Field Service news & resources

From the Microsoft Dynamics 365 CE/CRM blogs: Add to calendar in Customer Insights; Customer Service + Copilot Studio agents; Cancel segments of booking in Field Service; Designing a pipeline

by MSDW Reporter

A selection of recent announcements from the Microsoft Dynamics 365 CE/CRM blogs

Business Process Mgmt Copilot Studio Customer Engagement Customer Insights - Journeys (Marketing) Customer Service Customer Service Dynamics 365 Dynamics CRM Event Management Field Service Field Service Power Platform

Why Route Optimization Is the Most Underrated Decision in Field Sales

by Sam Kumar

Nobody talks about the drive, but it can reveal important truths

Customer Engagement Dynamics 365 Dynamics CRM Field Service Field Service Sales Sales & Marketing Web-based Mapping

From the Microsoft Dynamics 365 CE/CRM blogs: Sales agent projects; Sales Opportunity Agent; Pipeline health; Proactive service

by MSDW Reporter

A selection of announcements from the Microsoft Dynamics 365 CE/CRM blogs

Copilot Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Sales Sales & Marketing Sales & Ops Planning

From the Microsoft Dynamics 365 CE/CRM blogs: Selling products in D365 Sales; D365 Field Service scheduling; Quota limits in Customer Insights – Journeys; CRM implementation checklist

by MSDW Reporter

A selection of announcements from the Microsoft Dynamics 365 CE/CRM blogs

Customer Engagement Customer Experience (CX) Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Field Service Field Service Marketing Automation Project Management Sales Sales & Marketing

Microsoft Dynamics Partner Roundup: Agentic AI platform; New CEO; Higher-ed win; D365 Field Service deployment

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Collections Management Customer Engagement Dynamics 365 Dynamics CRM Education Field Service Field Service Procurement Sales

Event Preview: Directions for Enterprise 2026 brings Dynamics 365 ERP partners together

by Jason Gumpert

Speakers for the new event have been confirmed, including a big Microsoft presence

Commerce Customer Engagement Directions for Enterprise 2026 Dynamics 365 Dynamics AX Fabric Field Service Finance and Operations Human Resources (Talent) Microsoft Corporate Project Operations

From the Microsoft Dynamics 365 CE/CRM Blogs: Event templates; Modernizing case management; Scheduling operations agent; Customer agentic CRM

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CE/CRM blogs

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Event Management Field Service Field Service Marketing Automation Sales

Microsoft Dynamics Partner Roundup: Cyber resilience; Scheduling optimization; UAE e-invoicing compliance; FastTrack portfolio partner

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365 E-Invoicing Field Service Field Service Finance and Operations Power BI Power Platform Security

From the Microsoft Dynamics 365 CE/CRM Blogs: Service request management; Sales best practices; Useful AI in Dynamics 365 CE; Customer Service features

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CE/CRM blogs

Copilot Customer Engagement Customer Experience (CX) Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Project Service Automation Sales Sales & Marketing

From the Microsoft Dynamics 365 CE/CRM Blogs: Use Copilot-recommended email templates; Dynamics environment default theme; Mobile D365 field service; Hiding the 'view in browser' link

by MSDW Reporter

A selection of the latest insight from the Dynamics 365 CE/CRM blogs

Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Mobile Applications Sales

LATEST VENDOR RESOURCES

Plauti Deduplicate at a glance

Plauti

How to Choose Between D365 Field Service and D365 Business Central Service Management

Western Computer

Manage Your Employees En Route or at the Client Site with Dynamics 365 Field Service

Western Computer

Offline-Capable Mobile Apps for Microsoft Dynamics NAV: Empower remote workers (Recorded Webcast)

Beyond Go-Live: How to Maximize the Long-Term Value of Microsoft Dynamics

AlfaPeople

How to keep Microsoft Dynamics creating value long after go-live.

Business Central Commerce Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dynamics 365 Dynamics AX Dynamics CRM

Deploying OpenClaw for Business: From Local Agent to Secure Business Infrastructure

RapidStart

How to turn OpenClaw into secure, governed business infrastructure on Microsoft.

AI Agents AI and Machine Learning Azure Business Central Copilot Customer Engagement Customer Service Dynamics 365 Enterprise Architecture Field Service Power Platform Sales

5 Operational Gaps Manufacturers Must Address Before AI

Inner Join Technologies

Assess your manufacturing organization's readiness for AI.

AI Agents AI and Machine Learning Azure Business Central Business Performance Mgmt Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Databases

The Ultimate Guide to Dynamics 365 | Expert Edition 2026

Dynamics Square USA

Discover how Microsoft Dynamics 365, Fabric, Power Platform, and Copilot work better together.

AI and Machine Learning Azure Business Central Commerce Compute Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service

The Smart Leader’s Guide to Microsoft Copilot

Dynamics Square USA

Discover how smart leaders are using Copilot to accelerate decisions, streamline operations, and drive measurable value

AI and Machine Learning Azure Business Central Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Service Customer Voice Dynamics 365

More Field Service White Papers

How Defaqto Took Back Control of Its Dynamics 365 CE Data

Plauti

How Defaqto cleaned up 2,000+ duplicate Dynamics 365 accounts and improved ongoing data quality.

AI Agents Contact Center Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Power Apps

Optimizing Field Service Operations with Dynamics 365

iTransition

AI and Machine Learning Azure Business Process Mgmt Customer Engagement Dynamics 365 Field Service Field Service Healthcare

Centralized Customer Engagement Platform

iTransition

Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing

Adrian Steel Unified CRM and Marketing Data Across Five Platforms with Inner Join's Power BI Expertise

Inner Join Technologies

Unified reporting turns fragmented data into actionable intelligence. See what's possible when your data works together!

Automated Data Collection Azure Business Central Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Integration Databases Dynamics 365 Dynamics CRM

How Maxi Lift Connected Dynamics 365 Sales and Business Central to Streamline Quoting

New Dynamic

Deployment Planning Process Reduces Risk and Speeds Up Solution Design and Development and Development for Maxi-Lift

Customer Engagement Customer Service Dynamics 365 Dynamics CRM Dynamics Marketing Field Service Manufacturing Minerals Sales

More Field Service Case Studies

Next Best Action - AI/ML-Powered Recommendations for Microsoft Dynamics 365 CRM

Next Best Action is an AI/ML-powered assistant for Microsoft Dynamics 365 CRM that analyzes CRM data, customer interactions...

AI Agents Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation

Microsoft Dynamics 365 AI Opportunity Lab

Turn AI Possibilities into Practical Outcomes for D365 CE/CRM Microsoft Dynamics 365 CE/CRM contains rich business data, and...

Azure Contact Center Copilot Copilot Studio Customer Engagement Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Dynamics Marketing

Microsoft Dynamics 365 CE/CRM Health Check

Maximize Your Investments With a Dynamics 365 Health Check • Is CRM adoption meeting expectations? • Is CRM being used the...

Undo2Restore - Restore/recover deleted records in Dynamics 365

Undo2Restore is a powerful recovery solution for Microsoft Dynamics 365 CRM and Dataverse that helps administrators quickly...

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales

Click2Clone – Copy and Clone Records in Dynamics 365 CRM with One Click

Click2Clone is an advanced data cloning app for Dynamics 365 CRM that makes it easy to copy records in Dynamics CRM with a...

Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Data Management Dynamics 365 Dynamics CRM Field Service Power Apps Power Platform Project Service Automation Sales