Latest news with #MicrosoftDynamics365
Geeky Gadgets
13-06-2025
- Business
- Geeky Gadgets
Microsoft Dynamics 365 Tutorial For Beginners : Streamline, Simplify & Succeed
Have you ever felt overwhelmed by the complexity of managing multiple business processes, from customer relationships to financial operations? You're not alone. Many organizations struggle to balance efficiency with growth, especially when their tools and systems feel fragmented. Enter Microsoft Dynamics 365—a innovative platform that combines the power of Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) into one seamless solution. With its cloud-based design and robust features, Dynamics 365 doesn't just simplify your operations—it transforms them. Whether you're a small business owner or part of a large enterprise, this platform offers the tools to streamline workflows, enhance customer engagement, and make smarter, data-driven decisions. In this perspective, we'll break down how Dynamics 365 can transform the way you work. By the end of this guide by Manizha & Ryan, you'll have a clear understanding of what makes Microsoft Dynamics 365 an essential tool for modern businesses. We'll explore its core modules, like CRM and ERP, and uncover how they work together to provide a unified view of your operations. You'll also discover practical tips for navigating the platform, customizing workflows, and unlocking its full potential. Whether you're curious about its real-time analytics, seamless integration with other Microsoft tools, or industry-specific applications, there's something here for everyone. So, if you've ever wondered how to bridge the gap between operational efficiency and business growth, this is the perfect starting point to find out. Understanding Microsoft Dynamics 365 Microsoft Dynamics 365 combines the capabilities of CRM and ERP into a unified platform, using the flexibility of cloud technology. This integration allows businesses to access critical tools and data from virtually anywhere with an internet connection. The platform is particularly advantageous for organizations looking to scale operations, adapt to evolving market conditions, or centralize their processes for improved efficiency. By consolidating various business functions, Dynamics 365 assists seamless management of customer relationships, financial operations, supply chains, and more. Core Modules: CRM and ERP At the foundation of Dynamics 365 are its two primary modules, each addressing distinct yet interconnected business needs: Customer Relationship Management (CRM): This module focuses on managing customer interactions, tracking leads, and enhancing sales performance. It provides actionable insights into customer behavior and preferences, allowing businesses to build stronger, more personalized relationships. This module focuses on managing customer interactions, tracking leads, and enhancing sales performance. It provides actionable insights into customer behavior and preferences, allowing businesses to build stronger, more personalized relationships. Enterprise Resource Planning (ERP): Designed to optimize back-end operations, this module covers areas such as financial management, inventory control, and human resources. By streamlining these processes, businesses can ensure operational efficiency and alignment with strategic goals. Together, these modules provide a comprehensive view of business operations, empowering organizations to make informed decisions and improve overall performance. Microsoft Dynamics 365 Beginners Guide 2025 Watch this video on YouTube. Dive deeper into Microsoft Dynamics 365 with other articles and guides we have written below. Key Features and Tools Dynamics 365 is equipped with a wide range of features and tools tailored to meet diverse business requirements. Some of its most notable functionalities include: Business Process Automation: Automate repetitive tasks such as data entry, reporting, and follow-ups to save time and reduce errors. Automate repetitive tasks such as data entry, reporting, and follow-ups to save time and reduce errors. Workflow Customization: Adapt workflows to align with your specific business processes, making sure the platform meets your unique needs. Adapt workflows to align with your specific business processes, making sure the platform meets your unique needs. Real-Time Analytics: Access dynamic dashboards and detailed reports to gain actionable insights and make quick, data-driven decisions. Access dynamic dashboards and detailed reports to gain actionable insights and make quick, data-driven decisions. Seamless Integration: Connect Dynamics 365 with other Microsoft tools like Office 365, Power BI, and Teams to enhance collaboration and productivity. These features enable businesses to optimize their operations, improve team collaboration, and achieve better outcomes across various functions. Getting Started with Dynamics 365 For those new to Dynamics 365, the platform's intuitive design ensures a smooth onboarding experience. To begin using the platform effectively, follow these steps: Log in with your credentials to access the platform's dashboard. Explore the dashboard, which provides an overview of key metrics and performance indicators. Navigate through modules such as Sales, Marketing, or Finance to familiarize yourself with their functionalities. Experiment with workflow customization to tailor the platform to your business processes and objectives. Taking the time to explore these features will help you unlock the full potential of