Microsoft Dynamics 365 Blog

A look into the world of Microsoft Dynamics.

Navigating the Microsoft Great Plains End of Life

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

As ERP systems mature, it’s reasonable to assume that your organization will have to choose whether to continue supporting a legacy product or move on to something new. Sometimes the vendor decides to end product support for older software as they transition to new offerings. However, most organizations need time to test out and implement a new ERP platform.

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Topics: Microsoft Dynamics GP

7 Reasons You Need a Partner for Microsoft Dynamics 365

Posted by Alanna Friedberg on Dec 28, 2021 10:01:00 AM

Many organizations set out with the best of intentions for implementing a Microsoft Dynamics 365 solution. The promise of streamlining internal business processes and improving efficiency is why many organizations decide to use Microsoft Dynamics 365. However, without a Microsoft Dynamics partner, things can quickly get out of hand.

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The Importance of Microsoft Dynamics Training for Your Workforce

Posted by Alanna Friedberg on Dec 21, 2021 10:01:00 AM

The effort you put into developing your workforce talent pays off in the success of your business. However, before introducing Microsoft Dynamics 365 into your organization, make sure you take employee training into account. Otherwise, you could run into issues incorporating Dynamics 365 into your company culture. For that reason, you might want to investigate hiring an outside firm to help your organization with its Microsoft Dynamics training efforts.

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Dynamics 365 Integration Guide: Sharepoint, Twitter, Bing Maps & More

Posted by Alanna Friedberg on Dec 14, 2021 10:01:00 AM

One of the benefits of using Microsoft Dynamics 365 as your organization’s ERP and CRM solution is the way it easily integrates with popular Microsoft products. However, you can also incorporate other popular services with the platform to expand the capabilities of your Dynamics 365 instance.

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What Makes Microsoft Dynamics the Best ERP Software for Small and Medium Enterprises?

Posted by Alanna Friedberg on Dec 9, 2021 10:00:00 AM

Running a smaller company can feel like managing a circus. You’re constantly juggling different acts and working hard to keep the show running smoothly. Unfortunately, one slight misstep can throw the entire thing off. Because they have very little room for error, small and medium-sized businesses (SMBs) must make the best use of the resources at their disposal. For that reason, they need to ensure they’re investing in the best ERP software for small and medium enterprises.

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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