She is a seasoned pre-sales consultant specializing in Microsoft Dynamics 365 (CRM) since 2011. Microsoft Dynamics 365 offers you the option, to enable fulltext search. While this may seem like a given feature, it has a major impact on productivity and performance. Hopefully these notes will be an aid to anyone preparing a Field Service demo. While you may have used Field Service before, very few people know about the steps required to display a custom entity in the D365 Field Service mobile app. Course Overview. This feature is useful to uniquely identify records. Dynamics 365 for Field Service provides out-of-the-box tools that allow your employees to make the right decisions anytime, anywhere. This topic will describe how to add new button to existing form in new Dynamics AX and disable or enable it based on condition. Familiarity with Dynamics 365 configuration is helpful. Work Order Addressing If the work order needs to occur at a different address to the service account the user can replace the information in the address fields. All modules can be operated via the usual channels. First, you'll become familiar with the core entities used in the Service app, with a special focus on cases. Based on a presentation we recently did for CRMUG (watch the webinar if you're a member here), we wanted to break down some of the key configuration areas necessary in order to get Dynamics 365 for Field Service up and running. Under Components, expand Entities > Account. Set up and assign resources to work orders in Microsoft Dynamics 365 for Field Service Not sure what bookable resources are or how they work in Microsoft Dynamics 365 for Field Service. Step Five – Customize your trial. Deliver connected customer service with Dynamics 365 Field Service. Microsoft Dynamics 365 delivers all of the pieces of an intelligent business cloud. 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In this course, Microsoft Dynamics 365 for Field Service, you'll. This blog shows how to do it through the use of a return order functionality in the Sales and marketing module. Once you have determined the type of field you want to add, you are basically done with the setup of the new field. The initial release of Connected Field Service supports the following two primary development scenarios: 1. The two sub modules available are: - Field Service Resource Scheduling Through each of the above sub modules the below processes are being fulfilled. Velosio helps our clients move from what is to what's next for their business through innovative technology and specialized expertise Velosio is one of the largest Microsoft cloud technology partners in North America and supports Microsoft Dynamics, Office 365, Azure and Power BI portfolios. These include everything previously found in Finance and Operations Business Edition, plus a few new tricks that help bring the new app in-line with NAV 2018’s functionality, including extended human resource and project management features. As a result, ThingWorx can now tap into key features of Dynamics 365 for Field Service to enable reduced downtime and resolution of service issues faster by allowing users to schedule the right resource with the right part and information to complete the job. Since then, Microsoft has worked to integrate the two similar offerings. Dynamics 365 for Field Service maintains the accuracy of service contracts, warranties, and installed products across customers, geographies, and locations. Dynamics 365 service. This is the 4th blog of this series, before this I have created a blog on the topic "configure products andservices pricing" from Module 1 which you can check here : MB2-877 MICROSOFT DYNAMICS 365 FOR FIELDSERVICE MODULE 1 TOPIC - CONFIGURE PRODUCT AND SERVICE PRICING. Dynamics 365 Customer Engagement Support / Training At InterDyn Artis, we understand how important it can be to effectively manage relationships with your customers. ISH offered a web-based client and was designed to simplify daily tasks for Customer Service Representatives and Managers. Below is the vision Microsoft shares of how they see these two areas interacting:. #HoskCodeWisdom The future of Dynamics 365 projects will be defined by the people implementing them. February 2017 - With Field Service you will always know your customer`s equipment is running smoothly. 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Workshop Outline Module 01: Introduction to Dynamics 365 Field Service • The case for field Service. This is Customization in Dynamics 365 for Finance and Operations. Field Service for Microsoft Dynamics 365 Field Service Microsoft delivers advanced scheduling, resource optimization and mobile enablement capabilities that set organizations apart by keeping the customer at the center of the business. Go to Settings (From the drop down in bottom-left corner) Select Administration. How Auditing Works with Dynamics 365? Microsoft Dynamics 365 has this auditing feature that keeps track of all changes made on records types (entity) and data in the application over a particular period of time. Microsoft Dynamics 365 Customer Engagement is the