Dynamics 365 and ensure it aligns with your operational needs. Practical Applications Across Industries Microsoft Dynamics 365 is a versatile platform that can be applied across a wide range of industries and business scenarios. Here are some examples of how it can drive value: Retail: Use CRM tools to track customer preferences, manage loyalty programs, and deliver targeted marketing campaigns. Use CRM tools to track customer preferences, manage loyalty programs, and deliver targeted marketing campaigns. Manufacturing: Use ERP capabilities to streamline supply chain management, monitor production schedules, and optimize inventory levels. Use ERP capabilities to streamline supply chain management, monitor production schedules, and optimize inventory levels. Professional Services: Automate project management tasks, track billable hours, and monitor financial performance in real time. Automate project management tasks, track billable hours, and monitor financial performance in real time. Healthcare: Manage patient records, streamline appointment scheduling, and enhance communication between care teams. These examples highlight the platform's adaptability, making it a valuable tool for businesses across various sectors with unique operational challenges. Tips for Efficient Navigation and Customization To maximize the benefits of Dynamics 365, consider implementing these strategies for efficient navigation and workflow customization: Use the search bar to quickly locate specific records, tools, or modules. Pin frequently used modules to the navigation pane for easier and faster access. Set up automated workflows to handle routine tasks, such as sending follow-up emails or generating invoices. Regularly review dashboards and reports to stay informed about key performance metrics and trends. Use training resources and tutorials provided by Microsoft to deepen your understanding of the platform's capabilities. By incorporating these tips into your daily use of Dynamics 365, you can enhance productivity, streamline operations, and tailor the platform to your specific business needs. Unlocking the Potential of Microsoft Dynamics 365 Microsoft Dynamics 365 offers a robust and integrated solution for managing critical business functions. By understanding its core modules, using its powerful features, and exploring its practical applications, you can transform the way your organization operates. Whether you are focused on improving customer engagement, automating workflows, or analyzing business performance, Dynamics 365 provides the tools and flexibility needed to achieve your goals. With consistent use and customization, this platform can become an indispensable asset for driving growth and efficiency in your business. Media Credit: Tutorials by Manizha & Ryan Filed Under: Guides Latest Geeky Gadgets Deals Disclosure: Some of our articles include affiliate links. 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Globe and Mail
10-06-2025
- Business
- Globe and Mail
CORRECTION FROM SOURCE: Bighorn Web Solutions Signs Magento Partnership with PSP Pharma to Drive E-Commerce Expansion
This release corrects and replaces the press release issued by Bighorn Web Solutions on May 29, 2025 7:30 AM EDT. The updated version has been revised to reflect accurate information and ensure consistency across all referenced materials. Denver, Colorado--(Newsfile Corp. - June 10, 2025) - Bighorn Web Solutions, a leading enterprise-grade eCommerce agency, has signed a Magento eCommerce contract with PSP Pharma. Bighorn Web Solutions is responsible for the technical development of PSP Pharma's e-commerce systems, including and the PSP mobile application. The partnership is focused on improving platform performance, user experience, and operational efficiency to better serve PSP Pharma's growing customer base. To view an enhanced version of this graphic, please visit: PSP Pharma plans to expand its e-commerce platform across the region, with a focus on increasing access to health and self-care products in the Caucasus and Central Asia. This strategic move will enable the company to strengthen its presence and drive product sales throughout these markets. PSP has its eyes set on technology innovation and global growth. They're the first pharmaceutical company in Eastern Europe to fully implement Microsoft Dynamics 365 Business Central and LS Retail, setting a new benchmark for service quality, operational efficiency, and business process integration. The agreement with Bighorn Web Solutions positions PSP to lead the region in e-commerce excellence. "Partnering with PSP Pharma aligns strongly with Bighorn's global expertise and our commitment to empowering visionary companies. Signing this contract reinforces the mutual value we are creating and reflects our role as a trusted technology partner. As PSP expands into new regional markets, we are excited to deliver the solutions that support their growth and to play a key role in shaping the future of eCommerce in the pharmaceutical sector," said Caleb Bradley, CEO of Bighorn Web Solutions. To learn more about Bighorn Web Solutions and its enterprise eCommerce development services, please visit About Bighorn Web Solutions: Bighorn Web Solutions is a U.S.-based enterprise-grade e-commerce agency rooted in the Rocky Mountain region, comprised of senior-level engineers who are specialists, not generalists. With deep expertise in its respective niches, the agency understands the importance of staying ahead in an ever-evolving digital landscape.
