Workflow Management news & resources

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A developer's opinion: Microsoft Flow for Dynamics 365 Customer Engagement

by Magnus Gether Sørensen

Microsoft Flow is a powerful tool, but companies will need to be careful as they replace older Workflow options

Business Process Mgmt Business Rules Mgmt Customer Engagement Dynamics 365 Dynamics CRM Flow Power Automate Power Platform Workflow Management
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Sending an email from the admin on behalf of a sender in Dynamics 365 Business Central using Microsoft Flow

by Olister Rumao

Flow and Dynamics 365 Business Central can be used to send emails from a general department email

Business Central Dynamics 365 Dynamics NAV Email Management Flow Power Automate Power Platform Workflow Management

Run on-demand workflows with Microsoft Flow in Dynamics 365 for Customer Engagement UCI Apps

by Shailesh Wath

Microsoft has introduced a new user experience that uses responsive web design and by default requires the use of Flow for on-demand workflows via configuration. 

Business Process Mgmt Customer Engagement Dynamics 365 Dynamics CRM Flow Power Automate Power Platform Workflow Management
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How Microsoft partners can improve government operations, one automated process at a time

by Steve Witt

Microsoft partners can lead the way, helping the US federal government to automate and boost its IT operations in the aftermath of the 2019 government shutdown

Business Process Mgmt Dynamics 365 Government Workflow Management
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A new Microsoft Power Platform primer promotes progress, potential, productive people

by Jason Gumpert

Ahead of earnings, Microsoft tidies up its Power Platform story with a new introductory look at the three key tools and various customer successes. 

Azure BI and Reporting Business Central Business Performance Mgmt Business Process Mgmt Data Integration Dynamics 365 Flow Microsoft Power BI Power Apps Power Automate Power BI
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Microsoft Dynamics 365/CRM business process integration with webhooks

by Herve Roggero

Webhook callback mechanisms can help to ensure a simple point-to-point topology and speed time to market

Azure Functions Business Process Mgmt Customer Engagement Data Integration Dynamics 365 Dynamics CRM Power Automate Workflow Management
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MSDW Podcast: A Tinkerer's Perspective on Microsoft Dynamics 365 for Finance and Operations

by Jason Gumpert

Microsoft Global Black Belt Murray Fife joins us to talk D365FO and all the best tech surrounding it.

Azure Bots Business Process Mgmt Data Integration Dynamics 365 Dynamics AX Finance and Operations Flow MSDW Podcast Power Automate Power Platform Workflow Management
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Flows from the field: Recurring jobs in Microsoft Dynamics 365; Swapping dialogs; Opportunity forms; Document generation; Rich text editing

by Eamon McCarthy Earls

Recent flows from intrepid D365 professionals - and beyond.

Business Central Business Process Mgmt Business Rules Mgmt Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Flow

From the Microsoft Dynamics 365 Business Central and NAV Blogs: APIs; Extensions V2; Schema changes; Cue tiles

by MSDW Reporter

A selection of the latest insight from the Dynamics 365-NAV blogs

Business Central Dynamics 365 Dynamics NAV Extensions Workflow Management

From the Microsoft Dynamics 365 and CRM Blogs: D365 and GDPR; Child entities: Page redirects; Encrypt data; Why use connections

by MSDW Reporter

A selection of the latest insights from the Dynamics 365-CRM blogs

Customer Engagement Dynamics 365 Dynamics CRM Flow GDPR Portals Power Automate Power Platform Regulatory Compliance Security Workflow Management

LATEST VENDOR RESOURCES

Copilot Autofill in Dynamics 365 Business Central

WebSan Solutions

Houston, We Have a Solution / SalesPad for BC

Cavallo

Cavallo Customer Success with IDville

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Copilot Assistant in Dynamics 365 Business Central

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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

Executive Automats
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

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

Executive Automats
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

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

Executive Automats
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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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

Diversified Holding Company, Koniag Inc., Utilizes New AP Automation Solution to Improve Accuracy and Greatly Reduce Employee Frustration Levels

Metafile
Koniag saves considerable time by producing accurate financial statements from the start
AP Automation Document Automation Document Management Dynamics SL Invoice Processing Property Management Real Estate Workflow Management

CMW Reduces Costs While Increasing Efficiency and Accuracy with 100% Paperless AP/AR Solution

Metafile
Accuracy for customers and suppliers by introducing standard operating procedures and automating the P2P process
AP Automation BI and Reporting Construction Dynamics GP Procurement Workflow 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

Order Management Agent: With HSO, Order Process Automation Starts Here

Supply chain-focused. Microsoft-powered. HSO-delivered. Our Order Management Agent is an AI-powered solution that automates...
AI Agents Architecture Azure Construction Dynamics 365 Engineering Financial Services Government Legal Manufacturing Not For Profit Order 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

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)
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