If you have worked with Microsoft Dynamics 365 Sales for any amount of time, you already know the story. Your sales team spends most of their day in Outlook and Teams. However, your data still…
Artificial intelligence, particularly Microsoft Copilot in Dynamics 365 Customer Engagement, is quickly becoming part of everyday work across Sales, Service, and Marketing teams. As Microsoft continues expanding Copilot and AI capabilities across the platform, many…
Spending time outside of day-to-day project work provides a different perspective on what it means to support a community. Recently, our team had the opportunity to volunteer again with Giving the Basics, an organization focused…
In conversations with organizations over the past several months, a consistent question has started to surface: how do we actually use these AI capabilities without creating more complexity across our systems? With the 2026 Release…
Build reliable integrations between Dynamics 365 and Dataverse with practical Azure Data Factory tips. Learn how to design pipelines, prevent duplicates, and improve performance.
Hear directly from experienced marketers on what’s working with LinkedIn Ads today, including real strategies, lessons learned, and ways to improve campaign performance.
Overland Park, KS. March 31st, 2026 – Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, today revealed that New Dynamic, LLC has been ranked No. 90 on…
Microsoft has introduced the 2026 Release Wave 1 plans for Dynamics 365 Customer Engagement, with updates rolling out between April and September 2026. As with previous waves, organizations can preview new capabilities in sandbox environments…
AI-assisted code review for Dynamics 365 is becoming increasingly common in modern development workflows. Tools like Claude Code can help support Dynamics 365 code review by surfacing potential issues before they reach production. However, generic…
In most enterprise Dynamics 365 environments we work in, integrations rarely live in one place. Instead, they evolve across platforms as requirements grow. Power Automate can handle event-driven and scheduled automation, while Azure Data Factory…
Agentic CRM in Microsoft Dynamics 365 Sales embeds AI agents directly into the sales workflow to surface risks, automate preparation, and improve forecasting. This article explores how structured AI adoption can increase deal velocity without…
With Microsoft Copilot now embedded across Dynamics 365 Customer Engagement and the Power Platform, many organizations have turned it on quickly. That part is easy, but getting real adoption is not. Microsoft documentation does a…
Microsoft Dynamics 365 CE is designed to be configured first and extended second. This article explores when native configuration is enough, when customization is justified, and how to balance innovation with long-term platform stability.
Explore how Microsoft Dynamics 365 CE outperforms Salesforce with native Microsoft integrations, AI-driven Copilot, and unified workflows for CRM efficiency.
Aggregating year-to-date data in Microsoft Dynamics 365 isn’t as simple as it seems. This post explains why common approaches fall short and how FetchXML provides a more efficient, scalable solution for YTD reporting.
Microsoft Copilot and AI Agents across Dynamics 365 CE are helping organizations move from insight to action and operate as true Frontier Firms. This post explores how Copilot and agent-driven capabilities support sales, service, field…
Learn how to use JavaScript, Power Automate, and Dataverse to create a robust Power Pages file attachment pipeline that supports larger files and reduces maintenance.
Microsoft Dynamics 365 introduces AI-driven Sales Close Agents designed to help sales teams act faster, prioritize smarter, and close deals with confidence. Learn how the Research and Engage agent types deliver real-time insights, automate customer…
Variables inside parallel Apply to Each loops can cause unpredictable results in Power Automate. This post explains why it happens and how to build faster, more reliable flows without data loss.
Discover how the Glossary feature in Microsoft Dynamics 365 Sales Copilot helps your team speak your business’s language. Customize terms and tables to get accurate, context-aware insights that boost sales efficiency and productivity. Make Copilot…
AI tools like Claude and ChatGPT can help you generate consistent, high-quality JavaScript libraries for Dynamics 365. By defining a shared pattern and leveraging a common library, teams can code faster and with fewer errors.…
Streamline lead management with the Dynamics 365 Sales Qualification Agent. Automate research, engagement, and handoff to boost sales efficiency and accuracy.
Microsoft’s new Sales Research Bench sets the standard for AI-driven sales insights. See how it measures and improves the accuracy and clarity of AI sales research tools.
Learn how to automatically map Dynamics 365 option set values in Power Automate—no more switch statements or manual updates. Simplify and futureproof your integrations.
Learn how to trigger Azure Data Factory pipelines from Dataverse events using Power Automate—no code, no REST APIs, just simple event-driven automation.
How Microsoft’s new Sales Research Agent in D365 empowers leaders with AI-driven insights, transparency, & reliable decision-making tools
Let us break down what makes Microsoft Dynamics Copilot unique and why prompting is the real key to success.
The New Dynamic team was honored to volunteer at the Ronald McDonald House Charities of Kansas City, preparing and serving dinner to support families focused on their children’s health.
Microsoft’s new AI-assisted Excel data import feature for Dynamics 365 streamlines Dataverse mapping with intelligent field suggestions and automated matching.
Leverage the power of predictive opportunity scoring to rank your opportunities according to their scores, helping you achieve better qualification rates for each potential lead.
Turn insights into lasting impact with Microsoft Copilot’s Visualize Charts—now featuring AI-powered visualizations you can save, style, and share seamlessly across your apps.
Learn how to disable automatic email engagement on specific forms in Microsoft Dynamics 365 using a simple JavaScript solution.
