Business Process Mgmt news & resources

From the Microsoft Dynamics 365/CRM Blogs: Business rule steps; Relevance Search; Voice of the customer; Custom activity feeds

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

Back to basics: The role of Microsoft Dynamics 365 for Finance and Operations in financial and supply chain management

by Mohamed Aamer
A review of the financial controls Dynamics 365 provides enterprises, from the procurement to the customer sale and beyond.
Accounting BI and Reporting Budgeting Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Data Management Distribution Dynamics 365 Dynamics AX Finance and Operations Financial Management

More from the Microsoft Business Apps spring wave: xRM's new identity with Common Data Service, PowerApps

by Jason Gumpert
Microsoft, MVPs remark on how the xRM platform will play broader role in app development thanks to the spring 2018 wave.
Azure Business Process Mgmt Business Rules Mgmt CDS for Apps Common Data Service Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Data Warehousing

Building a Smart Customer Service Desk in Microsoft Dynamics 365 with Artificial Intelligence

by Stefano Tempesta
Exploring three cognitive services tools that can add improve to a service agent's performance with D365 and Unified Service Desk.
Artificial Intelligence (AI) Azure Machine Learning Business Process Mgmt Cloud Customer Engagement Customer Service Customer Service Data Management Document Management Dynamics 365 Dynamics CRM Power Automate

Microsoft readies brand name and packaging update for Dynamics 365 "Tenerife"

by Jason Gumpert
Dynamics NAV SMB partners have been briefed on branding, packaging, pricing of the newly named solution.
Accounting BI and Reporting Budgeting Business Central Business Process Mgmt Customer Relationship Mgmt Distribution Document Management Dynamics 365 Dynamics NAV Financial Management Forecasting

MSDW Podcast: R "Ray" Wang on key themes of the Microsoft Biz Apps Analyst Forum

by Jason Gumpert
Digital feedback is key to Microsoft's current approach to biz apps, says Wang, and the Dynamics brand name could be taking a step back to support that.
Artificial Intelligence (AI) Azure BI and Reporting Business Performance Mgmt Business Process Mgmt Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management

Private Equity Firm Thoma Bravo takes majority stake in process automation vendor Nintex

by MSDW Reporter
As new lead investor in Nintex, Thoma Bravo says it will focus on continued growth and market leadership.
Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Finance and Operations Workflow Management

40 ways Microsoft Dynamics AX 2012 users can keep improving their SCM processes

by Scott Hamilton
Master scheduling and supply chain management remain areas where companies can continue to improve, even with an older AX 2012 system.
AX 2012 AX 2012 R2 Bill Of Material Mgmt Business Process Mgmt Business Rules Mgmt Dynamics AX Inventory Management Logistics Manufacturing Manufacturing Master Data Mgmt Material Rqmts Planning

Lessons learned moving Dynamics GP customers to a cloud accounting platform

by John Silvani
Three common concerns of planning a cloud transition, and how organizations have overcome them.
Accounting BI and Reporting Business Process Mgmt Cloud Dynamics 365 Power Automate SaaS

Microsoft Dynamics Webcasts, February 5 – 9, 2018: Get started with Automated AP; CRM VARs can't ignore CSP

by MSDW Reporter
Microsoft Dynamics Webcasts, February 5 – 9, 2018: Dynamics experts weigh in weekly on channel news, how to and Dynamics product direction.
AP Automation AX 2012 AX 2012 R2 AX 2012 R3 Accounting Business Process Mgmt Cloud Solution Provider (CSP) Customer Engagement Customer Relationship Mgmt Document Automation Document Management Dynamics 365

LATEST VENDOR RESOURCES

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
More Business Process Mgmt White Papers

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
More Business Process Mgmt Case Studies

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
More Business Process Mgmt Solutions