Dynamics 365 CRM Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/dynamics-365-crm/ Microsoft Dynamics CRM . Microsoft Power Platform Thu, 11 Jul 2024 14:53:38 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.5 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32&ssl=1 Dynamics 365 CRM Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/dynamics-365-crm/ 32 32 176351444 ERP Implementation Success: Insights from Hobart Service’s D365 Journey https://microsoftdynamics.in/2024/07/11/erp-implementation-success-insights-from-hobart-services-d365-journey/ https://microsoftdynamics.in/2024/07/11/erp-implementation-success-insights-from-hobart-services-d365-journey/#respond Thu, 11 Jul 2024 14:53:38 +0000 https://ellipsesolutions.com/?p=41318 Embarking on an ERP project marks a critical milestone for any organization. Once the project is greenlit, the real work begins to ensure a successful Go-live. In a past virtual session, experts from one of Ellipse Solutions customers, Hobart Service, shared invaluable insights into their Dynamics 365 ERP implementation success journey, shedding light on key…...

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]]> Embarking on an ERP project marks a critical milestone for any organization. Once the project is greenlit, the real work begins to ensure a successful Go-live. In a past virtual session, experts from one of Ellipse Solutions customers, Hobart Service, shared invaluable insights into their Dynamics 365 ERP implementation success journey, shedding light on key…

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]]> https://microsoftdynamics.in/2024/07/11/erp-implementation-success-insights-from-hobart-services-d365-journey/feed/ 0 4896 Major Dynamics 365 Price Changes are on the Horizon https://microsoftdynamics.in/2024/05/07/major-dynamics-365-price-changes-are-on-the-horizon/ Tue, 07 May 2024 15:25:35 +0000 https://ellipsesolutions.com/?p=41123 Microsoft has recently announced updates to commercial pricing for certain Dynamics 365 SKUs, which is the newest update since the October 2019 revisions. This change will go into effect on October 1, 2024 and will impact all those who: Where there is change there is uncertainty, and we’re here to help educate everyone as best…...

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]]> Microsoft has recently announced updates to commercial pricing for certain Dynamics 365 SKUs, which is the newest update since the October 2019 revisions. This change will go into effect on October 1, 2024 and will impact all those who: Where there is change there is uncertainty, and we’re here to help educate everyone as best…

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]]> 4876 Dynamics Con Live 2024: Bobby Small’s Attendee Guide  https://microsoftdynamics.in/2024/04/23/dynamics-con-live-2024-bobby-smalls-attendee-guide/ Tue, 23 Apr 2024 15:52:49 +0000 https://ellipsesolutions.com/?p=41093 I am stoked for Dynamics Con Live 2024 (DCL24) this year as it is in my backyard. Not my literal backyard, that would just be weird, require me to clean up my backyard, and based on the increasing attendance at this event, make for a VERY crowded event! What I mean to imply is that…...

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]]> I am stoked for Dynamics Con Live 2024 (DCL24) this year as it is in my backyard. Not my literal backyard, that would just be weird, require me to clean up my backyard, and based on the increasing attendance at this event, make for a VERY crowded event! What I mean to imply is that…

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]]> 4872 “Board” with Dynamics 365 Sales views? Kanban to the rescue! https://microsoftdynamics.in/2024/04/04/board-with-dynamics-365-sales-views-kanban-to-the-rescue/ Thu, 04 Apr 2024 16:26:51 +0000 https://ellipsesolutions.com/?p=33207 One of the newer and more interesting control features being offered in Dynamics 365 Sales is something that will be familiar to Agile followers.  A Kanban board is a useful approach to see how work flows through your processes and helps visualize where a particular work item is in the process. A Kanban board can…...

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]]> One of the newer and more interesting control features being offered in Dynamics 365 Sales is something that will be familiar to Agile followers.  A Kanban board is a useful approach to see how work flows through your processes and helps visualize where a particular work item is in the process. A Kanban board can…

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]]> 4869 Setting up PowerApps Canvas with Dynamics 365 Data https://microsoftdynamics.in/2024/03/26/setting-up-powerapps-canvas-with-dynamics-365-data/ Tue, 26 Mar 2024 12:56:39 +0000 https://ellipsesolutions.com/?p=6007 In a rapidly evolving world of how data is collected and processed, Microsoft has focused on a multitude of strategies to assist organizations to stay ahead of the curve. One such approach is the “Low code – No code” technology that empowers functionally oriented power users to build quality applications that can help rapidly adapt…...

The post Setting up PowerApps Canvas with Dynamics 365 Data appeared first on Microsoft Dynamics 365 Blog.

