Professional Services news & resources

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Project Buckets for Projects Tasks in Dynamics 365 Project Operations

by Priyesh Wagh

Project Buckets promise new options for Dynamics 365 Project Operations

Architecture Construction Customer Engagement Dynamics 365 Legal Professional Services Project Management Project Operations Software
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With a new services industry practice, HSO targets broader Dynamics 365 opportunities

by Jason Gumpert

With a growing portfolio of vertical solutions and large US presence, executives see new opportunities to build both a regional presence and global industry strength.

Billing Business Central Contract Management Customer Engagement Dynamics 365 Finance and Operations Financial Services Legal Power Platform Professional Services Project Management Time & Attendance
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HSO adds professional services industry unit with acquisition of SAGlobal IP and North America team

by MSDW Reporter

SAGlobal's Legal and AEC solutions form the basis of the new HSO ProServ division

Architecture Construction Customer Engagement Dynamics 365 Engineering Finance and Operations Legal Professional Services Service Management
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Why your professional services team needs a cash position report

by Anil Shah

Cash on hand is a key metric and hence should be reviewed regularly by your management team, especially in uncertain economic times.

Accounting BI and Reporting Customer Engagement Dynamics 365 Financial Management Professional Services Project Operations Project Service Automation
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Velosio acquires Microsoft partner BroadPoint

by MSDW Reporter

Velosio intends to grow its Dynamics portfolio

Azure Business Central Customer Engagement Dynamics 365 Dynamics GP Manufacturing Not For Profit Professional Services
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How to do split billing in Microsoft Dynamics 365 Project Operations

by Kuldeep Gupta

How to address this complex but common scenario.

Billing Customer Engagement Dynamics 365 Financial Management Invoice Processing Professional Services Project Management Project Operations Project Service Automation
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With Dynamics 365 Project Operations in GA, Microsoft prepares transition plan for legacy users

by Jason Gumpert

With Project Service Automation and ...

Complex Billing Customer Engagement Data Integration Dynamics 365 Dynamics AX Expense Management Finance and Operations Manufacturing Professional Services Project Management Project Operations Project Service Automation
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How to post Fixed Bid and Time & Material-based invoices in Dynamics 365 Finance and Operations from Project Operations

by Kuldeep Gupta

What to set up in both systems, and who to assign to get your invoice data flowing accurately

Accounting Customer Engagement Data Integration Dynamics 365 Finance and Operations Invoice Processing Professional Services Project Management Project Operations Project Service Automation
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How we use Power BI to run our technology business

by Kuldeep Gupta

Like many technology businesses, CloudFronts uses Power BI for insights and visibility

Accounting BI and Reporting Billing Customer Engagement Dynamics 365 Field Service Financial Management Invoice Processing KPIs Power BI Power Platform Professional Services

Microsoft Dynamics Partner Roundup: CRM integration; Workflow automation; Partnership; New hire

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Customer Engagement Dynamics 365 Dynamics CRM Finance and Operations Financial Services Professional Services Regulatory Compliance

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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

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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
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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
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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
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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
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Beyond Checks: How Mekorma Streamlined AP for Senior Living Facilities

Mekorma
This senior housing operator cut checks — and boosted efficiency — with Mekorma
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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
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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)
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