Dynamics 365 – Send a Customer Case with Azure SMS

PowerAutomate SMS Customer Case

One of the most common customer service practices is to notify the customer when they have submitted a new incident with the incident number and a message about the expected resolution time.  Historically this was done with an email sent to the customer’s email address for their tracking purposes, but that was so 2010!  It’s…

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Microsoft D365 Release Planner

If you are an ERP manager or administrator in your organization, then you need to get acquainted with the Microsoft Release Planner! It is likely you have bookmarked the Release Wave notes, which highlight the latest features and changes for Dynamics 365 or downloaded them to a pdf. These are helpful but they are static…

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The Gift of Gift Cards in Dynamics 365

dynamics 365 commerce parameters gift card number

The modern gift card, a wad of cash conveniently disguised in a rectangular piece of plastic. They are welcomed by birthday present recipients world-wide in place of an ill-fitting sweater. Of course, they do quite often end up living out their days in a kitchen junk drawer or stuffed in a wallet or purse, never…

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Voucher Templates vs Periodic Journals in Dynamics 365

periodic journals dynamics d365

Maybe you have read all the documentation and all the manuals but still, it seems that voucher templates and periodic journals serve the same purpose. Both may have similar functionality, and both can aid in consistency and speed, but today’s blog post will explore the differences between voucher templates and periodic journals in Microsoft Dynamics…

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Dynamics 365 Segregation of Duties 101

segregation of duties rules

How does your business control the segregation of duties?  Do your auditors examine the system and notice a multitude of users having access to more functions than they probably should?  Has ownership been pestering you about Johnny in accounting with ability to create new vendors, then enter and approve vendor invoices as well as make…

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We are just a few years past the core pandemic, USER GROUPS are back, and we are here for it! If you made it to Summit NA in Orlando last year, you witnessed a five-day immersive D365 experience! The 2023 event is quickly zooming into Charlotte, North Carolina, and is on track to be even…

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Organizing Org Charts in Dynamics 365 Sales

live org chart d365 sales

Staying on top of your accounts and managing them well in Dynamics 365 Customer Engagement (CE) is paramount to being a successful Sales organization.  “Knowing” your customer is a big part of being able to drive customer satisfaction and potentially generating new sales opportunities with your existing accounts and contacts.  A very useful feature in…

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The Pitfalls of Fixed Bid RFPs in Complex Software Projects

Organizations in the public sector and state/local government (PS/SLG), often rely on a Request for Proposal (RFP) process to procure services from vendors. Much of this process and documentation around RFPs was initially focused on contracting and constructing projects. To keep costs under control, a “Fixed Bid” model was adopted. This model entails a predetermined…

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