Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Tag: dyncrm
Top 3 Updates to Microsoft Dynamics CRM
Posted on: October 21, 2025 | By: Page Wildridge | Microsoft Dynamics CRM
Microsoft’s Release Wave 2 is here, and with it tons of new updates across all of Business Central’s functionalities. This includes new changes to Dynamics 365 Sales, Service, Field Service, and more. In this blog, we will cover the new AI-powered capabilities and other enhancements across core CRM functions. Filter Information with Smart Grid Make finding information easier for your sales team with new natural language searching capabilities. A...
What’s New in CRM Sales?
Posted on: March 10, 2025 | By: Page Wildridge | Microsoft Dynamics CRM
Microsoft recently released their “Release Wave 1,” where they rolled out several new features and updates to Dynamics 365 Sales to help your business thrive. In this blog, we will cover how these new tools can save your salespeople time and assist them in closing deals. Sales Qualification Agent Microsoft has developed a CRM integrated tool to help you stay on top of your most important and pressing tasks. The...
Maximizing Your Data with Dynamics CRM Power Automate: Part V
Posted on: October 1, 2024 | By: Page Wildridge | Microsoft Dynamics CRM
Customer 360 Component In Episode 4 of our "Maximizing Your Data" series, we discussed how to streamline workflows for efficiency and accuracy, focusing on automating manual tasks and improving data flow within Dynamics 365 CRM. This week, we’re turning our attention to a new feature that enhances your understanding of customer interactions: the Customer 360 component. By consolidating data from across your organization into a single, unified view, Customer 360...
