Dynamics 365 Customer Service 101 – Cases, Etc.

dynamics 365 customer service cases

Microsoft Dynamics 365 Customer Service provides users with the ability to track and manage customer requests and complaints through the creation of Cases. The use of this functionality is widespread from Professional Services to Retailers to Health Providers to Consumer Goods companies. It is a critical component of how we here are Ellipse Solutions deliver…

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The How-To Guide for Choosing Your Microsoft Dynamics Partner

Choosing the right Microsoft Dynamics Partner is a major decision, one that can significantly impact your business operations. This is the team you’ll be working closely with for implementations, upgrades, and ongoing support. You want a partner who checks all your boxes: industry expertise, experience, reliability, and a deep understanding of your business needs. But…

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Dynamics 365 Fund Accounting Tips and Tricks

dynamics 365 general ledger funds

Fund accounting can feel like a daunting task at first thought.  However, Microsoft Dynamics 365 Fund Accounting takes the complexity out of the equation. Follow these easy steps and be on the way to Fund accounting in a jiffy! At a high level, think about fund accounting as financial statements by financial dimension. Of course,…

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What is a Replenishment Requisition? -Dynamics 365 for Finance

Purchase requisitions can be created for the purposes of Consumption or Replenishment, if the Purchasing policy, Requisition Purpose Rule, is set to allow a choice.  If the option is given, the requisitioner can choose one or the other, which will dictate how the request can be fulfilled.  A Consumption purpose is used to indicate a…

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What’s New in Dynamics 365: Highlights From 2025 Release Wave 1 

2025 Release Wave 1

With a new year comes new releases from Microsoft! That’s right – Microsoft has unveiled its 2025 Release Wave 1 plan for Dynamics 365, introducing an array of innovative features designed to enhance business operations across various sectors. This release, scheduled from April to September 2025, emphasizes the integration of AI-driven tools, particularly through Copilot…

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Exploring the Intersection of AI and Public Sector

In a previous podcast episode, we had the pleasure of speaking with Ryan Dorrheim, Technical Specialist at Microsoft, who brought a wealth of knowledge and firsthand experience to our discussion about AI and public sector. Ryan’s journey from serving as a police officer to becoming a leading expert in technology showcases his deep understanding of…

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Big Changes Ahead for D365 Finance & Supply Chain Deployments

D365 Finance and Supply Chain

Microsoft is implementing significant changes to the deployment process for Dynamics 365 Finance and Supply Chain, aiming to enhance efficiency and user experience. These updates are particularly relevant for organizations planning to implement or currently using D365 Finance and Supply Chain. Key impacts include: Licensing & Permissions When deploying in Lifecycle Services (LCS), having the…

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Exploring the Dynamics 365 SCM Premium License

The Dynamics 365 Supply Chain Management (SCM) Premium license offers organizations enhanced capabilities to streamline their operations and improve demand planning processes. With recent updates and tools, businesses can now make smarter decisions driven by intelligence and collaboration. Here’s a breakdown of key insights regarding the SCM Premium license and its features. Free Trial for…

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Mastering Dynamics 365 Budgeting for Financial Success

Effective budget planning is vital for organizations to maintain financial control and achieve their strategic goals. Microsoft Dynamics 365 Finance offers advanced tools to streamline the budgeting process, empowering businesses to allocate resources effectively, forecast accurately, and adapt to changing conditions. In a past webinar, “Budget Planning Configuration and Workflow,” we explored how Dynamics 365…

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Are You Getting the Most Out of Your Microsoft Dynamics Support? Here’s How to Know…

Microsoft Dynamics Support

Your Microsoft Dynamics system is the backbone of your organization’s daily operations. But when it comes to external support, it’s easy to stick with the status quo—until something goes wrong. Poor support can result in downtime, inefficiencies, and even lost revenue, yet many organizations struggle to assess whether their current provider is truly delivering value.…

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