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Introduction to the XrmToolBox
In this video, UG Expert Kylie Kiser kicks off her series on the XrmToolBox by giving an overview of what the tool is. Key Takeaways Overview: The XrmToolBox is an essential resource for CE/CRM and...
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How to Use Business Rules in Dynamics 365 CE/CRM
In this video, UG Expert Heidi Neuhauser introduces business rules in Dynamics 365 CE/CRM, before diving into some use cases for several actions. She also covers scope and custom code. Key Takeaways...
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Working with Payment Terms in Business Central
In this video, UG Expert Dave Wiser explains payment terms in Business Central, which give users the ability to calculate the due date on sales and purchase invoices. Dave reviews how payment terms...
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Biz Apps Partner Podcast: Giuseppe Ianni on Driving Engagement for Partners,...
Welcome to the “Biz Apps Partner Podcast,” a weekly video series designed to decentralize intelligence about how partners can scale their Microsoft practice by having short, to the point discussions...
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Understanding Coverage Time Fence in Dynamics 365 Finance & Operations
In the fast-moving world of supply chain management, effective planning is key. Dynamics 365 Finance & Operations (D365FO) provides a handy tool to simplify your planning processes — the coverage...
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AI Copilot Podcast: Healthcare IT Leader (and Doctor) Calls Copilots a Game...
Welcome to the AI Copilot Podcast, analyzing the latest AI Copilot and agent developments from Microsoft and its partners, delving into customer use cases, and exploring how AI plus the Cloud helps...
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Introducing the XRMToolBox Metadata Document Generator
In part 2 of her video series on the XRMToolBox, UG Expert Kylie Kiser gives a tutorial for one of her favorite features, the metadata document generator. Key Takeaways Overview: The metadata document...
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Avalara CEO Scott McFarlane Defines How Company Offerings Address Market...
In this Executive Interview, which took place at Community Summit NA 2024, Cam Sessinger speaks with Scott McFarlane, CEO, Avalara, to discuss how the company’s offerings assist with commonly faced...
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Copilot 101: What Is Copilot Studio?
In this episode of the “Copilot 101 Podcast,” Shawn Dorward, Vice President, sa.global, UG Expert, gives an overview of Copilot Studio, a tool that allows users to create custom AI agents for...
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Summit Soundbites: Gina Ramirez on Being a First-Time Speaker, Collaboration...
Hosted by Dynamics Communities Senior Marketing Manager, Stephanie Ulmer, the “Summit Soundbites” series features key takeaways and impressions from Community Summit NA 2024. In this video, Gina...
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Auto Copy Static Plan Feature in Dynamics 365 Finance & Operations
If you’re navigating the complexities of supply chain planning with Dynamics 365 Finance & Operations, the “Auto Copy Static Plan” feature is a tool worth exploring. This integral part of the...
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CIO Insights on AI, Microsoft, and ServiceNow at Community Summit
John Siefert, Wayne Sadin, CIO, PriceSmart, and Cloud Wars’ Tom Smith got together at the recent Community Summit NA in San Antonio, TX, to discuss the AI Copilot Preconference, tech developments at...
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Overcoming the Challenge of Being Talked Over in Meetings: 9 Effective Tips
Meetings are essential for collaboration and decision-making, but they can sometimes be frustrating, especially when you find yourself being talked over or interrupted. This behavior can undermine...
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Understanding Routing Link Codes in Business Central
Routing Link Codes are used in Dynamics 365 Business Central to link specific components of a production bill of material to operations within a production routing. This ensures that components are...
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Praxedo’s Nicholas Eparvier on Transforming Field Service with Innovative...
In this Executive Interview, which took place at Community Summit NA 2024, Cam Sessinger speaks with Nicholas Eparvier, Vice President, Business Development, Channel & Alliances, Praxedo North...
View ArticleProcess payments and invoices in Business Central with Trace AR
Trace AR for Business Central, which helps B2B companies automate invoices and process payments, is now available in Microsoft Appsource. In this latest webinar and demo, the PayTrace B2B payments...
View ArticleAutomating Business Central Dynamics 365 Revenue Recognition
Key Takeaways Automating subscription billing with Microsoft Dynamics 365 Business Central and Paystand Autopay fully streamlines billing and payment collection. Without Autopay, businesses often face...
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Microsoft Dynamics 365 Business Central vs. Top ERP Solutions
After doing a lot of research into the Top Cloud ERP systems for manufacturers, we found that Acumatica, Microsoft Dynamics 365 Business Central, NetSuite, SAP Business One, and Odoo were the best...
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XrmToolBox Feature Highlight: Record Counter, Attribute Usage Inspector
In part 3 of her video series on the XrmToolBox, UG Expert Kylie Kiser highlights two features, the record counter and attribute usage inspector. Key Takeaways Record counter overview: The record...
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Summit Launchpad: Leapwork’s Mike Anand on Inspiring Customer-First Software...
In this “Summit Launchpad” interview, recorded while on location at Community Summit North America 2024, Jason Gumpert, Editor, MSDynamicsWorld.com, welcomes Mike Anand, Chief Marketing Officer,...
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