We are thrilled to announce the General Availability (GA) of the new User Experience (UX) in our Field Service Mobile (FSM) application! We heard your feedback during the preview period and are excited to mark this milestone with key enhancements and changes! 

When we started this journey, our goal was to deliver an intuitive, modern user experience for frontline workers to streamline workflows and increase user satisfaction. We reduced the number of clicks taken by technicians to accomplish tasks in the app and enabled access to rich step by step instructions for troubleshooting. At Ignite, we announced the addition of Copilot capabilities to help technicians prepare for and document work easily, through Copilot Work Order Summarize and Update. Now, with GA, we have added several admin controls to allow for progressive enablement, new enhancements to the agenda and lists, and several performance and reliability improvements. Read on to learn the details!

GA Highlights of the New UX 

1. Updated Agenda view with easy Copilot access 

Customers loved the new Agenda experience in preview, which offers intuitive access for service technicians to view and update their bookings, featuring several handy shortcuts. In the GA version, we have introduced several enhancements. These include infinite bidirectional scrolling for quick access to past or future bookings, and visual updates to make it easier to distinguish between different statuses and bookings. Technicians need key information at their fingertips while on the job. Now, makers can customize and display additional information on the agenda based on specific scenarios. Lastly, Copilot (Preview) is now accessible on every booking. All it takes is a simple swipe gesture, allowing technicians to easily summarize or update a work order. 

2. Modern configurable lists on mobile 

Users spend a lot of time reviewing data in lists (or grids). We’re excited to announce all top-level lists in the mobile app are now part of the new UX – with the ability to configure and display 10 columns per row! With additional at-a-glance information available right in the list, users can avoid navigating into the form, improving clicks to complete the job and perceived performance. The new lists control also supports searching, sorting and landscape and portrait modes (which our tablet users love)! 

3. Admin controls for progressive enablement 

A key preview ask from makers was enabling gradual deployment of the new UX for their workforce for effective change management. We heard and delivered! The new UX for technicians works in the existing FSM app (no new app installs, or migration needed). Via the new FSM settings page, makers can quickly deploy this to a pilot group of users using security roles. And makers can turn on or off specific features such Copilot based on their organizational requirements. 

4. Additional user settings 

Besides look , feel, and navigation enhancements, users can also update their time zone and language settings within the app. They can also select their preferred maps app to use for navigation. 

5. Fundamentals 

Most importantly, with this release we’ve greatly enhanced performance and reliability of all new features. Whether scrolling in various lists to handling issues with actionable error messages, we’ve ensured users have a robust and delightful experience.

Closing thoughts 

As with any technical milestone, we must also callout things that lie ahead of us. We’re looking forward to releasing the view selector inside the list control for users with multiple views. The Guides and Copilot features accessible from the new UX continue to be in preview (and can be turned off if desired).

As part of this GA, we are discontinuing the streamlined booking experience introduced during preview. Form-based experiences will continue to leverage the classic UCI experience in the app, which supports layout and business logic customization. And at present, users enabled for the offline mode will be taken directly to the classic UCI experience as well. 

The launch of the new UX in Field Service Mobile marks a significant milestone in our mission to deliver the best tools and technology for frontline workers. We are confident that these innovative features and user-centric design will greatly enhance your daily operations, making your work more efficient and enjoyable. 

Enable these features today and share your thoughts with us! We eagerly await your feedback and stay tuned for more updates! 

The post Announcing the General Availability of the New UX in Field Service Mobile  appeared first on Microsoft Dynamics 365 Blog.

In today’s fast-paced business environment, efficiency and speed are key to staying ahead. That’s why we’re excited to preview* a new feature for Model Driven applications (Canvas application support coming soon) which is designed to improve your mobile applications offline sync performance, saving valuable time and bandwidth.

Offline table column selection brings a significant enhancement to the offline capabilities of your mobile app. Now, Dynamics customers have the power to customize their offline data sync by selecting specific columns within a Dataverse table to download. This granular control means that only the most relevant data is downloaded to the offline device, reducing the overall volume of data that needs to be downloaded.

