Since the turn of 2025, AI has been thrown around a lot in conversations – both individual and also at an organizational level. Major technology providers have started their own suite of tools to build AI agents.  While these tools are good enough for simpler AI use cases like fetching data from systems and presenting … Continue reading Getting Your Organization’s Data Ready for AI →

For organizations, cashflow issues can be mitigated if billing happens on time. Having Project Operations and Business Central gets you covered from a Sales/Project standpoint and BC handles the accounting side, which is great. But when these systems are not connected end to end, it creates problems.  Let’s look at some of the issues and … Continue reading Billing on Time: Why PO and BC Integration is Essential  →

At the turn of 2025, AI has been infused in everything we do, both in our personal lives and at work. As AI becomes more mainstream in business, from mastering prompt engineering to having a solid data catalog, it’s become crucial for organizations to ensure their applications are fully AI-ready. This article will focus on … Continue reading Leveraging PO and BC to Drive Your Company’s Data and AI Strategy →

If you are a decision maker at an organization and looking to strategize the information at your organization and how the systems should source information from one to another, then this post is for you.  Systems for source of truth at the organization is the question you are looking to get answered.  Dynamics 365 Applications … Continue reading Project Operations as source of truth for Professional Services Organizations  →

Problem Statement  After an implementation has gone live, do we experience that the user participation tapers off before starting to decline? That’s when we feel the need to have an adoption strategy and metrics into place.  Strategizing User Adoption  Here are some thoughts on thinking about how to plan for User Adoption –   User Adoption … Continue reading User Adoption Strategy for Dynamics 365 Implementation Success  →

Introduction  If you are in the middle of a Dynamics 365 implementation or want to get onboarded into the Dynamics 365 ecosystem of business applications, consider your overarching approach for this implementation.   And the approach I’ll be discussing below is around having customized systems vs. using out-of-the-box systems. I’ll try to list some pointers on … Continue reading Customizations vs Out-of-the-Box Features: Rethinking Dynamics 365 Implementations →

Introduction Small and medium businesses today have systems that were put in place based on the need back in time and served the purpose well. As organizations grow, they feel the need to consolidate information that is in these siloed systems. Siloed systems work well on their own but also pose challenges as business grows … Continue reading Streamlining Siloed Systems to Optimize Business Operations  →

On some instances, there are Managed fields in Dynamics 365 CRM (or CE if you want to call it) where we can’t change the required level of the field from Fields i.e. on the database level. And you get the below error – Here’s an alternative way to do it. Scenario Let’s consider this scenario. … Continue reading Making Managed fields required dynamically in Dynamics 365 →

Preparing an Excel Template for Notes entity is a little tricky. Doesn’t work when you just Export directly as a Template from the Templates Wizard and try to include all columns and import as is. Why? Because there’s no Regarding field exported when you export/import that template. Here’s what you can do as a workaround. … Continue reading Importing Notes in Dynamics 365 correctly →

Very easy tweak but this will save loads of your time. One of the most important asks by Salespeople is perhaps this – “Add multiple Products on Opportunity at once!“ Here’s how you can do this – Classic Experience In current/classic experience, if you open Opportunity Lines and go on to add a Product as … Continue reading Entering Multiple Opportunity Products at once in Dynamics 365 Sales →