Microsoft Dynamics 365 Blog

A look into the world of Microsoft Dynamics.

Dynamics 365 Sales AI Agents: From Lead Research to Automated Follow-Ups

Posted by Alex Marzban on Dec 30, 2025 8:59:59 AM

Quick Summary

Dynamics 365 Sales AI-driven agents can research prospects, qualify leads, and trigger smart follow-ups so your reps stay focused on actual selling. In this blog post, we’ll touch on how you can:

  • Use the Dynamics 365 Sales research agent to assemble call-ready profiles and context in seconds.
  • Rely on the Dynamics 365 Sales qualification agent to standardize lead scoring and data capture across your pipeline.
Read More

Topics: Dynamics 365

Business Central + Shopify and Ecommerce Integrations for SMBs

Posted by Alex Marzban on Dec 29, 2025 8:59:59 AM

Quick Summary

Growing out of “Shopify with spreadsheets”? This guide explains how a Business Central/Shopify integration helps small and midsize merchants do things like unify orders, inventory, and finances. Learn what the Dynamics 365 Business Central Shopify connector does out of the box, how to connect Shopify to Business Central without breaking accounting, and whether Business Central is good for Shopify stores that are still scaling up. In this blog, we’ll cover:

Read More

Topics: Dynamics 365

AI Agents in Business Central: What They Mean for Small Businesses

Posted by Alex Marzban on Dec 23, 2025 9:00:02 AM

Quick Summary

In this post, we’ll explore how Business Central AI agents are turning everyday ERP tasks into guided, semi-automated workflows, especially for small and midsize companies. We cover topics like:

  • Where the Business Central Sales Order Agent can help your team deliver quick, tangible wins for sales, operations, and finance
  • What Business Central AI agents actually are, and how they plug into the processes you already run
Read More

Topics: Dynamics 365

Smarter Accounting: Cost Adjustments, Subscription Billing & Copilot Autofill

Posted by Alex Marzban on Dec 22, 2025 9:00:04 AM

Quick Summary

This post breaks down how to modernize your accounting in Dynamics 365 Business Central by improving cost adjustments, handling recurring revenue, and using AI to cut manual work.

  • Improve Business Central cost adjustment performance for cleaner margins and inventory
  • Configure Dynamics 365 Business Central subscription billing for real-world contracts
Read More

Topics: Dynamics 365

Dynamics 365 vs. Workday: Comparing Top Cloud ERPs

Posted by Alex Marzban on Dec 18, 2025 10:00:02 AM

When it comes to modern enterprise management, there’s a matchup that those in the know always discuss: Microsoft Dynamics 365 vs. Workday. Both platforms are giants in the cloud ERP landscape, offering robust tools for managing finance, operations, and people. Yet beneath the surface, their strengths, drawbacks, and ideal use cases, diverge in important ways.

Read More

Topics: Dynamics 365

AI in Dynamics 365 Sales: How Can You Optimize Your Pipeline?

Posted by Alex Marzban on Dec 16, 2025 9:59:59 AM

Artificial intelligence has become one of the biggest differentiators for modern sales teams, not just in predicting opportunities, but in transforming how reps engage, forecast, and close deals. With Dynamics 365 Sales AI, businesses gain intelligent tools that analyze customer interactions, score leads, and automate repetitive tasks, giving teams more time to focus on what really matters: building relationships.
Read More

Topics: Dynamics 365

What Can Autonomous Agents Do in Copilot?

Posted by Alex Marzban on Dec 11, 2025 9:59:59 AM

Microsoft’s latest Copilot autonomous agent capabilities are reshaping how businesses interact with Dynamics 365 and other Microsoft Cloud solutions. Unlike traditional AI assistants that only act when prompted, Copilot autonomous agents can perform multi-step tasks on their own, like coordinating workflows, retrieving information, and even triggering processes across systems – all without direct human input.
Read More

Topics: Dynamics 365

Top 7 Features of Microsoft Sales Copilot

Posted by Alex Marzban on Dec 10, 2025 10:00:02 AM

Sales teams today are navigating a landscape where every lead and deal must count. Microsoft’s Sales Copilot helps them meet that challenge as a transformative AI-driven assistant designed to make sales professionals more efficient, insightful, and proactive. Far from a simple CRM add-on, Sales Copilot is deeply integrated with Microsoft 365 and Dynamics 365, allowing sellers to work directly within tools they already use every day, like Outlook, Teams, and Excel.
Read More

Topics: Dynamics 365

Step By Step Guide to Dynamics 365 & Azure Integration

Posted by Alanna Friedberg on Nov 13, 2025 10:00:00 AM

Quick Answer

Integrating Dynamics 365 with Microsoft Azure enables secure, scalable data exchange and automation using tools like Azure Service Bus and Azure DevOps. This connection improves collaboration, streamlines workflows, and enhances CRM and ERP functionality. IES helps businesses configure Azure-Dynamics 365 integrations for seamless performance and cloud-based efficiency. Want to learn the specifics? Read on!

Read More

Topics: Dynamics 365

Dynamics 365 Copilot vs. SAP Joule vs. Salesforce Einstein

Posted by Alex Marzban on Nov 13, 2025 9:59:59 AM

Artificial intelligence is rapidly redefining how businesses interact with their ERP (enterprise resource planning) and CRM (customer relationship management) systems. Among the frontrunners in this AI-driven automation race are Microsoft Dynamics 365 Copilot, SAP Joule, and Salesforce Einstein, each promising to transform productivity, surface deeper insights, and elevate customer engagement.. Yet, understanding how they differ is essential before deciding which solution aligns with your organization’s goals.

Read More

Topics: Dynamics 365