]]> In a rapidly evolving world of how data is collected and processed, Microsoft has focused on a multitude of strategies to assist organizations to stay ahead of the curve. One such approach is the “Low code – No code” technology that empowers functionally oriented power users to build quality applications that can help rapidly adapt…

The post Setting up PowerApps Canvas with Dynamics 365 Data appeared first on Ellipse Solutions.

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]]> 4867 Introducing Copilot for Finance by Microsoft https://microsoftdynamics.in/2024/03/19/introducing-copilot-for-finance-by-microsoft/ Tue, 19 Mar 2024 16:19:56 +0000 https://ellipsesolutions.com/?p=41003 Microsoft recently announced that they will be releasing a Copilot chatbot that can perform key duties assisting finance professionals on tedious and time-consuming tasks. Microsoft Copilot for Finance is a whole new experience that provides financial personnel with AI-assisted competencies from within productivity applications they use daily, including Outlook, Excel, Teams, and more. There is…...

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]]> Microsoft recently announced that they will be releasing a Copilot chatbot that can perform key duties assisting finance professionals on tedious and time-consuming tasks. Microsoft Copilot for Finance is a whole new experience that provides financial personnel with AI-assisted competencies from within productivity applications they use daily, including Outlook, Excel, Teams, and more. There is…

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]]> 4863 Dynamics 365 Customer Engagement – Phone Call Tagging…You’re It! https://microsoftdynamics.in/2024/03/13/dynamics-365-customer-engagement-phone-call-taggingyoure-it/ Wed, 13 Mar 2024 13:26:03 +0000 https://ellipsesolutions.com/?p=6113 One of the many issues facing businesses is not only how to track different types of activities with their contacts and accounts, but “what” was the context of this activity.  One of the most common activities in Dynamics 365 is the phone call.  While the phone call activity does provide a subject field, this field…...

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]]> One of the many issues facing businesses is not only how to track different types of activities with their contacts and accounts, but “what” was the context of this activity.  One of the most common activities in Dynamics 365 is the phone call.  While the phone call activity does provide a subject field, this field…

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]]> 4862 Dynamics 365 Customer Engagement Security Best Practices and Maintenance Considerations https://microsoftdynamics.in/2024/02/27/dynamics-365-customer-engagement-security-best-practices-and-maintenance-considerations/ Tue, 27 Feb 2024 15:18:41 +0000 https://ellipsesolutions.com/?p=6174 When it comes to the topic of “security” in the Dynamics 365 Customer Engagement platform, we thought we would share a few simple best practices and maintenance considerations that have been beneficial to some of our customers over the years.  This is, in no way, an exhaustive list, but hopefully provides some ideas and strategies…...

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]]> When it comes to the topic of “security” in the Dynamics 365 Customer Engagement platform, we thought we would share a few simple best practices and maintenance considerations that have been beneficial to some of our customers over the years.  This is, in no way, an exhaustive list, but hopefully provides some ideas and strategies…

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]]> 4860 Dynamics 365 Customer Service Knowledge Base https://microsoftdynamics.in/2024/02/22/dynamics-365-customer-service-knowledge-base/ Thu, 22 Feb 2024 15:06:07 +0000 https://ellipsesolutions.com/?p=6210 Knowledge is Power! How do you manage your knowledge in your customer service organization and get this in the hands of your customers?  This is a problem that has presented itself to many service providers for many years.  What about those “special” cases that took you so much time to solve a problem or a…...

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]]> Knowledge is Power! How do you manage your knowledge in your customer service organization and get this in the hands of your customers?  This is a problem that has presented itself to many service providers for many years.  What about those “special” cases that took you so much time to solve a problem or a…

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]]> 4855 Building Dynamics 365 Integration Between Field Service And Finance & Supply Chain Using Dual-Write https://microsoftdynamics.in/2024/02/13/building-dynamics-365-integration-between-field-service-and-finance-supply-chain-using-dual-write/ Tue, 13 Feb 2024 16:49:47 +0000 https://ellipsesolutions.com/?p=40841 After multiple years of a natural yet sometimes painful growth, the Dual Write integration components between Dynamics 365 Customer Engagement and Finance & Supply Chain siblings hit the maturation stage.  This blog will focus on some of the basic details encountered during the last few years of customer engagements  implementing D365 Field Service along with…...

The post Building Dynamics 365 Integration Between Field Service And Finance & Supply Chain Using Dual-Write appeared first on Microsoft Dynamics 365 Blog.

]]> After multiple years of a natural yet sometimes painful growth, the Dual Write integration components between Dynamics 365 Customer Engagement and Finance & Supply Chain siblings hit the maturation stage.  This blog will focus on some of the basic details encountered during the last few years of customer engagements  implementing D365 Field Service along with…

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