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#Opinions

36 articles

Opinions

Automate your Accounts Payable process with invoice capture

Zezhang Zhao [https://cloudblogs.microsoft.com/dynamics365/author/zezhang-zhao/] - Principal Group Manager - Dynamics 365 Finance, Microsoft Accounts Payable teams around the globe spend hours processing invoices that come from different channels—

  • Ha Pham
    Ha Pham
2 min read
Opinions

3 reasons to not delay your migration to Dynamics 365 in the cloud

Thomas Wisniewski [https://cloudblogs.microsoft.com/dynamics365/author/thomas-wisniewski/] - Product Marketing Manager, Business Apps & Global Industry The “changing technology landscape” has become a common trope when discussing the cloud. I understand why—

  • Ha Pham
    Ha Pham
4 min read
Opinions

3 ways to turn your field service operation into a revenue-generating machine

Safiyyah O’Quinn [https://cloudblogs.microsoft.com/dynamics365/author/safiyyah/] - Product Marketing Manager, Dynamics 365 Field ServiceChristopher King [https://cloudblogs.microsoft.com/dynamics365/author/christopher-king/] - Senior Technical Specialist For decades, companies

  • Ha Pham
    Ha Pham
4 min read
Opinions

Improve seller productivity with a sales cadence

Swapnil Agarwwal [https://cloudblogs.microsoft.com/dynamics365/author/swapnil-agarwwal/] - Senior Program Manager, Dynamics 365 Sales In sales, planning is everything. Without a plan, a sales rep might give up too easily on

  • Ha Pham
    Ha Pham
4 min read
Opinions

Use diagnostics to optimize unified routing for your call center

Lily Shelke [https://cloudblogs.microsoft.com/dynamics365/author/lily-shelke/] - Program Manager, Dynamics 365 Customer Service When unified routing is running smoothly for your customer service organization, incoming work items are routed to

  • Ha Pham
    Ha Pham
4 min read
Opinions

Automatically route deals to the right sellers by using segments in assignment rules

Bar Segal [https://cloudblogs.microsoft.com/dynamics365/author/bar-segal/] - UX Designer Dynamics 365 Sales helps teams better understand business relationships, take actions based on insights, and close opportunities faster. One of the

  • Ha Pham
    Ha Pham
3 min read
Opinions

Route leads with dynamic assignment rules

Deepshikha Kumari [https://cloudblogs.microsoft.com/dynamics365/author/deepshikha-kumari/] - Software Engineer, Dynamics 365 Sale Lead routing—the process of distributing incoming leads among sales reps—can be simple or complex. If you

  • Ha Pham
    Ha Pham
4 min read
Opinions

Adoption resources for your digital transformation with Dynamics 365

Modern business applications drive improvements in data integrity and completeness that enable faster, better decisions and more effective actions. For organizations that adopt digital transformation as a business strategy, the results are market

  • Ha Pham
    Ha Pham
1 min read
Opinions

3 tips for creating intelligent fraud management workflows

Mary Powathil [https://cloudblogs.microsoft.com/dynamics365/author/mary-powathil/] - Program Manager Today’s continuous growth of e-commerce sales drives the need for a stronger focus on fraud detection and protection. To meet

  • Ha Pham
    Ha Pham
2 min read
Opinions

Prepare for dimension table changes in Financial Dimension Framework

Ryan Carlson [https://cloudblogs.microsoft.com/dynamics365/author/ryan-carlson/] - Principal PM Manager, Finance Effective December 1, 2020, for all 10.0+ versions of Dynamics 365 Financial Dimension Framework we are preventing deletion

  • Ha Pham
    Ha Pham
2 min read
Opinions

Boost supply chain resilience with cloud and edge scale units in Supply Chain Management

Christian Abeln [https://cloudblogs.microsoft.com/dynamics365/author/chrisabeln/] - Program Manager Companies that work with manufacturing and distribution need to be able to run key business processes 24/7, without interruption, and

  • Ha Pham
    Ha Pham
3 min read
Opinions

Maintain budget control balances after update to Dynamics 365 Finance 2020 release wave 2

Brian King [https://cloudblogs.microsoft.com/dynamics365/author/brian-king/] - Principal Program Manager Brett Iwen [https://cloudblogs.microsoft.com/dynamics365/author/brett-iwen/] - Principal Software Engineer As you might already know if you

  • Ha Pham
    Ha Pham
2 min read
Opinions

Simplify and automate compliance with asset leasing in Dynamics 365 Finance

Mohamed Aamer [https://cloudblogs.microsoft.com/dynamics365/author/moaamer/] - Senior Program Manager Georg Glantschnig [https://cloudblogs.microsoft.com/dynamics365/author/georg-glantschnig/] - General Manager, Dynamics 365 Finance Change is constant. Today most