An example of how this preview feature can be used is shown with the standard Contacts table. This is a standard out of the box Dataverse table which typically includes 240 columns. By leveraging offline table column selection, you can now reduce the number of columns downloaded offline by **greater than half.

User Benefits:

• Reduced Download Time: By downloading only the necessary columns, the time required for offline sync is significantly decreased. 
• Improved User Experience: Faster offline sync times will lead to less waiting for the mobile application to be ready to go offline, and large updates to the device will happen even faster. This will lead to a smoother and more efficient user experience. 
• Optimized Data Usage: This feature helps in managing data consumption, especially in areas with limited connectivity or data plans. 
• Enhanced Performance: With less data to process, the mobile app will use less battery and bandwidth, allowing for quicker access to critical information. 

The offline table column selection feature is a testament to our commitment to providing solutions that not only meet but exceed the needs of our customers. By enabling enterprise users to tailor their offline data access, we’re empowering them to work smarter, not harder. Experience the difference today and take your field service operations to the next level. 

* Offline table column selection is currently in preview only, please refer to the release plan for general availability

** Required columns may be different by organization and unique business scenarios. Be sure to review your custom business logic to ensure all columns required are selected.

Additional resources

• Learn more about this feature and how to enable for your organization
• Field Service Release update: Select table columns to include in mobile offline sync | Microsoft Learn
• Power Apps Release update: Select columns downloaded on mobile devices | Microsoft Learn

The post Improve Mobile Offline performance with Offline Table Column Selection appeared first on Microsoft Dynamics 365 Blog.

Being able to efficiently and effectively manage your resources is key to Dynamics 365 Field Service. Today, we introduce a new Crew Allocation Tool to streamline the process of making single-day membership changes to all your crews.

We’ve heard from users that it can be tedious to manually go into crew records, take a resource out for a day, add a new resource, and reset it all at the end of the day. Now, when a technician is on leave, a piece of equipment is out of service, or you need to add some additional support for a particularly intensive day, making the necessary crew reassignments will be a seamless, intuitive experience.  

Accessing the New Tool 

To find the new Crew Allocation Tool, you’ll first head to the Resources page. There you can either navigate to a view with your desired crews or just select up to fifteen crews you want to work with. You’ll see a new button in the control bar titled Crew Allocation that will open the tool. 

Making Single Day Membership Changes 

When you enter the new tool, you’ll see your selection of crews displayed in a grid along with all the members that are working that day. You’ll also see all the bookings that the crew has for the day listed for easy reference. To move a crew member from one crew to another is as simple as dragging and dropping one or more of these resources from their original crew to the target crew. You can also make your resource selection and use the Assign to crew button to select a new crew.  

Of course, sometimes the resource you want to add to a crew is not already on another. In this case, you can use the Available Resources Panel. This section of the tool, which is based on the views you already have defined from the Resources page, is where you will find any resources working that day who are not already on a crew. From here, you can also select one or more resources, and move them to a crew either by dragging and dropping or the Assign to crew button.  

The last kind of single day membership change is removing a resource from a crew. Let’s say you know a particular resource is booked up with individual training that day and won’t be able to contribute to crew activities. You can simply select that resource (or more than one resource) and click on the Remove button. Additionally, if you want to start from a clean slate, you can click Remove all and start all your crews from scratch.  

Updating Schedules 

Once you save your changes, the crew tool updates your crews and cascades your existing crew bookings. First your membership changes will be saved, with new resources being added to a crew, and removed resources being taken out for a full day in the target crew’s time zone. Then, the impacted resources’ schedules will be updated with appropriate bookings and cancellations. This phase will happen in the background, so you’re free to go on to your other daily tasks while the booking changes cascade.  

Now that all the booking changes are cascaded, your crews’ schedules will be up to date with the latest memberships and bookings.

