AI-powered project management: Meet Copilot in Dynamics 365 Project Operations
Organizations invest approximately $48 trillion in projects annually, yet only one-third of these projects are deemed successful. Many project managers still depend on slides, spreadsheets, and manual record-keeping to oversee their projects. This approach is inadequate, especially for large-scale projects with evolving targets. Fortunately, AI is revolutionizing how work is done across all business areas, […]
The futurist CFO’s guide to business model innovation with Dynamics 365
Organizations across industries are disrupting their markets with digital, subscription, project, and service-based business models. This trend began in IT and has now spread to other sectors. By leveraging data, companies are transforming customer experiences and blurring industry lines. Service-based models allow companies to create renewable, predictable revenue streams through subscriptions, project-based services, and fixed-fee […]
Explore how Dynamics 365 Customer Service transforms customer support into a profit center
Excellent customer service is proportionate to an organization’s success as it directly impacts customer loyalty, retention, profitability, and business reputation. Why is customer service important? McKinsey research indicates exceptional customer experiences can boost sales revenue by 2 to 7 percent and profitability by 1 to 2 percent. Moreover, companies that invest in experience-led growth strategies […]
Enhancing forecast accuracy with the Demand Planning App in Dynamics 365 SCM
A business’s success is fundamentally tied to its ability to meet customer demand, and an efficient supply chain is crucial in achieving this. In supply chain management, achieving efficiency and profitability hinges upon the accuracy of demand forecasts and plans. Traditional methodologies used for forecasting prove inadequate, leading to a multitude of inefficiencies that negatively […]
How to perform MPOS customization in Dynamics 365 F&O from scratch: A step-by-step guide
Microsoft MPOS technology is a modern point-of-sale system that runs as a Universal Windows Platform (UWP) app on Windows devices. One of the key features of Microsoft MPOS (Modern Point of Sale) is its flexibility and extensibility. What is an MPOS system? MPOS (Modern Point of Sale) is a component of Microsoft Dynamics 365 for […]
How Copilot transforms marketing workflows in Dynamics 365 Customer Insights
Generative AI has revolutionized personal productivity and enhanced organizational capabilities. Copilot has established a new benchmark, enabling employees to develop skills in designing, writing, coding, data analysis, and more. This advancement has elevated their work from good to exceptional. According to a Microsoft research: No doubt, this efficiency empowers marketers and other business professionals to […]
Implementing security with Azure Active Directory User Groups in Dynamics 365 F&O
Microsoft Active Directory Security Groups is a legacy feature from Microsoft that enables user role and organization assignments based on their membership in Microsoft Active Directory security groups. It can also be used to enable JIT (just-in-time) provisioning of users when they sign into Dynamics 365 Finance and Operations environment for the first time.The purpose […]
How to trigger Dynamics 365 Finance and Operations Business Events with Power Automate
Dynamics 365 Finance and Operations users often need to take action and send notifications based on certain system events. Allowing stakeholders to make timely, informed decisions. This functionality exists in the form of business events. These events provide a mechanism to alert or notify external systems about changes in the D365FO environment. This can be […]
How to create a custom workflow in Dynamics 365 Finance and Operations
Every business using Dynamics 365 Finance and Operations often needs customizations to meet their specialized needs that are not fully addressed by its out-of-the-box features. This is where the workflow engine in Dynamics 365 Finance and Operations comes into play. It allows you to define rules, set conditions, and trigger actions based on specific events […]
Understanding the financial impact: Dynamics 365 Field Service ROI analysis
In today’s competitive business landscape, elevating field service operations has become pivotal for businesses seeking to enhance customer satisfaction and operational efficiency, ultimately aiming to improve their financial performance. According to a study by Forrester Consulting, software aimed at refining field service delivery can bolster financial outcomes in two key ways: by boosting customer retention […]