Search Results: automate (1246)

Your investment in Dynamics 365 and related digital marketing add-ons is an important part of marketing process automation.In this session you will learn about the 7 critical tasks that Marketers are automating, how Dynamics 365 and selected digital marketing add-ons can be used to automate those tasks, and a roadmap framework for prioritizing each of those areas in your business.

Have you wondered how to process a Vendor Return? How about what the field Return Reason Code is all about? Heck I have! Join me for 30 minutes to review Purchasing Vendor Returns and what the field Return Reason Code is all about. You will see how simple the process is and how you can use the Return Reason Code to both automate returns and use this field and values for Vendor reporting.​

We’re excited to offer new and improved features for Dynamics GP users looking to automate the purchase order to pay process with an end-to-end spend management platform. Read this article to learn more about the new functionality AvidXchange has to offer, including two and three-way matching, automated alerts, flexible approval workflow conditions and more.

The IT finance team at one of America’s favorite fast-casual restaurant trusts AvidXchange to automate their entire purchase-to-pay process. Read more about how we helped Panera Bread say goodbye to paper-based AP and implement an electronic purchase-to-pay system that increased flexibility, accountability and savings.

Buyers today have the upper hand with sellers. With unlimited access to information, they are able dictate the process, rather than following a sellers predefined business process. Dynamics 365 Sales Playbooks help organizations automate repeatable sales activities. In this webinar we will review organizational best practices with Playbooks. Discover the power of D365 Sales. We will demo the following: Configuration, Business Process Flow, Integrated Playbook.

Now it’s more important than ever before to get things done remotely and efficiently. Using Power Automate approvals is a great way to keep the team engaged, keep projects and proposals moving forward, and to ensure that proper audits are done.

In this session you’ll learn how to create your first approval flow, how to modify it to handle automated tracking, and some of the gotchas that can cost your team lost time and frustration if you don’t plan ahead.

The EDI for Microsoft Dynamics NAV solution can automate operations and eliminate the error-prone manual processes that slow you down and cost you money. Position your business for scalability and growth with Fulfillment EDI automation from SPS Commerce.

With the EDI for Microsoft Dynamics GP solution from SPS Commerce, you can automate operations and eliminate the error-prone manual processes that slow you down and cost you money. Position your business for scalability and growth with Fulfillment EDI automation.

With the EDI for Microsoft Dynamics AX solution from SPS Commerce, you can automate operations and eliminate the error-prone manual processes that slow you down and cost you money. Position your business for scalability and growth with Fulfillment EDI automation.

​Do you want to deliver outstanding events for demanding audiences? In this session you will learn how to turn your Dynamics 365 portal into an all-in-one online event management system that utilizes an easy-to-use interface to help you plan, organize and deliver events of any complexity, saving you time and empowering you to deliver an innovative experience. Learn how the event management solution combines automated processes with the simplest of interfaces.

With the EDI for Microsoft Dynamics 365 Business Central, you can automate operations and eliminate the error-prone manual processes that slow you down and cost you money. Position your business for scalability and growth with Fulfillment EDI automation from SPS Commerce.

Redefine your paperless experience with Datahaven 365 for Business Central. Our patented virtual folder structure and programmatic file naming ensure information is stored consistently and accessible to all appropriate users from the application of their choice. Datahaven 365 offers solutions for Drag and Drop, scanning, OCR, and workflow that automate any document process and our integration with CRM, Outlook and Teams will help maximize the ROI of your Dynamics investment.

Redefine your paperless experience with Datahaven 365 for F&O. Our patented virtual folder structure and programmatic file naming ensure information is stored consistently and accessible to all appropriate users from the application of their choice. Datahaven 365 offers solutions for Drag and Drop, scanning, OCR, and workflow that automate any document process and our integration with CRM, Outlook and Teams will help maximize the ROI of your Dynamics investment.

Datahaven 365 provides Dynamics CRM users with a document management system that offers Drag and Drop, scanning, OCR, and workflow solutions that automate any inbound and outbound document process. Datahaven 365 also provides CRM users with cross-application visibility and navigation into ERP, Outlook, Teams, and other applications. See how Datahaven 365 can redefine your paperless experience with CRM, ERP, Teams, and Outlook integration!

Here are the top 10 benefits for Microsoft customers or partners building Dynamics 365, Power Apps, Power Virtual Agents, Power Automate or Power BI apps.
1. Better business software
2. Faster release cadence
3. Higher return on investment
4. Greater user satisfaction
5. More visibility and confidence
6. Efficient allocation of capital
7. Less risk
8. More control
9. Empowered collaboration
10. More rewarding

— Behavioural test is an acceptance test written in plain language that users can write and understand
— Explain the context, event and outcome in given-when-then format
— Can be written before, during or after development
— Writing behavioural tests before development is BDD (behaviour-driven development). Helps developers know when they’re done.
— Set of behaviour tests is a form of contract between users and app builders
— Can be slow to execute until automated and don’t reveal root cause

ExFlow D365 FO is a built-in, feature-rich AP Automation solution developed specifically for Dynamics 365 Finance and Operations/AX. ExFlow sits inside D365 and leverages Machine Learning to automate the AP process from invoice data capture, through validation and pre-coding to 3-way matching and approval. Analytics is provided by pre-packaged Power BI dashboards inside D365. Today more than 400 D365 FO/AX customers worldwide use ExFlow.