Do you want to better leverage data that is generated within Dynamics 365 Customer Insights? Actionable Audit can help. Actionable Audit is a free tool built by Microsoft Labs available in AppSource. The tool runs based on the auditing settings set up via Dynamics 365 Customer Insights administration. To set up auditing in Dynamics 365…
Overview of “Data Templates”, which will help you accelerate the data configuration and export/import management in your Dynamics 365 Implementation
For more than two decades, sales tech focused almost entirely on enablement. CRMs organized data. Analytics platforms promised better forecasts. But the work of executing deals — updating systems, coordinating meetings, generating proposals, following up — still fell to human sellers. Agentic sales marks a fundamental shift: Technology no longer just enables sellers. It executes entire workflows on its own. Agents don’t wait around to be…
Every CEO has a “Key Person” risk they hasn’t fully quantified. The veteran Controller knows the unwritten steps of a complex month-end close. The Lead Engineer understands the special tricks of an old production line that no manual explains. This hidden knowledge, called tribal knowledge, helps hold organizations together. When these individuals retire, they do not just leave a…
Most enterprise workflows share a silent, expensive flaw: they have no cost attribution. While a line item for a new software subscription is scrutinized by the board, the hundreds of hours your team spends manually moving data between spreadsheets, fixing entry errors, and chasing email approvals often go unnoticed. To a CFO or COO, these aren’t just…
For years, leaders have been told they must either migrate their ERP immediately or risk falling behind. That message has produced more anxiety than action. It’s created a false sense of urgency on timing while ignoring the deeper issue: the silent drain of technical debt on operational capacity. Today, the real question isn’t “Should we migrate now?” It’s “How long can we afford to keep paying the…
Climate disasters. Cybercrime. Inflation. Labor shortages. Whatever’s going on right now, geopolitically speaking. Disruptions are no longer rare “black swan” events. They’re business as usual. All of it converges in the supply chain. Constant challenges, growing complexity, and data overload make it nearly impossible for humans to manage operations manually. Automation isn’t a futuristic advantage…
If you run Dynamics NAV, SL, or GP, you’ve likely felt some pressure lately. Maybe it’s the aging server. Maybe it’s the growing list of manual workarounds. Maybe it’s the quiet fear that one more month‑end close might push your team over the edge. You’re not alone. And you’re not stuck. This guide walks through…
Inventory sits at the center of supply chain performance. It ties up working capital, shapes the customer experience, and determines how quickly you respond to disruption. Yet many enterprises still rely on static rules, siloed systems, and periodic reviews that can’t keep up with volatility. Planners spend hours adjusting min/max settings and expediting late orders…
Real-time visibility tells you what’s happening across your supply chain right now. Where your orders are. How much inventory you have. Which carriers are delayed. What’s happening inside your plants and warehouses. You get the idea. But on its own, visibility is mostly descriptive. Sure, you get the “what.” But you don’t get the “why…