Tested on: Dynamics 365 version 9.0.2, PSA solution version 3.x, Unified Interface PSA version 3 has a new feature called the Reconciliation View. It’s found on the Project entity. As
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Tested on:Dynamics 365 version 9.0.2, Field Service solution version 8.x, PSA solution version 3.x, Unified Interface, Microsoft Flow Enabling field technicians to generate additional sales on their service calls is
I recently gave a short presentation about Gamification at a D365UG event in Birmingham. As part of my preparation I recorded my presentation, so everyone can watch it. Gamification is
By Ayesha Mirza, senior consultant at InfoStrat One of the key initiatives of customer service is to make tasks easier for both the customer and customer service agents. Customers want
CRM Audio is a network of podcasts about Dynamics 365, Dynamics CRM, personal productivity, and Power BI hosted by Microsoft Business Solutions MVP’s Joel Lindstrom, George… Continue Reading Shawn Tabor’s
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