Audience type: Administrator
Administrator
Stay updated with the latest news, expert insights, and practical tips tailored for IT administrators. Learn about new features, best practices for system management, and success stories from businesses using Dynamics 365. Enhance your administrative skills and drive efficiency in your organization.
Create a data maintenance strategy for Dynamics 365 finance and operations data (part two)
A well-defined data maintenance strategy improves the quality and performance of your database and reduces storage costs. In this post, we focus on data retention at the table level as part of your overall data maintenance strategy.
Create a data maintenance strategy for Dynamics 365 finance and operations data (part one)
Data maintenance—understanding what data needs to be stored where and for how long—can seem like an overwhelming task. Cleanup routines can help, but a good data maintenance strategy will make sure that you’re using your storage effectively and avoiding overages.
Improved Project sales tax capabilities now available
Dynamics 365 Project Operations has made significant improvements to consistently apply tax calculations and expanded support for scenarios including sales tax across the application.
Empower agents to draft case-based knowledge articles with Copilot
Agents can use Copilot to generate a knowledge draft based on case data including case descriptions, email exchanges, summaries, and agent notes.
Maximizing Efficiency: Operating an External Shared Warehouse with Warehouse Management Only Mode
This blog post is a follow-up to the Leverage Warehouse management only mode to optimize your business blog post. Warehouse management only mode was presented as a transformative tool for enhancing warehouse operations without the need for extensive system overhauls. Warehouse management only mode improves efficiency, and flexibility within existing infrastructure.
Announcing configurable Copilot summaries in Field Service
We are excited to announce that summary configuration for work order recap with Copilot in Dynamics 365 Field Service is now available for public preview. It builds on the work order recap feature released last year, which provides an AI-generated summary of the Work Order for service managers and technicians.
Seamless integration, seamless operations: Introducing native integration between Dynamics 365 Field Service and Business Central
We are thrilled to announce the general availability of the native integration between Dynamics 365 Field Service and Dynamics 365 Business Central. This integration equips organizations with a comprehensive approach that harmonizes service delivery with financials, resources, and inventory management. It also equips frontline workers with modern tools, ensuring exceptional service from the outset.
Optimize Service Delivery with improved booking capabilities in Dynamics 365 Field Service
Dynamics 365 Field Service has introduced two new capabilities in Dynamics 365 Field Service to make this easier. Complete Work Order by Status, allows field service organizations to use a booking status to indicate if further work is required to complete a work order.
Introducing the new Work Order Experience in Dynamics 365 Field Service
The new work order experience in Dynamics 365 Field Service, introduced in the 2023 release wave 2, offers a refreshed user interface that revolutionizes work order creation, management, and scheduling.
Announcing End of Support for Dynamics 365 Project Service Automation
Today, we are announcing the deprecation of Dynamics 365 Project Service Automation or PSA 3.x.