This also means that if you create a new booking for the crew on the active day, it will populate to your new resource’s schedule like any other crew member.  

We’re excited to roll this new Crew Allocation Tool streamlines process tool out to all Field Service users and look forward to hearing about your experience. 

Explore more on Dynamics 365 Field Service documentation and share your feedback within the Field Service product or via our ideas portal. Your input drives continuous improvement for enhanced operational performance. 

The post Dynamics 365 Field Service announces the new Crew Allocation Tool, which enables the “Morning Shuffle”  appeared first on Microsoft Dynamics 365 Blog.

In the dynamic world of service management, every action counts. From frontline workers in the field to back-office functions, the complexity of service delivery impacts the bottom line. Whether it’s a physical product consumed from inventory, or a service provided, both have financial implications, especially when external customers are involved, pricing and profitability come into play.

When a field service organization’s frontline operations run in isolation, consequences can be far-reaching: inaccurate costing, delayed invoicing, dissatisfied customers, and supply chain bottlenecks. To succeed in this complicated environment, organizations must integrate their systems to coordinate their services, finances, and supply chain processes. 

Recognizing this critical need, we recently announced the integration between Dynamics 365 Field Service and Business Central, and today we’re thrilled to announce the general availability of the integration between Dynamics 365 Field Service and Dynamics 365 Finance as well as Supply Chain Management. This powerful integration ensures that the work of frontline workers, service managers, and dispatchers are seamlessly synced with the financial and supply chain heart of your business. Let’s explore some of the details of this native integration.  

Bridging the gap: Dynamics 365 integration 

The challenges 

Even with robust systems like Dynamics 365 Field Service and a strong ERP system like Dynamics 365 Finance and Supply Chain Management, gaps can emerge when these systems aren’t fully integrated: 

1. Limited financial insight: Without smooth integration, determining job costs and profitability requires switching between windows and consuming or updated data in multiple systems, which obscures their financial status. 
2. Supply-driven delays: Separate fieldwork and supply chain processes lead to inventory shortages and service delays. 
3. Invoicing bottlenecks: Disparate systems and manual processes cause invoicing and payment delays, disrupting cash flow. 
4. Inconsistent data: Discrepancies across systems create confusion, affecting accuracy of inventory, decision-making, pricing, and costing data. 

The solution

Our native integration addresses these challenges head-on: 

1. Operational visibility: Real-time insights into finances and inventory empower informed decision-making across your organization. 
2. Field-informed supply chain: Field Service work orders can drive estimated inventory demand, ensuring seamless supply chain coordination. 
3. Interconnected financial operations: Automated and powerful billing and invoicing capabilities of Finance informed directly by the services provided speed up payment cycles, improve cash flow, minimize errors, boost profitability, and turn every work order into a growth opportunity. 
4. Cost-effective integration: Our pre-built solution reduces implementation expenses and accelerates value realization. 
5. Reduced risk, faster implementation: The native integration minimizes risk while improving implementation timelines. 

Essential features 

Organizations can create new opportunities to improve efficiency, customer satisfaction, and growth by integrating their Dynamics 365 Field Service and finance and operations applications. Key features of this native integration include:  

• Data alignment: Dual-write and virtual entities ensure all applications operate from a cohesive set of primary tables. 
  • Primary tables alignment: Basic concepts such as currency, units of measure, products and their attributes (like styles, configurations, colors) are synced between applications to ensure a consistent source of truth. 
  • Legal entity alignment: The company concept, native to Finance and Supply Chain, is used to filter critical lookups to put guard-rails in the system, helping drive transactions along company lines. 
  • Projects and accounts: Work orders are seamlessly synced with projects and customer accounts from the finance and operations applications, allowing for precise project tracking and customer billing.  
  • Inventory: Virtual tables expose inventory from Supply Chain directly in Field Service while work order inventory transactions align with item journals, directly impacting inventory levels in the system of record. 
  • Resources: Using dual-write, resources can be aligned directly with workers ensuring field service work order transactions are automatically associated with the right workers and recorded in their respective hours journal and expense journal lines. 
• Automated and precise invoicing: The integration automates the syncing of transactions, reducing manual work and mistakes. Organizations can decide when to sync the information and post project journals either as they use them or automatically when they finish the work order. 
• Full insight and management: No financial system can afford to lose transactional data. Our integration gives organizations complete insight and management of data moving between the systems, making sure they can fix issues that stop data from flowing between applications and re-sync the transaction. 

