Business Process Mgmt news & resources

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Best Practices for Managing Custom Alerts and Reminders in Dynamics 365 Customer Engagement

by Sam Kumar
Why taking a strategic, measured approach is key to creating a real system of engagement
Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Sales & Marketing User Management

Microsoft 365 Copilot adds tools to let users build apps, flows, and agents

by Jason Gumpert
App Builder, Workflows agent, and light Copilot Studio access will give users more development capabilities
AI Agents Business Process Mgmt Copilot Copilot Studio Power Platform

From the Microsoft Dynamics 365 Business Central blogs: Preview, download docs; ListPart page; Documenting business processes; Supercharge sales orders

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Business Central Business Process Mgmt Document Automation Dynamics 365 Dynamics NAV Sales Order Processing
Power Platform Community Conference

Event Preview: Power Platform Community Conference 2025 (#PPCC25)

by Jason Gumpert
Presenters and organizers reflect on important elements of the 2025 event
Business Process Mgmt Copilot Studio Dataverse (CDS) Power Apps Power Automate Power Platform Power Platform Community Conference 2025

From the Microsoft Power Platform blogs: Monitor alerts; No rounding in Power Automate; Update company info in Dataverse; Service principals

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Business Process Mgmt Data Management Dataverse (CDS) Power Apps Power Automate Power Platform Sales & Marketing
TechFluent cohort participants and trainers

TechFluent's latest training cohort gains momentum on Microsoft Power Platform, Dynamics 365

by Linda Rosencrance
The organization also welcomes a new program director as students go deep on multiple technologies
BI and Reporting Business Process Mgmt Copilot Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Fabric Power Apps Power Automate Power BI Power Platform
Best Practices for Complex Salesforce to Dynamics 365 Migrations

Lessons I've Learned Migrating Complex Salesforce Solutions to Dynamics 365

by Pradeep Raja
A practical guide to rethinking CRM strategy, streamlining operations, and unlocking AI-powered insights during Salesforce to Dynamics 365 migrations
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Data Migration Dataverse (CDS) Dynamics 365 Dynamics CRM Power Apps Power Automate Power BI Power Platform Salesforce

From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Invoice copy; Multithreaded batch jobs; Shared service costs

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Business Process Mgmt Dynamics 365 Dynamics AX Finance and Operations Invoice Processing

From the Microsoft Dynamics 365 CRM Blogs: Populate dates; Conversational CRM; Duplicate data; Close an opportunity

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CRM blogs
Business Process Mgmt Copilot Customer Engagement Customer Insights - Data Customer Relationship Mgmt Data Management Dynamics 365 Power Automate Power Platform Sales Sales & Marketing

From the Microsoft Dynamics 365 Business Central blogs: Obsoleted events; Posting date ranges; Prepayments; Managing updates

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Business Central blogs
Accounting Business Central Business Process Mgmt Dynamics 365 Dynamics NAV Payment Processing

LATEST VENDOR RESOURCES

Unify Every Conversation with Microsoft Dynamics 365 Contact Center & Copilot

JourneyTeam

Discover Brello 360 — the future of insurance brokering powered by Microsoft Dynamics 365

HORTUS Digital

Copilot Autofill in Dynamics 365 Business Central

WebSan Solutions

D365/GP Reforecasting Without the Spreadsheet Headache

Dynamic Budgets

Why Business Central Might Be the ERP You’ve Been Waiting For

Dynamics Square USA
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Your Data Shouldn’t Slow You Down: The Future of Microsoft Dynamics 365 Business Central Analytics

JourneyTeam
If spreadsheets and manual reporting keep holding your team back, this guide reveals how Business Central delivers faster, clearer insights with modern analytics
BI and Reporting Business Central Business Process Mgmt Dynamics 365 Enterprise Asset Mgmt Fabric Power BI Power Platform

