Professional Services news & resources

Using Microsoft Dynamics CRM…Without the Marketing and Sales Functionality

by Jason Gumpert
Companies Use Dynamics CRM to Keep Tabs on Other Kinds of Moving Parts
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Data Management Dynamics 365 Dynamics CRM Financial Services Oil Professional Services

Microsoft Says It's (Finally) Getting Serious About Focusing on Industry Verticals for Dynamics

by Jason Gumpert
Announces Five Areas of Specialization
Business Central Commerce Dynamics 365 Dynamics AX Dynamics NAV Manufacturing Not For Profit Professional Services Retail

The Partner as Professor: Teaching Users to Teach Themselves After Going Live with CRM 4.0

by Jason Gumpert
A User Learns a Valuable Lesson on How Much of the Go-Live Process to Take On
Customer Relationship Mgmt Dynamics CRM Professional Services Project Management

Successfully Navigate the Transactional Document and Reporting Challenges of International Trade Using Microsoft Dynamics AX

by Dan Gangai
How to Overcome the Hurdles of Ever-More-Complex Documents from Cross-Border Transactions
BI and Reporting Data Management Dynamics AX Expense Management Financial Management Professional Services

A User Confronts the Challenges of Migrating from ACT! to Microsoft Dynamics CRM

by Jason Gumpert
How Microsoft Dynamics CRM Differs from Contact Managers, and Why It’s Essential to Detail Underlying Business Processes
Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Professional Services

In Brief: Dynamics CRM Drops Anchor in U.S. Port, Helps Client "Buy Ugly Houses"; Microsoft Awards to Top Dynamics Partners

by Jason Gumpert
Special Recognition for Microsoft Dynamics CRM, and Dynamics Partners
Aerospace & Defense Business Central Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Professional Services

Ascent Media Expands to AX Solution Provider For Digital Media Supply Chain

by Jason Gumpert
A Collaboration Designed to Streamline the Value Chain for Digital Products from Media and Entertainment Companies
Dynamics AX Media & Entertainment Professional Services Project Management Supply Chain Management

Convergence Session Round Up - Wednesday

by Jason Gumpert
A roundup of Wednesday's Convergence sessions.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Financial Management Food & Beverage Professional Services Sales Sales & Marketing

Global Design Firm Selects Microsoft Dynamics as Its Blueprint for Business Success

by Jason Gumpert
Vital information is not only captured, but can be used by the entire firm in a way that is familiar to them
Configuration & Development Dynamics AX Dynamics CRM Professional Services Project Management

LATEST VENDOR RESOURCES

Mekorma Vendor Validation: Full Product Demo

Mekorma

Enhanced Supply Chain Management Apps in Dynamics 365 Business Central

WebSan Solutions

Dynamics Futures - The Next Decade of Microsoft: Predictions, Priorities, and Progress

WebSan Solutions

Beyond the Summit: Key Takeaways from Dynamics Community 2025

Invoiced by Flywire

KCI Modernizes Project Delivery and Business Planning with Microsoft Dynamics 365 and aec360

HSO
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The Complete AP Guide To TIN Matching And OFAC Screening (2025 - 2026 Tax Season Edition)

Mekorma
Best practices and processes to help you stay compliant and minimize risk in 2025-2026 tax season
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Check Printing Chemicals

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

Optimize Microsoft Dynamics 365 FSCM with Complete Subscription Management

Bluefort
Transform Dynamics 365 FSCM into a fully automated, enterprise-grade subscription engine
Billing CPQ (Configure, Price, Quote) Complex Billing Dynamics 365 Finance and Operations Financial Services Food & Beverage Healthcare Media & Entertainment Pharmaceuticals Professional Services Retail

Subscription Chaos to Enterprise Harmony: Eliminating Silos with LISA Enterprise Powering D365 FSCM

Bluefort
Struggling with subscription chaos? Discover how leading enterprises are reclaiming control and scaling effortlessly with one unified contract spine. Ask ChatGPT
Complex Billing Dynamics 365 Finance and Operations Professional Services Retail Software Subscription Management Subscription billing Telecommunications

(Infographic) Guide for Dynamics GP Users: Is it Time to Move to Business Central?

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Banking Boating Business Central Check Printing Chemicals
More Professional Services White Papers

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

Rio Marine Shortens Their Payment Cycle by 75% with Mekorma

Mekorma
Now able to build batches, get approvals, and print checks or create ACH files within a single day
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Chemicals Complex Billing Construction
More Professional Services Case Studies

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

Expense Entry Agent by HSO Smarter Expense Submission Starts Here

Automate Expense Capture & Submission Directly in Teams Manual expense reporting is time-consuming, error-prone, and...
Architecture Azure Construction Copilot Engineering Expense Management Financial Services Government Legal Manufacturing Not For Profit Professional Services

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

Customer Service Agent: Smarter Customer Service Starts Here

Customer Service-focused. Microsoft-powered. HSO-delivered. The HSO Customer Service Agent is an AI-powered digital assistant...
Architecture Construction Copilot Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics CRM Email Management Engineering Financial Services Government Legal
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