What is Dynamics 365 Sales (CRM)?
2:36
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@electricmonk1134
@electricmonk1134 9 күн бұрын
For me the process stops at 1:07. I don't have "Add shortcut to Onedrive" as an option. It works of I pick a specific file but not with a folder. Any idea why? Thank you.
@TiNmyJ
@TiNmyJ 11 күн бұрын
Do you have an idea how this could work with the Bartender on Prem ?
@robertbrusberg9508
@robertbrusberg9508 2 ай бұрын
Great demo👍
@velosio
@velosio 2 ай бұрын
Thank you @robertbrusberg9508, we are glad you enjoyed it!
@nellymuthama2142
@nellymuthama2142 2 ай бұрын
Wonderfull class. I would like the signature link HTML sent to me.and also how do we add image on the templates?
@icehole51
@icehole51 3 ай бұрын
Great at making pools ..... Cant hit the net!
@scottmay3387
@scottmay3387 3 ай бұрын
Great case study for Dynamics 365 Business Central for a great Findlay Ohio company 👍 but where is Paul?
@IOSARBX
@IOSARBX 5 ай бұрын
Velosio, This made me laugh so much! Thanks for sharing!
@velosio
@velosio 2 ай бұрын
@IOSARBX we are happy you enjoyed it!
@Nico-js5nx
@Nico-js5nx 7 ай бұрын
Thx for the Video. Really helped me. . Important hint is where to get the correct name for the "table_name" in / table_name(DataID) . Here the link to the important hint: linnzawwin.blogspot.com/2019/11/power-automate-how-to-set-lookup-field.html
@mardithpascua8112
@mardithpascua8112 7 ай бұрын
Hello, How can I edit board color and apply it across different environment?
@velosio
@velosio 2 ай бұрын
Great questions! You can update the schedule board settings, export the settings and import into another environment.
@Jimmy-db4xi
@Jimmy-db4xi 8 ай бұрын
🤩 *PromoSM*
@ninabowers3787
@ninabowers3787 8 ай бұрын
Thank you! I love having lists and having it within Teams just makes it more convenient.
@velosio
@velosio 2 ай бұрын
@ninabowers3787 we couldn't agree more!
@haiderrasool1699
@haiderrasool1699 9 ай бұрын
Great demo. Thanks!
@velosio
@velosio 2 ай бұрын
@haiderrasool1699 our pleasure!
@ninabowers3787
@ninabowers3787 Жыл бұрын
Nicely done Jackie!
@jacobmondrup
@jacobmondrup Жыл бұрын
I know this post is a year old. Haven't this portal been updated. It look like the one that has been there for years, with a very old look n feel.
@luislorenzo5266
@luislorenzo5266 Жыл бұрын
Nice and everything but your not covering how to set it up which is a key thing that most people are searching for
@velosio
@velosio Жыл бұрын
Glad to hear you're planning on utilizing Dynamics 365 Customer Service! We recommend reaching out to a Microsoft partner to discuss your business processes and use case to ensure the system is configured to your long-term needs. Velosio is happy to help - please email us at [email protected] or set up a time to meet with us at this link: calendly.com/mlyons-11/15-minute-teams-meeting-1
@kos_icki
@kos_icki Жыл бұрын
how do you define the property "tracing number" in the app, so that it is collected from the "input data" in d365?
@velosio
@velosio Жыл бұрын
This was covered in the video at 1:16. Let us know if this resolves your question.
@velosio
@velosio Жыл бұрын
Looking for a more comprehensive Microsoft Dynamics 365 Field Service Demo? Reach out here www.velosio.com/landing/demo-microsoft-dynamics-365-field-service-software/ to schedule!
@rachelskiles
@rachelskiles Жыл бұрын
😜 "promosm"
@velosio
@velosio Жыл бұрын
Let us know what content you'd like to see around Microsoft Copilot. We will continue to drop content on Copilot and Generative AI.
@jesmith9975
@jesmith9975 Жыл бұрын
The MS platform is just another in a long list of employee data collection solutions, none of which have made any meaningful difference for decades. Conflating sophisticated technology with results is a mistake. The problem is that HR has little ability to force change on disinterested leadership. Until or unless you come up with a way to stop the blocking that always occurs from politics, culture and siloed groups, the data is just that, data, not results.
@velosio
@velosio Жыл бұрын
Thank you so much for taking the time to watch our video and offer your feedback. The Microsoft ecosystem works very well for our org. We find it to be collaborative and effective, but know each business comes with a different set of needs. It certainly is not one size fits all.
@jesmith9975
@jesmith9975 Жыл бұрын
@@velosio What are the financial measures that it has improved? Giving HR something to do doesn't equate to improving business metrics.