Test, Optimize, Succeed: Ensuring Peak Performance in Dynamics 365 F&SCM

Executive Automats
Master the art of performance testing and unlock the full potential of your Dynamics 365 FSCM system
Auditing Automated Testing Business Performance Mgmt Business Process Mgmt Configuration & Development Copilot Copilot Studio Dynamics 365 Dynamics AX Finance and Operations Governance, Risk, and Compliance (GRC) Load Planning

Common Test Automation Traps in Dynamics 365 and How to Get Around Them - The Ultimate Checklist

Executive Automats
Discover the most common pitfalls that hold businesses back from unlocking their automation potential
Auditing Automated Testing Azure Business Process Mgmt Configuration & Development Development Dynamics 365 Dynamics AX Finance and Operations Governance, Risk, and Compliance (GRC) IT Service Management (ITSM) Integration

From Paper to Productivity: How to Automate AP Without Disrupting Operations

Metafile
Unlock productivity and savings without the pain of disruption—AP automation keeps your operations moving while streamlining your processes.
AI and Machine Learning AP Automation Accounting Azure Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP

(Infographic) BILL vs Mekorma: AP Solution Comparison

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Business Process Mgmt Chemicals
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Beyond Checks: How Mekorma Streamlined AP for Senior Living Facilities

Mekorma
This senior housing operator cut checks — and boosted efficiency — with Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Business Performance Mgmt Business Process Mgmt

Enhancing AP Efficiency at WEL Companies with Mekorma Payment Hub

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive BI and Reporting Boating Business Central Business Process Mgmt Check Printing

Wolters Kluwer Tackles its Digital Transformation with Dynamics 365 Business Central

Prodware

Wolters Kluwer partners with Prodware to implement Microsoft Dynamics 365 Business Central, Customer Engagement and the Power Platform to address its digital transfo...

Azure Business Central Business Process Mgmt Collections Management Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Financial Management Networking Power Apps Power Automate

Speeding up estate inspections from 1 day to 3 hours with scalable mobile solution with Resco for Dynamics 365

Resco

Discover how one of the largest housing associations in the UK transformed inspections with mobile forms, data automation, and offline capabilities from Resco

Architecture Automated Data Collection Business Process Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM Field Service Mobile Applications Power Platform Property Management Real Estate
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PlanAutomate Overview

Download this 2-page brochure that provides a high-level overview of PlanAutomate, our solutions, and services for project...
Aerospace & Defense Architecture Business Process Mgmt Construction Customer Engagement Dynamics 365 Dynamics AX Energy Engineering Finance and Operations Financial Management Government

Brello 360 — all-in-one insurance brokerage platform powered by Microsoft Dynamics 365

Brello 360 revolutionizes how insurance brokerages operate — simplifying workflows, automating financials, and empowering...
Accounting Automated Data Collection BI and Reporting Billing Business Process Mgmt Collaborative Workspaces Commission Calculation Communications Contract Management Contract Management Customer Experience (CX) Data Management

Take Control of Security in Dynamics 365 F&SCM with USG Advanced

Managing security roles in D365 F&SCM doesn't have to be complex or risky. User Security Governance (USG) – created by...
Auditing Automated Testing Business Process Mgmt Dynamics 365 Governance, Risk, and Compliance (GRC) Regulatory Compliance Security Segregation of Duties (SoD) System Administration Training User Management Workflow Management

Import Export PowerTool

Turbocharge your data migration tasks with lightning-fast imports & exports Visit the Import Export PowerTool Website: https...
Automotive Bill Of Material Mgmt Business Central Business Process Mgmt Construction Data Migration Distribution Distribution Dynamics 365 Electronics Engineering

Product Configurator

Simplify creating BOMs and routing to make quote and order generation more efficient. Product Configurator is an add-on for...
Bill Of Material Mgmt Business Central Business Process Mgmt Business Rules Mgmt Distribution Dynamics 365 Dynamics NAV Engineering Manufacturing Retail Sales Order Processing Sales Quoting
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