Tip #1341: Video guide to 2020 Wave 1: Time entry in Dynamics 365 Field Service

Traditionally, doing time entry in field service required customization of the application. In Wave 1 2020, time entry becomes a native feature of Field Service. In today’s video tip, MVP’s Scott Lefante and Shawn Tabor show how to configure time entry, including how to automatically record time from work orders. FacebookTwitter

Tip #1340: Video guide to Wave 1: Next generation schedule board in Dynamics 365 Field Service

Schedule board

Dynamics 365 2020 Wave 1 includes a major makeover for the schedule board. In today’s video tip, MVP’s Shawn Tabor and Scott Lefante show how the new board loads faster, is more accessible for people with visual challenges, and makes users more productive. FacebookTwitter

Tip #1338: Video guide to 2020 Wave 1: Enhanced work hours calendar in Field Service

Walk over calendar

Dynamics 365 2020 Wave 1 introduces a more modern work hour calendar that makes it much easier to quickly update your employees work hours for field service. In today’s video, Business Applications MVP’s Shawn Tabor and Scott Lefante demonstrate how to update work hours in the new work hour calendar. FacebookTwitter

Tip #1333: Video Guide to 2020 Wave 1: Enhanced Email Experience in Dynamics 365

Scrabble letters on a table spelling "email"

The enhanced email experience (originally a preview feature in 2019 Wave 2) allows users to multi-task while they compose emails, navigating to other records while they write an email. This feature can only be turned on in the Sales Hub app, but once you turn it on, it can be used from any model-driven app. […]

Tip #1330: Video Guide to 2020 Wave 1: New Kanban Visualization in Dynamics 365

Wave 1 2020 introduces a great way to visualize your opportunity pipeline on a kanban board, either by stage or status. In today’s video tip we show you how to configure the kanban visualization and how to use it. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take […]

Tip #1329: Video Guide to 2020 Wave 1: Adding Images to Knowledge Articles

In today’s video tip, we cover how to add images to knowledge articles in Dynamics 365 in 2020 Wave 1. Traditionally, if you wanted to include images in knowledge articles, you had to host them externally and link to the external image file. Starting with 2019 wave 2, you can enable a setting that allows […]