Professional Services news & resources

Adding mobility to Microsoft Dynamics CRM: A case for customization

by Jason Gumpert
How one building services firm found new efficiencies in a mobile solution that blended the right elements of Dynamics CRM and GP
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics CRM Dynamics GP Mobile Applications Professional Services Sales Sales & Marketing Sales Order Processing

What's driving the Microsoft Dynamics AX and CRM industry strategy

by Jason Gumpert
How industry analysis is driving Dynamics AX and CRM plans across teams, geographies, and partner organizations
AX 2012 R3 Automotive CRM 2013 Chemicals Dynamics AX Dynamics CRM Financial Services Government Insurance Manufacturing Mobile Applications Professional Services

Microsoft Dynamics AX 2012 R3 in the spotlight at AX Technical Conference 2014

by Jason Gumpert
February conference to explore enhancements like Master Data Management, Azure support, industry upgrades
AX 2012 R3 Commerce Data Integration Distribution Dynamics AX Government Manufacturing Master Data Mgmt Mobile Applications Power Automate Professional Services Retail

From the Microsoft Dynamics AX blogs: Find the AX 2012 Modelstore; Many SSRS, one machine; Reinventing import-export; Missing timesheets

by Linda Rosencrance
A selection of the latest insight from the Dynamics AX blogs
AX 2012 AX 2012 R2 Data Integration Dynamics AX Professional Services Time & Attendance

Where Did All The PSO Resources Go?

by Colleen Rodericks
Resource constraints on professional service organizations are driving rethinking of what it takes to maintain a great team
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL HR Management Professional Services Project Service Automation Service Management

Resource Management and Capacity Planning: Your Guide to Maximum Services Efficiency

by Colleen Rodericks
Why great services organizations improve their ability to manage utilization rates, estimate projects, and forecast their future needs
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV Dynamics SL HR Management Knowledge Management Professional Services Project Management Project Service Automation
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Microsoft Dynamics GP 2013 module changes bring a mix of opportunities, challenges

by Mark Polino
Microsoft's decision to end OEM agreements for many GP ISV solutions should bring positive outcomes overall
BI and Reporting Collections Management Customer Engagement Dynamics 365 Dynamics GP GP 2013 ISV Professional Services Project Service Automation Risk Management Service Management

A Cash Register for the Service Enterprise

by Colleen Rodericks
Why your organization needs a strong framework to make its services organization cash flow positive
Accounting BI and Reporting Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Expense Management Managed Services

Microsoft Dynamics Partner Roundup: SL services automation integration; NAV Practice Director; New hosted NAV agreement

by Linda Rosencrance
A selection of recent announcements from the Dynamics partner channel
Business Central Cloud Customer Engagement Data Integration Dynamics 365 Dynamics NAV Dynamics SL Professional Services Project Service Automation SaaS Service Management
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Strategic Out of the Box: Avoiding Customization with Microsoft Dynamics AX 2012 and Winning

by Jason Gumpert
For award winning Dynamics AX customers Revlon and CEDA International, avoiding customization became an important success factor
AX 2012 AX 2012 R2 Accounting Adoption BI and Reporting Convergence 2013 Dynamics AX Energy Manufacturing Professional Services

LATEST VENDOR RESOURCES

ARVO in Action: From Requirement to Working Business Central Solution (Illustrative Case Study)

Bluefort

How to Integrate Mailchimp with Dynamics 365 CRM | Marketing4Dynamics Tutorial

Inogic

We Fixed These D365 Performance Nightmares – Here’s How | WEBINAR

XPLUS

Microsoft Dynamics 365 Business Central Partner | Complete ERP Solutions

MetaOption

Performance Monitoring in D365 F&SCM: Why your D365 is slow and exactly what to do about it?

XPLUS
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The Partner's Guide to Assessing AP Transformation Risk During Dynamics GP-to-BC Migrations

Mekorma
A practical guide to reducing AP risk during GP to Business Central migrations.
AI Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Check Printing Chemicals Construction Consumer Goods

The Microsoft Dynamics Guide to Recurring Revenue for Manufacturers

Bluefort
Discover how manufacturers can turn products into profitable, recurring outcome-based services, without outgrowing Microsoft Dynamics 365.
Business Central Business Process Mgmt Customer Experience (CX) Dynamics 365 Energy Financial Management Industrial Equipment Logistics Manufacturing Medical Devices Professional Services Revenue recognition

The Hidden Cost of Your Microsoft Dynamics Stack: Why ERP and CRM Integration Debt Is Holding You Back

Bluefort
Stop paying the hidden cost of disconnected ERP and CRM data.
AI Agents Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Business Process Mgmt Chemicals Construction Consumer Goods

Terminal Velocity: The D365 Finance Payment Playbook

Bluefort
The biggest barrier to finance velocity in D365 Finance may not be your ERP, it may be the payment architecture sitting around it.
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Chemicals Complex Billing Construction Consumer Goods

Stop Paying to Collect Payments: The Payment Automation Playbook for Business Central

Bluefort
The hidden cost of payment processing in Business Central isn’t the payment. It’s everything that happens after it.
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Chemicals Complex Billing Construction
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How a Leading CPA Firm Modernized Finance—and Closed the Books in Just 3 Days

Velosio
Outgrowing QuickBooks: How Berkowitz Pollack Brant Built a Scalable ERP Foundation for Growth
Dynamics 365 Finance and Operations Financial Services Professional Services Tax and Accounting

From Spreadsheets to Cloud ERP: How MaxxForce Adopted Dynamics 365 Business Central

JourneyTeam
Upgrading to a modern, scalable ERP with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Dynamics 365 Enterprise Asset Mgmt Power BI Power Platform Professional Services

Building a Modern Microsoft 365 Intranet for a Growing Professional Services Firm

JourneyTeam
Modernizing its intranet with Microsoft 365 for a cleaner, more connected employee experience
Knowledge Management Professional Services

Building a Better Intranet: A Professional Services Firm’s Journey to Connection and Clarity with Microsoft 365 and JourneyTeam

JourneyTeam
Creating a modern intranet built on SharePoint Online and Viva
Collaborative Workspaces Engineering Governance, Risk, and Compliance (GRC) Knowledge Management Professional Services

Power BI Implementation for UK’s Leading Fashion Brand: Case Study

Dynamics Square USA
UK fashion leader cuts costs & boosts reporting with Power BI implementation. See how real-time insights changed it all.
BI and Reporting Design & Decorating Design & Living Dynamics 365 Fashion Footwear Power BI Power Platform Professional Services Real Estate Retail
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AXIO Core Financials: Powered by AI

AXIO is a rapid implementation and continuous support solution for Dynamics 365 Finance that leverages AI automations and...
Dynamics 365 Finance and Operations Professional Services

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is an all-in-one cloud ERP designed to help small and mid-sized businesses unify...
Distribution Dynamics 365 Dynamics CRM Dynamics Marketing Manufacturing Power Platform Professional Services Retail

Guide to Choosing Your Payment Hub Subscription

Mekorma Payment Hub offers three subscription tiers, but how do you choose the best one for your organization? Use this guide...
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Billing Boating Business Central Check Printing

Mekorma Payment Hub for D365 Business Central

Mekorma Payment Hub is your trusted platform for managing accounts payable vendor payments. Fully embedded in D365 Business...
AP Automation Accounting Aerospace & Defense Agriculture Associations Automotive BI and Reporting Boating Business Central Check Printing Chemicals Complex Billing

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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