Business Process Mgmt news & resources

Modernizing Customer Experiences with CRM and E-Signatures

by Rahim Kaba
Why today's digital world means meeting consumers in the digital landscape - on their terms
Business Process Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures SaaS

February release of Microsoft Dynamics Lifecycle Services adds environment management, new roles

by Linda Rosencrance
Document sharing and project management features are being removed and replaced by March 23, the team announced
Business Performance Mgmt Business Process Mgmt Cloud Document Management Dynamics AX Power Automate Project Management SaaS Workflow Management lifecycle services

With Microsoft Dynamics GP 2015, ignore the old thinking on new releases

by Mark Polino
How GP 2015 challenges the conventional wisdom that companies should hang back on ERP by at least one version or service pack
Business Portal Business Process Mgmt Data Integration Dynamics GP GP 2013 R2 GP 2015 Service Based Architecture (SBA) Web Client Workflow Management

Medius sells Dynamics AX consulting business to focus on cloud AP and invoice automation

by Linda Rosencrance
AX consulting group joins Danish IT group EG
AP Automation Business Process Mgmt Document Automation Document Management Dynamics AX Invoice Processing Workflow Management

BI and Reporting vendor PrecisionPoint names Andrew Mennie as new CEO

by Jason Gumpert
Company’s primary goals include executing on the product roadmap plans and accelerating growth in the Dynamics AX and NAV channels globally, Mennie says
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Dynamics 365 Dynamics AX Dynamics NAV Financial Management

See what's coming in Microsoft Dynamics NAV 'Corfu': Foundations for new workflow, document management, E-services

by Jason Gumpert
Corfu adds new foundational capabilities plus a web client that could surpass the desktop/RTC client.
Business Central Business Process Mgmt Corfu Document Management Dynamics 365 Dynamics NAV EDI NAV 2015 RapidStart

5 Reasons Why Excel Isn't Enough For Financial Reporting

by Dan Edwards
Excel has its role, but here's why it's not ideal tool for financial reporting needs
BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Data Management Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL KPIs

Retail 2015 Perspective: Microsoft Dynamics AX aligns with retailers' need to boost customer, operational insight

by Jason Gumpert
Last week's NRF BIG Show 2015 demonstrated that retailers are driven by brand loyalty and customer experience, not buzzwords
BI and Reporting Business Performance Mgmt Business Process Mgmt Commerce Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX E-Commerce Fashion Footwear

Altec and Solver release doc-link and BI360 integration for Microsoft Dynamics GP

by Linda Rosencrance
New integration will allow Dynamics GP users to launch associated documents in doc-link from within their BI360 reports
BI and Reporting Business Performance Mgmt Business Process Mgmt Document Management Dynamics GP

Why your organization needs a dynamic, adaptable budget

by Deanna Ayres
Taking a strategic approach to budgeting means optimizing business practices and technology
Budgeting Business Central Business Performance Mgmt Business Process Mgmt Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL

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

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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
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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