Category: CRM



This episode is sponsored by Formpipe. In this podcast, leaders of the team at Formpipe join us to discuss the challenges of viewing and accessing documents across the Microsoft Dynamics applications – and beyond. As organizations push for more automation, more data availability, and better customer experiences, the challenges of document management and visibility continue to grow. Businesses are asking tough questions of IT in a world where user roles blur, as do expectations for interacting with document data, from ERP and CRM interfaces to portals and beyond. As our guests explain, the future of documents is a reflection of the future of business more broadly in terms of data control, user experience, and business outcomes. Show Notes: 2:30 – The most pressing document management challenges for Dynamics customers 5:15 – What it takes to meet users where they are today in terms of systems, security, and past experiences 8:45 – Moving toward the world that uses core systems combined with new front-end interfaces that work in various industries 10:00 – Challenges behind the scenes in document management projects today 12:00 – The importance of properly indexing documents 14:15 – How different are each organization's document management needs today? 16:45 – How do organizations cope with the change management around modernizing document management? 19:00 – How cloud based deployments of document management are different from on-prem systems of the past 22:00 – The future of documents and data For more information on Formpipe or Autoform DM, please visit www.formpipe.com or contact them at sales@formpipe.com https://www.youtube.com/watch?v=44Wb6YAIJnk



In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Business Central. Businesses often need to send reports to multiple recipients. Business Central now makes it easy to share reports from the Report Inbox and document attachments through OneDrive for Business. To view either a report from the Report Inbox or to open an attachment in the browser, you can now choose the Open In OneDrive action. This action copies the file from Business Central to OneDrive for Business, then opens the file using the online applications for Excel, Word, and PowerPoint, or with OneDrive's file viewer for all other files, such as PDFs. Get the most out of Dynamics 365 Release plan
View all capabilities included in this release: https://aka.ms/Plan/2021RW2/BusinessCentral Product updates
Stay up to date on latest product updates: https://aka.ms/Updates/BusinessCentral Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/BusinessCentral Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/BusinessCentral Product documentation
Find documentation for Dynamics 365: https://aka.ms/Documentation/BusinessCentral User community
Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/BusinessCentral Upcoming events
Find and register for in person and online events: https://aka.ms/Events/BusinessCentral Product trials
Get started with Dynamics 365: https://aka.ms/Trials/BusinessCentral Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Content Library: https://explore.dynamics.com/h/ Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #Microsoft #MSFTDyn365 https://www.youtube.com/watch?v=7iYM-16GgkU



Deliver commerce anywhere, engage across channels, expand customer choice, and enhance the buying journey. Grow your business with unified and connected commerce capabilities grounded in common data that support business agility and scalability. Try for free https://dynamics.microsoft.com/en-us/commerce/overview/ Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en Business Applications | Microsoft Dynamics 365 #Microsoft #MSFTdyn365 https://www.youtube.com/watch?v=JOiigsd6bdc