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Optimize fraud control with scenario segmentation in Dynamics 365 Fraud Protection 

To protect your business in today’s rapidly evolving fraud landscape, it’s critical to incorporate the use of both rules and machine learning. Machine learning can quickly detect new and emerging fraud patterns, and output a risk score to indicate the probability of fraud for a particular event. Rules can then use that risk score to...Read more

Forget about forgetting with the latest update to action items in conversation intelligence 

As the world of sales is increasing its adoption of digital transformation, we are looking for ways to help boost your sales teams’ productivity and give them tools, like conversation intelligence, that help them focus on winning deals without distractions. After talking to sellers and managers from different sales teams, we found that the tasks...Read more

3 tips for creating intelligent fraud management workflows 

Today’s continuous growth of e-commerce sales drives the need for a stronger focus on fraud detection and protection. To meet demand and stimulate growth, it’s become crucial to keep fraud and operational costs low by streamlining business processes. Automating the risk analysis and transactional review process with machine learning platforms, like Dynamics 365 Fraud Protection,...Read more

Enable the Dynamics 365 Sales Preview mobile app in Advanced Settings 

Although it may seem counter-intuitive, now that many people are working from home at least some of the time, having a streamlined mobile app for your sales team has become critically important. Whether they’re in the office, in their car, or just moving around their houses, sellers need to stay on top of their deals...Read more

Increase visibility into inventory across your supply chain 

To run an effective manufacturing and distribution operation, you need an accurate understanding of your inventory and where it’s located along the supply chain. What’s more, having clear visibility into your inventory has become critically important as organizations shift to omnichannel order fulfillment and distribution and therefore need to manage inventory located in multiple places...Read more

Ways to mitigate post-purchase fraud during the holidays 

With many retailers extending online holiday sales, consumers are taking advantage of the ease of shopping from home. Online shopping can also enable more impulse buying, which in turn increases the likelihood of returns and cancelations – and can open the door to abuse and fraud. Merchants need the right tools and controls to help...Read more

3 ways to minimize fraud this holiday season 

Even in challenging times, the holiday season’s irresistible deals attract both customers and fraudsters. A differentiated fraud prevention strategy is essential to keep a merchant’s fraud losses minimized while letting legitimate customers continue to have a smooth shopping experience. Here are three tips for the holiday season to help keep fraud low and maximize gains...Read more

Prepare for dimension table changes in Financial Dimension Framework 

Effective December 1, 2020, for all 10.0+ versions of Dynamics 365 Financial Dimension Framework we are preventing deletion from the following Dimension table. This change is applied directly in the database and follows the same business logic that is used within the application. These changes protect the integrity of the financial accounting data. Any customizations...Read more

Boost supply chain resilience with cloud and edge scale units in Supply Chain Management 

Companies that work with manufacturing and distribution need to be able to run key business processes 24/7, without interruption, and at scale. Challenges arise with unreliable connections or network latency when business processes compete for the same system resources when peak scale is required, or during periodic or regular maintenance for different regions, across time...Read more

Tips for setting up sales forecasting in Dynamics 365 Sales 

Most sales organizations understand the value of maintaining an accurate sales forecast. However, many are still tracking forecasts with a time-consuming spreadsheet. This blog post provides some best practices for using forecasting capabilities in Dynamics 365 Sales to help simplify creating accurate forecasts, even during rapidly changing conditions. Benefits of sales forecasting Sales forecasting is...Read more

Using activity data to improve opportunity scoring predictions in Dynamics 365 Sales 

Listening to the challenges many of our customers are facing with increasingly working online, we’ve developed new capabilities in Dynamics 365 to discover email messages, meetings, and phone call activities related to an opportunity, and then to factor these signals into the score. Capturing activities to determine opportunity health A healthy opportunity will usually have...Read more