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.

The U.S. spent 2.2 trillion dollars on construction in 2024. That includes money spent on materials, tools, and the people behind the scenes charged with managing functions like finance, procurement, and supply chain management.  Many companies use ERP tools to handle these functions, with one of the most popular being Dynamics 365 for Construction. The platform offers everything organizations in the construction industry need to manage costs across different projects, including the ability to automate common business and financial workflows.

In addition to Dynamics 365, this article explores other popular ERP systems in construction. That way, you’ll better understand what’s available on the market. The key to picking the right ERP platform is matching the available features to how well they suit your company's needs. 

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.

Azure Storage Blob is cloud-based storage provided by Microsoft. It’s typically used by organizations needing to store and retrieve Binary Large Objects (BLOBs) or files. Users can allow customers to review unstructured data using Rest-based object storage. Dynamics365 now offers a way for users to store and retrieve attachments with Microsoft Azure Blob.

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.

Budget and resource limitations make it more important for small and medium-sized organizations to find tools capable of performing multiple functions when managing security and tracking compliance. Dynamics 365 Business Central helps businesses protect data from breaches while addressing compliance concerns. 

The rapid evolution of AI has empowered businesses to utilize popular tools like Microsoft Dynamics 365 and Salesforce in new ways. By integrating these platforms with the power of Microsoft AI, they transform into intelligent decision-making systems. This enhances robust enterprise resource planning (ERP) and customer relationship management (CRM) capabilities and empowers them with AI-driven insights, predictive analytics, and intuitive automation. Let’s explore what your company can gain by combining Microsoft AI, Salesforce, and Microsoft Dynamics. 

If you’re just getting started with the Dynamics 365 ecosystem or are coming back to it after some years, you might find yourself confused. Organizations searching for an ERP system may not know whether to go with Dynamics 365 NAV or explore Business Central. In fact, you may question the difference between Microsoft Business Central vs. Dynamics 365, Dynamics 365 vs. Finance and Operations, or Dynamics 365 vs. Business Central. There’s been a lot of change over the years when it comes to Microsoft Dynamics. Hopefully, reading this article will help you understand what’s happening today regarding Dynamics 365 and how it compares to Business Central.

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.