The Microsoft Dynamics CRM Platform Enhancement Discussion January 2018

Now ensure smooth and secure billing of your customers for repeated jobs using the new recurring billing feature of MTC’s Credit Card Processing D365/CRM add-on. The recurring billing feature is likely to reduce the manual efforts drastically and ensure automatic billing of your customers on scheduled dates.

As is already known that MTC’s Credit Card Processing helps businesses to add and manage credit cards as well as carry out transactions of their customers securely in an encrypted manner, the new recurring billing feature will avoid the need to carry out the billing transactions of your customers periodically by configuring simple settings as discussed below.  

Configuration Steps for Recurring Billing Feature

It is learnt that there is no OOB feature to integrate SharePoint with Dynamics 365 Portal, but many global companies are in need for such an integration to carry out their business activities. So, how we go about doing this?

MTC has come up with a solution to overcome this challenge by introducing Azure Function as an intermediary layer between D365 Portal and SharePoint. By introducing the intermediary layer, Azure Function can communicate with both SharePoint and D365 Portal.

Even before adding the Azure Function, we need to configure integration for both CRM and SharePoint as detailed below.

Usually, editing of bulk records in D365 Portal is not supported. But, MTC has come up with a solution for helping its clients to overcome this problem. For this, a Bulk Edit button is placed on top of the records view. If you want to edit two or more records, you have to select the target records from the records view and click on Bulk Edit button. A window pops-up and allows you to select and edit the field on the records.

For instance, let’s go the records view in a sample D365 portal and select few records and click on Bulk Edit button.

Project Planning is one of the one most powerful features associated with Project Service Automation (PSA) capabilities for Microsoft Dynamics 365.

Project Planning is essential for achieving the strategic business goals of any organization and so a lot of thought process goes into it. Majorly, Project Planning enables Sales and Project Managers to associate on the work proposed and visualize on the cost and duration. Project Managers can create and plan projects more efficiently with pre-defined templates.  As a result, they can quickly view the current project status including project duration and milestones as the project evolves.

Inventory management in D365 Field Services manage inventory updates and stock history across locations including warehouses, depots and trucks. It provides real-time updates to ensure accurate inventory including the ability to reorder directly from Dynamics 365.

With Inventory Management, it’s possible for all timely repairs by technicians with the right parts and with fast, easy replacement build customer allegiance and referrals. Technicians can make online requests and receive email notifications on what was approved, denied or on back order. With an inventory tracking function technicians can quickly see an overview of the existing items and their current 

In today’s fast-paced technologically advanced world, time and expense management is very crucial for enhancing productivity and profitability. Time and Expense Management is the process of recording and tracking hours worked and expenses incurred in relation to project(s). Time and expense management helps businesses monitor labor and material costs by providing tools for employees to track their work hours and expenses. While automated processes helps managers to approve reimbursement requests and reports to track and control labor costs.

Resource Management is one prime capabilities of Project Service Automation (PSA) in Microsoft Dynamics 365. Resource management contains powerful and flexible features that provides visibility in to the resources based on the availability, cost and skill set which is utilized in to the project work and balances resource workloads across multiple projects by effective employee time and task allocation. With resource management you can assign the right people to the right projects. You can also track resource utilization and forecasting metrics. Managing your resources effectively is the best way to reduce costs across the organization and resource management in PSA does exactly the same.

A Work Order Management in Field Service for Dynamics 365 tracks work orders that field staff use to identify tasks needed to be completed for customers.

Work Order Management allows you to do following things:

• It allows field team to manage, monitor, and automate any customer service requests.
• It allows users to coordinate and schedule resources and activities.
• It can be used to perform different types of work, such as installations, repairs, or preventive maintenance.

Work orders optimize preventative maintenance on equipment and tools through real-time updates, tracking, monitoring and forecasting. A work order is usually created from a case or opportunity. It is then scheduled either manually or using the schedule assistant and then dispatched. Once the work is completed, it is reviewed and approved by a supervisor.

Field services increase customer satisfaction with intelligent scheduling, native mobile support and remote asset monitoring to help you get the job done right the first time.

Field Service Management provides complete solution including service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics. Field Services increase productivity with seamless integration to Office 365, improve decision making with built-in intelligence, and extend your solution with add-on apps tailored to your business.

Capabilities of Field services

360° View of the Customer: Achieve complete organizational alignment with Sales, Marketing, Customer,and Field Service teams for customer records.