Professional Services news & resources

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Top Microsoft Dynamics 365 for Finance and Operations expert articles of 2018

by MSDW Reporter

Top articles from our contributors questioned conventional wisdom, revealed new solutions to challenges, and encouraged wise project planning.

Artificial Intelligence (AI) BI and Reporting Dynamics 365 Dynamics AX Finance and Operations Flow Forecasting Inventory Management Manufacturing Power Apps Power Automate Power Platform
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Fixing my mistake for actual versus estimated hours in Microsoft Dynamics 365 PSA

by Kuldeep Gupta

Mystified by actual versus estimated hours in Dynamics Project Service Automation? Explore steps to clear up your confusion

Billing Customer Engagement Dynamics 365 Planning & Scheduling Professional Services Project Management Project Service Automation Service Management

Microsoft Dynamics Partner Roundup: PSA for Office + D365; Two partner acquisitions; Gold competency

by MSDW Reporter
A selection of announcements from the Dynamics partner channel.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV Finance and Operations Power Automate Professional Services

MSDW Podcast News Roundup: CSP updates; Dynamics 365 Business Central rollout; Flow expansion; Partner mergers

by MSDW Reporter
The MSDW editorial team reviews the latest coverage and events in the Dynamics ecosystem.
Business Central Cloud Solution Provider (CSP) Dynamics 365 Dynamics AX Dynamics NAV Finance and Operations Flow MSDW Podcast Power Apps Power Automate Power Platform PowerApps

360 Vertical Solutions merges with SAGlobal, growing the Microsoft partner's services industry reach

by Jason Gumpert
Deal increases SAGlobal's presence to 18 countries and adds CRM reach into legal, AEC industries.
Architecture Azure BI and Reporting Construction Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Dynamics AX Dynamics CRM Engineering Finance and Operations HR Management

Microsoft Dynamics Partner Roundup: Relationship Sales D365 win; UK MTO partnership; EDI for NAV 2018; Relationship marketing

by MSDW Reporter
A selection of announcements from the Microsoft Dynamics partner channel
Business Central Cloud Customer Engagement Customer Insights - Journeys (Marketing) Data Integration Dynamics 365 Dynamics AX Dynamics CRM Dynamics NAV EDI Finance and Operations LinkedIn Sales Navigator

Best of 2017: What Microsoft Dynamics 365/AX experts taught us about technology, process, and project management trends

by MSDW Reporter
Nine articles from MSDW contributors that changed our readers’ understanding of Dynamics 365 this year.
AP Automation Accounting BI and Reporting Business Performance Mgmt Business Process Mgmt Collaborative Workspaces Data Integration Data Management Data Warehousing Document Management Dynamics 365 Dynamics AX

Microsoft announces Skype Professional Account Preview, with native billing, scheduling and notes

by Dann Anthony Maurno
Yes, you can give a guitar lesson and bill for it via Skype; you can also consult with customers.
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Finance and Operations Financial Services Invoice Processing Professional Services

Microsoft Dynamics Partner Roundup: PSA on AppSource; Quote-to-cash funding round; Energy consultancy goes cloud; Automotive solutions CEO

by Linda Rosencrance
A selection of announcements from the Microsoft Dynamics partner channel
Automotive Business Central Customer Engagement Customer Relationship Mgmt Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Energy Finance and Operations Order Management

MSDW Podcast: Gus Gonzalez on delivering Microsoft Dynamics 365/CRM success

by Jason Gumpert
A wide ranging discussion on fixed fee projects, gaining MVP status, partner learning priorities, vertical specialization, LinkedIn, and more.
Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM MSDW Podcast MVP Professional Services Sales Sales & Marketing

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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

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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.
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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
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From Spreadsheets to Cloud ERP: How MaxxForce Adopted Dynamics 365 Business Central

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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

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Modernizing its intranet with Microsoft 365 for a cleaner, more connected employee experience
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Building a Better Intranet: A Professional Services Firm’s Journey to Connection and Clarity with Microsoft 365 and JourneyTeam

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Creating a modern intranet built on SharePoint Online and Viva
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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.
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...
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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...
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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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