Dynamics 365

What is a Modern Workplace?

In recent years, you’ve probably seen the concept of “Modern Workplace” more than ever. What does it mean to work in a modern workplace? How can my organization modernize in the digital age? We’re here to answer these questions and more. What is a Modern Workplace? The workplace is no longer confined to a traditional […]

Business Central features you didn’t know you needed

New features from Dynamics 365 Business Central 2023 release wave 1 are continuously rolling out to users. In case you’ve missed some, we’re sharing them here straight from Microsoft! Tailor the action bar to fit your needs on document lines In addition to the action bar at the top of pages, you can also personalize […]

The Benefits of AP Automation for your Microsoft Dynamics ERP

Does your business struggle with manual processes and inefficiencies in the accounts payable (AP) department? With the integration of AP automation into popular accounting systems like Dynamics GP and Business Central, businesses can revolutionize their AP processes and save countless hours (and headaches). Here’s why AP automation is a game-changer: Increased Efficiency By automating repetitive […]

Big Announcements from Microsoft Build 2023

At Microsoft Build, an annual flagship event for developers, Microsoft made some major announcements relating to the potential of AI and the future of its products. Frank Shaw, Chief Communications Officer at Microsoft, says, “We talk about our goal to empower any developer to use any programming language, write code on any operating system and […]

Reopen a Quote in Dynamics 365 using Power Automate

In Dynamics 365, managing your sales quotes efficiently is crucial for maintaining accurate records and effective sales processes. Sometimes, you may need to reopen a Quote that was marked as “Won” and change its status back to “Draft.” In this blog post, we will guide you through the steps to achieve this using Power Automate, […]

Why Work with a Microsoft Partner?

Partnering with a Microsoft partner means collaborating with a company that has met Microsoft’s strict requirements and demonstrated expertise in delivering Microsoft products and services. Businesses can leverage the partner’s expertise and experience to get the most out of their Microsoft investments and stay competitive in a rapidly changing digital landscape. Below are just a […]

Dynamics 365 and the Future of Sales

It’s certainly no secret that the sales landscape has undergone significant changes, especially in recent years. The rise of digital platforms has transformed how sales teams communicate with prospective customers. It’s also changed customer expectations. With all of this change, businesses are constantly searching for the best methods to engage with customers, build relationships, and […]

What is Microsoft’s AI-Powered ‘Copilot’?

Microsoft is taking productivity to the next level with this tool. This week, Microsoft announced Microsoft 365 Copilot, a new AI-powered tool that enables you to work in an entirely new manner. Microsoft says that Copilot “combines the power of large language models (LLMs) with your data in the Microsoft Graph and the Microsoft 365 […]

Form and Field Security in Dynamics 365

By Emma Thomas, Microsoft Dynamics Consultant Form Security If you’re looking to have separate forms according to specific user roles, you’ll want to take advantage of Form Security. You can restrict access to certain forms based on a users role, or other criteria. Define which security role will need access to a specific form Find […]

What’s Coming To Dynamics 365 in 2023?

The time has come: Microsoft announced the 2023 release wave 1 plan! In simpler terms, we now know what new updates and features are coming to Microsoft Dynamics 365 between April and September 2023. This release contains HUNDREDS of new features to help you transform your business. The entire plan itself is 441 pages long. […]