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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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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)...
Step-by-step guide to creating custom pages using AI in Dynamics 365 model-driven apps! рџ¤– In this short, learn how to set up your environment, open your solution, and use the Ge...
Time for another exam post (I’ll actually be doing 2 posts around new exams this week), this time around building ‘AI Applications’. This is another one of the new ‘AB series’ of e...
“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...
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...
Businesses adopt Microsoft Dynamics 365 to modernize legacy enterprise resource planning (ERP) environments and unify disconnected systems. Growing demand for connected finance and...
Recently, while cleaning up some old customizations in Dynamics 365, we came across an interesting dependency issue that was not immediately obvious from the user interface. What i...
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...
Case Managment Agent Demo In this 4 minute video, I’ll show how the Case Management Agent in Dynamics 365 Customer Service is about to make your support team’s life much easier. If...
If you’ve been following along with this series, you already know the journey we’ve been on. In Part 1, we manually exported D365 security data, pasted it into a Claude chat window...
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...
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...
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