Get started now 

Dynamics 365 Field Service and the Dynamics 365 finance and operations applications work together to unlock efficiencies. Organizations that use these solutions together can boost their productivity, revenue, and customer satisfaction. Grow your business with Dynamics 365 Field Service, Dynamics 365 Finance, and Dynamics 365 Supply Chain.  

Be on the lookout for future post in June for more ways to take advantage of this powerful integration that make it work for any organization.

Ready to get started today? Learn more about the integration, set up your organization, and create your first integrated work order.  

The post Unlocking efficiency: Dynamics 365 Field Service integration for seamless operations  appeared first on Microsoft Dynamics 365 Blog.

We are excited to announce that summary configuration for work order recap with Copilot in Dynamics 365 Field Service is now available in public preview. It builds on the work order recap feature released last year, which provides an AI-generated summary of the work order for service managers and technicians.

What is summary configuration?

Customers loved our work order recap feature and wanted to configure the summary to reflect their business-critical information. With summary configuration, admins can now specify the data used by Copilot in Field Service, whether in web or mobile. They can select specific columns from the base or related tables based on their organization’s business needs. You can also preview the summary using real data from Dataverse to ensure that it contains the right information.

Enable the summary configuration

To use the summary configuration, you need to be an administrator of the environment, and have the Work Order Summary feature enabled in your Dynamics 365 Field Service settings. Go to Field Service > Settings > Field Service Settings > Features. Find the Copilot in Field Service section, then turn on Copilot for work order.

Then, navigate to Summary Configuration on the site map. In public preview, you can choose between Work Order summary and Bookable Resource Booking summary. After selecting the table, turn on the Configure summary toggle to start configuring the table and columns to include in the summary.

Add columns to the summary

Now we are ready to start adding columns. For example, you want to add Primary Incident to the Work Order summary.

1. Open the Table list.
2. Select the Work Order table.
3. Go to the Column list and select Primary Incident Description.

You can also add a field from a related table. For example, in the Work Order summary, you want to include the Account Name column from the Billing Account associated with the Work Order.

1. Select + Add data to add a new row.
2. Open the Table list. Related tables are marked with chevrons (>).
   • Either type in the search box or scroll down to find the Billing Account table and select it.
   • Once it becomes the current table (first item in the list), select it.
3. Then go to the Column list and select Account Name.

Preview the summary

When you are done configuring, you can test your configuration using any record from Dataverse and preview the summary that Copilot would generate for that record. You can be confident that your service managers and technicians will have the relevant information in the summary to perform their job.

Once you have finished testing, select Save to publish this summary configuration.

Enable this feature today and learn more about it through the feature documentation and FAQ. We’re looking forward to hearing your feedback.

The post Announcing configurable Copilot summaries in Field Service appeared first on Microsoft Dynamics 365 Blog.

We’re excited to announce a new project onboarding feature is now available in the Dynamics 365 Implementation Portal. The portal makes it easier to deploy Dynamics 365 projects successfully by guiding you from the start of your project to the end, giving you valuable insights and recommendations along the way. All you need to do to get started is create your implementation project in the portal, and the new onboarding wizard makes it easy. Here’s how:

User-friendly interface removes technical barriers. The onboarding wizard’s intuitive and user-friendly interface is designed to make the onboarding process accessible whatever your technical background. It acts as a virtual assistant, walking you through each step of project creation with clear instructions and prompts.

Projects are ready to use immediately. On completion of the onboarding process, your Dynamics 365 implementation project is instantly available, streamlining collaboration and ensuring that stakeholders have swift access to project resources.

