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 Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Financial Management Food & Beverage Marketing 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

Billing Policy Set-up for Microsoft Copilot and AI Agents

WebSan Solutions

Cut Costs and Save Hours: Supercharge Testing and Security with Executive Automats for Discovery

Executive Automats

The State of D365 Test Automation in 2025: A Deep Dive into Best Practices—and Where We’re Headed

Executive Automats

Optimizing D365 Performance. How Executive Automats Handles the Pressure?

Executive Automats

AI-Driven Test Automation in D365 FSCM: From User Behavior to Bulletproof Test Case Generation

Executive Automats
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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

Why Vendor Validation is Now a Critical AP Strategy (And Not Just a Compliance Checkbox)

Mekorma
AP teams face growing responsibilities and an opportunity to positively impact organizational well-being
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Auditing Automotive BI and Reporting Billing Boating Business Central
More Professional Services White Papers

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.
AI 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

Beyond Checks: How Mekorma Streamlined AP for Senior Living Facilities

Mekorma
This senior housing operator cut checks — and boosted efficiency — with Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Business Performance Mgmt Business Process Mgmt

Enhancing AP Efficiency at WEL Companies with Mekorma Payment Hub

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive BI and Reporting Boating Business Central Business Process Mgmt Check Printing

Wolters Kluwer Tackles its Digital Transformation with Dynamics 365 Business Central

Prodware

Wolters Kluwer partners with Prodware to implement Microsoft Dynamics 365 Business Central, Customer Engagement and the Power Platform to address its digital transfo...

Azure Business Central Business Process Mgmt Collections Management Customer Engagement Customer Relationship Mgmt Customer Service Dynamics 365 Financial Management Networking Power Apps Power Automate
More Professional Services Case Studies

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...
AI Business Central Commerce Construction Customer Engagement Customer Voice Distribution Document Automation Document Management Dynamics 365 Finance and Operations Governance, Risk, and Compliance (GRC)

MetaPro - ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business...
AI Business Central Commerce Contract Management Customer Engagement Customer Voice Dynamics 365 Expense Management Finance and Operations Forecasting Government Contractors Human Resources (Talent)
More Professional Services Solutions