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opportunity sales process dynamics 365

We recently had a client request an enhancement for their Dynamics 365 Sales opportunities and quotes to include freight charges at the product line level. While standard Dynamics 365 includes freight amounts at the Opportunity and Quote levels, our solution showcased below requires extending this functionality. Using Power Automate and Dataverse (formerly CDS), we implemented…

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Multi-Factor Authentication (MFA) is Required by Microsoft for Azure Users

Microsoft has recently announced a significant security update in their latest blog post, “Microsoft will require MFA for all users in Azure” While the article touches on the changes, it doesn’t fully dive into the specifics or the broader impact it has on users. In this post, we will explore additional sources to provide an…

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The Gates to Dynamics – ENTRA The Future of User Administration

Microsoft Entra is a comprehensive identity and network access solution designed to protect identities, secure access, and enforce security policies across your entire environment. It includes Microsoft Entra ID, a cloud-based identity and access management (IAM) solution that enables seamless and secure authentication for employees accessing external resources like Microsoft 365, Dynamics 365, and other…

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Building Dynamics 365 Integration Between Field Service And Finance & Supply Chain Using Dual-Write

After multiple years of a natural yet sometimes painful growth, the Dual Write integration components between Dynamics 365 Customer Engagement and Finance & Supply Chain siblings hit the maturation stage.  This blog will focus on some of the basic details encountered during the last few years of customer engagements  implementing D365 Field Service along with…

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Microsoft Named Leader in IDC MarketScape Worldwide Saas and Cloud-Enabled Large Enterprise ERP Vendor Assessment

Technological innovation and advancements are consistently bringing more and more solutions to the digital world for businesses, making it difficult to choose which is the right fit for organizational decision-makers. Because of this, analysts are continually reviewing ERP companies by creating structured guidelines that must be met by these vendors to qualify as top contenders…

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Microsoft is ‘Chipping’ into Artificial Intelligence 

At Microsoft’s Ignite conference in November, they announced two artificial intelligence chips that they are releasing. The first being ‘Maia 100’ which is an AI graphics processing unit optimized for Artificial Intelligence tasks and generative AI, and the second chip is a Cobalt 100 Arm chip which is aimed at general computing tasks on the…

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Microsoft Named a Leader in Magic Quadrant: Product-Centric Enterprises 

As we head into 2024, it’s important to take some time and reflect on the accomplishments of the year prior. Microsoft has continued to accumulate recognition for their accomplishments within the ERP technology space and were recently recognized as a leader in Gartner’s Magic Quadrant – Cloud ERP for Product-Centric Enterprises.   According to Gartner,…

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The Transformative Power of AI in E-commerce: Exploring Dynamics 365 Commerce and Co-Pilot 

In recent years, the e-commerce landscape has witnessed a remarkable transformation, thanks to the advent of artificial intelligence (AI) technologies. AI has revolutionized various aspects of online retail, enhancing customer experiences and empowering businesses to streamline their operations.   In this blog post, we will explore four significant ways AI is transforming e-commerce: AI Copywriting, Chatbots…

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Lotteries and Data – Top Three Needs, One Solution

Millions of transactions from secure Point of Sale devices occur 24 hours a day, 7 days a week – each containing vital information for analysis and reporting. Lottery organizations have long faced the product of disparate systems and data silos that prevent a “one source of truth” in data. Why is this important?  Faced with…

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