Microsoft Dynamics 365 has been creating ripples even since its release about more than a month back. Organizations are still trying to explore as much as they can about it. Microsoft has re-packaged CRM capabilities very strongly in the form of Microsoft Dynamics 365 for Sales, Microsoft Dynamics 365 for Marketing, Microsoft Dynamics 365 for Customer Services, Microsoft Dynamics 365 for Field Service and Microsoft Dynamics 365 for Project Service Automation and AX as Microsoft Dynamics 365 for Operations. There is plenty of other stuff as well to keep end users busy and excited. An earlier post introduced you to Microsoft Dynamics 365 . This one has details on Field Service Enhancements and Project Service Automation Enhancements. Dynamics 365 for Field Service Enhancements would be: 1. Connected Field Service: This helps service organizations transition to a proactive and predictive service model from a rather costly break-fix model. It combines monitoring and predictive maintenance with Internet of Things and Machine Learning. By using this, end users get to reduce downtime through proactive alerts from connected devices, address issues faster through remotely monitoring devices, cut down on maintenance costs and empower ISVs and Partners to enable new IoT scenarios on any Dynamics 365 entity. 2. Resource Scheduling Optimization: This helps set up the system to automatically schedule multiple items on a recurring basis to bring down overall travel time. It also considers a number of constraints and objectives while optimizing schedules like resource availability and skills required and priority and duration. 3. Common Scheduling Solution: End users get to schedule whatever they want, besides enabling the same for the entity of their choice including custom ones. This can be turned on to schedule marketing visits for an opportunity and also for booking time to work on a case, bookings, work orders and much more. Organizations using Field Service Enhancements will feel a new integrated scheduling experience. Those using Dynamics 365 Project Service Automation capabilities will feel an improved scheduling experience. Dynamics 365 for Project Service Automation Enhancements would be: 1. Add-In for Microsoft Project: These will help you do all of your Project Planning in Microsoft Project. Not only that, you will also be able to publish the Project Plan into Dynamics 365 for Project Service Automation. 2. Consolidated Calendar View: This helps get a consolidated view of Personal Appointments, Project Work Booking and Field Service Work Order Assignment on the Office 365 Exchange Calendar. End users will find it relatively easy to manage their day as all meetings, bookings, appointments and tasks will be there in the Office 365 calendar. Also, personal appointments can be captured in Dynamics 365 for Project Service Automation Time Entry View to increase employee efficacy and streamline time reporting. 3. Copy Functionality: Information can be copied from Opportunity, Quotes and Project Contracts Forms. Information can be copied from these forms by simply clicking on the Copy button positioned on the Command Bar. 4. Estimated Tax Amount Field: This helps get precise project pricing information which includes tax using the New Estimated Tax Amount Field. The field can be gotten at Quote Line, Quote Line Details, Contract Line and Contract Line Details records. Organizations can explore all of these enhancements the moment they begin working on the Dynamics 365.
16 Comments
8/2/2022 10:23:08 am
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8/20/2022 06:54:26 pm
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8/21/2022 11:28:56 am
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8/22/2022 03:05:02 am
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10/5/2022 11:56:18 am
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12/20/2022 12:31:21 pm
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6/29/2023 01:16:04 pm
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AuthorThe author blogs and expresses his views on Microsoft Dynamics Technologies. Being a consultant himself, he relies on his experience of having worked on them while articulating his opinions. To know more about microsoft dynamics visit @ http://www.dynamicssquare.com.au/ |