Professional Services news & resources

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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

Microsoft Dynamics Partner Roundup: Acquisition; Sales enablement; Partnership for Africa

by MSDW Reporter

A selection of announcements from the Dynamics partner channel

Business Central Customer Engagement Dynamics 365 Dynamics GP Finance and Operations Professional Services Service Management
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Dynamics 365 Project Service Automation Quick Tip: Is the Actual invoiced or not?

by Kuldeep Gupta

Why helping users with small issues can yield big improvements.

Accounting Billing Customer Engagement Dynamics 365 Financial Management Invoice Processing Professional Services Project Management Project Service Automation
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Microsoft Dynamics 365 Project Operations: The road to "the new PSA"

by Jelena Yaruchyk

Why another project management app from Microsoft? 

Customer Engagement Dynamics 365 Professional Services Project Management Project Operations Project Service Automation Resource Dispatch & Scheduling Service Management
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Microsoft Dynamics GP ISV Deal: Rockton Software acquires Olympic Systems

by MSDW Reporter

Olympic's Project Costing solution and team join Rockton.

Dynamics GP Financial Management Job cost Professional Services Project Management Service Management

MSDW Podcast: Kuldeep Gupta on current use and future direction of Dynamics 365 Project Service Automation

by Jason Gumpert
Construction Customer Engagement Dynamics 365 Invoice Processing Legal MSDW Podcast Professional Services Project Management Project Service Automation Time & Attendance
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Microsoft to bolster Dynamics 365 Talent core HR with new licensed IP from two vendors

by MSDW Reporter

IP from FourVision and Elevate HR will add leave and absence, time and attendance, and benefits capabilities.

Dataverse (CDS) Dynamics 365 Finance and Operations HR Management Human Resources (Talent) Manufacturing Power Platform Professional Services Retail Time & Attendance

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

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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.
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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...
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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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