In the video, we look and some of the new Machine Learning options currently in Preview as part as Update 1 for 2016. In this first video we explore how to setup and configure the Text Analytics feature, and how to use it for Article Suggestions. Give us your feedback, all of it: good, bad, […]
Today we look at the Dynamics CRM Mobile Task Flow feature. This Preview feature was introduced as part of Spring Update 1. Derik walks you through how to enable, configure and consume the feature. 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 some of the integration options available with Dynamics CRM and Power BI. We show you how to use the Sales and Service manager content packs, connect to a CRM online instance, and how to surface Power BI info in CRM. Give us your feedback, all of it: good, bad, […]
Did you know that in Dynamics CRM Voice of the Customer you can collect responses, and then you can collect the feedback? In this video, we walk you through the differences between those. We talk about configuration and customization, as well as when it is recommended to use each one. In addition, we explore response […]
Depending on your role in your organization, Dynamics CRM Project Services Automation can be used in several different ways. One of these ways is to manage you sales process as you quote and sell out your projects. This video shows you how to accomplish this. Give us your feedback, all of it: good, bad, and […]
Continuing where part I left off, we look more at the management options available with Project Services. We show you how to add and assign Tasks, manage work, submit and approve time sheets and expenses, and perform basic reporting. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take […]
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. […]
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