Retail & Commerce
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 Buyers are less tolerant of outdated, manual processes that force them to call a sales rep to place an order, email support to request an invoice, or wait days for shipment updates.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 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 PostTaking Your Financial Planning to the Next Level
Business Performance Planning in Microsoft Dynamics 365 Finance Financial planning can be a chore, especially if it involves piles of Excel spreadsheets with endless v-lookups filling up a network drive somewhere. Every time you dig in, you think to yourself that you wish it didn’t have to be this way. Well, your wish may very…
Read Full PostPlan and Consolidate Your Transfer Orders Using the Outbound Load Planning Workbench in Dynamics 365
The Outbound Load Planning Workbench provides a powerful solution for organizations looking to streamline shipping operations and reduce freight costs. For companies that frequently generate intercompany transfer orders, managing outbound shipments can become complex and expensive—especially when each completed transfer journal triggers the creation of a new freight shipment. By leveraging the Load Planning Workbench,…
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 – Purchase Order Generated Accruals Explained
Do you ever have to figure out where an accrual came from and get so confused that it feels like the room is spinning? Don’t feel alone. Dynamics 365 Finance and Supply Chain gives you the power to configure entries to the General ledger so they are not so vague. Posting at Receipt One of…
Read Full Post