This episode is brought to you by D365UG. In today’s episode, Katherine and Will talk about reporting options for Finance and Operations. When should you use Finance/Management Reporter?When should you use Power BI?Difference between reporting in Customer Engagement and F&OStatutory reportingDiscussing reporting with clientsReporting when moving from another ERPReporting on revenue recognitionGeneral ledger reportingOctober 2018 […]

Read More →

In this episode of AYS (brought to you by Resco), the gang discusses their favorite upcoming features in the October ’18 Release Notes related to Customer Service, Field Service and Project Service! We are less than a week away from D365UG Virtual Service Summer Camp…Sarah is kicking off the event with her Top 5 features […]

Read More →

In this episode (brought to you by Maplytics by Inogic), we are joined by Dan Gittler, Principal Program Manager for Universal Resource Scheduling with Microsoft. Dan came from Field One, and in this episode he talks about the history of URS and what is coming in the October 2018 release. History of Universal Resource Scheduling Common use cases for […]

Read More →

In today’s episode (sponsored by Ingenius), Britta Rekstad and Matthew C. Anderson discuss the Customer Service App, Interactive Service Hub, and bring clarity to similar terms in Dynamics 365 . Discussed on the show Interactive Service Hub (and the move to Customer Service App) Customer Service App Disambiguation of similar-sounding terms Customer/Project/Field Service Apps Universal […]

Read More →

This episode is sponsored by inogic. Shawn Tabor and Scott LeFante discuss what’s new in update 4 for Field Service and Project Service Automation in Dynamics 365. Other topics and links in this episode: Shawn is certified Field Service certification Exam Dynamics 365 November updates Plus, we introduce a new segment “DivaTime with Sarah Jelinek.” […]

Read More →

CRM Audio is proud to introduce a new podcast series all about service management hosted by Shawn Tabor and Ivan Kurtev.  This episode is sponsored by KingswaySoft. This week we are joined by special guest Scott LeFante. Scott has deep experience in field service and project service. In the premier episode of “At your service,” […]

Read More →