unifying theme in all the CRM applications and can be purchased as a stand-alone product or part of the Dynamics 365 Suite. To do this, go to Settings->Service Management: Select Automatic Record Creation and Update Rules (note this was previously called Automatic Case Creation Rules): Select New: Enter a name and select the queue. Important. And if it fails, you are notified right away. By Abi Shende, Senior Functional Consultant, Arbela Technologies. If the pipe of invoices is long, it might be tricky to manage payments efficiently. In this post you will learn How to read Microsoft Dynamics 365 OData API data in SSIS using REST API Call (Drag and drop approach without any coding). For larger businesses, or those that require comprehensive project management software, there's Dynamics 365 for Project Service Automation. Advanced scheduling capabilities in Dynamics 365 for Field Service are used to help the technician service manager assess and validate the situation and then schedule the right resource with the right skills. Step Two – Enter your details. What's new in Microsoft Dynamics 365 for the Service, Maintenance and Asset Management Industries? (Part 1 of 2) Published on June 16, 2017 June 16, 2017 • 16 Likes • 0 Comments. It enables wide-ranging service engagement across the channels on any device. It would display, but there was no longer any way to add notes to the record: When it should be displaying like this:. Dynamics 365 has an exciting new engagement online feature for customers with in-house SQL Server experience called the Data Export Service. Flow idea forum: Submit ideas related to workflows and business processes. In our previous article, we talked about how to read from Dynamics CRM using Dynamics CRM Source connector. A couple of tips for those looking to setup Dynamics 365 Field Service – Resource Schedule Optimisation. Installation may take several minutes. 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Open the Quick Find Active Accounts view. Let's see this in action from Dynamics 365 Field Service. Microsoft encourages that, “Service Scheduling using the Service Activity should be replaced by Unified Resource Scheduling included with Dynamics 365 for Field Service. How to Configure Text Analysis in Microsoft Dynamics 365 for Sales & Service (CRM) with Azure Machine Learning Text Analytics. And if it fails, you are notified right away. This will enable your mobile device to establish connectivity with Dynamics 365 servers. Module 1: Universal Resource Scheduling. Microsoft Dynamics 356 Business Central (previously known as Dynamics 365 for Finance and Operations, Business edition) fits the needs of midsize businesses with core business needs. So let’s get started enabling and configuring multi-factor (two factor) authentication for Dynamics 365 for Operations (AX7). With Offices Across the US, We Offer Sales, Implementation, and Support for Dynamics 365 CRM, Sales & Marketing, Field Service, Customer Service, Finance, Accounting, and Operations. Get to Know Your Dynamics 365 Partner. Select Dynamics 365 Field Service Enterprise Edition, and then select Buy now. Dynamics 365 for Field Service provides you with additional tools that enable your on-site support agents with scheduling, service agreements, task management, on-site reporting, and more. Vendor Self-service portal and Vendor collaboration in Dynamics 365 For Operations The Vendor collaboration module is targeted at vendors who don't have electronic data interchange (EDI) integration with Microsoft Dynamics 365 for Operations. A typical scenario may include these steps: 1. Under Dynamics 365 Items go to User Interface. Watch a short video (3:51) on the benefits of Dynamics 365 Field Service. 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With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. Click sync. Vendor Self-service portal and Vendor collaboration in Dynamics 365 For Operations The Vendor collaboration module is targeted at vendors who don't have electronic data interchange (EDI) integration with Microsoft Dynamics 365 for Operations. As a result, ThingWorx can now tap into key features of Dynamics 365 for Field Service to enable reduced downtime and resolution of service issues faster by allowing users to schedule the right. But, this new functionality fell under the Financials section and not the Sales or Customer service section. Dynamics 365Field Service Data integration built for Dynamics 365 Field Service. 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Below is the vision Microsoft shares of how they see these two areas interacting:. Old good role center seems to be for us quite obsolete. Dynamics 365 provides a rich set of business functionality across each of the different business apps that are a part of the Dynamics 365 service. For more robust service functionality the Microsoft Dynamics 365 for Field Service module should be considered for implementation. Dynamics 365Field Service Data integration built for Dynamics 365 Field Service. 