Data is protected automatically. If the implementation project targets a tenant other than the one you’re signed in to, the onboarding wizard starts an approval flow. Two reviewers for the targeted tenant must both approve the request before information such as the customer name and telemetry insights are made available. This automatic review process ensures compliance with data protection regulations and builds trust with customers.

Successful Dynamics 365 implementations by design

The Dynamics 365 Implementation Portal is based on Success by Design, a systematic approach for successful cloud deployment that was developed by Microsoft. Success by Design provides prescriptive guidance for designing, building, and deploying your new Dynamics 365 solution. The onboarding wizard represents a pivotal advancement in the journey towards a successful Dynamics 365 implementation. By guiding you through the creation of your implementation projects, facilitating reviews, and offering relevant insights, the Implementation Portal and the onboarding wizard help your business harness the full potential of Dynamics 365 with confidence and efficiency.

Next steps

Sign up for the Dynamics 365 Implementation Portal and read the documentation.

Learn more about the onboarding wizard.

Have feedback or questions about the onboarding wizard or the Implementation Portal? Let us know! Email us at ftd365ip-support@microsoft.com.

Not yet a Dynamics 365 customer? Take a tour and get a free trial.

The post Create Dynamics 365 implementation projects easily with the new onboarding wizard appeared first on Microsoft Dynamics 365 Blog.

In an era where service management is increasingly complex, the integration of core business functions has become critical. Fragmented systems can lead to a cascade of issues—inefficient scheduling, delayed invoicing, and a decline in customer satisfaction. Today we are thrilled to announce the general availability of the native integration between Dynamics 365 Field Service and Dynamics 365 Business Central. This integration equips organizations with a comprehensive approach that harmonizes service delivery with financials, resources, and inventory management. It also equips frontline workers with modern tools, ensuring exceptional service from the outset. Let’s explore the advantages that this seamless integration provides.

Bridging the gap between Field Service and ERP systems

The division between Field Service and Enterprise Resource Planning (ERP) systems has long presented significant challenges, including:

• Lack of financial visibility: Without integration, businesses struggle to understand job costs and profitability, leaving their financial health in the dark.
• Inefficient scheduling: Siloed systems lead to inefficient scheduling of technicians, resulting in lost time and resources.
• Delayed invoicing: Manual processes and disconnected systems often cause delays in invoicing and payments, leading to cash flow disruptions.
• Data inconsistencies: Inconsistent data across systems creates errors and confusion, impacting decision-making.
• Costly and slow integrations: System integrations can be expensive and time-consuming, leading to slow time to value and ongoing maintenance cost. 

The integration between Dynamics 365 Field Service and Dynamics 365 Business Central directly addresses these challenges by providing:

• Real-time visibility: Through comprehensive integration from front-line operations to back-office functions, organizations gain immediate visibility into all aspects of their operations, including finances, inventory, and resource management.
• Improved scheduling: With Copilot-assisted scheduling in Field Service dispatchers can match the right technician to the right job at the right time.
• Streamlined financial operations: Automated billing and invoicing not only accelerate the payment cycle, improving cash flow management, but also reduce errors, enhancing overall profitability, and transforming every work order into an opportunity for growth.
• Empowered frontline workers: Access to a modern mobile app empowers frontline workers to see their work on the go, access it offline, and make updates while on the job – providing more accurate data for the back office.
• Fast and cost-effective integration: This out-of-the-box integration reduces the cost and time associated with traditional integrations, leading to quicker time to value and less ongoing maintenance cost. 

