CoPilot-ing Dynamics 365: Credits and Collections

Debt doesn’t discriminate—but now, collections teams can work smarter, not harder. Microsoft’s Copilot for Dynamics 365 is revolutionizing Credits and Collections, making it easier than ever to manage outstanding balances with efficiency and precision. In this exclusive webinar, discover how AI-powered automation transforms the collections process, equipping agents with intelligent insights, automated reminders, and a…

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Dynamics 365 Quality Management

Are you feeling a tiny bit like Mick Jagger? Not the desire to strut around like a peacock, more like you just cannot get satisfaction, satisfaction from your quality control process! You’ve tried, oh you’ve tried… well D365 is equipped with the structure to handle Quality management at many levels. Whether it is for inbound…

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Goodbye, Export to Data Lake. Hello, Azure Synapse for Dataverse!

In November 2024, the Export to Data Lake feature we have all come to love and rely on in our Microsoft Dynamics 365 environment will be taking its final bow. Currently, the Export to Data Lake feature lets us, as a company, copy data from our Dynamics 365 instance into our own data lake (Azure Data…

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Dynamics 365 Quality Management: First Article Inspection

Test groups in D365 Quality Management

Quality management: Handling first article inspections using the standard Dynamics 365 Supply Chain quality management applications. Manufacturing companies often require an inspection at several times during the process. A common inspection process is the first article inspection. This process involves checking the critical dimensions of the first piece, sometimes a few pieces, completed in the…

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The Genesis of Dynamics 365 Asset Leasing

Form in D365 to add a lease

How do I classify this lease???  Is it a finance lease or an operating lease?  What do I need to record on my books?  The latest pronouncements have me so confused.  I know what to do, I’m going to ask Dynamics 365 Asset Leasing to help me figure this one out. One lease, two lease,…

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Utilizing Audit Cases for Procurement Compliance in Dynamics 365

Many companies do not have the time or resources to spend on internal controls. With D365’s impressive functionality, every single transaction can be tracked from the time and date it was posted down to the user that posted it. Companies are given incredible insight that can be used to create efficiencies and strengthen their internal…

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Dynamics 365 – B2B Commerce Catalogs

Available with the Dynamics 365 Commerce version 10.0.27 release, the new B2B Commerce Catalogs are a nice addition to the growing feature set within Dynamics 365 for Commerce. Organizations can now build a multitude of B2B catalog options to include catalog-specific navigation hierarchy, catalog-specific attribute metadata, channels, specific customer hierarchies. All of this is designed…

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Dynamics 365 Commerce Search Features

Dynamics 365 Commerce Search

Close your eyes, imagine you are a customer, shopping at your favorite brick and mortar. Hear the rustling sounds of other shoppers milling about the establishment, smell the aromas, a mix of tidy clothes and the food court smoothie joint. You are at the register and need the clerk to access your info… imagine waiting……

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Microsoft Dynamics 365 – Power Pages Joins the Elite Power Platform

Power Pages Dynamics 365

The recent Build event in May 2022, Microsoft announce an epic new tool in the Power Platform family, Power Pages. This is a low code and scalable solution for the everyone to build websites with ease. There is a Design Studio available for a greenfield approach or get a jump-start with one of the ready-to-use templates…

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