by Jeff Spehn | January 28, 2021 | Dynamics CRM, Power Platform
Once in a while, we run into a requirement in Dynamics 365 Customer Engagement to update a 1:N (i.e. One to Many) relationship with automation. Prior to the Power Platform world, there really was not a way to do this using out of box workflows in Dynamics 365 or...
by Jeff Spehn | December 10, 2020 | Dynamics CRM, Field Service
If you’re a field service company, chances are high that you’ve experienced issues with your work orders in some form or another. These complications can prevent you from delivering the quality services your customers have come to know and appreciate. Whether it’s a...
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...
