One useful piece of functionality in Dynamics 365 for Project Service Automation (PSA) is the My Bookings and Tasks view. This view gives resources a quick and easy way to view
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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
This video is part of a series on the Microsoft Dynamics 365 for Outlook Add-In. More information on tools used in this video: Dynamics 365 For Outlook: https://meganvwalker.com/dynamics-365-for-outlook-version-9/ Microsoft Outlook:
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