6 Ways to Leverage the Power of Dynamics 365 for Field Service Enable numerous agreement schedules to be created with a single agreement (weekly in-person visits or monthly on-call maintenance. Functionally we can define Dynamics 365 as a common platform for both ERP & CRM that provides a greater flexibility to manage the Sales , Marketing , Customer Service , Field Service , Project Service Automation, Operations and Finanacial process needs of day-to-day business which provides 360 o customer data analysis with Artificial Intelligence(AI) to mimic the real. Microsoft Dynamics 356 Business Central (previously known as Dynamics 365 for Finance and Operations, Business edition) fits the needs of midsize businesses with core business needs. You will see a field security. Once you have determined the type of field you want to add, you are basically done with the setup of the new field. 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Bing Maps is a necessity while you set up an instance for Field Service. The code examples below show how to make this new field lookup other translations, how to populate the field from the Translation module the first time the page is opened, and how to set the translation for a. Microsoft Dynamics 365 for Field Service Version 7 (on-premises) Microsoft Dynamics 365 for Field Service Version 7 (on-premises). Robust master planning module can handle multiple, cross-company demand and supply efficient planned orders. "Dynamics keeps track of our inventory, our clients, our orders. Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications announced by Microsoft in July 2016 and on general release November 1, 2016, as a part of the Microsoft Dynamics product line. Our Partner Technical Consultants will provide you with advanced development and customization insights for extending the out-of-the-box capabilities of the Dynamics 365 for Field Service App. 6 Ways to Leverage the Power of Dynamics 365 for Field Service Enable numerous agreement schedules to be created with a single agreement (weekly in-person visits or monthly on-call maintenance. To navigate to the new Customer Service Hub simply expand the Dynamics 365 app chooser in the upper left corner of Dynamics 365, and click Customer Service Hub. Get to Know Your Dynamics 365 Partner. For larger businesses, or those that require comprehensive project management software, there's Dynamics 365 for Project Service Automation. QA have fully updated their courseware for this Configuration & Customisation course to reflect the latest changes to Dynamics 365 (October 2018 Update, V9. It’s about being able to connect with your most important asset, your customers. Your staff has different skills, calendar availability, and appointment times. This is the 5th blog of this series, before this I have created a blog on the topic "Configure bookable resources" from Module 1 which you can check here :MB2-877 MICROSOFT DYNAMICS 365 FOR FIELD SERVICE MODULE 1 TOPIC - CONFIGURE BOOKABLE RESOURCES In this blog we will cover up the topic from the module 1 "Configure…. As a result, ThingWorx can now tap into key features of Dynamics 365 for Field Service to enable reduced downtime and resolution of service issues faster by allowing users to schedule the right. This new service now provides end-to-end business application functionality all delivered as a SaaS application in the cloud. I am working for a company that uses Microsoft Dynamics CRM On-Premises and we are in process of migrating to Microsoft Dynamics 365 Online. So, keep that in mind in the future when watching for new Dynamics 365 CRM integration functionality. Select Display Menu Item and give … Continue reading Creating a New Module in Dynamics 365 for Finance and Operation →. Work Order Addressing If the work order needs to occur at a different address to the service account the user can replace the information in the address fields. First, you'll become familiar with the core entities used in the Service app, with a special focus on cases. Microsoft Dynamics 365 Field Service;. DYNAMICS 365. Finally, check the enable box next to Terms of payment to activate the approval as required for this field. The customer service functionality in Microsoft Dynamics 365 is broken down into two main function sets: service management and service scheduling. And that’s all you need to do prior to requesting your D365 for Field Service mobile licenses. How to create a return order Dynamics 365 for Operations supports the business case when a customer calls with a request to return goods. [How To] Configure Dynamics 365 to receive emails from Gmail using POP3 Recently, I was helping out a fellow member of the Dynamics 365 (CRM) community with an issue related to receiving emails from Gmail into Dynamics 365. Portals are now included in the Enterprise Plan for Dynamics 365 providing a valuable way for improving productivity and customer experience. Field security is available in Dynamics 365. Give all your customer-facing teams the same unified external view – empowering them to generate more leads and close deals faster. Interactive Dashboards Use advanced metrics to assess the performance of your field service operations and take necessary actions