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opportunity sales process dynamics 365

We recently had a client request an enhancement for their Dynamics 365 Sales opportunities and quotes to include freight charges at the product line level. While standard Dynamics 365 includes freight amounts at the Opportunity and Quote levels, our solution showcased below requires extending this functionality. Using Power Automate and Dataverse (formerly CDS), we implemented…

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Multi-Factor Authentication (MFA) is Required by Microsoft for Azure Users

Microsoft has recently announced a significant security update in their latest blog post, “Microsoft will require MFA for all users in Azure” While the article touches on the changes, it doesn’t fully dive into the specifics or the broader impact it has on users. In this post, we will explore additional sources to provide an…

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Setting up PowerApps Canvas with Dynamics 365 Data

data canvas app powerapps

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…

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Microsoft Named Leader in IDC MarketScape Worldwide Saas and Cloud-Enabled Large Enterprise ERP Vendor Assessment

Technological innovation and advancements are consistently bringing more and more solutions to the digital world for businesses, making it difficult to choose which is the right fit for organizational decision-makers. Because of this, analysts are continually reviewing ERP companies by creating structured guidelines that must be met by these vendors to qualify as top contenders…

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Microsoft is ‘Chipping’ into Artificial Intelligence 

At Microsoft’s Ignite conference in November, they announced two artificial intelligence chips that they are releasing. The first being ‘Maia 100’ which is an AI graphics processing unit optimized for Artificial Intelligence tasks and generative AI, and the second chip is a Cobalt 100 Arm chip which is aimed at general computing tasks on the…

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Microsoft Named a Leader in Magic Quadrant: Product-Centric Enterprises 

As we head into 2024, it’s important to take some time and reflect on the accomplishments of the year prior. Microsoft has continued to accumulate recognition for their accomplishments within the ERP technology space and were recently recognized as a leader in Gartner’s Magic Quadrant – Cloud ERP for Product-Centric Enterprises.   According to Gartner,…

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Dynamics 365 – Send a Customer Case with Azure SMS

PowerAutomate SMS Customer Case

One of the most common customer service practices is to notify the customer when they have submitted a new incident with the incident number and a message about the expected resolution time.  Historically this was done with an email sent to the customer’s email address for their tracking purposes, but that was so 2010!  It’s…

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Dynamics 365 Connected Customer Service Example

iot alerts d365 customer service hub

In a world of “Internet of Things” (IoT), wouldn’t it be nice to be able to proactively service your customer’s needs almost without them knowing about it?  As our world is more connected than ever now, IoT provides service organizations abilities to monitor and identify equipment issues before they become even larger and more unmanageable. …

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