Professional Services news & resources

Microsoft Acquires FieldOne Systems, Adding Advanced Field Services to Dynamics CRM

by Jason Gumpert
Dynamics CRM-native solution gives Microsoft end-to-end field service capabilities, new IoT opportunities that it believes will be key in strategic accounts
Customer Engagement Dynamics 365 Dynamics CRM Industrial Equipment Internet of Things (IoT) Machine Learning (ML) Manufacturing Mobile Applications Professional Services Project Service Automation Service Management

Microsoft Dynamics Partner Roundup: PSA for CRM; ECM Integration; AX Retail Win; Manufacturing Fellow Appointed

by Linda Rosencrance
A selection of recent announcements from around the Dynamics partner channel
Commerce Dynamics AX Dynamics CRM Enterprise Content Mgmt Manufacturing Manufacturing Professional Services Retail Retail POS Supply Chain Management

Microsoft Dynamics Partner Roundup: SaaS enterprise practice management; CRM document management; AX security add-on; AX test prep

by Jason Gumpert
A selection of recent announcements from the Dynamics partner channel
AX 2012 R3 CfMD Customer Engagement Customer Relationship Mgmt Document Management Dynamics 365 Dynamics AX Dynamics CRM Logistics Professional Services Project Service Automation SaaS

Microsoft Dynamics Partner Roundup; Private equity snags ISV; Healthcare CRM offering; CRM go-live; Dynamics hosting hire

by Jason Gumpert
A selection of recent announcements from around the Dynamics partner channel
Business Central Customer Engagement Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Healthcare Not For Profit Professional Services Project Service Automation SaaS

Breaking Down the Barriers: 5 Steps to Improving Disconnected Processes In Professional Services Organizations

by Robert Houdeshell
How a professional services automation solution brings critical business functions together for the benefit of the whole organization
Business Central Dynamics 365 Dynamics AX Dynamics CRM Dynamics GP Dynamics NAV Dynamics SL Expense Management Financial Management Forecasting Invoice Processing Professional Services

Microsoft Dynamics CRM acquiring survey tools, cementing new partnerships at Convergence 2015

by Jason Gumpert
Mojo Surveys from Fusion Software to become part of Dynamics CRM offering
CRM 2015 Convergence 2015 Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Dynamics 365 Dynamics CRM Dynamics CRM Online Electronic Signatures Professional Services Project Service Automation Sales

How Microsoft Adapted Dynamics NAV for a Brand New Tablet Audience in 2015

by Curt Finch
The latest release of Dynamics NAV reflects a new outlook at Microsoft that focuses on great experience across devices
Business Central Commerce Distribution Dynamics 365 Dynamics NAV Manufacturing Mobile Applications NAV 2015 Professional Services Retail Tablet

Why Field Service will be Front and Center with the Internet of Things

by Kris Brannock
The opportunity to solve customer problems evolves as IoT emerges
BI and Reporting Big Data Business Central Business Performance Mgmt Business Process Mgmt Customer Engagement Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics GP Dynamics NAV

Microsoft Dynamics Partner Roundup: CRM mobile client release; AX BI win; GP + CRM go-live; AX 2012 Retail go-live

by Linda Rosencrance
A selection of announcements from around the Dynamics partner channel
AX 2012 AX for Retail Commerce Distribution Dynamics AX Dynamics CRM Dynamics GP Financial Management Mobile Applications Professional Services Retail Retail POS

Microsoft Dynamics Partner Roundup: Parature integration; Employee-customer collaboration; Field services portal; Fueling industry POS

by Linda Rosencrance
A selection of announcements from the Dynamics partner channel
AX 2012 R3 CRM 2013 Collaborative Workspaces Commerce Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics AX Dynamics CRM Dynamics SL

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Demo: Mekorma Action Board for Single Company

Mekorma

Next Level Invoice Processing for Business Central - Fidesic AP

Fidesic

Dynamics GP to Business Central: Data Migration Best Practices and Methodologies

Rand Group

Demo: Mekorma Remote Payment Services for Business Central

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Microsoft Partner, ArcherPoint, Shares Their Experience with VCIO Global

VCIO Global
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A Simpler Path to AP Automation for IT Teams

Mekorma
How embedded AP automation reduces long-term IT burden.
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Boating Business Central Chemicals Consolidation Accounting Construction

The Complete AP Guide To TIN Matching And OFAC Screening (2025 - 2026 Tax Season Edition)

Mekorma
Best practices and processes to help you stay compliant and minimize risk in 2025-2026 tax season
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Check Printing Chemicals

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
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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

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
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Data Maturity Assessment

A Data Maturity Assessment is a diagnostic exercise, based on a series of workshops and interviews, that measures the value...
Architecture Azure BI and Reporting Business Performance Mgmt Construction Data Archiving Data Integration Data Management Data Migration Data Warehousing Databases Dynamics 365

HSO AI Readiness Assessment

AI is a hot topic, with 2024 seeing an acceleration in AI applied use cases. However, amid the excitement, many struggle to...
AI Agents AI and Machine Learning Architecture Azure Business Performance Mgmt Construction Data Management Engineering Financial Services Government Legal Manufacturing

Expense Entry Agent by HSO Smarter Expense Submission Starts Here

Automate Expense Capture & Submission Directly in Teams Manual expense reporting is time-consuming, error-prone, and...
Architecture Azure Construction Copilot Engineering Expense Management Financial Services Government Legal Manufacturing Not For Profit Professional Services

Order Management Agent: With HSO, Order Process Automation Starts Here

Supply chain-focused. Microsoft-powered. HSO-delivered. Our Order Management Agent is an AI-powered solution that automates...
AI Agents Architecture Azure Construction Dynamics 365 Engineering Financial Services Government Legal Manufacturing Not For Profit Order Management

Customer Service Agent: Smarter Customer Service Starts Here

Customer Service-focused. Microsoft-powered. HSO-delivered. The HSO Customer Service Agent is an AI-powered digital assistant...
Architecture Construction Copilot Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics CRM Email Management Engineering Financial Services Government Legal
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