on-the-go. Provide real-time customer insights and guidance, use barcode and RFID readers, and process work orders from mobile apps. In order to successfully deliver in the field, organizations need to have a tight handle on their operations, access to necessary resources, and clear channels of communication with on-site workers, contractors, and customers. We then bring all that information into Microsoft Dynamics 365," explained Mary Donahue, director of web operations. But, this new functionality fell under the Financials section and not the Sales or Customer service section. While you may have used Field Service before, very few people know about the steps required to display a custom entity in the D365 Field Service mobile app. Service Agreements. Field service management is about more than just having the right tools for the job no matter where you are. D365-CE modules: Sales, Custer Service, Marketing, Field Service, Project Service Automation. It's about being able to connect with your most important asset, your customers. 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Watch a short video (3:51) on the benefits of Dynamics 365 Field Service. In Dynamics 365, you can automatically create records such as cases and leads from incoming emails. D365 General Enable SharePoint for Dynamics 365 Introduction: If you try to configure SharePoint with dynamics 365 sales, it will pop up with "Microsoft Dynamics 365 list component is not installed". While this may seem like a given feature, it has a major impact on productivity and performance. Explore GDPR and how Dynamics 365 helps you comply with this European privacy law. See an example in below. With the field service module, you already have Bing maps included. The students will learn how to set - up and configure a Field Service environment, will learn. Business Rules In Dynamics 365 Business rule core function is to enable business analysts and power users to configure Microsoft Dynamics entity forms and perform actions without writing a single line of client-side code (JavaScript). 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The integration between Cases from Dynamics 365 for Customer Service and the information available for customers in Dynamics 365 for Field Service has been thoroughly extended. Extending Microsoft Dynamics CRM’s Customer Service Module for Manufacturing Email | Print Microsoft CRM delivers a robust out-of-the-box Customer Service solution which includes standard features like case management, field service scheduling, and a knowledge management module. Dynamics 365 App Module The new Dynamics 365 modular business apps are purpose built apps that provide a limited set of functionality that is relevant for a particular area of work. Now if you require top-class scheduling capabilities, there's another Dynamics 365 App called Field Service designed with advanced resource scheduling and work order management. Microsoft Dynamics 365 for Field Service provides a wide range of capabilities, from optimized work order scheduling to predictive maintenance. Integrating google map with Dynamics crm In previous post we discussed how to Track latitude and longitude in Dynamics 365 for phone App Going one step forward, in this post i'll be showing how i have integrated google map into crm and shown the last locations of user on google map embedded on user record. Finally, check the enable box next to Terms of payment to activate the approval as required for this field. The SSIS Integration Toolkit for Microsoft Dynamics 365 is a cost-effective, easy-to-use and high-performance data integration solution for Microsoft Dynamics 365, CRM, AX, NAV, and/or CDS Our SSIS Integration Toolkit for Microsoft Dynamics 365 is equipped with the following four major components that help facilitate data integration and migration. 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Configuring administrative settings for Dynamics 365 for Field Service To view the Field Service menu items related to the configuration (settings), follow these steps: On the black navigation bar at the top of the screen, click the down arrow to the right of the name of the module you're in. As a result, ThingWorx can now tap into key features of Dynamics 365 for Field Service to enable reduced downtime and resolution of service issues faster by allowing users to schedule the right resource with the right part and information to complete the job. Microsoft Dynamic CRM 365 Partners Pune, Microsoft Dynamic CRM 365 Mumbai, MS Dynamics AX NAV ERP 365 Partners Pune Mumbai, MS Dynamics 365 Enterprise, Customer Service, Field Service. The new Customer Service Hub in Microsoft Dynamics 365 is optimized for the Customer service module. Let’s start building the heart for Quality Management. Field Service capabilities extend Microsoft Dynamics 365 to provide a complete Field Service management solution, including service locations, customer assets, agreements, preventative maintenance, work order management, resource management, product inventory, purchase orders. There are various options for providing an automatically generated number