In any organization, maintaining accurate inventory records is critical—not only for operational efficiency but also for financial accuracy, reporting, and compliance. In Dynamics 365 Finance and Operations (D365 F&O), inventory is tracked from two perspectives: Physical inventory and financial inventory. While these two should ideally be aligned at all times, mismatches are common in practice. … Continue reading When Physical Inventory and Financial Inventory Don’t Match in Dynamics 365 Finance & Operations →

Are you looking for a reliable way to integrate Dynamics 365 CRM with external systems in real time? Polling APIs or scheduling batch jobs can delay updates and increase complexity. What if you could instantly notify external services when key events happen inside Dynamics 365?  This blog will show you how to use webhooks—an event-driven … Continue reading How to Use Webhooks for Real-Time CRM Integrations in Dynamics 365  →

For growing businesses, efficient data management is as critical as streamlined processes and actionable reporting. As organizations scale, the volume and complexity of data stored in systems like Azure Files Share increase, necessitating robust, scalable storage solutions like Azure Blob Storage. Are you struggling to manage your file storage efficiently? If you’re looking to automate … Continue reading Migrating Data from Azure Files Share to Azure Blob Storage Using C# →

In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects.  To address this, we developed “Smart Pitch” — a Microsoft … Continue reading Using Open AI and Logic Apps to develop a Copilot agent for Elevator Pitches & Lead Qualification →

If you’re just starting with Dynamics 365 Finance and Operations (Dynamics 365 Finance & Operations) and confused about what Legal Entities, Companies, and Organizational Hierarchies mean, you’re not alone! Let’s break it down in simple terms. What is a Legal Entity? In Dynamics 365, a Legal Entity is an organization that can: Think of a … Continue reading Understanding Legal Entities, Companies, and Organizational Hierarchies in Dynamics 365 Finance and Operations →

When building a Power Pages site to fetch SharePoint files, I initially relied on the official Power Pages flow trigger—“When Power Pages calls a flow.” However, the flow didn’t trigger reliably when initiated from the site. Despite proper configurations, the trigger wouldn’t execute consistently, leading to broken file fetch operations. To overcome this, I replaced … Continue reading Power Pages + Power Automate: Retrieve SharePoint Files via HTTP Trigger Flow →

When it comes to Microsoft Dynamics 365, one of its biggest strengths—and challenges—is how many ways there are to integrate it with other platforms. Whether you’re syncing with an ERP, pushing data to a data lake, or triggering notifications in Teams, the real question becomes:  Which integration method should you choose?  In this blog, we’ll … Continue reading Top 5 Ways to Integrate Microsoft Dynamics 365 with Other Systems  →

Managing reminders and deadlines can be tricky, especially when you’re juggling multiple tasks in Dynamics 365. But what if you could set up automatic email reminders based on specific dates? In this guide, I’ll show you how to use Power Automate with D365 CRM to send automatic email reminders when certain dates are entered, and … Continue reading Automated Email Reminders Based on Date Fields in Power Automate for Dynamics 365 CRM. →

This blog outlines the steps required to ensure audit compliance within Microsoft Dynamics 365 Finance and Operations using workflow configurations, database logging, and segregation of duties rules. The goal is to provide a comprehensive record of transaction approvals and status changes. 1. Configure workflow approvalsLocation: Organization Administration > Workflow > Workflow EditorDescription: This section displays … Continue reading Ensuring Audit Compliance with Workflows in Dynamics 365 →

In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects.  To address this, we developed “Smart Pitch” — a Microsoft … Continue reading Using Open AI and Logic Apps to develop a Copilot agent for Elevator Pitches & Lead Qualification →