Introduction to AI and Microsoft Copilot Artificial Intelligence (AI) has taken the world by storm—transforming how we work, communicate, and create. Microsoft is at the forefront of this revolution, bringing powerful AI tools right into the workplace. From chatbots to coding assistants,...
What is Toast Notification in CRM Toast notifications are small messages that appear at the top of the screen when an action is performed, such as creating a record. They typically disappear after a few seconds, which may not always provide sufficient time for users to read the message....
1. Overview In a service or manufacturing environment, effective resource management is crucial for efficient operations. This document defines key concepts such as resources, work centers, work center teams, and resource skills & roles. 2. What are Resources? Resources refer to entiti...
Plugin: In this blog, we will learn about the Basics of plugin A plugin in Dynamics 365 is custom code that executes in response to specific events in the system (like record creation, update, or deletion). It allows developers to add business logic to the CRM platform. Plugins...
CRM: In this Blog we will see How to Converting a case to a work order in field service CRM. Once a case is validated, it needs to be converted into a Work Order to dispatch a technician and resolve the issue effectively. 1. Open the Case to be Converted Log in to Field Service […...
Case in Field Service CRM A case in Field Service CRM helps track customer issues and ensures timely resolution. Follow these simple steps to create a case efficiently. 1. Open the Case Module Log in to CRM and navigate to Service > Cases. Click New Case to start a new entry. 2. Enter C...
Field Service: Field Service refers to managing work performed at customer locations rather than at company premises. It includes tasks like installations, repairs, maintenance, and inspections carried out by field technicians. 2. Key Components of Field Service Work Orders – Requests ...
Dynamics 365: Microsoft Dynamics 365 is a cloud-based suite of intelligent business applications that helps organizations improve operational efficiency and reduce business complexity by unifying processes, gaining insights, and fostering better cust...
Field Service in D365: Field Service refers to any work or operations performed outside of a company’s premises by personnel at customer locations or other remote sites. These operations typically involve installing, maintaining, repairing, or troubleshooting products or services. It...
In this Blog we are going to see the Basics of Generative AI(MS Copilot). Copilot: Generative AI, such as Microsoft Copilot, is gaining recognition even among those outside the tech industry. As the renowned writer Arthur C. Clarke famously stated, “Any advanced technology is indisti...