# Dynamics 365

# Dynamics 365
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AP Automation: A Battleground Event March 10, 2021

On March 10th at 11am EST we are gathering the best of the best in the burgeoning Accounts Payable Automation market, where there is a battleground emerging for best of breed solutions to minimize errors, save money and streamline processes. Tap or click here to register for free today! With a compound annual growth rate of 12% the time is now for CFOs, AP Management and other Accounting Professionals to choose the solutions that are best for your business, consider your integration strategy and more--and we have created your short list!

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Dynamics 365 System Administrators: Global Search Configuration Tools - CRM Heidi

Learn how to update Global Search in Dynamics 365: modify the 3 columns displayed in the search results and add or remove tables searched.Today, I’m going to show you how to update two things with Global Search in Dynamics 365:Modifying the three columns (fields) displayed in the search results screen.Adding/removing tables (entities) searched.Both of these items are done using extremely simple configuration – anyone with system administrator or system customizer security permission levels can do this.

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Why Power Platform for SMB

Power Platform is helping small to mid-sized businesses become more efficient and resilient in many ways, including a huge reduction of paperwork and administrative duties alike, allowing them to instead focus on developing new strategies to remain competitive. Read this fact sheet to learn how Power Platform can help YOUR business improve omnichannel capabilities, gain a competitive advantage, and empower your employees to deliver exceptional customer experiences – all while scaling to the changes of our new normal due to the COVID-19 pandemic.

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Set Up Collections Agents and Customer Pools

A quick tutorial on setting up Collections agents and Customer pools within the Credit and collections module.

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How Accountants Can Use CRM Software to Stay in Touch with Clients

Looking at ways to better meet the needs of your clients is critical for accountants. Using customer relationship management software (CRM) is an excellent way to serve your clients by keeping them happy and engaged. CRM software is also simple to use, allowing accountants to work much more efficiently without constantly dealing with technical issues.

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Getting Started with Model Driven Apps in Power Apps

In this video, we discuss model driven apps in Power Apps using Dynamics 365. Check out this video to learn more and view a live demo!

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The Rise of Cloud Based ERP, the Evolution of RPA & Where the Value Is

Part two with Peter Joeckel of HandsFree ERP with a non-scripted look into where the world is going and what we should focus on now. for more from Peter, tap here to set up a discovery call to see how his POV can give your company a hand.

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What to Expect at Sales Tax Binge 2.24.21

Bridget, John & Aaron share some of the key things to look forward to in the 2-hour sales tax laws digital event at 11am EST on Wednesday 2.24.21, join us by tapping here for free!

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AR Video Calls and Other Advanced Capabilities

This demo showcases how Houston, Resco’s AR remote assistance tool, can be leveraged by technicians using Field Service 2.0. It also covers all stages of the inspection process, both from the manager’s and the field technician’s point of view.

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Advanced Approaches to Mobile Field Service Processes

This webinar explores topics such as continuous experience, building on top of traditional mobile apps, leveraging wearable technologies, boosting field technicians’ productivity, saving costs by getting the job done on the first visit, and ensuring safety during Covid-19.

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What’s next for field service?

The field service industry keeps evolving. The rise of connected mobile devices led to the emergence of a new type of field service management (FSM) solutions. These tools can help you manage logistics, allocate resources, schedule work orders, and so much more. Discover the next generation of field service solutions in this e-book.

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Why upgrade to Field Service 2.0

Since 2018, Resco has been the official mobility provider for Microsoft Dynamics 365 Field Service. As our partnership with Microsoft is winding down over the next few years, many concerns arise. Our partners and customers spent years customizing the solution, invested a lot of time and money in it, and they don’t want to start all over again on a new platform. We developed Field Service 2.0 to make sure their investments are safe and can be further leveraged.