Category: CRM



In this video, learn how to set up a workflow that will require someone to review and approve changes to customer information in Microsoft Dynamics 365 Business Central. To help ensure information about customers is accurate, you can require that an approver reviews the information that someone entered about a new customer or a change they made to an existing customer. Learn more: https://dynamics.microsoft.com/en-us/business-central/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: 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 https://www.youtube.com/watch?v=IsdAsw-GEwo



In this video, learn how to set up a preferred method of sending sales documents to customers so that you do not have to select a sending option each time in Microsoft Dynamics 365 Business Central. Learn more: https://dynamics.microsoft.com/en-us/business-central/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: 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 https://www.youtube.com/watch?v=FaR5D8ckchA



Mariano Gomez is a Microsoft Dynamics GP expert, but he has also been focusing on the Power Platform for some time – not only learning for his own work but creating walkthroughs, demos, and presentations for the community. And he is often able to tie those Power Platform findings back to GP, as he is doing in a new three-part video series on Power Automate and its new (still in preview) UI flows tool. On this episode, Mariano discusses his findings from working on a range of Power Platform scenarios, how it impacts his day job as director of technology services at Mekorma, and the implications of these new tools on ownership of older ERPs. Show Notes 2:00 – Ways the GP community can make use of Power Platform 3:30 – What to be caution about with preview products from Microsoft 6:00 – Breaking down Power Automate use cases into practical steps 9:00 – Looking at the business user's perspective on Power Platform 11:00 – How to talk to both developers and business users 13:00 – How could the desktop automation aspect of Power Automate and other RPA solutions change the outlook of GP solution owners for technical modernization? 17:30 – Why it is valuable to show customers more than one way to use Power Platform to achieve similar automation goals. 22:45 – Why GP users might find Power Automate a better option than GP macros for automating repetitive activities. 26:00 – Will Power Platform serve as a preferred area of investment for GP customers over ERP upgrade or migration? 31:00 – How Mekorma is incorporating elements of the Power Platform into their product development and internal operations. 37:30 – What Mariano would like to see improved next in the Power Platform 39:00 – Why Teams is so important to the future of business applications https://www.youtube.com/watch?v=A5owDNUxIYg