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Dynamics 365 Field Service Articles

Discover the latest innovations and best practices in Microsoft Dynamics 365 Field Service through our curated collection of blogs. Stay informed about industry trends, expert insights, and practical tips to optimize your field service operations and deliver exceptional customer experiences.

Dynamics 365 Project Operations: Optimize Project Operations – Use the new calendar interface for time entry

Article

Dynamics 365 Project Operations: Optimize Project Operations – Use the new calendar interface for time entry

The web experience for time entry in Dynamics 365 Project Operations is getting a series of improvements that make time entry faster and more ...

M365 Admin 7 days ago 1

Dynamics 365 Customer Service: Copilot and AI innovation – Use Copilot Cowork to orchestrate insights and actions for representatives

Article

Dynamics 365 Customer Service: Copilot and AI innovation – Use Copilot Cowork to orchestrate insights and actions for representatives

The plugin in Copilot Cowork is available out of the box for service representatives. They can use the Customer Service skills after the admin...

M365 Admin 7 days ago 1

Dynamics 365 Commerce: Store Commerce – Enable contextual switching with external apps in POS

Article

Dynamics 365 Commerce: Store Commerce – Enable contextual switching with external apps in POS

How it works: POS to external application: A sales associate is working in POS and needs to use an external system (for example, a specialized...

M365 Admin 7 days ago 1

Dynamics 365 Finance and Operations cross-app: One Dynamics One Platform – Enable parallel processing for Archive long‑term retention job execution

Article

Dynamics 365 Finance and Operations cross-app: One Dynamics One Platform – Enable parallel processing for Archive long‑term retention job execution

The parallel execution for Archive long‑term retention jobs feature delivers a major scalability upgrade to the archival framework by enabling...

M365 Admin 7 days ago 3

Power Automate: Process mining – Create and visualize custom KPIs in the process intelligence experience

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Power Automate: Process mining – Create and visualize custom KPIs in the process intelligence experience

The process intelligence experience allows flexible metric creation with seamless visualization integration. This feature enables you to defin...

M365 Admin 7 days ago 3

Dynamics 365 Project Operations: Optimize Project Operations – Support currency data type in custom columns

Article

Dynamics 365 Project Operations: Optimize Project Operations – Support currency data type in custom columns

As part of our commitment to continuously improve Project Operations, we plan to expand the Enterprise Task Custom Columns capability in an up...

M365 Admin 7 days ago 3

Dynamics 365 Finance: Business performance – Accelerate planning with quick-start templates

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Dynamics 365 Finance: Business performance – Accelerate planning with quick-start templates

Quick-start planning templates provide a guided, business-first experience for setting up planning in Business performance planning. Instead o...

M365 Admin 7 days ago 3

Dynamics 365 Project Operations: Optimize Project Operations – View current and upcoming staffing in a timeline

Article

Dynamics 365 Project Operations: Optimize Project Operations – View current and upcoming staffing in a timeline

The new timeline view augments the experience for team members in Project Operations by giving them visibility into current and upcoming staff...

M365 Admin 7 days ago 3

Microsoft Power Platform governance and administration: Security and compliance – Prevent sending sensitive data to Purview audit logs

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Microsoft Power Platform governance and administration: Security and compliance – Prevent sending sensitive data to Purview audit logs

To help prevent leaking sensitive customer data from Dataverse audit logs, all customer data is removed before these audit events are sent to ...

M365 Admin 7 days ago 3

Dynamics 365 Contact Center: Unified routing – Assign conversation to expert who engaged with the customer previously

Article

Dynamics 365 Contact Center: Unified routing – Assign conversation to expert who engaged with the customer previously

Assign to a previously engaged or preferred expert leverages historical interaction context, queue membership alignment, and expert availabili...

M365 Admin 7 days ago 3

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