Microsoft AX is an ERP solution designed to assist companies in organizing and automating business processes. However, with Microsoft ending support for Dynamics AX in 2021, you may be looking to transition your ERP services over to Dynamics 365.

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.

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.

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.

You can easily migrate your on-premises data to a Dynamics 365 instance using the built-in tools that come with the platform. If you’re switching to a cloud instance of your software, you can take advantage of capabilities like Power BI, Machine Learning, and other features. In addition, you can move information from Excel files, SQL Server instances, and other data stores. This guide covers using the Dynamics 365 Business Central data migration utility.

When working with a Dynamics 365 app, it helps to set up your workspace so that the info you need is there as soon as it opens. You can do that by creating dynamic views within your specific instance of Dynamics 365. This guide goes over creating dynamic views within various Dynamics 365 applications. In addition, this article touches on changing the look of reports and documents that you can easily pull and display within your workspace.

Dynamics 365 seamlessly integrates with other Microsoft offerings, letting you configure settings to work with social media or add plugins to work with popular ecommerce platforms. That way, you can truly create a comprehensive platform that helps retailers unify control over back-office functions along with in-store, digital, and call-center experiences. Of course, that’s also convenient for retailers who already have a preferred ecommerce solution. Below are some ideas on integrations you might wish to use with Dynamics 365 applications.

Dynamics 365 is Microsoft’s enterprise resource planning (ERP) solution that helps enterprises handle critical business functions. Dynamics 365 for Finance and Operations helped companies manage finance, accounting, production, warehousing, and transportation management.

Dynamics 365 Finance is an enterprise resource planning (ERP) cloud solution designed to help companies oversee all functions related to finance. The capabilities were originally part of Microsoft’s Dynamics 365 Finance and Operations solution before Microsoft separated the finance and operations functions. This article goes over the steps required to implement and install Dynamics 365 Finance and Operations.

Inventory reports provide you with valuable information about the products available in your warehouses. The Dynamics 365 for Finance and Operations inventory value report, now called the inventory value storage report in Dynamics 365 Supply Chain Management, lets you see exactly how much inventory you have and the value of each item. Many companies use it to reconcile their inventory and general ledger. This article guides you through creating an Inventory Value Storage report in Dynamics 365.