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Improved SLA timer control helps agents track KPIs
Dynamics 365 Customer Service 2021 release wave 1 includes a new, intuitive timer control that is optimized to display service-level agreement metrics, and it supports the display of multiple SLA metrics at the same time. -
5 tips for implementing the Field Service (Dynamics 365) mobile app
The Field Service (Dynamics 365) mobile app helps your frontline workers manage and complete their service tasks while onsite at a job. The mobile app enables them to view their daily schedule, complete inspections, bill for products and services, send reports to customers, and submit their time-off requests. The Field Service (Dynamics 365) mobile app -
Extending reports in Business Central
In any business operations software, the ability to visualize, inspect, and print data in an appropriate layout is paramount. In Dynamics 365 Business Central and in most other software, reports serve these purposes. Our partner community is familiar with customizing built-in reports, either as suppliers of a vertical solution that adds capabilities to underlying data -
Knowledge management enhancements increase agent efficiency
Dynamics 365 Customer Service 2021 release wave 1 includes enhancements that give admins greater control over knowledge management configuration and help agents access the information they need to resolve customer queries more quickly. -
Enhance your fraud workflow with efficient manual review
Managing robust fraud operations can be complex and time consuming. To help simplify the process and increase your fraud detection efficiency as well as accuracy, Dynamics 365 Fraud Protection takes a cohesive approach to manual review. With the Manual Review tool, now available in preview, you can set the rules to identify transactions that can -
Streamline and automate rebate management to increase margins
Offering your customers and vendors rebates and royalty deals is key to building brand loyalty and has a measurable impact on your company’s margins. Rebates also influence your product pricing strategy and impact accruals, payments, deductions, and revenue. However, keeping track of rebate and royalty programs and calculating them accurately can quickly become time-consuming and -
Webinar: See what’s new in Dynamics 365 Field Service 2021 release wave 1
Join us for a 90-minute webinar on April 8 at 9 AM Pacific Time to learn about the new capabilities in Dynamics 365 Field Service 2021 release wave 1, including: A simplified set-up experience. New schedule board and map capabilities. How knowledge articles and virtual assistants on the mobile app help technicians. A new portal -
Here’s a way to increase the accuracy of landed cost calculations
As the supply chain evolves, logistics management has an even greater impact on the bottom line. Knowing the full price of an item once it arrives at your warehouse is crucial. Miscalculating landed cost through manual entry can result in lost profits for business owners. The Landed cost module in Supply Chain Management provides companies with an innovative way -
Best practices for building an effective fraud scorecard
One of the most important aspects of fraud prevention is to know where you stand in the fight against fraud. An effective fraud scorecard makes you aware of current trends, helps identify any evolving problem areas, and empowers you to make decisions as an organization. Striking the right balance is important. Too much detail can -
Manage time off requests with Human Resources app for Microsoft Teams
With more employees working remote, it is more important than ever to meet workers where they work. This includes making tasks related to human resources easier to track from home. This becomes even more important as more organizations use Microsoft Teams not only for collaboration but also to help improve employee experiences and productivity. We’re -
Import historical data to optimize fraud protection
To help boost your fraud protection strategy, we’ve released an improved data upload experience in Dynamics 365 Fraud Protection. The centralized interface guides you through importing historical data for purchase protection and loss prevention. For details about this feature, refer to the schemas for purchase protection and loss prevention. If some fields are not applicable to your industry, you can leave