for the next record created in Dynamics 365 CRM. This new service now provides end-to-end business application functionality all delivered as a SaaS application in the cloud. The Customer Engagement applications include: Sales, Customer Service, Field Service, Project Service Automation, and Customer Insights. If you are a professional or project services company, give this module a good look. Customer Service Management. This search will use your Quick Find settings and the fulltext-search of the sql-server. Exclusive courses, small class sizes, free resits and bespoke options, available in classrooms or on-site. In Dynamics 365, you can automatically create records such as cases and leads from incoming emails. The code examples below show how to make this new field lookup other translations, how to populate the field from the Translation module the first time the page is opened, and how to set the translation for a. Microsoft Dynamics 365 for Field Service helps you: Optimize your service schedule with efficient routing, resource skill matching, and reduced travel time. If your service model is based on the number of incidents or purchased by the hour, service entitlements can be tracked in CRM by using the Entitlements entity. Let’s configure the Account entity. If the pipe of invoices is long, it might be tricky to manage payments efficiently. Microsoft Dynamics GP ERP, CRM and Cloud for Field Service (Cross Industry) Whether you are a professional services company, in manufacturing, providing 3rd party field services or shipping widgets from point A to point B, your field service needs can be met with Microsoft Dynamics on-premises or Cloud software. The two sub modules available are: - Field Service Resource Scheduling Through each of the above sub modules the below processes are being fulfilled. Dynamics 365 for customer management system offers personalised and consistent provision for an instant customer service whenever and wherever they need it. Microsoft Dynamics 365 for Field Service Version 7 (on-premises) Microsoft Dynamics 365 for Field Service Version 7 (on-premises). Today we are happy to announce that the new model-driven form designer is out of preview and available for general use. The navigation bar in Microsoft Dynamics 365 is located on the top of the screen and it contains Sales, Service, marketing, Field service, Project Service, Resource scheduling, Settings and training. Step 3 is especially crucial, as publishing the mobile template actually creates the organization where your licenses will be assigned. Microsoft Dynamics 365/CRM Online users - Before you can use the OAuth2 authentication method to connect Resco Mobile CRM with Dynamics 365/CRM Online, the app must first be added to the Microsoft Azure Active Directory. Modern software can make this process much more efficient and accurate. The launch of Microsoft Dynamics 365 brings new, modern, enterprise-ready apps that enable companies to start with what they need, get productivity where they … Slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications announced by Microsoft in July 2016 and on general release November 1, 2016, as a part of the Microsoft Dynamics product line. Specializing in Microsoft Dynamics 365, Cloud Services Business Process Consulting, and Custom. Integrate Integrate with all standard and custom data, multiple organizations, multiple instances. Page 1801 " Assisted Setup " in the Assisted Setup module shows the translations for each record using a page field TranslatedName. Technical document that shows how to use the Edit in Excel functionality from Microsoft Dynamics 365 Business Central to allows users to export data into Excel to either mass update or analyze transactional data. Field service is a very powerful tool. Microsoft Dynamics 365 for Field Service Version 7 (on-premises) Microsoft Dynamics 365 for Field Service Version 7 (on-premises). Using one solution across warranty management, field service and the RMA process, service reps can manage the entire warranty and product lifecycle, while focusing on renewals and upsells. Staff Writer. Microsoft Dynamics 365 unifies customer relationship management (CRM), accounting, enterprise resource planning (ERP), and many more capabilities into one cloud enabled product offering. Microsoft Dynamics 365 for Field Service is a complete field service management software that includes service locations, service agreements, customer assets, predictive maintenance, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics. Microsoft Dynamics GP ERP, CRM and Cloud for Field Service (Cross Industry) Whether you are a professional services company, in manufacturing, providing 3rd party field services or shipping widgets from point A to point B, your field service needs can be met with Microsoft Dynamics on-premises or Cloud software. Create Apps in Dynamics 365 using new App Designer and Site Map Designer in Dynamics 365 Similar to the apps that we see in Menu Bar for Dynamics 365, we can create our own apps. On the Mohsin Khalid Dynamics 365 Blog, Khalid pointed out that there's a lot of information online