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Servicing assets using Dynamics 365 Field Service 

Dynamics 365 Field Service now offers support for scenarios around the servitization business model, rental equipment, and work order management for manufacturers with this feature. You can now create work orders for assets, even if the asset and work order have different accounts. You can watch a demo of this feature on our Field Service...Read more

Build targeted user experiences efficiently by using app profiles in multisession apps 

If your service organization needs to create your own targeted combinations of channels and tools for your agents, starting with October 2020 wave 2 release, you’ll be able to take advantage of the app profile manager capability in multisession apps. The capability is included with the Omnichannel for Customer Service preview available for Dynamics 365 Insiders. In...Read more

Build automated tests quickly with Regression suite automation tool (RSAT) version 2.0 

The Regression suite automation tool (RSAT) enables functional power users to record business tasks using the Task recorder in Finance and Operations apps. You can then convert these tasks into a suite of automated tests without the need to write source code. The release of RSAT version 2.0 includes an improved and simplified experience using...Read more

Keep an eye on your email bounce rates in Dynamics 365 Marketing 

Everyone who has sent an email message at least a couple of times faced a situation when your email cannot be delivered to the recipient. It is not particularly important if it is just a single email for your friend or family member. But what if the email impacts a critical business function? Microsoft Dynamics 365 Marketing allows you to send email campaigns to a large number of recipients. But if you’ve ever...Read more

Electronic invoicing add-on (preview) expands capabilities for Dynamics 365 business applications 

There are a number of reasons for companies to use electronic invoicing instead of paper documents, such as maintaining compliance, being able to adapt quickly to changing regulations, and reducing manual errors – not to mention reducing costs and speeding up end-to-end invoice processing. In addition, governments are increasingly turning to electronic invoicing as a...Read more

Support date extended for tax updates in US Payroll feature in Dynamics 365 Finance 

To ensure organizations have ample time to provide for the safety of their employees, protect the health and well-being of their communities, and react to the changes needed due to COVID-19, we are extending support for tax updates in the US Payroll feature in Dynamics 365 Finance until July 31, 2024. This is a change...Read more

Set administration mode on production environments to avoid impacting users during changes 

System administrators no longer need to switch a production environment to a sandbox environment before you place it in administration mode. When an environment is set in administration mode, only users with the system administrator or system customizer security role are able to sign in to that environment. Administration mode is useful when you want...Read more

Close deals by leveraging relationship analytics in Dynamics 365 Sales 

Understanding what worked in the past to close deals can help you replicate those successful actions with other prospects in the pipeline. Relationship analytics capabilities in Dynamics 365 Sales, available for preview since April 2020, helps you compare data from won opportunities with open prospects and then suggests actions to take to deliver similarly successful...Read more

Maintain AppSource apps and per-tenant extensions in Dynamics 365 Business Central (online) 

Organizations often choose Microsoft Dynamics 365 Business Central because it’s updated regularly with major and minor releases. These updates provide customers with a business application that is up-to-date with new compliance, security, platform, and application functionality. Partners who extend the Business Central experience for their customers with Microsoft AppSource apps or customizations as per-tenant extensions...Read more

Build back-to-school solutions with the Dynamics 365 education accelerator and Microsoft Power Platform 

With back-to-school time upon us, what would normally be an exciting time for educators and families preparing students to return to class is instead filled with additional stresses presented by a global pandemic. Parents and caregivers are wondering what remote learning will be like and how to get and use the technology their children need...Read more

Maintain budget control balances after update to Dynamics 365 Finance 2020 release wave 2 

As you might already know if you read our post from August, 2020, the hash function for the dimension framework in Dynamics 365 Finance 2020 release wave 2 has changed. After you update to version 10.0.13 or later, you’ll need to make sure a one-time update to maintain budget control balances for your active account...Read more

Use custom IoT providers in Connected Field Service 

We recently published documentation for Connected Field Service that tells you everything you need to know to use custom IoT providers in Dynamics 365 Field Service. The article is geared toward developers who want to know what capabilities are supported in our IoT extensible framework, and how to make it all happen. Why being able...Read more