Business Process Mgmt news & resources

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 Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Field Service Field Service 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 Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM SaaS

Microsoft PowerApps, Flow add connectors, SharePoint usability, outreach to deskless workforce

by Linda Rosencrance
Since their release, the tools have seend 'soaring adoption' by SharePoint users, says product manager.
BI and Reporting Business Performance Mgmt Business Process Mgmt Business Rules Mgmt Data Integration Dynamics 365 Flow Power Apps Power Automate Power Platform PowerApps Workflow Management

Execute bigger Microsoft Dynamics NAV upgrade projects without adding staff: The case for upgrade partners.

by Petras Butėnas
Upgrade specialists free Dynamics partners to take on larger projects
BI and Reporting Business Central Business Process Mgmt Cloud Customization Data Migration Dynamics 365 Dynamics NAV

Microsoft Dynamics Partner Roundup: Payment processing for GP; NAV Master ISV; Customer engagement go-live; IT service management

by Linda Rosencrance
Microsoft Dynamics Partner Roundup: Payment processing for GP; NAV Master ISV; Customer engagement go-live; IT service management
Business Central Business Process Mgmt Consumer Goods Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Finance and Operations

Integration across Microsoft Dynamics 365 for Operations, Sales & PSA: Building a services industry solution

by Andy Yeomans
Until Microsoft offers a fully integrated platform, development partners can fill the void and enable clients to realize their digital transformation goals
BI and Reporting Business Process Mgmt Common Data Service Data Integration Dataverse (CDS) Dynamics 365 Financial Services HR Management Power BI Power BI Power Platform Professional Services

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

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We Fixed These D365 Performance Nightmares – Here’s How | WEBINAR

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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
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