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CRM

Block time off for resources on the schedule board without changing the working hours

I was recently chatting with a dispatcher who expressed that they would like to block time off on the schedule board for resources without needing to interact with the working hours. I am switching gears on this post putting on...

Microsoft Dynamics 365 Banking Accelerator adds BIAN API implementation

Following the general availability release of the Microsoft Banking Accelerator in July, today we are releasing additional API sample implementations to provide interoperability with Banking Industry Architecture Network (BIAN) API service domains for consumer loans and collateral. BIAN is...

6 tips for global versus local changes – Universal Resource Scheduling

In global CRM implementations, there is a fine line between changes that must be global versus changes that can be managed locally without affecting the entire organization. There are unique requirements for local implementations, and autonomy is essential to...

Announcing the timeline to move to Unified Interface

Over the last two years, our customers have been experiencing the benefits of the new user interface client for Dynamics 365 Sales, Customer Service, Project Service, Field Service, and Marketing. Many of our largest customers have successfully made the...

Scheduling versus dispatching – Universal Resource Scheduling

Depending on your organization, you might create bookings and want them to immediately appear on your field technicians mobile devices. But what if you want to plan the whole day and have new bookings appear for technicians as you...

9 tips to maximize your screen real estate on the schedule board

The schedule board is the primary work space for dispatchers, and every pixel of real estate is essential for maximum productivity. Depending on your monitor, opening the schedule board may initially only let you see a handful of resources...

Weekly Webinars for the Business Applications Community for September 2019!

Didn’t you wish there was some expert that would just explain how to use Dynamics 365 and Power Platform technologies? Purvin Patel brings his firehose of information to the community every Monday at 10am (Pacific) as part of a weekly...

Migrate from legacy Service Scheduling to the Service Scheduling on Unified interface

The new Service scheduling on Unified interface in built on top of Universal resource scheduling. If you are using legacy Service scheduling on web client and are planning your move to Unified interface, you need to plan your migration...

Release Notes for Project Service Automation Update Release 9

Applies to: Project Service Automation for Dynamics 365 Were pleased to announce the latest update for the Project Service Automation application for Dynamics 365. This release includes some important improvements to quality, performance, and usability. This release is compatible with Dynamics...

How to ignore travel time when searching for resource availability

The Schedule Assistant in Universal Resource Scheduling has an option to “Ignore Travel Time” when searching for availability. This option allows you to search for a resource within a certain radius, but it does not require the resource to be...
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The evolution of retail store into an experience center

With more and more customers looking to digital channels for product information, feedback, and insights, the role of the...
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