CRM

Thought leadership December 15, 2016 1 min read

Use Connected Field Service to remotely monitor and service customer equipment

Applies to: Dynamics 365 for Field Service Connected Field Service, introduced in the Fall 2016 release of Dynamics 365, combines monitoring with the Internet of Things to replace your costly break-fix service model with a more proactive “never fail” model.

a person standing in front of a computer

Thought leadership July 22, 2016 3 min read

60% of Consumers Have Stopped Doing Business with a Brand Due to Poor Customer Service

Delighting customers is not the key to consistently satisfying customer service.

Thought leadership July 12, 2016 2 min read

What Does End-to-End Field Service Management Look Like?

If you were to make a list of all the concepts involved in successful field service management, what do you think would be at the top? Let’s run through some potential choices: Efficient scheduling.

Thought leadership July 8, 2016 3 min read

10 Tips to Empower Customer Service Agents

With customer service and customer experience beginning to overtake price and product as brand differentiators, big investments have been made over the past few years in empowering customers with more.

News and product updates March 18, 2016 2 min read

Microsoft Dynamics CRM 2016 Wins Gold Stevie Award

Microsoft is not only in the game when it comes to customer service and customer engagement; it’s in it to win it.

News and product updates February 11, 2016 1 min read

What does the Post financial inventory option in an Item model group do in relation with Sales orders

There are general ledger transactions posted in correspondence to inventory financial transactions, these transactions may relate to the financial updates of purchase orders and/or sales orders.

January 26, 2016 1 min read

How to consolidate intercompany customer invoices

Recently I shared a post explaining how to consolidate intercompany vendor invoices.

October 27, 2015 1 min read

How to produce an item at time of sales order if there is residual balance of the finished goods

I had published a blog post earlier this month which covered the process of how to produce an item at time of sales order.

October 22, 2015 1 min read

How to manually produce an item at the time of a sales order

This content covers a business scenario of producing a sellable item at the time of sales order creation.

June 16, 2015 1 min read

Using the Tiered Charges functionality for Sales Orders in Microsoft Dynamics AX 2012

This content covers setting up and using sales order auto charges, where the auto charges are based on the total amount of the sales order.

News and product updates April 9, 2015 2 min read

Sales order Auto Charges in Microsoft Dynamics AX

I had published a blog post earlier this month which covered the process Sales order Charges in Microsoft Dynamics AX and I wanted to continue with some additional functionality with Accounts Receivable charges.

News and product updates April 8, 2015 2 min read

Sales order Charges in Microsoft Dynamics AX

Microsoft Dynamics AX facilitates the business requirement of adding charges to a sales order by using the charges functionality, which formerly was known as Miscellaneous Charges in previous versions of Microsoft Dynamics AX.

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