
Tag: Automation


Maximize efficiency with forecasting in Dynamics 365 Customer Service
Microsoft Dynamics 365 Customer Service brings a powerful forecasting feature that empowers businesses to predict and manage their service volumes and agent demands effectively.
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.
Optimizing Warehouse Management: Unveiling the Power of D365 Warehouse Mobile App Version 2.1.23
The unveiling of the D365 Warehouse Mobile App’s latest iteration, version 2.1.23, marks a notable advancement in warehouse management technology. It introduces a range of upgraded features aimed at enriching user interaction and optimizing processes.
Embrace agent availability to reduce customer wait times
In the realm of customer service, one enduring pain point affects both customers and service providers: the uncertainty of agent availability. When customers engage in live chat for assistance, the last thing they want is to be left hanging in a seemingly endless queue, uncertain about when they’ll connect with a support agent.
Best Practices for Offline Mode in the Field Service mobile app – Part 1
This is a 3-part blog series aimed to get the maximum benefits of using the Field Service mobile application in the ‘Offline’ mode.
Use Application Insights to diagnose conversations in Dynamics 365 Customer Service
Application Insights, an extension of Azure Monitor, provides greater visibility into conversation-based operational telemetry in Dynamics 365 Customer Service.
Leverage Warehouse management only mode to optimize your business
Warehouse management only mode is a great way to enhance your warehouse management capabilities without having to overhaul your existing systems. It offers flexibility, efficiency, and scalability for your warehouse operations. Don’t miss this opportunity to try out this feature and see how it can transform your business.
Keep track of your trade policies with advanced export control
Supply Chain Management lets you manage, track, and verify compliance with export control restrictions prior to confirming, picking, packing, shipping, and invoicing sales orders. The new advanced export control functionality allows you to manage your export control policies using a native Microsoft Dataverse solution that interfaces directly with your Supply Chain Management instance.
Create cases, contacts, and accounts faster from notes on the timeline
Dynamics 365 Customer Service enables agents to create a new case or associate an existing case with notes they write on the customer timeline.
Upgrade Project Service Automation to Project Operations
Back in November 2022 we announced the availability of the second phase of Project Service Automation to Project Operations upgrade, making it possible to upgrade projects with up to 500 tasks.