Key Capabilities

The integration between Dynamics 365 Field Service and Dynamics 365 Business Central not only addresses existing challenges but also enables new opportunities for businesses to enhance efficiency, improve customer satisfaction, and drive growth. Key capabilities include: 

• Data synchronization: Ensures a single source of truth by synchronizing key data between the two systems.
  • Product inventory and pricing: Business Central provides the inventory data and price lists for Field Service, which helps with accurate work order creation and product usage tracking. When products are used, the inventory levels are automatically adjusted.
  • Projects and Accounts: Work Orders are seamlessly synced with Business Central Projects and Customer Accounts, ensuring precise project tracking and customer billing. 
  • Resources: Resources are automatically synced, enabling invoicing based on resource usage and rates established in Business Central for Work Order services.
• Accurate invoicing through automation: Automates the syncing of field activities with Business Central, minimizing manual effort and errors. Organizations have control over when information is synced, and can choose to post project journals manually or automatically upon Work Order completion.
• Efficient scheduling for dispatchers: Simplifies technician scheduling by suggesting the right resource based on availability, skills, and distance to the job site using Copilot-enabled scheduling capabilities in Field Service.

• Mobile access for frontline workers: Empowers technicians with the Field Service Mobile app, providing access to necessary information on the go, even in remote offline areas. Features like Inspections, Guides, and Remote Assist enhance technician capabilities.

• Comprehensive reports and analytics for service managers: Comprehensive data leads to comprehensive reporting. Organizations can access information on service delivery, financials, and inventory, allowing for improved business decision making.

Call to action

The integration between Dynamics 365 Field Service and Dynamics 365 Business Central is a deliberate stride towards operational coherence and efficiency. Companies that adopt this integrated solution stand to witness an increase in operational productivity, revenue growth, and customer satisfaction metrics. Transform your operations today and unlock new growth opportunities with Dynamics 365 Field Service and Business Central integration. 

Ready to begin? Learn more about Dynamics 365 Field Service and Dynamics 365 Business Central.

Already a customer? Dive into configuring this integration at Microsoft Learn.

The post Seamless integration, seamless operations: Introducing native integration between Dynamics 365 Field Service and Business Central appeared first on Microsoft Dynamics 365 Blog.

Educational institutions are looking for modern data solutions that improve their ability to accurately assess and quickly respond to students’ and educators’ needs. We designed the Microsoft Dynamics 365 education accelerator to help partners expedite the development of these solutions. The December release includes new sample applications and data model enhancements that partners can use as a blueprint for their development work with education customers.

What’s new in the December release of the education accelerator

• New sample program registration portal for students and program management app for administrators
• Enhancements to the data model to:
  • Better align with Open Education Analytics (OEA) and industry standards
  • Respond to partner feedback about previous releases

New sample program registration portal and program management app

Partners can use the education data model, Power Pages, and a model-driven application to deliver a streamlined program registration solution to their education customers. The program registration solution is completely customizable. Education customers can use it to manage registration for a variety of academic and non-academic programs, such as tutoring services, sports teams, and community service opportunities.

Education accelerator data model better aligns with OEA and industry standards

OEA is a process to get started on the data modernization and artificial intelligence journey. Developed by education systems in collaboration with Microsoft Education, the OEA framework includes modules for the Ed-Fi and Schools Interoperability Framework data standards.

The OEA framework uses Azure Synapse Analytics, an analytical data store, while the education accelerator uses Dataverse, a transactional data store. The enhanced data model brings analytical and transactional data together in one platform, enabling partners to build solutions that align with industry data standards.

More data model enhancements based on partner feedback

The December release also includes enhancements that Microsoft partners requested:

• Combined K-12 and Higher Education data models
• New Course Requirement entity and enhanced Program Requirements entity
• New Grade Scale entity and calculations for course credits attempted and earned, grade points, and grade point average (GPA)
• Enhanced entity definitions, attribute definitions, and sample data
• Deprecated free-form text fields where relationships exist or we could use a lookup

Next steps

Get started right away with version 5.0 of the education accelerator on Microsoft AppSource. The data model, solutions, sample applications and data, Power BI reports, and UX controls that come with the education accelerator are available to any Microsoft Power Platform developer.

Read the documentation: Dynamics 365 education accelerator | Microsoft Learn

The post Education accelerator gets new sample applications and updated data model appeared first on Microsoft Dynamics 365 Blog.

