The plan for Release Wave 2 is out last week and it is time to check out the exciting list of all the amazing features arriving later this year. Since this is a long document (in addition to a similar plan for Power Apps), this post will be an-going series as I read, rank and … Continue reading 2021 Release Wave 2 Plan – Top 5 Features
How can we make Dynamics 365 CE talk to Dynamics 365 Finance and Operations? The answer to the question is getting more and more important as: many solutions being developed on Microsoft Dynamics 365 platform are hybrid, for getting digital feedback loop completed, the idea of ‘one interface’ working end to end is extremely important, … Continue reading Demystifying Dual-Write
Part of a series on review of all the new and amazing “2021 Release Wave 1” features One of the *biggest* and *flashiest* highlights of the latest release wave (2021 Release Wave 1) is the ability for customers to (a) view arrival times, (b) see a live view of a technician on the way in … Continue reading Exploring and Setting up ‘Track Technician Location’ in 30 minutes
Part of a series on review of all the new and amazing “2021 Release Wave 1” features One of the common requirement for Field Technicians is to record ‘what’ happened after they finished the work. This ‘what’ relates to two things: Log of the work (fixing, maintenance, installation, work around etc.) performed, and more importantly; … Continue reading Work Order Resolutions
Part of a series on review of all the new and amazing “2021 Release Wave 1” features “What is the single most-effective productivity hack that exists in the world today?” Somebody responded, “Copy-Paste” to the question above – and at least, to me that makes a lot of sense. Copy-paste does have a literal meaning … Continue reading Quickly Create New ‘Incident Types’
Part of a series on review of all the new and amazing “2021 Release Wave 1” features Do you calculate taxes in Dynamics 365 Field Service? In my experience, most of the implementations do not use this feature due to several reasons, such as: Services (Work Orders) being managed by Dynamics 365 Field Service are … Continue reading How to Hide Tax Fields? 🤔
Part of a series on review of all the new and amazing “2021 Release Wave 1” features You set up a brand new Dynamics 365 environment, create a Bookable Resource and are pumped up to see map and routing work on the mobile app, but then you see the following error on a map – … Continue reading Quick Tip: How to enable maps on your Dynamics 365 environment?
Part of a series on review of all the new and amazing “2021 Release Wave 1” features There are good days and then there are very good days in the life of consultants. Probably arrival of Self-Service Scheduling Portal (albeit in preview) falls in the later such events. The reasons are many but top of … Continue reading Unpacking the new Self Scheduling Portal (preview) feature
This is a quick “How-To” article on an oft-used scenario in field service organisations: how to create a follow-up work order for future work? The ‘Why’ This may happen for several reasons, such as: Technician does a quick workaround fix today and is wanting to book a future work for parts replacement, field service staff installs … Continue reading How to create a follow-up Work Order?
Since it is becoming more common that the solutions built on Dynamics 365 are hybrid (multiple first-party apps, use Power Apps app, PCF etc) and integration is becoming cheaper and easier (thanks to 100s of connectors), I talked about “Essential Azure for Dynamics 365 professionals” in Power Platform 24 event last week. We looked at … Continue reading Essential Azure for Dynamics 365 Professionals