Business Process Mgmt news & resources

Microsoft plans Dynamics 365 CRM architecture cleanup, separating the platform from apps

by Jason Gumpert
Broad range of updates reviewed on day 3 of “executive briefing” including Common Data Service, Customer Insights, security, user interface, and more.
AI BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Insights Customer Insights Customer Relationship Mgmt Customer Service Customer Service Data Integration

Microsoft shows off Dynamics 365/CRM interface refresh, mobile updates, and a slew of app enhancements

by Jason Gumpert
Partners were treated to a non-NDA tour of the next CRM release, expected in July.
BI and Reporting Bots Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Dynamics CRM Field Service Field Service

Glympse launches location status integration for Microsoft Dynamics 365 Field Service customer experiences

by Jason Gumpert
Live map technician view and appointment ETA data tie into Dynamics with workflow-driven tools, location sharing for customers.
Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Dynamics 365 Field Service Field Service Food & Beverage Mobile Applications

Microsoft Dynamics Webcasts, June 19-23, 2017: EDI for D365; Process automation for GP, SL; AX mobility framework; Supply chain for NAV

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Data Integration Distribution Document Automation Document Management Dynamics 365 Dynamics AX Dynamics CRM

Microsoft Dynamics Lifecycle Services June 2017 update adds test case sync from task recordings

by Jason Gumpert

Service flow updates, issue fields added

AX 7 Business Performance Mgmt Business Process Mgmt Dynamics 365 Power Automate Workflow Management lifecycle services

Where there’s a filing cabinet, there’s an automation opportunity

by Dann Anthony Maurno
The ROI builds when document management, business process automation, go enterprise wide, says ImageTag’s Mary Miller
AP Automation Accounting Business Process Mgmt Contract Management Document Management Dynamics GP Dynamics SL Financial Management Legal Matters Sales Order Processing

Microsoft Dynamics Webcasts, May 8-12, 2017: Codeless supply chain; Automate POs in GP; AX mobility; AP automation for GP

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
AP Automation Accounting Business Central Business Performance Mgmt Business Process Mgmt Data Integration Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations

The buyer group in Microsoft Dynamics AX/365: How to use it?

by Evert Bos
The business context of defining buyer groups is quite clear, but AX/365 offers a few ways to manage it.
Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Dynamics 365 Dynamics AX Finance and Operations Manufacturing Purchasing Supply Chain Execution Supply Chain Management

From the Microsoft Dynamics CRM Blogs: Dashboards; Easy scheduling; Process flows; Legacy forms

by Linda Rosencrance
A selection of the latest insight from the Microsoft Dynamics CRM blogs.
Business Process Mgmt Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service Marketing Project Management Sales Sales & Marketing

How Can Companies Empower Their Deskless Workers?

by David Squibb
Why working to provide a great employee experience will be reflected in customer experience.
Business Performance Mgmt Business Process Mgmt Collaborative Workspaces Content Management Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing SaaS

LATEST VENDOR RESOURCES

Discover the Combined Power of AP Automation with Microsoft Dynamics 365

Metafile

Using Power Platform to Expand your ERP and Rethink Business Processes

enVista

Introducing Dynamics New Horizons Virtual Conference

WebSan Solutions

How to Use AI to Automate Documentation and Support for Dynamics 365 F&O

ClickLearn

Eliminating Waste in Transactional Operations

Innovia
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Cloud-Based AP Automation Drives Digital Transformation in Manufacturing

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Cloud-based AP automation is revolutionizing manufacturing by replacing outdated legacy systems
AI AI and Machine Learning AP Automation Azure Business Central Business Process Mgmt Document Automation Document Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

Understanding Commerce for Public Sector

Evenica
Public sector organizations operate in the spaces in which D365 Commerce works best: where transaction meet interaction
Business Process Mgmt Commerce Dynamics 365 E-Commerce Government Payment Processing Power Apps Power Automate Power Pages Power Platform Security

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
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How Copper State Optimized Labelling Operations and Report Generation with Lasernet

Formpipe Software
Lasernet helped streamline their labelling program to allow warehouse-specific customizations and solve local printing requirements
Business Process Mgmt Distribution Document Automation Document Management Dynamics 365 Finance and Operations Manufacturing Warehouse Management

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
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Import Export PowerTool

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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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