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
Routing map

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: 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: Partnership; Acquisition; Integration with D365BC for contractors; AI agents for construction firms

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Agriculture Business Central Construction Dynamics 365 Field Service Finance and Operations Professional Services Project Management

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

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

Microsoft Dynamics Partner Roundup: Telematics integration for D365BC; Rental AI agents; Order management; CE packaged offering

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Enterprise Asset Mgmt Field Service Finance and Operations

Microsoft Dynamics Partner Roundup: New Microsoft clients; Housing services win; Manufacturing industry lead

by MSDW Reporter
A selection of announcements from the Dynamics partner channel
Business Central Customer Engagement Dynamics 365 Dynamics AX Field Service Finance and Operations Manufacturing Manufacturing Power Platform Preventive Maintenance Project Management Real Estate

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

Beyond the ERP: Extending Dynamics 365 with a Mobile Field Sales Platform

Dynamics Mobile

The Missing Execution Layer: Connecting Dynamics 365 ERP to the Field

Dynamics Mobile

Top Features of the Business Central Sales & Service Module Every Partner Should Know

TD SYNNEX

How VCIO Mentors Young Leaders to Become Great Technology Professionals

VCIO Global

PartnerTalks: Miro Majtáz of Resco.net

MSDW Features
More Field Service Videos

Closing the Dynamics 365 Execution Gap: From ERP to the Field

Dynamics Mobile
How to connect Dynamics 365 with real-world field execution.
Business Central Dynamics 365 Field Service Finance and Operations

7 Digital Trends Disrupting Supply Chain Management

k-ecommerce

Ideas you can put to work to shake up your supply chain and disrupt your competitors

Business Central Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV E-Commerce Field Service Finance and Operations Manufacturing Mobile Applications Retail POS

Top 10 Things to Consider When Choosing a Field Service Solution Provider

Hitachi Solutions America
Finding the right field service solution provider can be just as important as finding the right field service solution
Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Field Service Field Service Finance and Operations
More Field Service White Papers

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

Collins Equipment Modernizes ERP by Moving from NAV to Business Central Cloud

Western Computer
Collins Equipment used an aging hardware refresh to move from Dynamics NAV to Business Central Cloud with Western Computer’s help.
Accounting Business Central Distribution Dynamics 365 Dynamics NAV Field Service Sales & Marketing Warehouse Management

City Facility Management Automates Processes to Better Serve Clients and Save Millions

Velosio
How one facilities management company upgraded their tech stack for automation and growth
Customer Engagement Dynamics 365 Field Service Field Service Finance and Operations Power Platform Property Management

Protech Automotive Solutions – Field Operations / Dynamics 365 + Power Platform

JourneyTeam
Transforming field operations with a connected Microsoft Dynamics 365 and Power Platform solution
Automotive Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Field Service Field Service Power Platform Project Operations Project Service Automation
More Field Service Case Studies

Dynamics Mobile Field Sales – Mobile Sales Execution for Microsoft Dynamics 365

Dynamics Mobile Field Sales extends Microsoft Dynamics 365 into the field, giving sales teams a mobile environment for...
Distribution Dynamics 365 Dynamics AX Dynamics NAV Field Service Inventory Management Warehouse Management

Healthcare Field Service Modernization & AI Readiness Assessment

Disconnected systems. Manual processes. Limited visibility. Sound familiar? Many healthcare organizations are focused on...
AI Agents Copilot Dynamics 365 Field Service Healthcare IT Asset Management (ITAM) Power Platform

Maplytics — a Location Analytical Companion for Dynamics 365 CRM

Maplytics is a Microsoft-certified geo-analytical mapping solution that embeds location intelligence directly into Microsoft...
Copilot Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Dynamics CRM Field Service Field Service Planning & Scheduling Planning and Scheduling

MetaShip - Dynamics 365 Packing & Shipping Solution

Effortless Packing and Shipping, Seamlessly Integrated with Dynamics 365 Business Central MetaShip is a comprehensive packing...
Business Central Commerce Customer Engagement Distribution Dynamics 365 E-Commerce Field Service Finance and Operations Forecasting Manufacturing Mixed Reality
More Field Service Solutions