by Jeff Spehn | Updated October 16, 2020 | Dynamics CRM, Field Service
In the Dynamics 365 CE Field Service application, Work Orders are the transaction foundation that are the source for products, services, technician bookings as well as the source to bill and invoice the customer. In other words, there are a LOT of different elements...
by Jeff Spehn | Updated August 17, 2020 | Dynamics CRM, Power Platform
In a previous blog, we discussed how Power BI reports, tiles and dashboards can natively be integrated into your Dynamics 365 CE (CRM) Dashboards. There may be some requirements where you may need the Power BI report embedded into a form in Dynamics 365 CE. This...
by Jeff Spehn | Updated August 1, 2020 | Dynamics CRM
The Dynamics 365 CE Customer Service application is a powerful system to manage your customer inquiries in the form of product support, inquires, or any interaction with a customer that you want to take to some sort of resolution. The Case entity in CE’s Customer...
by Jeff Spehn | February 26, 2020 | Business Intelligence, Dynamics CRM, Power Platform
As Microsoft Power Platform’s tools are becoming an insurgence in many businesses, Power BI, the main reporting tool of the Power Platform is also getting used by more companies. This article isn’t about building Power BI reports. There are many existing documents,...
by Jeff Spehn | Updated April 5, 2019 | Dynamics CRM
Goal management in Microsoft Dynamics 365 for Sales lets you set sales, service, marketing, and other business goals for your organization and measure the results against the targets. Here are some examples of goal management in Dynamics CRM: Revenue Goals for your...