Yahoo
28-05-2025
- Business
- Yahoo
Basware: CFOs and CIOs clash as SAP migration deadline looms
ERP migrations exposing companies to compliance breaches amid $100bn transformation wave CHARLOTTE, N.C., May 28, 2025 /PRNewswire/ -- CFOs and CIOs are fighting over finances and key resource allocation amid tariffs and the looming SAP S/4HANA migration deadline fast-approaching in 2027, analysis reveals from Basware. With over 22,000 companies worldwide impacted by the upcoming migration, the urgency to act before the deadline grows each day. Tighter budgets causing migration uncertainty According to data, approximately 61% of SAP customers using older Enterprise Resource Planning (ERP) systems have not yet licensed S/4HANA. As the latest version of SAP's business management software, S/4HANA represents a significant transformation – one that many enterprises still need to undertake as the 2027 migration deadline approaches. Failure to migrate by the cut off will result in the loss of official SAP support, and reduced access to future product innovations – both of which can lead to increased operational costs and technical risk for businesses. The SAP S/4HANA migration market represents a $100bn opportunity, as enterprises look to modernize their systems, streamline operations and enhance compliance. Amid ongoing global economic uncertainty, enterprises are under pressure to scrutinize every dollar of spend, from finance operations to new AI investments, causing a rift between CFOs and CIOs who are battling to align on spending priorities. "For some, SAP S/4HANA is just a technology migration. But forward-thinking enterprises are taking the opportunity to drive real, wide-scale transformation, focusing on ROI, simplifying their ERP landscape and establishing a clean digital core" said Mark McCarthy, CRO of Basware. "As the great SAP migration continues, the real opportunity is making the investment count – and that means aligning finance and IT around outcomes that matter." ERP migrations costing hundreds of millions over several years ERP systems such as Oracle NetSuite, Microsoft Dynamics 365 and SAP S/4HANA Cloud are used to manage the entire IT process of businesses by tracking all aspects of production, distribution, financials, HR and back office. ERP upgrades can cost large enterprises upwards of $100 million, rising to $500 million depending on the complexity and size of the organization. These projects typically span multiple years, involving significant resources for software, implementation, training and ongoing support. For CFOs, this creates financial holes due to uncertain ROI, business disruption risks from potential downtime, and hefty implementation fees for the technology. Add to that skills gaps for SAP talent, the cost of training, and the lack of financial transparency during migration, it's more important than ever for CFOs to gain complete control over functions such as invoicing, especially when integrating platforms into ERP environments. Meanwhile, CIOs are battling with opposing challenges including outdated systems, poor data quality, which can lead to errors and inefficiencies. Where boardroom alignment can be found is in artificial intelligence, with 75% of CFOs advocating for greater investment in AI to automate critical financial processes such as e-invoicing compliance and regulation – which play a pivotal role in the broader SAP S/4HANA migration strategy. McCarthy added: "Every month of delay brings greater compliance risk, uncertainty and escalating costs. Forward-thinking enterprises are acting now – extending their ERP strategy with specialist solutions that align to SAP's clean core principles. Basware is already supporting over 600 enterprises running SAP ERP systems, including over 100 large organizations using Basware alongside SAP S/4HANA. By managing this complexity with Invoice Lifecycle Management platforms, they're able to achieve full automation, compliance, and visibility in accounts payable." How companies are navigating ERP migrations The 2027 migration deadline is a top priority for companies, including healthcare wellness company Empire Portfolio Group, materials manufacturer KION and industrial minerals producer Imerys. "We needed a state-of-the-art process to complement our Shared Services Centres rollout and prepare the implementation of SAP S/4HANA," said Christophe Boden, VP of Shared Services and Continuous Improvement at Imerys. "Basware emerged as the ideal solution provider to digitize our AP (accounts payable) operations and drive process efficiencies." North American manufacturing giant Mauser has also overhauled its accounts payable operations in light of the upcoming deadline, integrating Basware with its existing SAP ERP system. The 'plug and play' approach allowed Mauser to streamline invoice processing without adding complexity – keeping its ERP setup simple while gaining greater automation, visibility and faster approvals. As a result, approval time for non-PO