Tag: Automation
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Keep track of your trade policies with advanced export control
Supply Chain Management lets you manage, track, and verify compliance with export control restrictions prior to confirming, picking, packing, shipping, and invoicing sales orders. The new advanced export control functionality allows you to manage your export control policies using a native Microsoft Dataverse solution that interfaces directly with your Supply Chain Management instance. Supply Chain Management then enforces compliance with international trade regulations by consulting your export-control policies in real time. -
Create cases, contacts, and accounts faster from notes on the timelineÂ
Dynamics 365 Customer Service enables agents to create a new case or associate an existing case with notes they write on the customer timeline. -
Upgrade Project Service Automation to Project Operations
Back in November 2022 we announced the availability of the second phase of Project Service Automation to Project Operations upgrade, making it possible to upgrade projects with up to 500 tasks. -
Accelerate Warehouse management implementation with new pain-free experience
In this release, we're thrilled to showcase several major themes that will take your warehouse management to new heights. From label printing enhancements to a modernized user experience for setting up your warehouse, and even innovative methods for importing data while maintaining configuration, this release is packed with game-changing improvements. -
5 ways Copilot in Viva Sales takes seller productivity to the next level
AI-powered experiences are changing the game of what’s possible for sellers, and generative AI with Copilot is here to assist sellers do their best work. -
Run quality assurance automatically with robotic process automation
Organizations have an increasing demand to automate standard business processes and provide more convenient interactions to their staff. With robotic process automation and Microsoft Power Automate, businesses gain efficiency and accuracy by using an experience to automate repetitive processes in Dynamics 365. Read a related blog post: Enhance workplace automation with prebuilt RPA templates for -
Enhance workplace automation with prebuilt RPA templates for Dynamics 365 (preview)
For many businesses, success increasingly depends on having the agility to innovate and adapt to rapid change, responding to customer needs, competitive pressure, and industry trends. But this is a difficult challenge when employees are buried in time-consuming busywork like repetitive tasks or complex processes. That’s why we are dedicated to helping organizations like yours -
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 -
Release Notes for Project Service Automation Update Release 19, V2.4.16.40
We’re pleased to announce the latest update for the Project Service Automation application for Dynamics 365. This release includes bug fixes. This release is compatible with Dynamics 365 9.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For details, refer How to Install, Update -
Release Notes for Project Service Automation Update Release 11
We’re pleased to announce the latest update for the Project Service Automation application for Dynamics 365, V3.10.1.71. This release includes some important improvements to quality, performance, and usability. This release is compatible with Dynamics 365 9.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. -
Release Notes for Project Service Automation Update Release 18, V2.4.15.33
We’re pleased to announce the latest update for the Project Service Automation, V2.4.15.33, application for Dynamics 365. This release includes bug fixes. This release is compatible with Dynamics 365 9.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For details, refer How to Install,