with a design and functionality similar to Microsoft Outlook.

In the blog post, the author described the two basic marketing calendar types and where you can use them. The author also explained how to set up and make the most of your marketing calendar. 

How to optimize your Dynamics 365 Dashboard

Writing on the Logan Consulting blog, Page Wildridge stated that optimizing your D365 CRM dashboard is key to boosting productivity and giving your team quick access to important data.