Business Process Mgmt news & resources

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

by MSDW Reporter
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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Forms Pro

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 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
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Four ways knowledge workers will adapt to RPA in the workplace

by Norman Gottschalk

Rather than seeing automation as a threat, prepare for the new range of job opportunities that will demand a human touch

Business Central Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Robotic Process Automation (RPA)
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Flows from the field: Renaming steps; PSA to-dos; Guard conditions; Converting leads; Vacation requests

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond.

Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Flow Power Automate Power Platform Project Management
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A developer's opinion: Microsoft Flow for Dynamics 365 Customer Engagement

by Magnus Gether Sørensen

Microsoft Flow is a powerful tool, but companies will need to be careful as they replace older Workflow options

Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics CRM Flow Power Automate Power Platform Workflow Management

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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

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D365/GP Reforecasting Without the Spreadsheet Headache

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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

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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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How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central

JourneyTeam
Unifying operations and scaling faster with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Furniture Manufacturing Power BI Power Platform Retail Sales

From Spreadsheets to Cloud ERP: How MaxxForce Adopted Dynamics 365 Business Central

JourneyTeam
Upgrading to a modern, scalable ERP with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Dynamics 365 Enterprise Asset Mgmt Power BI Power Platform Professional Services

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
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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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