Posts by Scott LeFante
The Incident Type Trap: How to Build a True Work Order Playbook in D365 Field Service
Discover how to transform your Incident Types into the backbone of your field operations when using Dynamics 365 Field Service.
September 4, 2026
Mastering D365 Field Service: Asset Management
Because asset management is critical in Field Service, UG Expert Scott LeFante highlights the key areas that matter and provides a data governance checklist.
September 3, 2026
Mastering D365 Field Service: Connected Field Service
UG Expert Scott LeFante breaks down the part of Field Service that can turn from reactive break-fix into being proactive in preventing extra work orders.
September 1, 2026
Mastering D365 Field Service: The Mobile App
Users should consider how they use offline sync features as well as new capabilities from the 2026 Release Wave when using the Field Service Mobile App.
August 27, 2026
Mastering D365 Field Service: Scheduling and Resource Optimization
In part 1 of this series on Mastering D365 Field Service, UG Expert Scott LeFante shares his lessons learned on scheduling and resource optimization.
August 25, 2026
Why Most D365 Field Service Implementations Fail
Because failures with implementations happen slowly, organizations need to be aware of areas to evaluate to ensure success beyond day one.
August 14, 2026
D365 Field + Finance G Operations: This Is Not a Simple Implementation
UG Expert and Microsoft MVP Scott LeFante provides in-depth guidance on implementing Dynamics 365 Field Service.
April 9, 2026
Bridging the Gap Between D365 Field Service and Project Operations
Microsoftās new native integration links Dynamics 365 Field Service work orders directly to Project Operations projects, pushing material and labor actuals to the right contract line automatically.
March 3, 2026
Where AI Turns Revenue from Reactive to Predictable in Dynamics 365 Sales
Scott LeFante explains how AI in Dynamics 365 Sales enhances decision-making across acquisition, deal execution, and customer growth.
January 16, 2026
How the Dynamics 365 Contact Center Is Transforming Customer Engagement
The Dynamics 365 Contact Center is applying AI to transform contact centers to be a powerful source of customer intelligence.
December 10, 2025
Copilot for Sales 101: What To Know About AI-Powered Selling
Scott LeFante explains what Microsoft Copilot for Sales does, how it differs from Copilot in Sales, and where it truly saves time without risking trust or data.
November 13, 2025
