Business Rules 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 Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Marketing 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

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

Master Scheduling and the Due Dates for Safety Stock Requirements in Microsoft Dynamics AX & 365 for Finance and Operations, Enterprise

by Scott Hamilton
Reviewing the four basic approaches for defining the safety stock due date in D365FOE using the “Fulfill Minimum” options.
AX 2012 AX 2012 R2 AX 2012 R3 Bill Of Material Mgmt Business Process Mgmt Business Rules Mgmt Dynamics 365 Dynamics AX Finance and Operations Inventory Management Manufacturing Manufacturing

Things that made me say "Wow!" about Microsoft Dynamics NAV 2018

by Roberto Stefanetti
Previews are exciting, but Microsoft held some interesting features close to the vest.
Accounting Business Central Business Process Mgmt Business Rules Mgmt Configuration & Development Dynamics 365 Dynamics NAV Extensions Flow Mobile Applications NAV 2018 Power Automate

Seismic to bring sales and marketing content platform to Microsoft Dynamics 365, Power BI

by MSDW Reporter
Product updates will strengthen use of Microsoft technology and solution integration
Business Process Mgmt Business Rules Mgmt Content Management Customer Engagement Document Management Dynamics 365 Dynamics CRM Marketing Sales Sales & Marketing Sales & Ops Planning

Workflows in Microsoft Dynamics 365/CRM: Nationwide non-profit masters complex environment, minimizes coding

by Dann Anthony Maurno
Workflow standardization, configuration, and sharing best practices simplify complex processes at Big Brothers Big Sisters Canada
Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics CRM Not For Profit Workflow Management

Microsoft introduces per-user usage metrics for Power BI; deeper control of metrics access

by MSDW Reporter
Update offers new capability to surface the names of end users; also enables more granular admin control and ability to “reboot” and grant permissions afresh
BI and Reporting Business Central Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations Microsoft Power BI Power BI

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3 Ways Solution Architects Build Flexible Power Platform Solutions with Minimal Effort

MSDW Features

How to Best Organize Documents with Dynamics 365 and SharePoint

Connecting Software

Maximize SharePoint Flexibility with SharePoint Structure Creator – Free Trial Available

Connecting Software

Advanced Permissions Mapping Setup with CB Dynamics 365 To SharePoint Permissions Replicator

Connecting Software

The #1 Challenge with the Integration of Dynamics and SharePoint, and How to Overcome It

Connecting Software
More Business Rules Mgmt Videos

Moving Your ERP to The Cloud

Avanade

Why and how to do it

3PL AP Automation Accounting Advanced Pricing Aerospace & Defense Agriculture Architecture Associations Auditing Automated Data Collection Automotive BI and Reporting

7 Audit Scoping and Project Management Best Practices

Fastpath, Inc.

A practical approach to audit programs and compliance

Auditing Business Central Business Rules Mgmt Configuration & Development Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

The CFO’s Playbook for Retail Transformation

Binary Stream

Competing in a world where customer expectations have never been higher drives brands to embrace rapid change—retailers who struggle to keep pace face shuttered stor...

AP Automation Accounting Advanced Pricing Auditing BI and Reporting Banking Billing Budgeting Business Central Business Performance Mgmt Business Process Mgmt Business Rules Mgmt

Mastering ASC 842 and IFRS 16 and their impact on your Dynamics ERP

Binary Stream

Learn how to manage these changes and risks within your Dynamics ERP

3PL AP Automation Accounting Advanced Pricing Aerospace & Defense Agriculture Architecture Associations Auditing Automated Data Collection Automotive BI and Reporting

How to Introduce Automation into Your Control Environment

Fastpath, Inc.

Get a clear view of access risk across multiple systems

Business Central Business Rules Mgmt Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Governance, Risk, and Compliance (GRC) Risk Management Security Segregation of Duties (SoD)
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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

Fastpath Identity Manager

Fastpath Identity Manager allows business process owners to request, approve and manage Microsoft Dynamics security without...
Accounting Auditing Business Central Business Rules Mgmt Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL

Fastpath

Fastpath is a cloud-based access orchestration platform. It allows organizations to manage and automate the processes around...
Auditing Business Central Business Rules Mgmt Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Fastpath Audit Trail

Designed for Microsoft Dynamics AX, CRM, GP, NAV, and SL, the Fastpath Audit Trail is an inexpensive, agile auditing tool...
Auditing Business Central Business Rules Mgmt Configuration & Development Customer Engagement Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL
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