Business Process Mgmt news & resources

Microsoft Dynamics Partner Roundup: NAV Connector; REST for business rules; Master VAR affiliate; Auto dealer document management

by Linda Rosencrance
Recent announcements from the Dynamics partner channel
Business Central Business Process Mgmt Commerce Data Integration Distribution Distribution Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV E-Commerce Retail

Five Habits of Data-Driven Sales Departments

by Dave Boulet
From the VP of Sales down to the intern, there are lessons to learn for optimizing processes without adding headcount
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

From the Microsoft Dynamics CRM Blogs: Enabling business process flows; Metadata caching; Mail merge button; SharePoint Online doc management

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Process Mgmt CRM 2013 Document Management Dynamics CRM Workflow Management

Visualizing Risk in Microsoft Dynamics Using Business Process Mapping

by Andy Snook
The third in a series of articles about how to manage risk in a Microsoft Dynamics environment
Auditing Business Central Business Process Mgmt Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Risk Management Security

Before Convergence 2014, Dynamics GRC Day will talk risk management, Microsoft Dynamics native controls

by Jason Gumpert
Second annual event sees new questions on cloud, data security, privacy, and more
Auditing Business Central Business Process Mgmt Convergence 2014 Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Regulatory Compliance

Avoiding ERP Failures: The Importance of successful process change

by Curt Finch
Many ERP solutions and their vendors want you to embrace a complete solution. But if you are a successful company, don’t crash the bus.
Business Central Business Process Mgmt Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

From the Microsoft Dynamics CRM Blogs: CRM 2013 business process flow and dialogs; Missing activities; Enabling Quick Create for Sub-grids

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Process Mgmt CRM 2013 Dynamics CRM Workflow Management

Five Tips for a Successful Accounts Payable Workflow Implementation

by Andrew Frederick
Avoid the curveballs that derail the implementation of an AP solution with a little foresight and a few common sense tips
AP Automation Business Central Business Process Mgmt Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Workflow Management

Microsoft Dynamics CRM system administrators take stock of CRM 2013 upgrade needs

by Linda Rosencrance
Dynamics CRM system administrators consider issues like workflow, social, user adoption, and custom code validation
Business Process Mgmt CRM 2013 Dynamics CRM Workflow Management crmug xRM

From the Microsoft Dynamics CRM Blogs: CRM 2013 field rules; Non-English MoCA; Managing roles; Activity Feed filters; Financial services template

by Linda Rosencrance
A selection of the latest insight from the Dynamics CRM blogs
Business Process Mgmt CRM 2013 Dynamics CRM Financial Services Mobile Applications Security

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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