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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

Why focus on subscription churn? 

In subscription-based services, repeatable income is core to preserving business continuity and growing your revenue base to build the best service possible. Retaining customers is key to your success. On average, Recurly Research has identified 5.6% of customers churn from subscription businesses. You can retain many of these customers when you apply your retention strategies....Read more

Servicing assets using Dynamics 365 Field Service 

Dynamics 365 Field Service now offers support for scenarios around the servitization business model, rental equipment, and work order management for manufacturers with this feature. You can now create work orders for assets, even if the asset and work order have different accounts. You can watch a demo of this feature on our Field Service...Read more

Build targeted user experiences efficiently by using app profiles in multisession apps 

If your service organization needs to create your own targeted combinations of channels and tools for your agents, starting with October 2020 wave 2 release, you’ll be able to take advantage of the app profile manager capability in multisession apps. The capability is included with the Omnichannel for Customer Service preview available for Dynamics 365 Insiders. In...Read more

Build automated tests quickly with Regression suite automation tool (RSAT) version 2.0 

The Regression suite automation tool (RSAT) enables functional power users to record business tasks using the Task recorder in Finance and Operations apps. You can then convert these tasks into a suite of automated tests without the need to write source code. The release of RSAT version 2.0 includes an improved and simplified experience using...Read more

Keep an eye on your email bounce rates in Dynamics 365 Marketing 

Everyone who has sent an email message at least a couple of times faced a situation when your email cannot be delivered to the recipient. It is not particularly important if it is just a single email for your friend or family member. But what if the email impacts a critical business function? Microsoft Dynamics 365 Marketing allows you to send email campaigns to a large number of recipients. But if you’ve ever...Read more

Electronic invoicing add-on (preview) expands capabilities for Dynamics 365 business applications 

There are a number of reasons for companies to use electronic invoicing instead of paper documents, such as maintaining compliance, being able to adapt quickly to changing regulations, and reducing manual errors – not to mention reducing costs and speeding up end-to-end invoice processing. In addition, governments are increasingly turning to electronic invoicing as a...Read more

Support date extended for tax updates in US Payroll feature in Dynamics 365 Finance 

To ensure organizations have ample time to provide for the safety of their employees, protect the health and well-being of their communities, and react to the changes needed due to COVID-19, we are extending support for tax updates in the US Payroll feature in Dynamics 365 Finance until July 31, 2024. This is a change...Read more