@velosio
@velosio Жыл бұрын
@@jesmith9975 Thank you for your comment. By focusing on employee engagement, we’ve reduced turnover by 11%, experienced 17% improvement in culture engagement and satisfaction scores, and have seen double digit growth in profitability. Many other KPIs improved as well.
@ShyamalaG-k8w
@ShyamalaG-k8w Жыл бұрын
Great content!
@velosio
@velosio Жыл бұрын
Thanks for checking out our webinar recap and sharing your thoughts with us! It's important of provide field techs with the right tools and resources to do their job efficiently. Be sure to subscribe to our channel to stay updated on the latest information on Field Service Management.
@rodro7620
@rodro7620 Жыл бұрын
Excelent discussion...
@velosio
@velosio Жыл бұрын
Thanks for checking out our video and sharing your thoughts! It's essential to have a comprehensive digital transformation strategy that considers all aspects of the organization's operations, from people and processes to technology. Be sure to subscribe to our channel to stay updated on the latest information and best practices for facilitating a seamless digital transformation.
@FromDigital
@FromDigital Жыл бұрын
Thanks for this Carolyn. Digital transformation is definitely not an easy process. It requires a lot of time, money, and strategy. These ways can help organizations to strategize their digital transformation in order to maximize their cost and time. And at the same time, ensuring a successful digital transformation.
@velosio
@velosio Жыл бұрын
Thank you for watching our video and sharing your thoughts with us! We are dedicated to sharing our expertise and best practices to assist organizations in achieving their objectives through digital transformation. By providing valuable insights and practical advice, we can help businesses successfully navigate the challenges of digital transformation and leverage the benefits of new technologies.
@tuanhainguyen495
@tuanhainguyen495 Жыл бұрын
I added powerapp to D365FO, can launch it. But, after refreshing page, the power app is gone. Could you please confirm is this way can add powerapp to D365FO permanently?
@henrikmozart3107
@henrikmozart3107 Жыл бұрын
Remember to save your view after you have added the PowerApp. Then next time you can select the saved view and the PowerApp will be here
@alexanderlewis8891
@alexanderlewis8891 11 ай бұрын
@@henrikmozart3107 That fixed my issue, thank you! Saved me alot of frustration.
@osiristejeda6186
@osiristejeda6186 2 жыл бұрын
Technology is an important force of change, and organizations better pay attention to it. The impact of information technology over the past few years cannot be overemphasized. The comparative investment businesses make in technology has skyrocketed in recent years. Therefore, the investment in impact disaster preparedness should be equal if not more. Valuable information from individuals with many years of experience. I enjoyed listening to all the examples and solutions mentioned. Excellent episode!
@velosio
@velosio 2 жыл бұрын
Thank you Osiris! We are happy you enjoyed the episode. Check back in for the next installments in the series.
@chris5er396
@chris5er396 2 жыл бұрын
Hi there, how could I make use of knowledge articles in the FS mobile app?
@velosio
@velosio 2 ай бұрын
@chris5er396 Knowledge Articles can be accessed through the Work order or customer asset within the mobile app.
@vino16033
@vino16033 2 жыл бұрын
1. If we enable Project Operations under Global Parameters, without power platform what will be the impact? Will project operations work or not without power platform? 2. Is Risk Register available in Project Operations? 3. Can we open Work breakdown structure in MS PROJECT ONLINE version? FYI, it is working if MS Project is installed in desktop. 4. Is going for PMA now and to upgrade to Project Operations is good? Or is it better to go with project operations now itself?
@bryannagregory618
@bryannagregory618 2 жыл бұрын
ρ尺oΜ𝐎ᔕᗰ
@DuyNguyen-ob1lp
@DuyNguyen-ob1lp 2 жыл бұрын
Thank you for sharing NetSuite's Document Generation!
@paulbolte9111
@paulbolte9111 3 жыл бұрын
Can you create a bulk merge from a letter template?
@auradarci8587
@auradarci8587 3 жыл бұрын
vf4lc vum.fyi
@maxsudik
@maxsudik 3 жыл бұрын
How to change Total Chargeable cost on the quote?
@Liansimte-wf6pw
@Liansimte-wf6pw 3 жыл бұрын
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@joohityagi2152
@joohityagi2152 3 жыл бұрын
Great Video, solved my doubts. I have facing issue while convert quote to contact "Project template and inactive project cannot be assigned to a line". If you are aware of this issue, Please reply.
@niallquinn91
@niallquinn91 3 жыл бұрын
Great video, thank you
@israelngoy4199
@israelngoy4199 3 жыл бұрын
Thanks so much for this educational video
@jasonsvalenzano
@jasonsvalenzano 3 жыл бұрын
Reverse Connect is cool!
@craftgeniusideas8856
@craftgeniusideas8856 4 жыл бұрын
Amazing content .keep it up😍Wanna be Friends ?