The Microsoft Dynamics 365 suite of cloud-based business applications makes it possible for organizations to streamline tasks required for administrative services. This frees your workforce up to focus on what’s important, like building and maintaining customer relationships or making sure you keep up with promising sales leads. The flexibility offered by Dynamics 365 is why so many companies use it as their CRM.

When collaboration and data are separated, productivity suffers. Teams switch between apps, dig through endless emails, and struggle to maintain a single source of truth. This is where integrating Microsoft Teams and Dynamics 365 changes the game — Dynamics 365 Teams integration blends powerful business data with seamless collaboration to create a unified workspace.

By connecting Dynamics 365 and Teams, your organization can access critical records directly within Teams channels, chats, and meetings. Imagine discussing a customer account in Teams while simultaneously pulling up their sales history from Dynamics 365 — no more app-hopping or fragmented updates. This integration enables faster decision-making, better visibility, and stronger teamwork.

Microsoft has invested heavily in deepening this connection, and it shows. Users can share Dynamics 365 records within Teams conversations, co-author documents linked to opportunities or cases, and even create or update records without leaving the Teams interface. It’s more than convenient; it’s transformative for teams managing sales pipelines, customer service tickets, or project workflows.

In this post, we’ll discuss how to enable Dynamics 365 Teams integration, highlight its top features, and share best practices for getting the most out of this powerful — dare we say, dynamic — duo.

For years, finance teams have been stuck juggling spreadsheets, reconciling data across systems, and racing to close the books at month-end. But the landscape is shifting, and shifting fast. With the rise of AI in Dynamics 365 Finance, routine financial operations are getting smarter, faster, and in many cases, entirely reimagined.

Microsoft has embedded AI directly into Dynamics 365 Finance, not as a bolt-on or third-party patch, but as a native, evolving capability. The result? Predictive insights and automation that actually understand your financial data and workflows. This is more than a streamlining of existing processes; it’s a transformation.

Take cash-flow forecasting. What used to require manual guesswork and best-case scenario modeling can now be generated in minutes using machine learning models that learn from your organization’s patterns and trends. Or consider vendor invoice automation — AI reads and validates invoices, routes them for approval, and posts them without human touch, dramatically reducing error rates and processing time.

It’s not magic, and it’s not hype. The impact of AI in Dynamics 365 Finance is real, measurable, and already redefining what finance departments can do with the same headcount.

In today’s enterprise landscape, digital transformation is the next major battleground. And when it comes to ERP systems, two names are common to hear in the conversation: Microsoft Dynamics 365 Finance and SAP S/4HANA. Both offer end-to-end financial management capabilities, deep automation, and scalability. But the question remains: which one is better suited to your organization’s goals, growth, and tech ecosystem?

When comparing Dynamics 365 Finance vs. SAP, it shouldn’t be about a simple feature comparison, but rather a strategic decision that depends on licensing models, deployment flexibility, integrations, and user experience — not to mention total cost of ownership. While SAP S/4HANA has long been a staple in the enterprise world, Dynamics 365 vs. SAP S/4HANA is a more even match than ever, particularly for midsize and growing enterprises that want agility without sacrificing power.

This blog breaks down both platforms from multiple angles (finance capabilities, usability, extensibility, and implementation experience, to name a few) to help you make a more informed ERP decision. Whether you're upgrading legacy systems or considering a fresh deployment, the Dynamics 365 Finance vs. SAP debate deserves a closer look. Let’s do just that.

Quick Answer: Microsoft Dynamics Inventory Management

• What is Microsoft Dynamics Inventory Management? It’s a centralized platform that helps businesses track, forecast, and control inventory efficiently.
• Who should use it? Any business — from small manufacturers to enterprise retailers — that needs accurate stock visibility, automation, and multi-location control.
• Why choose Microsoft? The Microsoft inventory management system offers real-time insights, seamless integrations, and automation tools tailored for modern supply chains.

Every company that relies on internet-connected tools must deal with the potential of cyberattacks. Hackers continually seek ways to gain unauthorized access to platforms like Microsoft Dynamics 365 and exploit any existing vulnerabilities. This article addresses the most significant Dynamics 365 cybersecurity threats users encounter and provides solutions for mitigating them. By following these guidelines, you can help ensure that bad actors don’t get the chance to damage your company’s reputation and put the data you protect at risk.  

Quick Answer: What Is Microsoft Dataverse and How Does It Work with Dynamics 365?

• What is Microsoft Dataverse? It’s a cloud-based data platform that enables secure data storage and management across Microsoft business applications.
• How does Dataverse work with Dynamics 365? It acts as a centralized data layer, powering Dynamics apps with real-time, structured, and validated data.
• Why use it? To unify data, enforce governance, simplify integrations, and reduce manual processes.

Planning a data migration is a tricky process, but it’s vital to keeping up with the latest updates to CRM software that can improve the productivity of your team. However, there are a tremendous number of pitfalls that can be incredibly stressful if you’re not prepared. Making sure your team’s workflows are in sync with the new software is just as important as migrating the data. But that’s not all; cleaning up the data and mapping the features are just as important as using a test environment before deploying the software.

Project managers often bounce from one solution to another to accurately track project details. There’s one solution to assign tasks to users for completion, then another to log time and ensure that deadlines are being hit. This often requires a lot of manual updates, which can lead to data entry mistakes. 

Formerly known as Dynamics 365 Project Service Automation (PSA), Dynamics 365 Project Operations provides users with a unified platform that connects all elements of project management, including time tracking, financials, and resource scheduling. 

While Dynamics 365 provides organizations with various ready-to-use business features, your company may have a business scenario that requires something more customized. For that reason, Microsoft made it possible for developers to create Dynamics 365 plugins to handle those situations. We’re going to walk you through the basics of  how to create a plugin for Dynamics 365.