invoices from 3.6 days to 1.6 days. By integrating Invoice Lifecycle Management solutions into its ERP system, Mauser has significantly reduced manual touchpoints, cutting the time spent on matching purchase orders and invoices by 90% and reducing overall manual matching by 71%. To help enterprises navigate ERP migrations, Deloitte and Basware recently expanded their partnership with a new, practice-based Center of Excellence, in response to increasing demand driven by SAP S/4HANA migrations. Combining Deloitte's deep finance and compliance expertise with Basware's platform, the collaboration is designed to accelerate digital finance transformation and ensure ERP migration projects are complete before the 2027 deadline hits. About Basware Basware is how the world's best finance teams gain complete control of every invoice, every time. Our Intelligent Invoice Lifecycle Management platform ensures end-to-end efficiency, compliance and control for all invoice transactions. Powered by the world's most sophisticated invoice-centric AI – trained on over 2 billion invoices – Basware's Intelligent Automation drives real ROI by transforming finance operations. We serve 6,500+ customers globally and are trusted by industry leaders including DHL, Heineken and Sony. Fueled by 40 years of specialized expertise with $10 trillion in total spend handled, we are pioneering the next era of finance. With Basware, Now it all just happens.™ Glossary of Terms SAP S/4HANA - an enterprise resource planning (ERP) system from SAP unifying business operations in real-time using AI and machine learning. It acts as a single business suite bringing together core functions including finance, sales, procurement, marketing, HR and more. ERP – business management software that integrates and automates core business processes in a single system. ERP Migrations – the process of moving to a new ERP system, transferring data, business processes, configurations and integrations. Manual Touchpoints (in the release context) - managing invoice processing on the edge with Basware, rather than customizing the SAP core. SAP 'Clean Core' - an approach that encourages enterprises to avoid over-customization of the ERP system, keeping the core standardized for easier upgrades, stability and innovation adoption. 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Associated Press
27-05-2025
- Business
- Associated Press
Momentive Software Expands Association Management Software Portfolio with Acquisition of Cobalt
ST. PETERSBURG, Fla., May 27, 2025 (GLOBE NEWSWIRE) -- Momentive Software, a leading provider of cloud-based software, services and payment solutions for purpose-driven organizations, today announced the acquisition of Cobalt, a provider of association and certification management software built on the industry-leading customer relationship management (CRM) platform Microsoft Dynamics 365. This is Momentive's second acquisition under its new brand identity, after purchasing learning management software and services provider Blue Sky eLearn. Software continues to play a vital role in helping mission-driven organizations operate more efficiently and achieve greater impact. By streamlining business processes, enhancing member engagement, managing certification workflows, and supporting successful fundraising events, technology empowers these organizations to focus more effectively on their core mission. Access to accurate and actionable data is also essential, providing the necessary insights to make informed decisions, evaluate mission effectiveness, and develop targeted initiatives that deliver measurable outcomes. With the right digital tools in place, nonprofits and associations are better equipped to create lasting, positive change within the communities they serve. With this acquisition and the previous Blue Sky eLearn acquisition, Momentive Software continues on a fast track of innovation that is driven by the customer experience and integration via the Momentive Data Hub. The company's comprehensive solution suite encompasses end-to-end tools that address the unique challenges of mission-driven organizations. It includes software that improves efficiency, strengthens member and donor engagement, and offers access to data that tracks and reports on mission impact, ensuring that purpose-driven organizations can adapt and thrive in a rapidly changing environment. The acquisition of Cobalt expands Momentive's depth of AMS and certification offerings to help associations of any size successfully manage business processes, membership engagement, credentialing, events and their overall impact. 'Our focus is on how we can better support mission-driven organizations by simplifying the unique challenges they face, so they can concentrate on what matters most - advancing their mission and creating lasting impact,' said Mike Henricks, CEO of Momentive Software. 