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Vendor Approvals in Dynamics 365 for Finance and Operations
It’s a good accounting practice to review and monitor changes made to vendor records. Specifically, review and approval may be needed when certain fields are updated. This may include fields on a...
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Lead Support for Dynamics 365 Sales with Microsoft Copilot
In this video, UG Expert and Microsoft MVP Heidi Neuhauser explains how Microsoft Copilot can be used in Dynamics 365 Sales for lead support. This episode is sponsored by Community Summit North...
View ArticleStrategy, Planning, & Execution of: Microsoft Dynamics 365 Finance and...
Undertaking a cloud migration can be overwhelming and riddled with challenges, such as changing requirements during the product lifecycle, or effectively communicating the project scope to all key...
View ArticleTop 10 Pricing Mistakes You Could Be Making
Is Your Profit Margin Leaking Away? Pricing has the highest impact on growth for your business. Proper pricing is extremely important, and finding the perfect price is a process that utilizes data to...
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How Microsoft Security Copilot Helps Mitigate, Defend Against Cyberattacks
Cyberattacks are a serious threat to businesses and individuals alike, as they can cause significant damage to data, systems, and reputations. In this post, we will explore how Microsoft Security...
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The Benefits of an Independent Software Vendor (ISV)
An ISV is an Independent Software Vendor (ISV) that sells a proprietary product that can provide value to a company. ISVs can be built into your current ERP solution, or they can be an add-on with an...
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Microsoft Copilot Considerations for IT Pros
A technology professional in the context of Microsoft Business Applications can differ from one company to another. For some in a small/mid-market business (SMB), a technology professional could be...
View ArticleTax Functions Microsoft D365 Users Can Automate with Vertex
Every hour spent updating tax content in D365 systems is an hour lost on other, more important parts of your business. Rather than having your tax and IT teams spend precious time on manual tasks —...
View ArticleTax Challenges Affecting the Manufacturing Industry: How Your Business Can...
In recent years, the global manufacturing industry has faced a tremendous shakeup driven by supply chain disruption, pricing increases across commodities, and labor shortages. As a result of this...
View ArticleHow Retailers Can Overcome 7 Common Tax Compliance Challenges
Whatever a retailer’s size, product offerings or channel, sales and use tax compliance is an essential part of business operations. But with thousands of tax jurisdictions in the U.S. and shifting...
View ArticleTaking the Pain Out of Tax with Microsoft Dynamics 365
For companies doing business globally, there are over 19,000 taxing jurisdictions with different rates, regulations, and requirements. It’s up to businesses to keep up with the latest tax rates and...
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How to Integrate Vector Databases into Microsoft Fabric
By now, most are aware of technologies like generative AI, large language models (LLMs), ChatGPT, and the company OpenAI. Similarly, most of these users are aware that these technologies and AI models...
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Vendor Bank Account Workflow in Dynamics 365 Finance and Operations
In a previous post, we discussed the benefits of using the Proposed vendor changes workflow in Microsoft Dynamics 365 for Finance and Operations. In version 10.0.32, Microsoft added a new feature...
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How Microsoft Fabric Handles Common Python Vulnerabilities, Version Conflicts
Since Microsoft has made the usage of Python within Excel and Microsoft Fabric publicly available, I’ve been curious to understand how Common Vulnerabilities and Exposures (CVE) and version conflicts...
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Feature Review: Walkthrough of Customer Service Copilot
In this video, UG Expert and Microsoft MVP Kylie Kiser provides a comprehensive walkthrough of the features of Customer Service Copilot. This episode is sponsored by Community Summit North America,...
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Understanding the Modern Lifecycle for Dynamics GP
Since version 18.2 (GP2020) which was released in October 2019, Dynamics GP has been on the Microsoft “Modern Lifecycle Policy.” What does this mean and how does it affect users? This post is designed...
View ArticleMastering Power Platform: Advanced Steps to Build Custom Connectors
In the ever-evolving landscape of Power Platform development, the ability to create custom connectors opens a gateway to seamless integration with external services. In this blog, we will share the...
View ArticleCreating a Demand Forecast in Business Central
Business Central empowers organizations to reliably predict demand and calibrate production capacity, which is vital for making the most of resources, pleasing customers, and reducing expenses. In...
View ArticleThree Features in BC for Wholesale Distributors
Microsoft Dynamics Business Central, a popular cloud-based ERP, comes packed with robust capabilities for wholesale distributors to leverage. The system enables wholesalers to maintain accuracy while...
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Data Governance in Real-Time with KQL and Microsoft Purview
As the world becomes increasingly familiar to working with more data at a much faster rate, I anticipate that real-time data analytics will be the next big thing in the world of data. Thanks to the...
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