Project Operations & Field Service Archives - Microsoft Dynamics 365 Blog https://microsoftdynamics.in/tag/project-operations-field-service/ Microsoft Dynamics CRM . Microsoft Power Platform Tue, 11 Jun 2024 14:06:31 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.5 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32&ssl=1 Project Operations & Field Service Archives - Microsoft Dynamics 365 Blog https://microsoftdynamics.in/tag/project-operations-field-service/ 32 32 176351444 Global Number Sequences for Vendors & Customers in Dynamics 365 https://microsoftdynamics.in/2024/06/11/global-number-sequences-for-vendors-customers-in-dynamics-365/ Tue, 11 Jun 2024 14:06:31 +0000 https://ellipsesolutions.com/?p=5931 A recent client inquiry regarding a requirement to share selected vendors between legal entities within Dynamics 365 Finance and Supply Chain spurred discussions on formalizing the process of setting up global Number sequences.  The client had the same vendor list across companies in AX 2009. However, the requirement in D365 is to have the list…...

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]]> A recent client inquiry regarding a requirement to share selected vendors between legal entities within Dynamics 365 Finance and Supply Chain spurred discussions on formalizing the process of setting up global Number sequences.  The client had the same vendor list across companies in AX 2009. However, the requirement in D365 is to have the list…

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]]> 4886 Dynamics 365 for Finance & Supply Chain – Punch Clocks for Projects https://microsoftdynamics.in/2024/05/30/dynamics-365-for-finance-supply-chain-punch-clocks-for-projects/ Thu, 30 May 2024 18:39:00 +0000 https://ellipsesolutions.com/?p=6394 In Dynamics 365, The Time and Attendance solution is known for being used in general attendance tracking, in conjunction with manufacturing implementations, in order to record worker jobs and clock in/outs. However, its availability with Projects within D365 is often overlooked. This post focuses on how this functionality can be utilized for project worker’s clock…...

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]]> In Dynamics 365, The Time and Attendance solution is known for being used in general attendance tracking, in conjunction with manufacturing implementations, in order to record worker jobs and clock in/outs. However, its availability with Projects within D365 is often overlooked. This post focuses on how this functionality can be utilized for project worker’s clock…

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]]> 4879 Setting up PowerApps Canvas with Dynamics 365 Data https://microsoftdynamics.in/2024/03/26/setting-up-powerapps-canvas-with-dynamics-365-data/ Tue, 26 Mar 2024 12:56:39 +0000 https://ellipsesolutions.com/?p=6007 In a rapidly evolving world of how data is collected and processed, Microsoft has focused on a multitude of strategies to assist organizations to stay ahead of the curve. One such approach is the “Low code – No code” technology that empowers functionally oriented power users to build quality applications that can help rapidly adapt…...

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]]> In a rapidly evolving world of how data is collected and processed, Microsoft has focused on a multitude of strategies to assist organizations to stay ahead of the curve. One such approach is the “Low code – No code” technology that empowers functionally oriented power users to build quality applications that can help rapidly adapt…

The post Setting up PowerApps Canvas with Dynamics 365 Data appeared first on Ellipse Solutions.

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]]> 4867 Dynamics 365 Field Services Delivers 346% ROI According to Forrester Study  https://microsoftdynamics.in/2024/03/05/dynamics-365-field-services-delivers-346-roi-according-to-forrester-study/ Tue, 05 Mar 2024 15:11:40 +0000 https://ellipsesolutions.com/?p=40987 The results of the December 2023 Forrester Consulting Total Economic Impact (TEI) Study displayed that Microsoft Dynamics 365 Field Service delivered benefits of $42.65 million over three years to an organization. This is an ROI of 346% with a payback period of less than 6 months!   According to Forrester, software that assists organizations elevate field…...

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]]> The results of the December 2023 Forrester Consulting Total Economic Impact (TEI) Study displayed that Microsoft Dynamics 365 Field Service delivered benefits of $42.65 million over three years to an organization. This is an ROI of 346% with a payback period of less than 6 months!   According to Forrester, software that assists organizations elevate field…

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]]> 4861 Dynamics 365 Cash Flow Forecasting: The Revolution in Finance Continues https://microsoftdynamics.in/2024/02/23/dynamics-365-cash-flow-forecasting-the-revolution-in-finance-continues/ Fri, 23 Feb 2024 13:36:25 +0000 https://ellipsesolutions.com/?p=40940 Welcome to the future of finance, where cash flow forecasting meets sci-fi at the intersection of artificial intelligence. In today’s rapidly evolving business landscape, the ability to forecast cash flow has never been more crucial. AI revolutionizes cash flow forecasting by leveraging machine learning and predictive analytics to analyze vast datasets, identify patterns, and predict…...

