Every organization must pay sales taxes to different tax authorities. Each country have their own specified set of rules and rates for collecting taxes.
In dynamics 365 field service, sales tax setup is pre-configured that specifies how much tax will be applied to your products, agreements, and services. Sales tax will be added to the total amount of work order based upon the on work order details like work order type, service account and billing account.
Now, let’s see how the tax calculation is scheduled in calculating the sales tax for the work order.
In general, purchasing of products, services and agreements attract applicable taxes as defined by the regional government authorities. Dynamics 365 Field Service enables users to define Tax Codes, Tax Group on products, services and agreements which come into action while fulfilling a work order. However, the functionality is limited as Dynamics 365 Field Service does not support different tax categories which would be required to encompass a wide range of business scenarios and also it won’t allow you to trigger the Chart of Accounts while invoicing. These drawbacks could be overcome by using Gravity Cloud Accounting Solution.
You can create Power BI dashboard only with online Dynamics CRM and not on-premise Dynamics CRM.
Below is the detailed process of creating a Power BI dashboard with sample Time Posting report and integrating with Teams.
In the recently concluded Microsoft Inspire 2020 event, Microsoft Corporation has announced some key updates pertaining to Microsoft Azure, Dynamics 365, Power Platform, Microsoft 365 and Microsoft Teams. Of which, it is worth discussing about the announcement of Microsoft Dataflex for Microsoft Teams and rebranding Common Data Service (CDS) as Microsoft Dataflex Pro.
Below is the detailed procedure for integrating Microsoft Teams with Dynamics 365.
The AI bot in Dynamics 365 app helps users to use Dynamics 365 right from Teams application. As a result, users can get information about contacts, accounts, leads and opportunities readily inside Teams application.
Let us see how it’s done.
Dynamics 365 Field Service scheduling is the process of assigning the right job to the right field technician, at the right time i.e., assigning work orders to closest field technicians in the area using scheduling tools.
A bookable resource in Field Service is anything i.e., people (User, Contact), equipment and physical spaces (facilities) that can be scheduled.
A work order in Dynamics 365 Field Service has information on what work needs to be done. It is used to coordinate and schedule resources and activities. Also, used for different types of works such as installations, repairs, or preventive maintenance.
The following is a detailed process of integrating Canvas App to Teams.
Go to Power Apps. Select Apps > App (E.g. Total Serv PRO) > more commands > Add to Teams.
You will be redirected to the Pop up window on right side where click on Download App button to download the app and save it in your local computer.