Professional Services news & resources

Infinity Info's Success Program Offers Freebies for Microsoft Dynamics CRM Customers, Prospects

by Pam Derringer
30-day trial aimed at Dynamics customers as well as prospective converts
Customer Relationship Mgmt Dynamics CRM Manufacturing Not For Profit Professional Services

New Professional Services Integration for Microsoft Dynamics CRM Adds Timesheet, Workflow Visibility, More Integration Points

by Jason Gumpert
Assistance PSO differentiates from earlier Assistance Software offerings by running directly in Dynamics CRM.
Customer Relationship Mgmt Dynamics CRM Email Management Professional Services Workflow Management

At Long Last, Microsoft Unveils Its Verticals Strategy for Dynamics AX

by Jason Gumpert
Microsoft to Fill in Five Verticals Via Acquisitions
Commerce Dynamics AX Food & Beverage Manufacturing Professional Services Retail

Can Microsoft Dynamics CRM Reverse an Industry's Fortunes? One Re-Seller Thinks So

by Linda Rosencrance
First Tour Operator Software to Use Microsoft Dynamics CRM
Business Performance Mgmt Business Process Mgmt Commerce Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Professional Services Retail

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

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

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

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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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