“Out here in the fields, I fight for my meals” – The Who (and Microsoft, when referencing their Field Service Management strategy) Aside from referencing an all-time great song, Baba O’Riley, let’s talk about how Microsoft has absolutely embodied that opening lyric in their Field Service strategy over the past few years. Dynamics 365 Field…

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microsoft renewable energy

As companies settle into 2022, it is becoming clear that historically progressive approaches to business needs are no longer considered ‘fads’ and are instead becoming an everyday mainstay. Companies are turning their focus on the areas where they can address their impact and efficiencies. Some are looking to upgrade fleet vehicles to EV’s while others…

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Dynamics 365 Guides mixed reality

Nowadays it’s hard to know what is real and what is not especially in the realm of “Mixed Reality”.  Gamers have been using this technology for a while to enhance their gaming experience, however, recently Microsoft business applications have gotten into the game…pun intended.  With the latest version of D365 Finance & Operations, D365 Sales…

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dynamics 365 finance collections

As you would expect from an evergreen enterprise cloud application, Dynamics 365 Finance continues to deliver exciting new features and functionality with each update. The shiny new toy in the Finance realm of Dynamics 365 brings artificial intelligence formally into the fold to deliver customer payment predictions, cash flow forecasting, and budget proposal tools. Customer…

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return reason code groups

Returns might not be the hottest topic, but today’s blog may just spice it up a bit for you! Dynamics 365 provides several tracking and reporting functions that streamline and create efficiencies for the return process, making life much simpler! While Return reason codes and Disposition codes can both be found on the Return order,…

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When Customer Service and Field Service meet to “PLAY BALL”! Earlier this year, I watched the MLB game between the New York Yankees and the Chicago White Sox on the “Field of Dreams” field in Iowa. This got me thinking about the perfect “pitch-catch” scenarios between Dynamics 365 Customer Service and Dynamics 365 Field Service…what…

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Now that we’ve had the weekend to reflect on last week’s first-ever D365 Tech Connect, we’re still buzzing with excitement about how it went and for the future of the event. How we got here Ever since the Dynamics Tech Conference (hosted by Microsoft and then Dynamic Communities) stopped happening, the architects on our team…

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collections process automation dynamics 365

Recently released Microsoft features for Credit and collections and Accounts Payable are incredible time-saving process automations to be taken advantage of. Enable the features Please start with the Feature management workspace and enable the features. Vendor payment proposal automation Navigate to Accounts payable > Setup > Payment setup and find Process automations. Select Create new…

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all assets dynamics 365 asset management

Is there a filing cabinet full to the brim with facility asset warranty policies in an undisclosed office (because who remembers where those were filed)? How exciting would it be to know those warranty polices could be electronically kept within Dynamics 365? Today is your lucky day! Let’s dive into facility asset warranty setup within…

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ellipse solutions community summit 2021

We are now full week removed from Community Summit 2021, the “Reunion of Magic” as it was officially dubbed. While attendance was limited and we know some key community members were not able to be in Houston, there is no denying the feeling of that old UG magic was there. Whether it was a familiar…

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