Microsoft Dynamics 365 Blog

A look into the world of Microsoft Dynamics.

Setting Up Invoice Automation in Dynamics 365

Posted by Alanna Friedberg on Nov 30, 2021 9:30:00 AM

Invoice management is a major part of business. Getting your invoices paid on time is essential to ensuring you don’t end up with liabilities that lead to problems with your vendors. However, as your company grows, getting all your invoices handled on time can take more time. The Accounts Payable (AP) automation capabilities within Dynamics 365 help you speed up invoice processes.

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Topics: Dynamics 365

How to Make a Great Dynamics CRM Implementation Plan

Posted by Alanna Friedberg on Nov 23, 2021 10:00:00 AM

The need to become as customer-focused as possible has companies large and small looking to implement CRM software. However, executing a successful Dynamics CRM implementation takes more than willpower. Getting it done correctly requires that organizations take the time to lay out a Dynamics CRM implementation plan. That way, you avoid mistakes that could lead to costly business downtime and dissatisfied customers.

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Topics: Dynamics CRM

What to Know About Using Microsoft Dynamics 365 for Marketing

Posted by Alanna Friedberg on Nov 16, 2021 10:00:00 AM

Good marketing is key to helping companies generate enough demand to increase revenues. Dynamics 365 for Marketing helps organizations turn potential prospects into solid business relationships. One of the best things about all Dynamics 365 Marketing is how easy it is to use. In addition, the platform offers the best marketing automation software for Microsoft Dynamics CRM. You can use the embedded intelligence within both applications to encourage engagement and turn leads into regular clients.

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Topics: Dynamics 365

5 Tips for Field Service Management in Microsoft Dynamics

Posted by Alanna Friedberg on Nov 9, 2021 9:00:00 AM

Proper field service management helps ensure that field technicians successfully deliver service that meets customer expectations. It covers the last part of the customer experience and can make or break their overall perception of a company. For that reason, it’s vital that organizations properly leverage their deployment of Field Service Management in Microsoft Dynamics GP.

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Topics: Microsoft Dynamics

How to Create Workflows in Dynamics 365

Posted by Alanna Friedberg on Oct 26, 2021 10:00:00 AM

Organizations can use workflows in Dynamics 365 Business Central to connect business process tasks performed by individual users. System administrators can also set up workflows to perform automatic functions alongside manual user tasks. There are a number of pre-configured workflow templates available within Business central to modify as needed. If there is no workflow available for a specific business scenario, you can coordinate with a Microsoft partner to configure custom application code. An example of that would be a function that can execute a workflow from JavaScript in Dynamics 365.

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Topics: Dynamics 365

A Guide to Dynamics 365 Data Migration

Posted by Alanna Friedberg on Oct 19, 2021 10:00:00 AM

You can easily migrate your on-premises data to a Dynamics 365 instance using the built-in tools that come with the platform. If you’re switching to a cloud instance of your software, you can take advantage of capabilities like Power BI, Machine Learning, and other features. In addition, you can move information from Excel files, SQL Server instances, and other data stores. This guide covers using the Dynamics 365 Business Central data migration utility.

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Topics: Dynamics 365

Using and Creating Views in Dynamics 365

Posted by Alanna Friedberg on Oct 12, 2021 10:00:00 AM

When working with a Dynamics 365 app, it helps to set up your workspace so that the info you need is there as soon as it opens. You can do that by creating dynamic views within your specific instance of Dynamics 365. This guide goes over creating dynamic views within various Dynamics 365 applications. In addition, this article touches on changing the look of reports and documents that you can easily pull and display within your workspace.

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Topics: Dynamics 365

How to Find a Top Microsoft Dynamics Consultant

Posted by Alanna Friedberg on Sep 28, 2021 8:30:00 AM

If you’re in the market for a Microsoft Dynamics Consultant, you may not know where to start or even what you need. The Dynamics 365 ecosystem is vast, and it can take years to fully understand how each module works. So, if you’re looking to invest in one or more Dynamics 365 solutions, it pays to do your homework when deciding on a consultant to bring into your organization.

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Topics: Microsoft Dynamics

Guide to Dynamics 365 Ecommerce Integration

Posted by Alanna Friedberg on Sep 21, 2021 10:00:00 AM

Dynamics 365 seamlessly integrates with other Microsoft offerings, letting you configure settings to work with social media or add plugins to work with popular ecommerce platforms. That way, you can truly create a comprehensive platform that helps retailers unify control over back-office functions along with in-store, digital, and call-center experiences. Of course, that’s also convenient for retailers who already have a preferred ecommerce solution. Below are some ideas on integrations you might wish to use with Dynamics 365 applications.

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Topics: Dynamics 365

What Is Dynamics 365 Business Central for IWs?

Posted by Alanna Friedberg on Sep 14, 2021 9:30:00 AM

Dynamics 365 Business Central is a management solution designed to help small and mid-sized businesses (SMBs) manage various business processes. If you’re currently thinking about purchasing a license for Business Central, Microsoft provides a way for organizations to evaluate the product. That way, you get the chance to try out the rich features offered through Business Central before making a purchasing decision.

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Topics: Business Central