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Dynamics 365 (Preview) app for Windows comes with offline access 

The Microsoft Dynamics 365 (Preview) app for Windows is optimized to help your team stay productive whether they’re connected or working offline. The app provides your salespeople, agents, and supervisors with tools they need to track their tasks, arrive prepared for appointments, take notes, and access customer records. It is seamless to deploy because employees...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

Examples of extending Dynamics 365 Customer Insights with Azure ML 

Dynamics 365 Customer Insights offers a platform to integrate customer data from various sources into one unified view. This unified data presents a perfect starting point for building custom machine learning (ML) models to generate key business metrics. In an earlier blog, we saw how to bring custom ML models from Azure Machine Learning (AML) Studio to work with...Read more

Extending Dynamics 365 Customer Insights with Azure ML-based custom models 

AI-enabled Dynamics 365 Customer Insights helps unifying data from multiple sources within an organization and generates a single, end-to-end view of the customer. This 360-degree customer view can be used to discover insights to optimize customer engagement and drive personalized customer experiences. This unified data is an ideal source to build machine learning (ML) models...Read more

Microsoft Dynamics 365 Banking Accelerator adds BIAN API implementation 

Following the general availability release of the Microsoft Banking Accelerator in July, today we are releasing additional API sample implementations to provide interoperability with Banking Industry Architecture Network (BIAN) API service domains for consumer loans and collateral. BIAN is a not-for-profit association to establish and promote a common architectural framework to enable banking interoperability. Microsoft...Read more

6 tips for global versus local changes – Universal Resource Scheduling 

In global CRM implementations, there is a fine line between changes that must be global versus changes that can be managed locally without affecting the entire organization. There are unique requirements for local implementations, and autonomy is essential to enable local branches to swiftly adapt to their unique requirements without jeopardizing the global implementation. I...Read more

Announcing the timeline to move to Unified Interface 

Over the last two years, our customers have been experiencing the benefits of the new user interface client for Dynamics 365 Sales, Customer Service, Project Service, Field Service, and Marketing. Many of our largest customers have successfully made the transition. As we’ve reached the milestone of over 80% of organizations enabling Unified Interface, we’re announcing...Read more

Scheduling versus dispatching – Universal Resource Scheduling 

Depending on your organization, you might create bookings and want them to immediately appear on your field technicians’ mobile devices. But what if you want to plan the whole day and have new bookings appear for technicians as you see fit? The field service industry often refers to this differentiation as “scheduled versus dispatched.” Out...Read more

9 tips to maximize your screen real estate on the schedule board 

The schedule board is the primary work space for dispatchers, and every pixel of real estate is essential for maximum productivity. Depending on your monitor, opening the schedule board may initially only let you see a handful of resources and a few unscheduled requirements, and that’s before expanding the filter panel or the details panel!...Read more

Weekly Webinars for the Business Applications Community for September 2019! 

Didn’t you wish there was some expert that would just explain how to use Dynamics 365 and Power Platform technologies? Purvin Patel brings his firehose of information to the community every Monday at 10am (Pacific) as part of a weekly webinar series.  You should expect deep dives, special guests, MVPs talking about cool things they...Read more