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For years, Dynamics 365 implementations have followed a familiar pattern. Large teams, multiple management layers, heavy governance, endless status reporting, and too many people p...
2026 Release Wave 1: D365 Sales Microsoft just dropped the 2026 Release Wave 1 features—and you already know I had to break it all down for you. Just like I’ve done before, I’m put...
In this post, I`ll show step by step process of enabling the MCP server in D365FO Pre-requisites: A D365FO apps which must be 10.0.46 (preferable the build 10.0.2428.15 and above)...
Almost every business has to handle returned merchandise. In this article, learn the steps for processing a return order in D365. When a customer contacts a company to return a def...
Dynamics 365 is a preferred software solution available on the market today for companies looking... The post Microsoft Dynamics 365 Alternative for Growing Teams appeared first on...
Businesses adopt Microsoft Dynamics 365 to modernize legacy enterprise resource planning (ERP) environments and unify disconnected systems. Growing demand for connected finance and...
This blog is part of the series: What is <this tech> and what is it used for? Dynamics 365 as a term Before we start explaining the CRM apps of Dynamics 365, I thought it wou...
Think your CRM is just a fancy address book? The truth is, many teams still wrestle with manual logging and repetitive admin work instead of actually selling. Before we roll initia...
It is 8:15 AM in London. The sky outside is doing what London skies do best, contemplating rain. Jamie, a field sales rep for a US-based healthcare company headquartered in New Yor...
2026 Release Wave 1: D365 Contact Center Microsoft just dropped the 2026 Release Wave 1 features—and you already know I had to break it all down for you. Just like I’ve done before...
In this release, Business Central becomes an autonomous business partner that proactively handles your paperwork. New AI agents will now automatically process customer orders and v...
“Fuel prices do not move in straight lines. One quarter they stabilize, the next they spike without warning. When they do, the organizations that feel it first are the ones with fi...
How a single system replaced spreadsheets, workarounds and disconnected tools Live and Learn Consultancy needed a single system to manage their full training workflow. They wanted...
The largest asset management firms in the world manage relationships across dozens of countries. Their relationship managers are not sitting in one office covering one city. They a...
100:00:00,000 –> 00:00:05,680In every company and every timeline, the story begins the same, a contract misplaced, 200:00:05,680 –> 00:00:11,760a version overwritten, a folde...
Modern customers expect businesses to respond instantly, personalize every interaction, and maintain conversation continuity across channels. A customer may start a conversation on...
MRT Financial Services already had the data inside Microsoft Dynamics 365. What they did not have was visibility into how geography was affecting sales coverage, recovery routes, l...
Sixty-five years in business. Thirty subsidiaries. Products are installed in homes, commercial spaces, and buildings across multiple continents. By every measure, SFA Group had bui...
D365FO offers robust, built‑in telemetry features when Application Insights is enabled. Setting up Application Insights is a simple step that delivers huge value. Once enabled, you...
I am back with my third article in my series covering the 2026 Release Wave 1 for Dynamics 365, and this time we’re shifting our focus to Dynamics 365 Sales. The release notes drop...
Many base Microsoft events send an email. In this article, learn how to add a new D365 email notification type. Then associate the event with an email template so an email is sent...
You’re walking into a high-stakes meeting. A six-figure deal is on the line. Everything you need is in Microsoft Dynamics 365 – the stakeholders, the subsidiaries, the real decisio...
In today’s competitive digital landscape, building strong customer relationships is no longer optional—it’s essential. Businesses are expected to deliver personalized, seamless, an...
100:00:00,000 –> 00:00:11,360A auto labeling that sees people think classification is a meeting it isn’t it’s a sense a system that notices patterns long after people stop payin...
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