Migrating Users’ Email from Exchange Web Services to Microsoft Graph in Dynamics 365 Finance and Operations
Recently, Microsoft announced that it is requiring you to change your email provider from Exchange to Microsoft Graph. In addition […]
Category: Dynamics 365 Customer Engagement/CRM
How to Add the Barcode Scanner Component to Dynamics 365 Field Service Mobile
The barcode scanner in Dynamics 365 Field Service gives your technicians the ability to scan barcodes on assets or products […]
How to Process Returns in Dynamics 365 Field Service
Dynamis 365 Field Service provides the ability to process returns via return merchandise authorization (RMA) and return to vendor (RTV.) […]
How to Set Work Hours Templates in Dynamics 365 Field Service
By default, a resource’s work hours in Dynamics 365 Field Service is configured for a full day, meaning 24 hours. […]
Microsoft Relationship Sales: Build Strong Connections and Elevate Your Sales Strategy
Going into every sales interaction with focused and individualized attention is essential for building trust and connection with your customers. […]
Five Ways Microsoft Copilot Can Enhance Dynamics 365 Sales
Copilot for Dynamics 365 Sales and the Sales Copilot specific to Outlook can revolutionize your sales process with intelligent features […]
Understanding Dynamics 365 Dataverse Lookup Columns, Customer Lookup Columns, and Custom Polymorphic Lookup Columns
In Dynamics 365 Dataverse, columns are essential building blocks that define the specific data points stored within a table. They […]
Insights from Microsoft: Copilot in Dynamics 365 Customer Service
In a recent webinar Director of Consulting at Stoneridge Software Matt Van Dyke sat down with Microsoft Senior Program Manager […]
How to Use Copilot Studio to Build Engaging Conversational Virtual Agents
Microsoft Copilot Studio is a powerful tool that can revolutionize how your organization manages service operations and engages with customers. […]
Dynamics 365 Omnichannel for Customer Service: Elevate Your Customer Experience
Utilizing Dynamics 365 Omnichannel for Customer Service helps you provide exceptional experiences for your customers. Striving to provide exemplary customer […]
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