  • Ha Pham
    Ha Pham
2 min read
Opinions

Get the updated toolkit for easier deployment of solution-specific Help content

Eva Dupont [https://cloudblogs.microsoft.com/dynamics365/author/edupont/] - Senior Content PM If you’ve created your own custom solution for Dynamics 365 Finance, Dynamics 365 Supply Chain Management, or Dynamics 365

  • Ha Pham
    Ha Pham
3 min read
Opinions

Dual-write automates data flow between Dynamics 365 applications and Common Data Service

Rama Krishnamoorthy [https://cloudblogs.microsoft.com/dynamics365/author/ramasri/] - Senior Program Manager Microsoft Dynamics 365 business applications are uniquely able to help organizations digitally transform by unifying data and intelligence from employees,

  • Ha Pham
    Ha Pham
7 min read
Opinions

4 ways sales teams can close deals faster with AI-powered insights

Elisabeth Michaud [https://cloudblogs.microsoft.com/dynamics365/author/elisabeth-michaud/] - Sr. Product Marketing Manager, Dynamics 365 Sales In this two-part series, we’ll explore how AI capabilities in Dynamics 365 Sales Insights helps

  • Ha Pham
    Ha Pham
4 min read
Opinions

Conditional Formatting Using Icons In Power BI

Matt Allington [https://exceleratorbi.com.au/author/admin/] Today Microsoft announced [https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-july-2019-feature-summary/] that it is now supporting icon sets to be used for conditional formatting in Power

  • Ha Pham
    Ha Pham
4 min read
Opinions

Budget planning for the One Version era in Microsoft Dynamics 365 Finance and Operations

MSDynamicsWorld [https://msdynamicsworld.com/story/budget-planning-one-version-era-microsoft-dynamics-365-finance-and-operations] Setup and configuration of budget planning has a lot of moving parts. Any misalignment of setup may stop the planning process and impact downstream execution in a

  • Ha Pham
    Ha Pham
4 min read
Opinions

How to add user in Dynamics 365 Finance and Operations from different domain add or a user from a different tenant or vendor\user from Gmail

Umesh Pandit [http://msdynamicsaxtips.blogspot.com/2019/07/how-to-add-user-in-microsoft-dynamics.html] How to add a user in Microsoft Dynamics 365 Finance and Operations from different domain add or a user from a different tenant

  • Ha Pham
    Ha Pham
2 min read
Opinions

Generate PDF quote documents based on standardized templates

Bharath Varadarajan [https://cloudblogs.microsoft.com/dynamics365/author/bharavar/] - Product Manager, Dynamics 365 for Sales When a customer is ready for a formal proposal that contains the most current pricing information and

  • Ha Pham
    Ha Pham
3 min read
Opinions

June release of Dynamics 365 Import Tool (Preview) adds five new file formats

Donielle Sims [https://cloudblogs.microsoft.com/dynamics365/author/dosims/] - Project Manager , Mixed Reality Business Applications Applies to: Dynamics 365 Import Tool (build 111.1906.20006.0) We’re pleased to announce that

  • Ha Pham
    Ha Pham
1 min read
Opinions

How to transform your employee experience with Dynamics 365 for Talent

In this video, get an introduction to the capabilities of Microsoft Dynamics 365 for Talent and demonstrate how you can transform your employee experience.

  • Ha Pham
    Ha Pham
1 min read
Opinions

Dynamics 365 Customer Insights – June 2019 release notes

Dynamics 365 Customer Insights Team [https://cloudblogs.microsoft.com/dynamics365/author/dynamics-365-customer-insights-team/] The Dynamics 365 Customer Insights team is happy to announce the availability of our June release. NEW FEATURES * Power BI connector

  • Ha Pham
    Ha Pham
7 min read
Opinions

Import Email Attachments Directly Into a Power BI Report using Power Query

Reza Rad [https://radacad.com/author/admin] Power Query [https://radacad.com/get-started-with-power-query-movies-data-mash-up] has more than 80 data sources supported, and Microsoft Exchange is one of those data sources. Although it is not

  • Ha Pham
    Ha Pham
7 min read
Opinions

Show or Hide a Power BI Visual Based on Selection

Matt Allington [https://exceleratorbi.com.au/author/admin/] I have written a few articles in the past that toy with the ideas of changing visibility [https://exceleratorbi.com.au/items-not-selected-slicer/] and text colour

  • Ha Pham
    Ha Pham
4 min read