Microsoft Dynamics 365 Blog

A look into the world of Microsoft Dynamics.

Alanna Friedberg

Recent Posts

What are the Different Versions of Microsoft Dynamics?

Posted by Alanna Friedberg on Dec 1, 2022 10:00:00 AM

Over the years, Microsoft has offered businesses a variety of business technology. If you’re new to the world of Microsoft Dynamics, keeping up with the different software versions can be challenging. It doesn’t help that you can still find older versions of Microsoft Dynamics running in organizations nationwide. It helps to understand the history of Microsoft Dynamics instances and their use in business.

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Topics: Microsoft Dynamics

Microsoft Dynamics GP vs. Microsoft Dynamics SL

Posted by Alanna Friedberg on Nov 29, 2022 10:00:00 AM

You can’t underestimate the impact a robust enterprise resource planning (ERP) solution has on an organization. Small and medium-sized businesses (SMBs) benefit from the ability of ERPs to optimize business processes and challenge larger industry competitors. Microsoft owns two of the most popular ERP systems on the market. Let’s look at how Microsoft Dynamics GP vs. Microsoft Dynamics SL stand up next to each other as far as features and the benefits they offer companies.

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Topics: Microsoft Dynamics

Is Microsoft Dynamics the Best Cloud Business Solution?

Posted by Alanna Friedberg on Nov 22, 2022 10:00:00 AM

While the cloud seems to be a phenomenon of the 2000s, it actually dates to the 1940s. We’ve come a long way from the massive mainframes that fueled early versions of cloud computing. Today, many companies fully embrace the promise of the cloud, with many turning to Microsoft Dynamics cloud computing solutions to run their businesses. Those who haven’t made the transition see it as a top investment priority.

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Topics: Microsoft Dynamics

Why Microsoft Dynamics is a Great CRM for Financial Advisors

Posted by Alanna Friedberg on Nov 15, 2022 10:00:00 AM

A customer relationship management platform (CRM) for financial services provides a way for organizations working in the finance industry to manage financial services more effectively. Remember that most financial services are not limited to face-to-face interactions between customers and financial advisors. Today, people access financial services digitally, whether their insurance company, bank or investment advisor.

Investing in Microsoft Dynamics as your company’s CRM for financial advisors gives employees everything needed to provide high-quality customer service. They also have more tools and resources available to support organizational needs.

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Topics: CRM

Top 5 Tips for Customizing Microsoft Dynamics 365

Posted by Alanna Friedberg on Nov 8, 2022 10:00:00 AM

Dynamics 365 remains popular as an enterprise resource planning (ERP) and customer relationship management (CRM) platform. One primary reason for that is the ability of organizations to customize the solution to fit their business environment. The way one company uses its CRM may be completely different from another, even if they work in the same industry. Business users in various roles interact with the system differently. Below are some tips on customizing Microsoft Dynamics 365 to suit your organization.

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Topics: Dynamics 365

Microsoft Dynamics 365 Audit Trail Management

Posted by Alanna Friedberg on Oct 18, 2022 10:00:00 AM

Tracking down record changes in a complicated CRM can be a complex process. You’ve got to keep up with various business roles, workflow updates, and scripts that affect field values. Microsoft Dynamics GP audit trails make it easier for users to track what’s happening within CRMs and other Dynamics modules. Audit trails make it easier to manage issues that affect customers and clients. There is also a Dynamics 365 audit log export feature, helpful for organizations wanting a deeper look into potential issues within their CRM.

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Topics: Dynamics 365

Guide to Dynamics 365 Integration with Third-Party Apps

Posted by Alanna Friedberg on Oct 11, 2022 10:15:00 AM

While it’s great when you can find one application that handles all your business needs, sometimes companies need a way to integrate their ERP or CRM with a third-party application. The ultimate goal of any integration should be to increase efficiency and productivity by expanding the flexibility of a piece of software. You can do that through Dynamics 365 integration with external systems and applications. It helps to partner with a team of experts, like those at Internet eBusiness Solutions (IES), who have experience working on projects involving third-party integrations with Dynamics 365.

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Topics: Dynamics 365

Integrating Dynamics 365 and QuickBooks

Posted by Alanna Friedberg on Oct 4, 2022 10:00:00 AM

Small and medium-sized companies are always looking for ways to access the latest technology to help them stay competitive against larger market rivals. QuickBooks and Dynamics 365 are two popular tools used for financial management and reporting. A Dynamics 365 integration with QuickBooks lets you access the strengths of both solutions within a single platform.

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Topics: Dynamics 365

Using Dynamics 365 for Contract Management

Posted by Alanna Friedberg on Sep 27, 2022 10:00:00 AM

Contract management is an essential function for many businesses. However, setting up, negotiating, and finalizing the terms of an agreement can become complicated very quickly. It helps to handle contract management using Dynamics 365. While you might be familiar with Microsoft Dynamics’ ERP and CRM capabilities, it’s also possible to set up a D365 contract management solution capable of handling contract creation, approvals, and management. Admins can also integrate Dynamics 365 with third-party contract management platforms.

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Topics: Dynamics 365

How Microsoft Dynamics NAV Helps the Food Industry

Posted by Alanna Friedberg on Sep 20, 2022 10:15:00 AM

Most people don’t spare a second thought about how the food they purchase at a supermarket or restaurant makes its way in front of them. Moving items from farms and factories to someone’s table takes a lot of planning and logistics. Platforms like Microsoft Dynamics NAV help food manufacturers track each process step in an organized and efficient manner. The competitiveness of the food and beverage industry makes it essential that companies have software capable of handling issues like fluctuating profit margins, strict compliance regulations, and high demand for customer service.

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Topics: Dynamics NAV