Business Process Mgmt news & resources

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Summit North America Preview: A growing dairy business looks to Dynamics 365 for Finance and Operations for next-level performance

by Linda Rosencrance

Robin Finnell of Tillamook County Creamery Association discusses the manufacturer's national expansion and move from Dynamics NAV to D365 Finance and Operations.

AXUG AXUG Summit 2019 Business Central Business Process Mgmt D365UG D365UG Summit 2019 Dynamics 365 Dynamics NAV Finance and Operations Food & Beverage Manufacturing Process Manufacturing
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The pull of process automation: How will Microsoft partners help customers get more from business apps?

by Jason Gumpert

With Inspire 2019 underway, Ryan Duguid, chief evangelist at Nintex discusses trends in the Microsoft channel.

Business Central Business Process Mgmt Customer Engagement Dynamics 365 Finance and Operations Inspire 2019 Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management
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How to create the best omni-channel journey for insurers

by Wim Geukens

Insurance companies can leverage an omni-channel approach with Dynamics 365 to better serve customers

AI Artificial Intelligence (AI) Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Insurance Internet of Things (IoT) Sales

MSDW Podcast: News roundup featuring Inspire 2019 updates, on-prem CRM trends, portals, Power Platform governance, and more

by MSDW Reporter
AI Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Governance, Risk, and Compliance (GRC) Inspire 2019 MSDW Podcast
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Sales methodology: The yin to the CRM's yang

by Claire Gibson

In B2B software sales, a strong methodology is required and a well-run CRM solution enables the team reach its goals.

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Sales Sales & Marketing Workflow Management
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Microsoft Forms Pro reaches general availability, signaling wind down of Dynamics 365 Voice of the Customer

by MSDW Reporter

D365 Customer Engagement app customers to get a base entitltement of survey responses per month. 

BI and Reporting Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Forms Pro Marketing

Summit North America Preview: Combining the capabilities of PowerApps, Flow, and Power BI

by Linda Rosencrance

Lori Valone of Teradata discusses her journey with the Power Platform and hopes for its future.

BI and Reporting Business Process Mgmt Dataverse (CDS) Document Automation Power Apps Power Automate Power BI Power Platform Power Platform UG Summit 2019 UG Summit 2019 Workflow Management
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How to Leverage Managed Execution Services for Marketing Technology in Microsoft Dynamics

by Paul Colella

By looking at MES more holistically, Dynamics users can achieve specific marketing goals. 

Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Marketing Marketing Automation Sales & Marketing

Environment setup for a Dynamics 365 Project Service Automation integration to Finance and Operations with CDS

by Gurunath -

Users can integrate and synchronize Dynamics 365 Project Service Automation and Finance and Operations, bridging the gap with the Common Data Service

Business Process Mgmt Common Data Model Common Data Service Customer Engagement Data Integration Dataverse (CDS) Dynamics 365 Dynamics CRM Planning & Scheduling Power Platform Project Service Automation Service Management
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Update closely connected data in Microsoft Dynamics 365 Customer Engagement using Flow and native workflow

by Vaishali Vyas

Flow can be used with native workflow as a helpful way to coordinate the updating of parent and child records in Dynamics 365 for Customer Engagement.

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Flow Power Apps Power Automate Power Platform PowerApps Workflow Management xRM

LATEST VENDOR RESOURCES

Cut Costs and Save Hours: Supercharge Testing and Security with Executive Automats for Discovery

Executive Automats

The State of D365 Test Automation in 2025: A Deep Dive into Best Practices—and Where We’re Headed

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Optimizing D365 Performance. How Executive Automats Handles the Pressure?

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AI-Driven Test Automation in D365 FSCM: From User Behavior to Bulletproof Test Case Generation

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The D365 Testing Masterclass by Executive Automats: Making the Right Automation Decisions: What, When, and Why

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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

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Unlock productivity and savings without the pain of disruption—AP automation keeps your operations moving while streamlining your processes.
AI 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

Your Guide to a Smooth and Stress-Free Tax Season for Accounts Payable

Mekorma
Tax season doesn’t have to be overwhelming, especially for Dynamics users
AI AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Azure BI and Reporting Billing Boating
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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
More Business Process Mgmt Case Studies

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...
AI 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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