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]]> Welcome to the future of finance, where cash flow forecasting meets sci-fi at the intersection of artificial intelligence. In today’s rapidly evolving business landscape, the ability to forecast cash flow has never been more crucial. AI revolutionizes cash flow forecasting by leveraging machine learning and predictive analytics to analyze vast datasets, identify patterns, and predict…

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]]> 4857 Building Dynamics 365 Integration Between Field Service And Finance & Supply Chain Using Dual-Write https://microsoftdynamics.in/2024/02/13/building-dynamics-365-integration-between-field-service-and-finance-supply-chain-using-dual-write/ Tue, 13 Feb 2024 16:49:47 +0000 https://ellipsesolutions.com/?p=40841 After multiple years of a natural yet sometimes painful growth, the Dual Write integration components between Dynamics 365 Customer Engagement and Finance & Supply Chain siblings hit the maturation stage.  This blog will focus on some of the basic details encountered during the last few years of customer engagements  implementing D365 Field Service along with…...

The post Building Dynamics 365 Integration Between Field Service And Finance & Supply Chain Using Dual-Write appeared first on Microsoft Dynamics 365 Blog.

]]> After multiple years of a natural yet sometimes painful growth, the Dual Write integration components between Dynamics 365 Customer Engagement and Finance & Supply Chain siblings hit the maturation stage.  This blog will focus on some of the basic details encountered during the last few years of customer engagements  implementing D365 Field Service along with…

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]]> 4848 Dynamics 365 Finance & Supply Chain – Cancelling a Delivery Remainder Is Not Always Straight Forward https://microsoftdynamics.in/2024/02/08/dynamics-365-finance-supply-chain-cancelling-a-delivery-remainder-is-not-always-straight-forward/ Thu, 08 Feb 2024 15:22:58 +0000 https://ellipsesolutions.com/?p=40828 Everyone knows if a Purchase order line is partially received and the Delivery remainder is not going to be received, the remainder should be canceled… right?  The Delivery remainder should be cancelled especially for planned items, so planning doesn’t expect that remaining amount to be coming in. To cancel the remainder, simply go to the…...

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]]> Everyone knows if a Purchase order line is partially received and the Delivery remainder is not going to be received, the remainder should be canceled… right?  The Delivery remainder should be cancelled especially for planned items, so planning doesn’t expect that remaining amount to be coming in. To cancel the remainder, simply go to the…

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]]> 4847 Customer Workflow in Microsoft Dynamics 365 Finance and Supply Chain https://microsoftdynamics.in/2023/12/07/customer-workflow-in-microsoft-dynamics-365-finance-and-supply-chain/ Thu, 07 Dec 2023 16:23:17 +0000 https://ellipsesolutions.com/?p=40522 Microsoft has recently released an enhancement that allows for Customer changes to be approved in Workflow.  There are many business reasons for adding a layer of approval to customer record changes.  Maybe you want an approval to change the payment terms or maybe you want an approval to change the customer credit limit.  In any…...

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]]> Microsoft has recently released an enhancement that allows for Customer changes to be approved in Workflow.  There are many business reasons for adding a layer of approval to customer record changes.  Maybe you want an approval to change the payment terms or maybe you want an approval to change the customer credit limit.  In any…

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]]> 4821 How to: Be Smarter Than Smart Rounding in Dynamics 365 Finance https://microsoftdynamics.in/2023/11/07/how-to-be-smarter-than-smart-rounding-in-dynamics-365-finance/ Tue, 07 Nov 2023 18:26:48 +0000 https://ellipsesolutions.com/?p=40440 Like me, maybe you’ve often felt intimidated by smart rounding in Dynamics 365. Fear not! In this blog, we will cover the powerful feature dubbed “Smart Rounding” and explore some of tricky behind-the-scenes setup. In Dynamics 365, smart rounding is the functionality that automates the rounding process using system templates or user-defined rounding rules, giving…...

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]]> Like me, maybe you’ve often felt intimidated by smart rounding in Dynamics 365. Fear not! In this blog, we will cover the powerful feature dubbed “Smart Rounding” and explore some of tricky behind-the-scenes setup. In Dynamics 365, smart rounding is the functionality that automates the rounding process using system templates or user-defined rounding rules, giving…

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]]> 4807 Dynamics 365 – Send a Customer Case with Azure SMS https://microsoftdynamics.in/2023/09/28/dynamics-365-send-a-customer-case-with-azure-sms/ Thu, 28 Sep 2023 15:38:54 +0000 https://ellipsesolutions.com/?p=33652 One of the most common customer service practices is to notify the customer when they have submitted a new incident with the incident number and a message about the expected resolution time.  Historically this was done with an email sent to the customer’s email address for their tracking purposes, but that was so 2010!  It’s…...

The post Dynamics 365 – Send a Customer Case with Azure SMS appeared first on Microsoft Dynamics 365 Blog.

]]> One of the most common customer service practices is to notify the customer when they have submitted a new incident with the incident number and a message about the expected resolution time.  Historically this was done with an email sent to the customer’s email address for their tracking purposes, but that was so 2010!  It’s…

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