Business Process Mgmt news & resources

Seismic to bring sales and marketing content platform to Microsoft Dynamics 365, Power BI

by MSDW Reporter
Product updates will strengthen use of Microsoft technology and solution integration
Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Document Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning

Workflows in Microsoft Dynamics 365/CRM: Nationwide non-profit masters complex environment, minimizes coding

by Dann Anthony Maurno
Workflow standardization, configuration, and sharing best practices simplify complex processes at Big Brothers Big Sisters Canada
Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Not For Profit Workflow Management

Microsoft Dynamics Profile: A timely MVP award as CRM pro builds his own business

by Linda Rosencrance
Aiden Kaskela only engaged in the CRM community after years in the space, and now feels deeply engaged.
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM MVP Workflow Management crmug

Microsoft Dynamics Webcasts, October 23-27, 2017: D365 doc management; AWS for ISVs; Sales Navigator lead gen; Migrating AX, NAV, GP, SL to cloud

by MSDW Reporter
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
Business Central Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

Microsoft introduces guest access for Teams; leaks possible Skype for Business plans

by Linda Rosencrance
Guest access enables collaboration with people outside organizations; leaked splash screen reveals plans for Skype for Business.
Business Process Mgmt Collaborative Workspaces Security

Vic Air Supplies moves to the cloud with Microsoft Dynamics NAV

by Linda Rosencrance
Microsoft Gold Partner EBS helps company move to the cloud, and to bring along some reluctant employees
Accounting BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Cloud Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Management Dynamics 365

The Missing Link in Fraud Detection: Content Management

by Francois Pienaar
Detecting fraud within a business shouldn't be difficult, but still remains a challenge for most of the industry. What is missing?
Auditing Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM

MSDW Podcast: Retail's evolution in the Microsoft Dynamics channel, with Afshin Alikhani

by Jason Gumpert
On partner channel changes, SMB retail, and aligning Microsoft's vision with market segments.
Business Process Mgmt Business Rules Mgmt Commerce Dynamics 365 Dynamics AX Dynamics RMS Finance and Operations MSDW Podcast Retail Retail POS SaaS

Microsoft Dynamics Webcasts, July 24-28, 2017: ROI of D365; Power BI Desktop vs. Excel; PO matching with Dynamics GP

by MSDW Reporter
Microsoft Dynamics Webcasts, July 24-28, 2017: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
AP Automation BI and Reporting Business Process Mgmt Document Management Dynamics 365 Dynamics GP Invoice Processing Power BI Power BI Power Platform Purchasing

Machine learning for Dynamics, Part 2: Making the most of machine learning with Dynamics 365 / CRM

by Mark Anderson
Experts offer best practices and use cases that CRM users should remember when considering a new ML endeavor.
Automated Data Collection Azure Machine Learning Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Forecasting

LATEST VENDOR RESOURCES

Patagonia Achieves Omnichannel Success and Elevates its Customer Journey with Vertex Tax Solutions and Microsoft D365

Vertex, Inc.

How AI Helps Dynamics ERP Users Improve AP Automation

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enVista Microsoft Overview

enVista

The State of Finance Automation in 2023

BILL

Solving the Integration Challenge with iPaaS

Celigo
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AP Automation’s Role in the Financial Security Ecosystem

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AI AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

5 Simple Steps for Safeguarding Your Revenue

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This guide is centered on actionable steps, assisting you in recognizing specific profit-draining issues and offering practical solutions
AI Accounting Auditing Business Central Business Process Mgmt CPQ (Configure, Price, Quote) Commerce Customer Engagement Customer Insights Customer Service Customer Service Insights Customer Voice

5 Simple Steps to Revenue Leakage Prevention

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Actionable steps to help you to identify specific profit drain issues and find practical solutions
Accounting Auditing Business Process Mgmt Customer Engagement Dynamics 365 Finance and Operations Fraud Protection Marketing Marketing Insights Mixed Reality Preventive Maintenance Product Visualize

A Guide to Understanding Revenue Leakage’s Causes

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This booklet Explore the core causes of revenue leakage, how it impacts your company and examples of where it might be occurring in your business today
AI Bill Of Material Mgmt Budgeting Business Process Mgmt Customer Engagement Development Dynamics 365 Dynamics Marketing Finance and Operations Financial Management Fraud Protection Invoice Processing

Year-End AP Automation Checklist

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The end of the fiscal year is a pivotal time for businesses to organize and optimize their AP 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
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OZNaturals Migrates E-Commerce to Dynamics 365 with Celigo

Celigo

The company knew it was critical to leverage an integration platform as a service (iPaaS) solution like Celigo

Business Central Business Process Mgmt Consumer Goods Data Migration Dynamics 365

Long-Term Healthcare Facility Operator Manages 19 Locations with One Accountant

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Discover how this long-term healthcare facility operator manages 19 locations effectively with one accountant

AP Automation Accounting Advanced Pricing Bill Of Material Mgmt Billing Business Process Mgmt CPQ (Configure, Price, Quote) Consolidation Accounting Data Management Dynamics GP Financial Management Financial Services

Signature HealthCARE Saves $120,000 a Year While Scaling from 55 to 239 Entities

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Signature HealthCARE streamlined accounting and enabled their team to shift from over 55 databases to just one

AP Automation Accounting Aerospace & Defense Architecture Automotive Azure Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consumer Goods

MB2 Dental Scales Monthly Invoicing for 250 Locations Without Adding Overheads

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MB2 Dental needed a way to process thousands of monthly invoices across 250 locations without adding additional overhead

Accounting Aerospace & Defense Architecture Associations Automotive Billing Boating Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Construction

Case study: Sunshine 811 Saves $15,000 Annually by Streaming Recurring Billing with Subscription Billing Suite

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Sunshine 811 struggled to gain complete visibility of its billing processes. Discover their journey to streamlining recurring revenue

Accounting Auditing Automotive Banking Bill Of Material Mgmt Billing Budgeting Business Performance Mgmt Business Process Mgmt Complex Billing Consolidation Accounting Construction
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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 Furniture

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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