This episode is brought to you by mscrm-addons.com.  In this week's episode, Shawn & Prudence talk about Customer Assets for Field Service.  Shawn uses an example from a galaxy far, far away and shares how assets are related to work orders.   YouTube: https://youtu.be/YzRl6vuImh4   Music: www.purple-planet.com ..read more

In this week’s episode, Shawn & Prudence talk about Price Lists, Price List Items and Discount Lists! This episode is brought to you by mscrm-addons. Check out this episode of the Weekly Dispatch on YouTube at https://youtu.be/xhYRXv6pchk Music: www.purple-planet.com ..read more

Welcome to the Weekly Dispatch! This episode is brought to you by Maplytics by Inogic. This is the web series which delves into features and functions with Dynamics 365 with a focus on how they interact with the Service applications (Customer Service, Field Service & Project Service Automation). In the first episode of the Weekly Dispatch, Shawn (@crmhobbit) discusses the Product Catalog in Dynamics 365 Customer Engagement! Topics such as Product Bundles, Product Families, Unit Groups, Units and Product Properties are reviewed with practical examples to help cement understanding. This epis ..read more

This episode is brought to you by mscrm-addons.com. Topics in this episode: Knowledge management templates https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/create-templates-knowledge-article Knowledge management search and rendering enhancements https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-customer-service/knowledge-management-enhancements Timeline usability enhancements https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-customer-service/timeline-usability-enhancements Mixed reality guides h ..read more

This episode is brought to you by Resco and was recorded live at Ignite 2018 in Orlando, FL. Joining Shawn Tabor and Sarah Jelinek: Ben Vollmer Sheila Shahpari Nick Spallitta Pierre Hulsebus Scott Sewell Link: Satya Nadella introduces Dynamics 365 AI for Customer Service Microsoft recently announced new AI infused capabilities for Dynamics 365, and in this episode, a roundtable of customer service and field service experts discuss what this means to real-world Microsoft customers. How can customers benefit from artificial intelligence Do you need data first? Unification of data Use cases for A ..read more

In this episode (sponsored by Resco), Shawn and Sarah discuss the newly announced update cadence, specifically for Customer Service, Field Service, PSA and Unified Service Desk.  Scott and Shawn talk about Business Application Summit as well as Scott’s latest blog post on PSA Resource Utilization!  Also, covered in this episode: - Upgrade Run : What does this do? - Unified Service Desk 3.3 - Business Application Summit : What are we excited to see? - Virtual Service Summer Camp...less than a month away! https://www.d365ug.com/participate/virtual-summer-camp - PSA Resource Utilization - The Seq ..read more

This episode is brought to you by Resco Mobile CRM. Incident types act as service templates and allow users to quickly create work orders for the most common types of jobs that your company performs, including all of the necessary service tasks, products, services, required skills, and estimated work order duration. In this episode, Scott LeFante and Shawn Tabor discuss what you need to know about incident types and why you should use them in your Field Service deployments. Links in this episode: http://365saturday.com/dynamics/d365-atlanta-2018/ - D365 Saturday Atlanta https://docs.microsof ..read more

Shawn and Scott are back, and in this episode they catch us up on what is new with Dynamics 365 and Field Service: D365 Saturday Atlanta Unified Resource Scheduling (URS) April update Unified Resource Scheduling (URS) May update Field Service & PSA Update Release 6 Common Data Service Restricted Entities requiring Dynamics 365 licenses Spring 2018 update for Easy Repro Download Easy Repro This episode is brought to you by Resco. Stay tuned at the end of the episode for an update from Resco ..read more

This episode of At Your Service is brought to you by Resco. This week Sarah Jelinek and Mohammed Mostafa join Shawn to review the service related functionality in the Spring '18 release notes for Dynamics 365 and other Microsoft Business Applications. Also, Agnes Vaľková gives us an update on what's new in the latest release of Resco Mobile CRM. This episode is a production of Dynamic Podcasts LLC. Subscribe to the  CRM Audio network of podcasts on Apple Podcasts and Spotify ..read more

In this episode (sponsored by Ingenius), our hosts talk with Todd Lewis and Leigh Weinshelbaum from CafeX about Omni-channel communication.    Topics include: What Omni-channel communication means to the panel The need for OmniChannel Customer experience The push for omnichannel experiences by Millenial customers and employees Examples of great Omni-channel experiences Wesley Chapel Toyota Delta Discussion of CafeX features and capabilities LiveAssist for Dynamics 365  As always, you can reach out to our hosts on Twitter: Shawn (@crmhobbit) Scott (@fldservice_guru)  Our guests, Todd and Leigh ..read more