Dynamics 365/CRM
ISV Spotlight: DynamicWeb
5 Ways to Maximize Sales and Efficiency with Integrated Self-Service Portals for D365 F&O/FSCM The world of B2B has shifted dramatically. Buyers are less tolerant of outdated, manual processes that force them to call a sales rep to place an order, email support to request an invoice, or wait days for shipment updates. They want the same immediacy,…
Read Full PostWhat Analysts Say About ERP Modernization
In today’s fast-moving business environment, modernizing your enterprise resource planning (ERP) system isn’t just about keeping up with technology, it’s about staying competitive. Recent analyst research reveals three critical shifts reshaping how successful organizations approach ERP strategy: cloud/SaaS adoption as the new baseline, embedded analytics and AI as competitive differentiators, and partner ecosystem strength as a success predictor. The Cloud Imperative:…
Read Full PostDynamics 365 Reality Check
Nowadays it’s hard to know what is real and what is not especially in the realm of “Mixed Reality”. Gamers have been using this technology for a while to enhance their gaming experience, however, recently Microsoft business applications have gotten into the game…pun intended. With the latest version of D365 Finance & Operations, D365 Sales…
Read Full PostCommunity Summit NA 2025: Where the Magic Happens
This October, a few thousand giddy folks are heading to Orlando, not to the castle, not to the jungle cruise, and not even to ride Space Mountain. Nope. These excited software enthusiasts from around the world are convening at the Gaylord Hotel and Convention Center for five full days of D365 adventures at Community Summit…
Read Full PostSetting up PowerApps Canvas with Dynamics 365 Data
In a rapidly evolving world of how data is collected and processed, Microsoft has focused on a multitude of strategies to assist organizations to stay ahead of the curve. One such approach is the “Low code – No code” technology that empowers functionally oriented power users to build quality applications that can help rapidly adapt…
Read Full PostDynamics 365 Sales – Managing Customer Quotes
Most sales truly begin when a customer asks the sales rep to send them a quote. In Dynamics 365 Sales (D365) a quote is a customer request for products or services at specific prices, quantities, payment terms, etc. As one can imagine quotes are a major component in D365 Sales. It is a basis of…
Read Full PostOrganizing Org Charts in Dynamics 365 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…
Read Full PostAutomating Sales Tax & Nexus Tracking in D365
Sales tax compliance doesn’t have to be a burden. Between evolving regulations, complex jurisdictional rules, and the pressure to avoid audits, staying compliant while maintaining efficiency is a constant challenge for businesses using Microsoft Dynamics 365. Join Ellipse Solutions and Avalara for a practical and informative session on automating tax determination, managing exemption certificates, and…
Read Full PostDynamics 365 Connected Customer Service Example
In a world of “Internet of Things” (IoT), wouldn’t it be nice to be able to proactively service your customer’s needs almost without them knowing about it? As our world is more connected than ever now, IoT provides service organizations abilities to monitor and identify equipment issues before they become even larger and more unmanageable. …
Read Full PostDynamicsCon 2025: Brewing up Excitement
DynamicsCon 2025 is just around the corner, and we’re ready to brew up some excitement! As proud sponsors, we’re bringing an electrifying expo hall experience to Booth #521—plus, we’re serving up some top-tier insights at our expert-led sessions. Where to Find Us You have the best chance of finding us at Booth #521 – Swing…
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