In today's digital era, many organizations still rely on paper for inspections, leading to inefficiencies and extra effort to digitize data. Dynamics 365 Field Service's new inspection builder, powered by Copilot, addresses these challenges by seamlessly converting paper forms into digital templates, streamlining the process and enhancing data management.
The post Inspection builder preview: digital transformation made easy with AI appeared first on Microsoft Dynamics 365 Blog.
We’re continually improving Dynamics 365 Customer Service to help organizations deliver faster, smarter, and more efficient customer experiences. Today, we’re excited to announce that administrators will now be able to maintain routing rules in bulk. This enhancement empowers administrators to update routing configurations across the board with just a few clicks—a game-changing update for teams
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The quote lines represent the high-level components of work being delivered, while the quote line details capture granular estimates, tying in scheduling, cost, and revenue details. Each quote line is also linked to contracting models and chargeable components, allowing for accurate modeling of revenue spread, project spending, and profitability, both at the quote level and also for each individual component.
We designed the recent update around three key goals:
+ Elevating the overall user experience
+ Leveraging new platform capabilities
+ Simplifying user interactions when creating and managing quotes
The post Reimagine Project Quotes with Enhanced Experience and Time Phased Estimates in Dynamics 365 Project Operations appeared first on Microsoft Dynamics 365 Blog.
Agreements in Dynamics 365 Field Service help streamline recurring operations consistently. You define the terms and conditions of your service contracts, such as frequency, duration, resources, products, and services involved--automate recurring work orders in Field Service. Through agreements, you can automate work order and booking generation, eliminating the need for manual creation and reducing administrative overhead.
The post Use agreements in Field Service to automatically generate recurring work orders appeared first on Microsoft Dynamics 365 Blog.
An update is coming to the closed conversation form in Dynamics 365 Contact Center. If the administrator has enabled the option, service reps can view the recordings and transcripts at the end of the conversation. They can also view sentiment analysis, key metrics, AI summary, post call survey results, and sessions in the conversation journey.
The post Use the Contact Center AI summary for call quality management appeared first on Microsoft Dynamics 365 Blog.
We’re pleased to share that the Sales Order Agent for Microsoft Dynamics 365 Business Central is now available in paid public preview.
The post Sales Order Agent in Microsoft Dynamics 365 Business Central: Now in public preview appeared first on Microsoft Dynamics 365 Blog.
When optimizing the schedule, the agent considers existing bookings as well as additional unfulfilled requirements. You can influence the schedule generated by the agent by crafting requirement views according to business objectives. For example, if you are trying to compensate for cancelled bookings, you may want to select requirements which have promise windows which are soon to expire.
The post Transform dispatching in Dynamics 365 Field Service with Scheduling Operations Agent appeared first on Microsoft Dynamics 365 Blog.
