In this video we take our first look at the new Project Service Automation feature for Dynamics CRM Online 2016. We look at how the project works and discuss some of the key concepts. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]
In this video, we look at how to set up and define agreements in Dynamics CRM Field Services. When agreements are created you have the ability to have the application auto generate the bookings and work orders. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]
We are back after a fortnight with another installment on Field Services. In this video we look at how you can define incident type that can be used to generate specific items for work orders in Dynamics CRM Field Services. We also explain how to work with Service Tasks. Give us your feedback, all of […]
In the first video in our Field Service series, we explore the capabilities this solution provides when added to Dynamics CRM. We walk you through basic setup and navigation and explore how to create and use work orders. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. […]
Spring Update 2016 has introduced several enhancements to Interactive Service Hub. The first is directly related to customizing and extensibility with the ability to add iframes and Web Resources to ISH forms. Also added, is the ability for users to work with article translations that are not in their native language. Give us your feedback, […]
As always the annual spring update for CRM online is introducing many new features and improvements. One of those is Mobile Offline Synchronization. In this video we look at requirements for the feature, and walk through setup and configuration (including defining offline profiles, and controlling what data is available). There might be a part III, […]
The Annual Spring Update for CRM Online is upon as, and trial Instances are already available with the new features. In this video we highlight a couple of key items, and dive into the new SLA enhancements for other entities. As you have guessed, there will be at least part II – stay tuned. In […]
Apparently, for people who like bending their joints backward, Friday Flow is a thing. We’ve decided to join the bandwagon and in today’s video we will show you how to create a basic workflow between SharePoint and CRM using Microsoft Flow. Flow is a cloud service, currently in preview, that allow you to create automated […]
Friday again, folks, time for video break. In today’s video we explore the new document template feature that was introduced in CRM 2016. We walk you through creation, editing, and uploading back into CRM. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]
This Friday is nothing special, continuing with awesome Voice of the Customer, this time it’s all about routing. Response Routes in Voice of the Customer allow you to route survey respondents to different areas of the survey based on how they answer specific questions. Give us your feedback, all of it: good, bad, and ugly, […]
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