Microsoft Dynamics 365 Blog

A look into the world of Microsoft Dynamics.

How to Create Workflows in Dynamics 365

Posted by Alanna Friedberg on Oct 26, 2021 10:00:00 AM

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.

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A Guide to Dynamics 365 Data Migration

Posted by Alanna Friedberg on Oct 19, 2021 10:00:00 AM

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.

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Using and Creating Views in Dynamics 365

Posted by Alanna Friedberg on Oct 12, 2021 10:00:00 AM

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.

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Guide to Dynamics 365 Ecommerce Integration

Posted by Alanna Friedberg on Sep 21, 2021 10:00:00 AM

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.

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What Is Dynamics 365 for Finance and Operations?

Posted by Alanna Friedberg on Jul 22, 2021 11:00:00 AM

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.

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5-Step Dynamics 365 Finance and Operations Implementation Guide

Posted by Alanna Friedberg on Jul 15, 2021 11:00:00 AM

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.

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How to Run an Inventory Value Report in Dynamics 365

Posted by Alanna Friedberg on Jul 8, 2021 2:52:52 PM

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.

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Calculating the Cost of Dynamics 365 Business Central Implementation

Posted by Alanna Friedberg on Jun 10, 2021 9:15:00 AM

The first thing most companies look at when they’re considering a new ERP platform is how much it will cost. Ideally, businesses would put the quality of the product and how well it conforms to their business environment at the top of the list. However, many organizations must consider the bottom line when it comes to any software purchase.

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Topics: Dynamics 365, Business Central

How Do I Create a Dashboard in Dynamics 365 (and Other FAQs)?

Posted by Alanna Friedberg on May 25, 2021 9:00:00 AM

Dynamics 365 dashboards give users control over viewing key metrics that clue you into the performance of workers and various business initiatives. This guide takes you through creating a Dynamics 365 dashboard and addressing other questions and concerns that often crop up throughout the process.

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Dynamics 365 vs. Salesforce: 2021 Comparison Update

Posted by Alanna Friedberg on Apr 13, 2021 9:30:00 AM

While Microsoft may be king when it comes to operating systems, it faces an uphill battle to win over market share from Salesforce in the CRM market. Salesforce has continued to dominate in that arena, claiming the #1 CRM provider crown in 2020 for the 7th year in a row. Things tend to come out more evenly when you do a Microsoft Dynamics 365 vs Salesforce feature-by-feature comparison.  There’s a lot to like about both Salesforce and Microsoft Dynamics 365. Both give organizations the kind of flexibility needed to grow and expand in a competitive marketplace.

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Topics: Dynamics 365