iot alerts d365 customer service hub

In a world of “Internet of Things” (IoT), wouldn’t it be nice to be able to proactively service your customer’s needs almost without them knowing about it?  As our world is more connected than ever now, IoT provides service organizations abilities to monitor and identify equipment issues before they become even larger and more unmanageable. …

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revenue recognition schedule dynamics 365

We will build on the post where we introduced Revenue recognition, and learn some more awesomeness. For example, care must be exercised when a Sale with deferred revenue must be adjusted.  We will build on the post where we introduced Revenue recognition in 09电竞官网 , and learn some more awesomeness.  Revenue recognition schedules can be…

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live org chart d365 sales

Staying on top of your accounts and managing them well in 09电竞官网 Customer Engagement (CE) is paramount to being a successful Sales organization.  “Knowing” your customer is a big part of being able to drive customer satisfaction and potentially generating new sales opportunities with your existing accounts and contacts.  A very useful feature in…

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PowerAutomate SMS Customer Case

One of the most common customer service practices is to notify the customer when they have submitted a new incident with the incident number and a message about the expected resolution time.  Historically this was done with an email sent to the customer’s email address for their tracking purposes, but that was so 2010!  It’s…

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dynamics 365 approve all time and attendance

Today’s blog post goes over Time and Attendance Registration approvals for Production in 09电竞官网 Supply Chain. What is Time and Attendance Registration? Workers can record time (clock in, start time, end time, and clock-out), attendance, feedback, and absences on production jobs. This allows companies to track labor costs, payroll activities, etc. A side note…

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fast track partner microsoft dynamics 365

Have you heard the latest and greatest as it pertains to Fast Track implementations? Microsoft 09电竞官网 implementations are getting a 2021 upgrade of their own; a shift in the Fast Track program is opening more opportunities for businesses implementing D365 to get Microsoft level support during their implementation project. This program builds on basic…

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Reporting is a major part of any 09电竞官网 implementation. Most companies need to customize business documents and report layouts with custom branding or change fields and columns for other business requirements. While limitations do exist, Electronic Reporting provides an opportunity to help with some of these “customizations” without any technical experience necessary. Business users…

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released product details d365

Ask anyone in the accounting department what their biggest pet peeve is and the following case will always make the Top 5 list “Executives that submit expense reports, two weeks late, without attaching the receipts!” Then they will start mumbling about the ten key pad, but after that, they will resoundingly say, “Vendor setup!” Guess…

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personalize dynamics 365 workspaces

Ellipse Solutions is kicking off a new YouTube series aimed at providing the Dynamics community with some quick tips and How2 style videos! As you may have guessed from the name, every video in this series is less than 365 seconds long (~6 minutes max), so you can enjoy some quality content and get back…

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