The sales accelerator in Dynamics 365 provides a tailored experience for sellers by minimizing the time spent searching for the best next customer to reach out to. It’s a workspace optimized with AI and suggested activities that guide sellers through customer interactions. The sales accelerator enables your sales team to prioritize their pipeline, reach out to prospects most likely to buy, and respond to recommendations, speeding up the sales process.

Our teams are constantly reviewing customer feedback and optimizing the experience. We have two new updates you’ll see immediately in your environments:

• Sales Hub users now get out-of-the-box access to the sales accelerator workspace. (If you use a custom app, additional steps might be required to surface the capabilities.)
• Sales engagement managers can discover and configure the sales accelerator in a newly streamlined onboarding process.

Let’s take a deeper look at these improvements.

Out-of-the-box access to the sales accelerator workspace

Sales Hub users will now be able to instantly access the sales accelerator from the left pane on the site map menu. As they access the sales accelerator, sellers will immediately see any activities scheduled for them in the worklist. Without navigating away from the screen, they can see who to contact next, filter and sort the records to their chosen priority, and then take the best next action.

Sales Hub is a Microsoft app that’s designed around the sales processes that most organizations follow. If you’re new to Dynamics 365 Sales and wondering whether to use the Sales Hub app or create a custom app, this comparison will help you decide.

If you’re already using a custom app, you’ll need to add the sales accelerator to your site map to allow users to see and select it from the left pane.

Simple onboarding and setup

The following improvements help sales engagement managers and admins discover and engage with the right options to implement and deploy the sales accelerator more efficiently:

• Independently configured sales accelerator workspace and optimized assignment rules
• Context-specific settings
• Setup recommendations

Independently configure access to the workspace and assignment rules

Assignment rules enable new leads and opportunities to be automatically assigned to sellers or sales teams. This helps reduce the time and effort required to manually assign records, prevent the loss of unassigned records, and balance assignments among sellers.

Assignment rules can now be independently used or aligned to the use of the sales accelerator. This allows you to select the right options for your sellers and ensure they receive the records to work on, regardless of workspace area. We’ve introduced the ability to set security roles to separately control access to the sales accelerator workspace and assignment rules.

A security role defines how users may access different types of records. You can modify existing security roles, create new security roles, or change which security roles are assigned to each user. Learn more about security roles.

To configure access to the sales accelerator workspace, choose security roles in the Manage access and record type section of the workspace settings page.

To configure access to assignment rules, choose security roles in the Team settings section of the assignment rules settings page.

Context-specific settings

Advanced settings for sequences, assignment rules, and sales teams are now available in context, on the page, rather than requiring navigation to another settings area. This screenshot shows an example of the new in-context settings, using seller availability:

Personalize your workspace

To improve sellers’ productivity, we help them focus on who to engage next. To that end, you can now customize the workspace filters. For example, sellers might want to filter work items based on the lead source, such as website inquiry. Add a filter based on Lead as the record type and Leadsource as the field.

We encourage you to try out different capabilities to get the most out of the sales accelerator. To help you discover its capabilities, we show recommended next steps in workspace settings. Recommendations are tailored to the sales process and based on where your organization is in the setup process, taking away the guesswork and guiding you on a recommended path for a successful implementation.

Stay tuned for more exciting improvements to come, such as customizable worklist cards, advanced sorting, and a new sequence designer experience!

Next steps

• Read the blog post: Improve seller productivity with a sales cadence.
• To start building your own sequences in Dynamics 365 Sales, check out the documentation: Manage sequences.
• If you use a custom app, learn how to add a work list site map to a custom app.

The post Streamline sales actions with Dynamics 365 sales accelerator appeared first on Microsoft Dynamics 365 Blog.

