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—
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—
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
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
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
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
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
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
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
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
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
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
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
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
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,
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
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
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
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
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
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
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.
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
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
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