Microsoft Dynamics 365 & Power Platform Posts

What Questions Should Benefits Brokers Ask When Evaluating CRM and Agency Management Software?

Benefits brokers evaluating CRM and agency management software need to know more than what features appear on a product checklist. They need t...

How Manufacturers Can Keep Microsoft Dynamics GP Running While Planning for Business Central

Many manufacturers using Microsoft Dynamics GP know that a move to Dynamics 365 Business Central may be in their future. The challenge is deci...

New Azure SQL Foundations video series with GitHub samples

Bob Ward and I recently released a series of videos, read more in the original blog post or go directly to the series on YouTube. The Azure SQ...

If You Need a Dynamics 365 CRM Record Clone Solution, This Is the One for You!

Imagine this: you’ve just closed a deal, created the perfect Dynamics 365 CRM record, and now you need to create another one with almost the s...

Dynamics 365 Finance and Operations Operating Units: Build a Clear Internal Structure

Introduction One legally registered company may contain finance, HR, IT, sales, cost centers, business divisions, and support teams. Dynamics ...

Power BI's Most Mysterious Slicer Setting

An Agent Without Context Is a Confident Stranger: Customer Insights as Your AI Grounding Layer

Everyone wants an AI agent this year, and I understand why — I have watched a well-built one close cases and draft outreach faster than a room...

Operating Unit in D365 FO Explained | Legal Entity vs Department vs Cost Center