Microsoft Dynamics 365 Project Service Automation: Latest updates

Enable Copilot for Project Operations

Recently, you must have observed Copilot being introduced in every other Microsoft Business and M365 applications. Dynamics 365 Project Operat...

Best Practices for Offline Mode in the Field Service mobile app – Part 1 

In this 3-part blog series, you'll discover how to make the most of the Field Service mobile app's 'Offline' mode. Whether you've been using t...

Why do a Managed Service Plan with P2 Automation? Free Stuff!

There's no such thing as a free lunch. But if I'm buying lunch anyway you might as well eat too! Transcript This is Steve Pestillo from P2 Aut...

Automatically route cases with Assignment Rules within Microsoft Dynamics 365 CRM!

If you've invested a lot of time, effort, and money in gaining clients for your business, it only makes sense to focus on retaining those cust...

Create Flexible Legal Documents from your Dynamics 365 with DocumentsCorePack

See how we quickly create our Managed Service Plan Agreement using DocumentsCorePack and CRMPlus365/Dynamics 365. Transcript This is Steve Pes...

Multiple ways to call azure function in Dynamics 365.

If you're looking to integrate your Dynamics 365 instance with Azure functions, this post is for you. The post presents multiple ways to call ...

Evolve the service level of sophistication with Dynamics 365 Customer Service

Given the myriad capabilities from the technology innovations and market categories, and the fact that service organizations are across the sp...

Dynamics 365 Sales Solutions: Are You Doing It Right?

Are you using Dynamics 365 Sales Solutions to their maximum potential? This thought-provoking post challenges you to reflect on your usage of ...

Microsoft Dynamics 365 - Customer Voice - An Overview - Part-1

If you're looking for an Enterprise Customer feedback design, collection and management app, Microsoft Dynamics 365 - Customer Voice might be ...

Admin Tools for Dynamics 365

If you're a Microsoft Dynamics user, you know how painful it can be to set up user authorizations and security roles. This can often be the bi...