Author Archives for Brian Jason Smith

Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 and Common Data Services licensing changes
From your monthly phone bill and Netflix subscription to your car insurance and monthly rent, the amount you pay for...

Dynamics 365 Customer Engagement, Microsoft
Dynamics 365: Enhanced Service Level Agreements, a quick setup guide
Overview Service Level Agreements (SLAs) are typically used on Cases to track different things whether it’s a Customer Service response...

Dynamics 365 Customer Engagement, Microsoft
GeoCoding records in Woodford for the Field Service Mobile app (Built on Resco)
There is a powerful tool in Woodford called GeoCoder. This is an easy way to easily populate the Latitude and...

Dynamics 365 Customer Engagement, Microsoft
Mapping your warehouse and product inventory data for the Field Service Mobile App.
Overview The Field Service Mobile and Resco CRM Mobile apps are very powerful and have a lot of great functionality...

Dynamics 365 Customer Engagement, Microsoft
How to leverage Organization Insights for your system
Have you ever wanted to track user adoption or system performance in a more streamlined way? The answer is Organization...

Dynamics 365 Customer Engagement, Microsoft
Tips & Tricks for executing the best training videos
Here are some of the best practices we’ve found for recording training videos: Keep the videos short in length. No one...

Add more detail to your schedule board within Dynamics 365 for Field Service
Many dispatchers at organizations we have implemented Field Service or have asked this same question: “Can you add more information...

Dynamics 365: Create an App in 5 simple steps!
Dynamics 365 has an awesome tool called “Apps”, which is a great way to simplify the user experience based on...

Dynamics 365 Customer Engagement, Microsoft
Upgrade to V9.0 (Fall 2017 Release) today!
The Dynamics 365 V9.0 (Fall 2017 Release) is finally here for existing customers! It seems Microsoft is following in the...

Microsoft Dynamics 365 for Sales : Error When Adding a New User
This error message occurred when I was in the Office 365 Admin Portal adding licenses to several users for our...