Workflow Management news & resources

Flows from the field: Trigger messages; HTTP requests; Citrix apps; Change tracking

by Eamon McCarthy Earls

Recent Power Automate flows from intrepid Dynamics 365 professionals - and beyond

Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Dynamics CRM Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management
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In service of Microsoft 365 and Teams, Microsoft to rebrand Common Data Service as Dataflex

by Jason Gumpert

Dataflex will be the Teams interface to the Power Platform's data management engine; Dataflex Pro is new name of the full service

Business Process Mgmt Data Integration Dataverse (CDS) Inspire 2020 Microsoft Teams Power Apps Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management
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Payment process automation in Microsoft Dynamics 365 Finance

by Vamsi Pranith Donepudi

Discover the ins and outs of payment processing with Dynamics 365 Finance

AP Automation Accounting Business Process Mgmt Document Automation Document Management Dynamics 365 Finance and Operations Financial Management Invoice Processing Workflow Management
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Microsoft expands Dynamics 365 education accelerator, adding K-12 scenarios

by MSDW Reporter

Formerly the 'higher education accelerator', it now includes features to manage attendance, fundraising, and more

BI and Reporting Business Performance Mgmt Business Process Mgmt Customer Engagement Dataverse (CDS) Dynamics 365 Education KPIs Portals Power Apps Power Automate Power BI

MSDW Podcast: How to face a crisis with the financial tools of Dynamics 365 Business Central

AP Automation Accounting Business Central Business Process Mgmt Dynamics 365 Dynamics NAV Financial Management Invoice Processing Workflow Management
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Microsoft acquires Softomotive, bolstering Windows desktop automation in Power Automate

by MSDW Reporter

Windows-based application automation software WinAutomation will become part of Power Automate's RPA offering.

Business Process Mgmt Power Automate Power Platform Robotic Process Automation (RPA) Workflow Management
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Flows from the field: CDS; Auditing and Activity Logs; Management connector; Admin connector; Analytics

by MSDW Reporter

Recent flows from intrepid D365 professionals - and beyond

Azure Business Process Mgmt Dataverse (CDS) Dynamics 365 Finance and Operations Power Automate Power Platform Workflow Management
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M12 leads Series B for process discovery vendor FortressIQ

by MSDW Reporter

$30 million  funding 

Business Process Mgmt Microsoft Corporate Power Automate Power Platform Workflow Management

Power BI Insights: REST API with Power Automate; Changing column types; SQL scalar value functions; Progressive disclosure

by MSDW Reporter

The latest Power BI insights

BI and Reporting Business Process Mgmt Data Management Power Automate Power BI Power Platform Workflow Management
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Fast tracking the sales process in Microsoft Dynamics 365 Project Service Automation with Power Apps and Power Automate flows

by Kuldeep Gupta

Discover how to accelerate the opportunity to contract pathway in Dynamics 365 Project Service Automation

Business Process Mgmt Customer Engagement Dynamics 365 Power Apps Power Automate Power Platform Project Management Project Service Automation Sales & Marketing Sales Quoting Service Management Workflow Management

LATEST VENDOR RESOURCES

Mailchimp and Dynamics 365 CRM Integration: Unify Customer Data and Marketing Insights

Inogic

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic

Struggling to Scale Regression Testing in Dynamics 365 From Manual Effort to Autonomous Coverage

XPLUS

The End of Manual Regression Testing? Introducing Autonomous Testing for Dynamics 365

XPLUS

Simple Test Automation for D365 – No Coding Required

XPLUS
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The Smart Buyer’s Guide to Microsoft 365 & Copilot

JourneyTeam
Smarter Work with Microsoft 365 & Copilot: What You Should Know
AI Agents AI and Machine Learning Azure Copilot Copilot Studio Power Platform Robotic Process Automation (RPA) Unified Communication Workflow Management

From Back Office to CFO's Boardroom: How Strategic AP Drives Financial Health

Mekorma
Unlocks cash flow control, stronger vendor ties, better compliance, and smarter decisions
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Check Printing Chemicals

Make Your D365 Security Compliant, Optimized – and Audit-Ready

XPLUS
Detect fraud, optimize processes, and accelerate automation
Auditing Automated Testing Azure Business Performance Mgmt Dynamics 365 Dynamics AX Finance and Operations Governance, Risk, and Compliance (GRC) IT Asset Management (ITAM) IT Service Management (ITSM) Licensing Power BI

Test, Optimize, Succeed: Ensuring Peak Performance in Dynamics 365 F&SCM

XPLUS
Master the art of performance testing and unlock the full potential of your Dynamics 365 FSCM system
Auditing Automated Testing Business Performance Mgmt Business Process Mgmt Configuration & Development Copilot Copilot Studio Dynamics 365 Dynamics AX Finance and Operations Governance, Risk, and Compliance (GRC) Load Planning

5 Common Test Automation Traps in Dynamics 365 and How to Get Around Them - The Ultimate Checklist

XPLUS
Discover the most common pitfalls that hold businesses back from unlocking their automation potential
Auditing Automated Testing Azure Business Process Mgmt Configuration & Development Development Dynamics 365 Dynamics AX Finance and Operations Governance, Risk, and Compliance (GRC) IT Service Management (ITSM) Integration
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Streamlined Testing & Workflow Optimisation in Microsoft Dynamics 365

XPLUS
Automated Testing Business Process Mgmt Dynamics 365 Finance and Operations Licensing Risk Management Sales and Operations Planning Workflow Management

The $1M Decision: Millborn Stays with SalesPad and Dynamics GP

Cavallo
High costs to recreate specific functionality in Business Central.
Distribution Dynamics GP Workflow Management

AI-Powered PO Automation Streamlines Dealer Transactions for Global Manufacturing Leader

Avantiico
Discover how a global manufacturing leader used AI-powered automation in Microsoft Power Platform and Dynamics 365 F&SCM to streamline dealer transactions and eliminate manual PO e
AI and Machine Learning Azure Data Integration Dynamics 365 Manufacturing Order Management Power Automate Power Platform Sales Order Processing Workflow Management
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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

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

MetaDocs - Document Management System

Streamline your business with MetaDocs: Efficient, Secure, and Intelligent Document Management MetaDocs is a robust document...
Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

Automate Accounts Receivable with Trace AR

Save time and money with accounts receivable automation. Digitizing your invoicing process makes it easier for your clients...
Business Central Credit Card Processing Customer Experience (CX) Dynamics 365 Dynamics GP Dynamics NAV Invoice Processing Payment Processing Workflow Management
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