'Acquiring Cobalt underscores Momentive's dedication to making strategic technology investments that deliver greater value to our customers and partners. The Cobalt team is joining us at a great time in our journey, and I look forward to growing our team and continue delivering user-friendly solutions to help nonprofits and associations sustain mission growth. Our recent launch of Automated Payments for MIP Accounting and improved payment experience with Clover Go integration, coupled with these acquisitions forge the path in our ability to change the industry.' Nearly 200 enterprise organizations leverage Cobalt's Engagement Dynamics AMS and certification offerings to enhance membership and credentialing management and donor engagement, automate and streamline business processes, drive revenue and attract funding for greater community impact. The acquisition advances Momentive's efforts to enhance its end-to-end solutions portfolio, offering customers a choice to meet their unique association management needs to maximize mission impact. 'It's exciting for us to be joining Momentive Software at a time when they are leading the way in innovation to meet the evolving needs of associations by supporting their ability to make a significant impact and drive meaningful change,' said Russell Inman, CEO of Cobalt. 'We share a customer first approach, and we look forward working together to create new possibilities for our customers and partners.' Terms of the transaction were not disclosed. Sherrard Roe Voigt & Harbison, PLC (Nashville, Tennessee) acted as legal counsel to Momentive Software in the transaction. About Momentive Software Momentive Software amplifies the impact of over 30,000 purpose-driven organizations in over 30 countries. Mission–driven organizations and associations rely on the company's cloud-based software and services to solve their most critical challenges: engage the people they serve, simplify operations, and grow revenue. Built with reliability at the core and strategically focused on events, careers, fundraising, financials, and operations, our solutions suite is bound by a common purpose to serve the organizations that make our communities a better place to live. Learn more at Media Contact Momentive Software | Lisa Williams | [email protected]
Biz Bahrain
25-05-2025
- Business
- Biz Bahrain
Mobiz and ThinkSmart Collaborate to Equip Bahraini and Saudi Youth with Microsoft Dynamics 365 Skills
Mobiz IT and ThinkSmart Gulf have signed a strategic Memorandum of Understanding (MoU) to launch a Microsoft Dynamics 365 internship and training program aimed at empowering youth in Bahrain and Saudi Arabia with in-demand digital and business application skills. This partnership marks a significant step toward bridging the gap between academic learning and industry needs. Through practical internships, real-world projects, and expert-led training, the initiative supports national workforce transformation goals in line with Bahrain and Saudi Arabia's Vision 2030 strategies. Mobiz IT will offer internships that may lead to employment opportunities, providing students with real-world exposure and industry experience. ThinkSmart will deliver the training component, equipping participants with hands-on Microsoft Dynamics 365 skills through instructor-led, practical sessions that align with current market needs. Speaking at the signing ceremony, Mr. Aakash Munjal, General Manager of ThinkSmart Gulf, stated 'At ThinkSmart, we believe that learning should not stop at the classroom. Through this strategic alliance with Mobiz, we are enabling our students to take their first step into the professional world—working with real companies, on real challenges, and gaining the skills and exposure required to succeed in today's job market.' This partnership coincides with rapid technological growth across the GCC, where Microsoft operates cloud data centers in Saudi Arabia, the UAE, and Qatar. Kuwait's recent agreement with Microsoft to host a new data center further highlights the rising value of Microsoft Dynamics 365 in the regional workforce. These developments create a dynamic ecosystem that underscores the need for targeted training programs such as this one. Hamad Riaz, CEO of Mobiz IT, added:' 'Microsoft Dynamics 365 offers the ideal foundation to train Gulf youth in modern business applications. Its powerful, AI-enabled tools span finance, sales, customer service, and supply chain, making it a key driver of productivity and innovation. By launching this program, we're equipping the next generation with the skills to lead the region's digital future.' Hamdan Chitari, Operations Manager at Mobiz, noted: 'Companies using Dynamics 365 have seen a 106% ROI increase and a 40% reduction in call handling time. These results demonstrate its power, and we are excited to raise awareness of its benefits through this program.' By equipping young professionals with Microsoft Dynamics 365 expertise, the Mobiz–ThinkSmart partnership lays the foundation for a digitally skilled workforce ready to drive innovation and competitiveness across the Gulf region.
