Data Management news & resources

Excel and Spreadsheet Design Tips for Better Reporting with Microsoft Dynamics

by Matt Felzke
Exploring best practices for spreadsheet design related to dynamic financial reporting that expands the Microsoft Dynamics experience.
Accounting BI and Reporting Budgeting Business Central Data Management Data Warehousing Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL Finance and Operations

Mobile mapping helps field reps close more business using Microsoft Dynamics CRM

by Linda Rosencrance
By connecting maps with Dynamics CRM, medical device sales reps plan routes based on CRM data, like proximity, product, next steps – all adding up to two more sales calls per...
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Dynamics 365 Dynamics CRM Medical Devices Mobile Applications Sales Sales & Marketing Sales & Ops Planning

Is in-memory BI technology a better reporting solution than traditional query-based?

by Don Riggs
With faster execution and data snapshots on demand, not to mention a much smaller data structure, in-memory reporting should become standard.
Data Management Data Warehousing Dynamics AX

How-to: Bring your own data warehouse to Microsoft Dynamics 365 for Operations

by Rahul Mohta
If you have a data warehouse already, then, you will likely use it versus the out-of-the-box Dynamics 365 for Operations offering.
Data Integration Data Management Data Migration Data Warehousing Dynamics 365 Power Automate

Microsoft to customers: Cloud continues to transform Dynamics 365

by Jason Gumpert
Dynamics 365 advances are being architected, developed, deployed, and measured in ways that reflect a new world of enterprise solutions, says Dynamics CTO Mike Ehrenberg
Azure BI and Reporting Business Central CDS Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Data Integration Data Management Data Migration Data Warehousing

As Microsoft Dynamics 365 CRM apps mature, can we still talk customization?

by Sarah Critchley
An expanding functional footprint for the core product is great, but there is still room for well-planned configuration and customization.
Business Process Mgmt Configuration & Development Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Sales Sales & Marketing

Executive Q&A: SBS Group on how to navigate on the fast-moving Dynamics highway

by Jill Rose
SBS Group CEO James Bowman there’s enough certainty around Dynamics 365 for partners to chart their futures
Business Central Common Data Service Customer Engagement Customer Relationship Mgmt Data Integration Data Management Dataverse (CDS) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV

Microsoft Dynamics Webcasts, March 27-31, 2017: Excel-based reporting; CPQ for D365; The partner challenge; Data migration, integration

by Dann Anthony Maurno
Microsoft Dynamics experts weigh in weekly on channel news, how-to and Dynamics product direction.
BI and Reporting Business Process Mgmt Data Integration Data Management Data Migration Dynamics 365 Dynamics AX Dynamics GP Dynamics SL Finance and Operations Manufacturing Sales & Ops Planning

From Adobe Summit 2017: Deep Microsoft partnership is part of a careful transition plan

by Dann Anthony Maurno
Customer relationship guru Paul Greenberg on the Microsoft/Adobe partnership – a powerful offering, but, why the silence until now? 
Azure Common Data Service Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Data Integration Data Management Dataverse (CDS) Dynamics 365 Marketing Automation

Microsoft at Adobe Summit: A "common data schema" and plans for months ahead

by Dann Anthony Maurno
Microsoft’s Scott Guthrie describes the Microsoft/Adobe partnership for the Experience Data Model; promises rapid-fire development.
Adobe Marketing Cloud Business Central Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Finance and Operations

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The Future of AI: What to Expect in 2026

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Portals Community Call, January 2026: Dataverse and Power Pages

Measuring What Matters - Dynamics 365 Field Service KPIs and Dashboards

Rand Group

How D365 F&SCM Shop Floor Data Collection Boosted Profitability with Western Computer

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Overcoming Data Quality Pitfalls Across Microsoft Apps to Achieve AI-Readiness

STAEDEAN
How manufacturing, construction, and retail organizations can leverage AI agents in the Microsoft ecosystem by fixing data quality issues in Dynamics 365 ERP and the Dataverse.
Business Central Data Management Dataverse (CDS) Dynamics 365 Finance and Operations Power Apps Power Platform

End-of-Year Microsoft Dynamics 365 Data Cleaning: An Executive Playbook

Plauti
Master duplicate elimination and prevention to start January with clean customer data.
Customer Engagement Data Management Dynamics 365 Dynamics CRM

Build versus Buy — Master Data Management for Dynamics 365 F&SCM

STAEDEAN
Should you build a customized master data management solution or choose a no-code solution?
Data Management Dynamics 365 Finance and Operations

Simplifying Data Security & Auditing in Microsoft Dynamics 365: The What, When, Why & How

STAEDEAN
How you can easily build a secure and compliant Dynamics 365 environment
Data Management Dynamics 365 Finance and Operations Security

Navigating Integrations in D365 F&SCM: The Path to Becoming a Successful Data-Driven Organization

STAEDEAN
Discover faster and simpler ways to create, monitor, maintain, and optimize integrations in Dynamics 365 F&SCM
Data Management Dynamics 365 Finance and Operations
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WatchBox Personalizes the Retail Experience

Plauti
But legacy data migrations and multiple CRM data channels created challenges and eroded the customer 360 view
Customer Insights - Data Data Management Dynamics 365 Jewelry Retail

Future-Proofing the Insurance Experience with a Policyholder 360

Plauti
Delivering a superb insurance experience to policyholders requires the empowerment of employees with the right insights
Customer Insights - Data Data Management Dynamics 365

Booksy Improves Customer and Employee Experience

Plauti
Bad data quality is the party-crasher
Customer Insights - Data Data Management Dynamics 365

MWCold Increases Operational Efficiencies Through Near Real-Time Reporting

enVista

MWCold, Multi-temperature warehousing provider, gains greater insight into warehouse activity and streamlines data sources with Data Warehouse and Microsoft Power BI

Data Management Data Warehousing Distribution Power BI Power Platform

Finding Data Success in Dynamics BC with Self-Service Reporting

insightsoftware

Implementing Jet Reports has meant a 75% time savings on report creation for Hermadix

BI and Reporting Business Central Data Management Dynamics 365 Manufacturing Supply Chain Management
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Data Maturity Assessment

A Data Maturity Assessment is a diagnostic exercise, based on a series of workshops and interviews, that measures the value...
Architecture Azure BI and Reporting Business Performance Mgmt Construction Data Archiving Data Integration Data Management Data Migration Data Warehousing Databases Dynamics 365

HSO AI Readiness Assessment

AI is a hot topic, with 2024 seeing an acceleration in AI applied use cases. However, amid the excitement, many struggle to...
AI Agents AI and Machine Learning Architecture Azure Business Performance Mgmt Construction Data Management Engineering Financial Services Government Legal Manufacturing

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

DeDupeD – Detect, Prevent & Merge Duplicates in Dynamics 365 CRM

DeDupeD is an advanced duplicate data management solution for Microsoft Dynamics 365 CRM and Dataverse. It ensures your CRM...
Agriculture Architecture Automotive Customer Engagement Customer Service Data Management Dataverse (CDS) Design & Decorating Dynamics 365 Dynamics CRM Field Service Power Apps

Power BI Budgeting With Power ON Budget Planner

In effective cost management, wrangling budgets scattered across local spreadsheets poses challenges in maintenance and...
Automated Data Collection Azure Budgeting Data Management Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics Marketing Dynamics NAV Dynamics POS Dynamics RMS
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