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At Your Service is the service management podcast from CRM Audio. What you need to know about Dynamics 365 Customer Service, Field Service, and Project Service. Hosted by Business Applications MVP's Scott LeFante, Shawn Tabor, and Sarah Jelinek
Weekly Dispatch: Customer assets for field service
This episode is brought to you by mscrm-addons.com [mscrm-addons.com]. In this week's episode, Shawn & Prudence talk about Customer Assets for Field Service. Shawn uses an example from a galaxy far, far away and shares how assets are related to work orders. YouTube: https://youtu.be/YzRl6vuImh4 [https://youtu.be/YzRl6vuImh4] Music: www.purple-planet.com
Weekly Dispatch: Price Lists and Discount Lists
In this week's episode, Shawn & Prudence talk about Price Lists, Price List Items and Discount Lists! This episode is brought to you by mscrm-addons. [mscrm-addons.com] Check out this episode of the Weekly Dispatch on YouTube at https://youtu.be/xhYRXv6pchk [https://youtu.be/xhYRXv6pchk] Music: www.purple-planet.com
Weekly Dispatch 1: Product Catalog
Welcome to the Weekly Dispatch! This episode is brought to you by Maplytics by Inogic [https://goo.gl/nvi5Aw]. This is the web series which delves into features and functions with Dynamics 365 with a focus on how they interact with the Service applications (Customer Service, Field Service & Project Service Automation). In the first episode of the Weekly Dispatch, Shawn (@crmhobbit) discusses the Product Catalog in Dynamics 365 Customer Engagement! Topics such as Product Bundles, Product Families, Unit Groups, Units and Product Properties are reviewed with practical examples to help cement understanding. This episode is the foundation for the Product Catalog series which will continue over the upcoming weeks. We look forward to your comments and reactions to the series! For more information on the Product Catalog, visit the link below: https://docs.microsoft.com/en-us/dyna... [https://www.youtube.com/redirect?redir_token=Y8lLyeixtfswudFmNqSesHx4-hV8MTU2NjE4MTA5M0AxNTY2MDk0Njkz&q=https%3A%2F%2Fdocs.microsoft.com%2Fen-us%2Fdynamics365%2Fcustomer-engagement%2Fsales-enterprise%2Fset-up-product-catalog-walkthrough&event=video_description&v=M2krVz6nYGw] - Set Up a Product Catalog (Microsoft Docs)
Early access features for D365 Customer Service and Field Service
This episode is brought to you by mscrm-addons.com [mscrm-addons.com]. Topics in this episode: * Knowledge management templates https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/create-templates-knowledge-article [https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/create-templates-knowledge-article] * Knowledge management search and rendering enhancements https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-customer-service/knowledge-management-enhancements [https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-customer-service/knowledge-management-enhancements] * Timeline usability enhancements https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-customer-service/timeline-usability-enhancements [https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-customer-service/timeline-usability-enhancements] * Mixed reality guides https://dynamics.microsoft.com/en-us/mixed-reality/overview/?&OCID=AID2000546_SEM_&lnkd=Bing_D365_Brand&MarinID=_79027490459132_%2Bdynamics%20%2Bguides_bb_c__1264438745391780_kwd-79027703504147:loc-190_ [https://dynamics.microsoft.com/en-us/mixed-reality/overview/?&OCID=AID2000546_SEM_&lnkd=Bing_D365_Brand&MarinID=_79027490459132_%2Bdynamics%20%2Bguides_bb_c__1264438745391780_kwd-79027703504147:loc-190_] Announcement--we are starting a YouTube channel called the Weekly Dispatch. Check out the announcement here: https://www.youtube.com/watch?v=eIj_txRmqzA [https://www.youtube.com/watch?v=eIj_txRmqzA] Music: www.purple-planet.com [http://www.purple-planet.com]
Virtual Agents
Sarah and Shawn are back with another episode of At Your Service. This episode is brought to you by Resco. [resco.com] On this episode, we review some of the news about customer service and field service in the Dynamics 365 2019 Wave 2 release plan. In this episode: * Virtual agent * Customer Service Insights * Macro recording * Notification customizations * Omnichannel Engagement Hub * Skills-based routing Links: * Download the release plan [https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/] * Music: purple-planet.com Got any feedback or suggestions for future episodes? Email us at voice@crm.audio [voice@crm.audio]
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