about how to uninstall or remove a package from the standard acceptance test Tier 2 environments. A good way to get a feel for Dynamics 365 for Finance and Operations and understand just how deep the feature sets go in D365O is to skim a list of the advanced capabilities in various modules. It’s about being able to connect with your most important asset, your customers. As announced earlier this year, the non-UCI versions of Field Service and Project Service Automation are going end of life. Step Four – Create your account. With the field service module, you already have Bing maps included. Already i have a "Country" Master entity with the below main fields,. Finally, check the enable box next to Terms of payment to activate the approval as required for this field. 7 Things to be mindful while setting up Microsoft Dynamics 365 - Field Service Posted On July 6, 2017 By Sam Peterson Ever faced problems while setting up for Field Service Module?. Dynamics 365 has an exciting new engagement online feature for customers with in-house SQL Server experience called the Data Export Service. Explore GDPR and how Dynamics 365 helps you comply with this European privacy law. Microsoft Dynamics GP ERP, CRM and Cloud for Field Service (Cross Industry) Whether you are a professional services company, in manufacturing, providing 3rd party field services or shipping widgets from point A to point B, your field service needs can be met with Microsoft Dynamics on-premises or Cloud software. Learn how to schedule anything in Microsoft Dynamics 365. I have a Vm deployment of Microsoft Dynamics 365. ISH offered a web-based client and was designed to simplify daily tasks for Customer Service Representatives and Managers. Enhance real-time communication and collaboration among customer service, dispatch, field agents, and customers. That's where the Customer Service application comes in. With Offices Across the US, We Offer Sales, Implementation, and Support for Dynamics 365 CRM, Sales & Marketing, Field Service, Customer Service, Finance, Accounting, and Operations. A unified platform ensures context across channels and engagements, delivering personalized and consistent service with minimal customer effort. FMT can help your business unlock this functionality and much, much more. The Sales module, along with the Customer Service and Field Service modules are intended to serve as the core functions of successful Customer Relationship Management (CRM). DYNAMICS 365. Transform field service with Microsoft Dynamics 365. Important. Under Dynamics 365 Items go to User Interface. To do this, go to Settings->Service Management: Select Automatic Record Creation and Update Rules (note this was previously called Automatic Case Creation Rules): Select New: Enter a name and select the queue. Dynamics 365 for Field Service is a complete Field Service management solution that enhances technician productivity, reduces operational costs, and increases customer satisfaction and loyalty. Microsoft Dynamics 365 for Customer Service. Functional Definition. Below is the vision Microsoft shares of how they see these two areas interacting:. In Dynamics 365, select the arrow next to the Dynamics 365 text, and then select Universal Resource Scheduling. Automated field service notifications are sent to the customer that there is an issue and that a technician is scheduled to fix the problem. As shown in the image below, you only need to click on the Form button. With so many additions and improvements to Microsoft Azure Machine Learning, Microsoft has done a tremendous job of integrating it with Microsoft Dynamics 365—and businesses of all types can benefit. Azure IoT brings device data to enable preemptive action to business functions like field service. Microsoft Dynamics 365 for Customer Service Care Everywhere An increasingly connected digital world has changed the way customers engage with brands. After developing a workflow for the Fixed Asset module, I realized the Microsoft Dynamics 365 for Operations: Batch Management Service, stopped and refused to run after trying multiple times. And if it fails, you are notified right away. Dynamics 365 for Field Service, Enterprise Edition. Technology changes and. Microsoft Dynamics 365 Field Service - A Walk-Through Tour Field Service is now available as a dedicated app for Microsoft Dynamics 365 and in post we are looking at its main capabilities. Resco Mobile CRM for Microsoft Dynamics 365. How Auditing Works with Dynamics 365? Microsoft Dynamics 365 has this auditing feature that keeps track of all changes made on records types (entity) and data in the application over a particular period of time. Dynamics 365 App Module The new Dynamics 365 modular business apps are purpose built apps that provide a limited set of functionality that is relevant for a particular area of work. Currently, the cloud apps come priced as bundles, with many companies on a Customer Engagement Plan at $115 per user/month. One of the more powerful features of Microsoft Dynamics 365 is the Service module, which allows you to manage and track customer service activity in your organization.