Business Process Mgmt news & resources

AI Agent & Copilot Summit sing and palm trees

AI Agent & Copilot Summit 2026: Customers take measure of AI gains

by Jason Gumpert
At AI Agent & Copilot Summit 2026 in San Diego, presenters shared stories of the work going into AI initiatives today, ranging from intense to measured
AI Agent & Copilot Summit 2026 Azure Business Process Mgmt Copilot Copilot Studio Dynamics 365 Power Platform
AI Agent & Copilot Summit NA 2026

AI Agent & Copilot Summit 2026: Microsoft predicts agent-operated orgs as partners preach user adoption

by Jason Gumpert
A rapidly evolving AI platform and differing visions challenge Microsoft customers
AI Agent & Copilot Summit 2026 AI and Machine Learning Azure Business Performance Mgmt Business Process Mgmt Copilot Copilot Studio Customer Engagement Dataverse (CDS) Dynamics 365 Finance and Operations Power Platform

From the Microsoft Power Platform blogs: Computer-using agents; Automate UI testing; Import Excel data to SharePoint list; Calculate Working Day connector

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Business Process Mgmt Copilot Studio Data Management Dataverse (CDS) Power Apps Power Automate Power Platform Robotic Process Automation (RPA)

From the Microsoft Dynamics 365 CE/CRM Blogs: Set up reCAPTCHA v2; extend D365 CE?; Business process flow stages; New rules of customer engagement;

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Sales

From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Purchase requisition workflows; New WHS feature; Multi‑site manufacturing; Supply chain risk management

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 Finance and Supply Chain Management blogs
Business Process Mgmt Dataverse (CDS) Dynamics 365 Dynamics AX Finance and Operations Power Apps Power Platform Purchasing Supply Chain Management Workflow Management

From the Microsoft Dynamics 365 CE/CRM Blogs: Disconnect from sales sequence; Generate temporary download URLs; Show/hide custom buttons; D365 Sales drives results

by MSDW Reporter
A selection of the latest insight from the Dynamics 365 CE/CRM blogs
Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Dataverse (CDS) Dynamics 365 Dynamics CRM Power Platform Sales Sales & Marketing Workflow Management

From the Microsoft Power Platform blogs: Sending emails from a shared mailbox; Copilot Studio Word doc; Power Automate or Copilot Studio flows; Agent Academy: Operative

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Business Process Mgmt Copilot Studio Dataverse (CDS) Document Automation Email Management Power Apps Power Automate Power Platform

From the Microsoft Dynamics 365 Finance and Supply Chain Management blogs: Exception handling; Join multiple data sources; Maximize sales, efficiency; New approvals experience

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

From the Microsoft Power Platform blogs: Process maps; Power Apps Vibe; Custom pages; Default retry settings

by MSDW Reporter
A selection of the latest insight from the Power Platform blogs
Business Process Mgmt Portals Power Apps Power Automate Power Pages Power Platform
Bell

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

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Your D365 works. But is it efficient? A hands-on look at what you can’t see at first glance

XPLUS

Mailchimp Dynamics 365 Integration | Connect Mailchimp with Dynamics CRM

Inogic

Advanced Kanban Board for Dynamics 365 CRM: Streamline Sales Pipeline Management

Inogic

Dynamics 365 Mailchimp Integration: Sync CRM Data with Mailchimp | Marketing4Dynamics

Inogic

We Fixed These D365 Performance Nightmares – Here’s How | WEBINAR

XPLUS
More Business Process Mgmt Videos

Scaling Data Migration and Financial Automation Across Multiple Legal Entities in Dynamics 365

Avantiico
Where native DMF works and where it starts to break down as organizations scale.
Business Process Mgmt Data Integration Data Management Data Migration Dynamics 365 Financial Management Multi-Entity Management

The Microsoft Dynamics Guide to Recurring Revenue for Manufacturers

Bluefort
Discover how manufacturers can turn products into profitable, recurring outcome-based services, without outgrowing Microsoft Dynamics 365.
Business Central Business Process Mgmt Customer Experience (CX) Dynamics 365 Energy Financial Management Industrial Equipment Logistics Manufacturing Medical Devices Professional Services Revenue recognition

The Hidden Cost of Your Microsoft Dynamics Stack: Why ERP and CRM Integration Debt Is Holding You Back

Bluefort
Stop paying the hidden cost of disconnected ERP and CRM data.
AI Agents Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Business Process Mgmt Chemicals Construction Consumer Goods

The Complete Guide to AI and Agents in Business Central

JourneyTeam
How businesses are using built-in AI and Copilot capabilities to improve everyday work without disrupting existing processes.
AI Agents AP Automation Automated Data Collection Business Central Business Process Mgmt Dynamics 365 Dynamics GP Enterprise Architecture Robotic Process Automation (RPA)

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
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Unifying Operations with Microsoft Dynamics 365 Finance and Supply Chain Management

iTransition
Automotive Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Finance and Operations Human Resources (Talent) Power Platform Sales Supply Chain Management

Scaling Consulting Services Delivery with Power Platform

iTransition
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Dynamics CRM Marketing Power Automate Power Platform Sales Sales & Marketing

Optimizing Field Service Operations with Dynamics 365

iTransition
AI and Machine Learning Azure Business Process Mgmt Customer Engagement Dynamics 365 Field Service Field Service Healthcare

Digital Transformation for a Food Manufacturer and Distributor

iTransition
Business Process Mgmt Dynamics 365 Finance and Operations Financial Management Manufacturing Regulatory Compliance Supply Chain Management

Centralized Customer Engagement Platform

iTransition
Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Dynamics CRM Field Service Field Service Healthcare Manufacturing Sales Sales & Marketing
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Map My Relationships – Visualize Relationships and Hierarchies in Dynamics 365 CRM

Map My Relationships is an advanced visualization app for Microsoft Dynamics 365 CRM and Dataverse, designed to help users...
Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Dataverse (CDS) Dynamics 365 Field Service Power Apps Power Platform Project Service Automation Sales

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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