Top 5 Cybersecurity Threats Facing Dynamics 365 Users (and How to Counter Them)

Posted by Alanna Friedberg on Jul 1, 2025 10:00:00 AM

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.  

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Topics: Dynamics 365

Dynamics 365 Migration Guide: A 7-Step Process

Posted by Alex Marzban on Jun 23, 2025 10:00:00 AM

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.

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Topics: Dynamics 365

What Is Dynamics 365 Project Service Automation and When Should You Use It?

Posted by Alanna Friedberg on Jun 10, 2025 10:00:00 AM

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. 

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Topics: Dynamics 365

How to Create a Plugin for Dynamics 365

Posted by Alex Marzban on Jun 3, 2025 9:00:00 AM

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.

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Topics: Dynamics 365

The 3 Best ERP Systems for Construction Businesses

Posted by Alanna Friedberg on May 20, 2025 10:00:00 AM

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.

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Topics: Dynamics 365

Tips for Managing Dynamics 365 Security and Compliance

Posted by Alanna Friedberg on Apr 15, 2025 10:00:00 AM

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. 

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Topics: Dynamics 365

Microsoft AI, Dynamics, and Salesforce: How Do They Work Together?

Posted by Alanna Friedberg on Mar 25, 2025 10:00:00 AM

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. 

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Topics: Dynamics 365

How to Use Microsoft AI for Great Customer Experience Insights

Posted by Alanna Friedberg on Jan 31, 2025 6:24:54 PM

Any good business executive understands the key to customer retention is making customers happy. Microsoft has become a pioneer in leveraging artificial intelligence (AI) to enhance the customer experience. Ideally, companies could gain a competitive edge, improved customer retention, and higher revenue growth. Microsoft AI customer insight tools like Customer Insights and Copilot use data organizations obtain from customers to find new opportunities for business growth and ways to increase customer satisfaction. 


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Topics: Dynamics 365

Should Ecommerce Businesses Use Microsoft Dynamics 365?

Posted by Alanna Friedberg on Dec 3, 2024 10:00:00 AM

The current business landscape is more complex than ever. For example, local and federal regulations impact how eCommerce businesses handle customer data. Global events impact the supply chain, which can affect a company’s ability to deliver products on time. You need business applications capable of helping your company users navigate these changes. 

Microsoft Dynamics 365 eCommerce helps your organization do everything from building a new storefront to managing payment transactions. You can easily streamline your eCommerce operations. Let’s look at different ways you can use Dynamics 365 Business Central to optimize your eCommerce functions. 

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Topics: Dynamics 365

Dynamics 365 vs Dynamics Business Central: Which to Choose

Posted by Alanna Friedberg on Nov 12, 2024 10:00:00 AM

Looking to expand its footprint in the world of cloud ERPs, Microsoft launched Dynamics 365 Business Central in 2018. The enterprise resource planning (ERP) solution primarily targets small to medium-sized businesses (SMBs). One point of confusion for many is that Microsoft already had other ERP solutions in the market that had become very popular. 

Business Central was initially known as Dynamics NAV, the on-premises version. You also had Dynamic AX, whose functionality is now spread across Dynamics 365 Finance, Project Operations, and Human Resources. There’s also Dynamics GP, another popular small business ERP. 

If you’re considering moving from your on-premises Dynamics installation to the cloud, it helps to understand the benefits of such a move. That’s why we’ve prepared an overview of Business Central vs. Dynamics 365 popular ERPs. 

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Topics: Dynamics 365