RSMSUS.comAuthor Archives for Dian Taylor
CRM, Dynamics 365 Customer Engagement, Microsoft Dynamics
Creating a work order from an opportunity in Dynamics 365 for Customer Engagement (yes, with opportunity products!!!!)
Users were always able to convert an opportunity to one or multiple work orders, but if the opportunity had opportunity...
CRM, Dynamics 365 Customer Engagement, Microsoft Dynamics
What’s new for Dynamics 365 for Field Service – October ’18
Microsoft’s release notes give a lot of information on the new features of the new Field Service release, but it...