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Category: Functional

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Dynamics 365 Field Service provides several ways to schedule and assign work to be done to technicians. This can be manual, suggestive, semi-automatic or fully automatic. Manual scheduling Firstly you…

Globe with pinpoints

Automatic geo-what? Within Dynamics 365 Field Service there is a possibility to (automatically) geocode Accounts, Work Orders and/or User records. These geocodes are pretty important within the Field Service module.…

The problem A client recently reported that they were experiencing random issues with the process that is responsible for automatically creating a Document Location and SharePoint folder when an account…

Recently I received the following requirement from a customer. “Could you please create a view that lists all active contacts that received a survey invitation but did not yet answer…

Dynamics 365 contacts and emails

A client recently reported that they had a lot of ‘bad contacts’ in their CRM system. They complained about contact records with only the email address filled in that seemed…

Today I encountered the following error message in the failed system jobs. This was generated by a workflow that will update the active stage of a business process flow record…

custom dialog box

Why would we want to do that? Many of our customers are using an ERP system in combination with CRM. For example, Navision in combination with Dynamics 365 CRM. In…

Dynamics 365 Licensing enforcements

The last couple of months, Microsoft has invested heavily in simplifying their Dynamics 365 Licensing model. Today I want to take the time to discuss an upcoming change regarding the…

Dynamics 365 Adding Opportunity Products through the Enhanced Product Experience

As most of you already know, there are a ton of new features in the upcoming Dynamics 365: 2020 Release Wave 1. In this post, we’ll go in depth on…

Dynamics 365 On Premise vs Online

For some of our readers this might come as a shocker, but a lot of Dynamics 365 customers are still using Dynamics 365 On Premise versions.There’s various reasons why customers…