Governments are increasingly turning to data to address their most urgent issues. But many struggle to unlock the value of their business data to meet the challenges facing their communities. Housing, economic recovery, public safety, and infrastructure are more complex, requiring coordination and data-sharing among many departments and agencies. The pandemic has only reinforced this challenge to turn to digital government services and programs to meet changing expectations and new social norms.

The Microsoft Dynamics 365 government accelerator acts as an information blueprint for partners and developers who are building solutions for government organizations to advance their missions in an all-digital world. An industry-specific data model and building blocks fast-track the development of government business processes and applications in the areas of public finance, public health and social services, public safety and justice, and critical infrastructure. It’s available as a standalone data model that partners can use and build on.

The first release of the government data model supports use cases centered around policy, services, programs, benefits, eligibility, licenses, permits, grants, and more. This standardized data blueprint improves interoperability by unifying and shaping the data in a consistent way for easy use across government applications, processes, and workflows in Microsoft Power Platform, Dynamics 365, and the entire Microsoft technology stack. With a shared understanding of the data, partners and developers can use these data elements to accelerate their time to value and deliver mission-focused solutions for government agencies.

In addition to the data model, the government accelerator includes:

• A customizable Power Apps sample portal that residents and businesses can use to apply for government services, programs, and benefits.

• A customizable sample app for digital government services, programs, and benefits to show how Power Platform and Dynamics 365 can use the data model to manage applications and approvals, and transform government programs and services.

• Partner and developer documentation, reference guides, entity relationship diagrams, and metadata documentation on the data model, all available on GitHub.

The government data model was built in collaboration with over a dozen partners, including the following founding partners.

Arctic IT is excited to partner with Microsoft on the development of a data model designed for the needs of government organizations. The new data model allows Arctic IT to start with a defined data structure that will enable our government clients to bring multiple departments to work together like never before. This government data model will open opportunities to generate greater citizen insights and actions to improve service delivery and help deliver mission-focused solutions.

Bryan Schmidt, Principal Solution Architect, Arctic IT

We are excited to partner with Microsoft on this project, it’s been great to collaborate with the team on a common data model for government and the public sector. This alignment not only helps build on our partnership with Microsoft, but also provides great value to our joint Government clients using Dynamics 365 and Power Apps. It will enable government organisations to increase productivity, accelerate time to value, and deepen trust.

Jacques Le Grange, Principal Consultant, The Factor

When it comes time to provide the customer with the detailed documentation needed to properly scope out an implementation, the Microsoft Public Sector data models aid in the solution design process and provide a way to respond much faster and more economically to the customer.

Adam Brun, Public Sector Industry Lead – Ellipse Solutions

Having a Public Sector unified data platform provides consistency and assists our government clients to deliver on their initiatives more effectively. IBM is partnering with Microsoft to deliver a data model that will allow us to bring our clients’ data and applications together enabling us to deliver government solutions on Dynamics 365 and the Power Platform.

Darren Clark, Associate Partner, IBM Consulting

Using federal or state funds to deliver grants and other assistance to citizens, businesses, and other government agencies is a complicated process. The number of stakeholders involved, type of recipients, size of transactions, use of disparate systems, and lack of a common data model present challenges for which many state and local governments are not prepared.

These challenges along with the demand for speed, efficiency, and compliance must be met with feature-rich enterprise solutions that can scale to support future programs. Stralto has implemented enterprise grant management solutions on the Dynamics 365 and Power App platform, and we are excited to partner with Microsoft on a government data model that will help improve interoperability and break down the siloed information so agencies can deliver improved experiences.

Shane Lucas, President, Stralto, Inc.

Next steps

• To learn about and explore the Dynamics 365 government accelerator, get it now on AppSource or download it from GitHub.

• Read the government accelerator documentation.

• Learn more about our intelligent government solutions to see how Microsoft and our partners drive economic growth and development, enable personalized digital experiences, deliver trusted and secure services, and build a resilient, sustainable future for many government agencies around the world.

The post Dynamics 365 government accelerator helps agencies deliver mission-focused digital government services appeared first on Microsoft Dynamics 365 Blog.