Workflow Management news & resources

How to Use Microsoft Dynamics CRM 2011 to Manage Life Events for Financial Services Clients

by Linda Rosencrance

Maximize the sales opportunities and improve efficiency while helping clients navigate major changes

CRM 2011 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Financial Services Sales Sales & Marketing Workflow Management

Microsoft Dynamics CRM’s Q4 2011 Update Offers New Enterprise Options, a Mix of New Features

by Jason Gumpert

Positioning cloud licensing and capabilities that will appeal to the enterprise customer

BI and Reporting CRM 2011 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Mobile Applications SSO Sales Sales & Marketing Social CRM

8 Ways Microsoft Can Improve the Next Release of Dynamics CRM

by Ben Hosking

How to build on the improvements in Dynamics CRM 2011

BI and Reporting CRM 2011 Dynamics CRM Web Client Workflow Management

Microsoft Dynamics Partner Roundup: TRIMIT, appStrategy, Bond International New Releases; myGPCloud in PSU Curriculum; New Partnerships

by Jason Gumpert

News from partners on products, partnerships, and customer wins

Accounting Business Central Commerce Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Rental Retail Staffing & Recruiting

Bluespring Announces Pre-Integrated Business Process Management for Microsoft Dynamics CRM

by Linda Rosencrance

Based on BPM5 suite, compatibility with Dynamics CRM 2011 and 4.0

Business Process Mgmt CRM 2011 Customer Relationship Mgmt Dynamics CRM Workflow Management

Getting Ready for Development with Microsoft Dynamics AX 2012 – Part One: The Vision

by Brandon George

Embracing the Microsoft technology stack, starting with .NET and managed code

AX 2012 Dynamics AX EDI Windows Communication Framework Workflow Management X ax 2009

Real World Tips for Deploying Successful Workflows in Microsoft Dynamics CRM 4.0

by Linda Rosencrance

Customer experience demonstrates the need for smart planning, smart design, and cautious execution

Dynamics CRM Workflow Management crmug

Winning the User Adoption Struggle: Microsoft Dynamics CRM Customers Describe Challenges in Deploying to their Sales Force

by Linda Rosencrance

Know your users and your process and be ready to carefully prioritize features during rollout, customers say

Dynamics CRM User Management Workflow Management Workforce Management crmug

Supply Chain Challenge: How Chemical Manufacturers Can Use Microsoft Dynamics AX for Quality Management Concerns

by Scott Hamilton

Mapping chemical manufacturers' quality management needs to the tools and capabilities of Microsoft Dynamics AX

BI and Reporting Chemicals Document Management Dynamics AX Inventory Management Manufacturing Regulatory Compliance Sales Order Processing Workflow Management

Microsoft Dynamics CRM 2011’s Productivity Gains Will Define the Release, Expert Believes

by Linda Rosencrance

The improved Outlook integration, consistent UI, and better reporting tools are key

CRM 2011 Call Tracking Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Workflow Management xRM

LATEST VENDOR RESOURCES

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

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

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

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

Simple Test Automation for D365 – No Coding Required

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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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