Dynamics 365/CRM
New Microsoft Data Center Investment in Central Ohio: What This Means for the Region
Microsoft recently announced an investment of $1 billion to establish three new data center campuses across New Albany, Heath, and Hebron in Licking County, Ohio. This significant project aims to support Microsoft’s expanding cloud infrastructure, enhancing local access to advanced technology and cloud services while meeting the needs of Ohio’s enterprises and public sector. Why…
Read Full PostCopiloting Dynamics 365: Revolutionizing AP Automation
In the ever-evolving landscape of business technology, automation is no longer a luxury—it’s a necessity. Microsoft has introduced out-of-the-box Accounts Payable (AP) Automation within Dynamics 365, marking a significant leap forward in streamlining financial processes. This new feature aims to save businesses valuable time and reduce costs by minimizing manual entry and errors. Let’s dive…
Read Full PostDynamics 365 October Price Changes: Migration & Licensing Options Explained
As of October 1st, Microsoft has officially increased prices on select Dynamics 365 SKUs. While this change was anticipated with earlier announcements, the new pricing is now in effect, leaving many businesses wondering how to adjust. The good news is that there are still plenty of options available, whether you’re considering migration, licensing adjustments, or…
Read Full Post2024 D365 Tech Connect Attendee Guide: Your Ultimate Event Companion
The moment we’ve all been waiting for is almost here—2024 D365 Tech Connect! Whether you’re registered and ready to go or still figuring things out, we’ve got your back. This guide is your go-to resource for everything you need to have the best experience possible at this year’s event. With a brand-new venue and exciting…
Read Full PostExploring the New Capabilities of Copilot in Dynamics 365 Commerce
Retail and e-commerce is continuously evolving, and this is largely driven by rapid advancements in technology. At the forefront of this evolution is Microsoft Dynamics 365 Commerce, providing tools that streamline operations and enhance customer experiences. The latest of these updates include the new Copilot features that are set to revolutionize the way businesses operate. …
Read Full PostDynamics 365 – Send a Customer Case with Azure SMS
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…
Read Full PostMicrosoft Dynamics Support Provider Checklist
Determine How Your Support Provider Stacks Up in this Interactive Clickable Checklist Are you evaluating your current support offering or considering a new one? Our interactive checklist helps you assess the effectiveness of your Microsoft Dynamics external support. It covers crucial areas such as partner experience, cost-effectiveness, and ticketing process. Use it to ensure a…
Read Full Post5 Signs of Ineffective External Microsoft Dynamics Support
Are You Concerned Your Microsoft Dynamics Support Provider is Not Cutting it Anymore? Having the ability to properly assess your external Microsoft Dynamics support is crucial in your ongoing need for a smoothly operating system. In this guide, we will outline the telltale signs that your third-party support partner is not doing an effective job…
Read Full PostDynamics 365 Field (Service) of Dreams
Earlier this year, I watched the MLB game between the New York Yankees and the Chicago White Sox on the “Field of Dreams” field in Iowa. This got me thinking about the perfect “pitch-catch” scenarios between Dynamics 365 Field Service and Dynamics 365 Customer Service…what brought this thinking on I’m not sure. Maybe, it was…
Read Full PostLet’s Talk Power Automate
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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