Let us clear up five common myths and show how Copilot is already helping real teams work smarter, not harder
New Dynamic is honored to have been recognized by the Kansas City Business journal as one of the 2025 Best Places to Work. New Dynamic is one of 48 leading businesses in the region to…
Simple hacks to remove unique Business Units dependency in system views and workflow processes
The list provides a data-driven snapshot of the most successful companies within the economy’s most dynamic segment.
With Microsoft Dynamics 365 Marketing officially shifting away from Outbound, Real-Time Journeys are no longer just a new feature, they are the future of campaign automation.
Keeping your Microsoft Dataverse running smoothly doesn’t have to be complex. These tips go a long way in keeping things fast, efficient, and easy.
The latest updates in the 2025 Release Wave 2 for Dynamics 365 brings powerful new AI tools for Sales, Marketing, & Customer Service, improving efficiency & customer experiences.
New AI Agents for Dynamics 365 now in preview: automate support, uncover insights, and reduce costs.
With Microsoft’s Responsible AI Standard, developers can quickly build smart tools while staying accountable.
Microsoft Outbound Marketing retires on June 30, 2025—now’s the time to shift to Dynamics 365 Customer Insights – Journeys
The New Dynamic team enjoyed preparing and serving dinner for families staying at the Ronald McDonald House Charities of Kansas City yesterday.
JavaScript was key for customizations, but Microsoft’s Power Fx now enables low-code form and field logic without advanced development skills.
New Dynamic was proud to take part in this year’s Trent Green Golf Classic benefiting Ronald McDonald House Charities of Kansas City.
Whether you’re building your first AI strategy or looking to scale your current efforts, this session will help you think differently about how AI can support lead generation, customer engagement, and business growth.
Microsoft recently introduced the Customer Feedback Survey Agent powered by Copilot Studio in the Dynamics 365 Contact Center, which is now available in preview.
Technical Consultant, Rachel Lowenstein, explains how to filter a dynamic entity grid with MutationObserver in Microsoft Power Pages.
Marie and Jeff will explore what’s real (and what’s not) when it comes to AI for go-to-market teams. They’ll share firsthand insights about where companies really are in their AI journey, what’s holding them back,…
The future of Microsoft Dynamics 365 and Microsoft Power Platform begins now. During the Microsoft Business Applications Launch Event, they were excited to announce the official start of the 2025 Release Wave 1. This six-month…
Earlier this month, Microsoft announced two new Copilot Agents with the ambition of empowering Sales to close more deals even faster and transform business processes at the same time through AI.
In this article, we will explore the best ways to use App.OnStart, why StartScreen is now the preferred method for handling navigation, and how to transition away from outdated practices.
“We could not be more thrilled to be included in this list. This recognition would not be possible without the dedication and hard work of our team and the incredible clients we get to work…
Join us for a live webinar as we discuss the challenges of rolling out or upgrading Microsoft Dynamics 365 CE, emphasizing the importance of knowledge centralization and user adoption.
How to use Monitor for Microsoft Canvas Apps: a powerful tool that can tell you a lot more about what your Canvas Apps are doing and how to resolve issues that they are experiencing.
One of the most useful features in the Microsoft Dynamics 365 Customer Service Workspace (CSW) application is the ability to search knowledge articles that exist within the Dataverse.
This week, the New Dynamic team had a wonderful time cooking dinner for the families at The Ronald McDonald House in Kansas City.
A New Dynamic client recently faced challenges with their help desk system. Users were struggling to find solutions, which lead to excessive ticket submissions. The client needed a way to empower these users with self-service…
Dynamics 365 Copilot allows you to train it with a glossary of terms that you use in your workflows. Copilot has already started transforming how sales organizations operate by lending a hand in authoring emails…
In this blog, I will break down key steps to simplifying your D365 solution deployment journey, empowering you to manage deployments with confidence and avoid common pitfalls.
Microsoft gave us the first look at the Wave 1 Release for 2025 last week and as expected it has a lot to do with Copilot. New features point the way towards realizing a lot…
We would like to kick off a series discussing how to debug such issues within Canvas Apps, beginning with fixing formula errors of an app. Something that we frequently use formulas for is the visibility…
It is a new year and with that comes new opportunities to evaluate where to invest innovation dollars and improve product strategies. Whether you are interested in brand new products, line extensions, or making product…
Whether you are a Consumer Packaged Goods (CPG), Food and Beverage Manufacturer, or Retailer, Artificial Intelligence (AI) has been at the forefront of conversations this past year in food technology.
Whether you are a Consumer Packaged Goods (CPG), Food and Beverage Manufacturer, or Retailer, Artificial Intelligence (AI) has been at the forefront of conversations this past year in food technology.
Dynamic 365 Copilot AI is able to help businesses implement an AI-driven spam detection system.
The New Dynamic team enjoyed preparing and serving dinner for families staying at the Ronald McDonald House Charities of Kansas City.
Webinar Recording – Improving PLM with Physion Projects and Dynamic FRM: process improvement, cost effectiveness and product insights.
This tutorial is meant to help streamline user access to specific pages within Canvas Apps when sending a link via email to view a particular record.
The top 5 takeaways from the Microsoft Dynamics Community Summit 2024!
New Dynamic can help provide guidance and direction to help improve your software implementation with Dynamic FRM.
Join us Wednesday, November 6th at 11:00 AM CST for our upcoming webinar featuring Dynamic FRM and Phusion Projects.
As Community Summit North America 2024 approaches, we’re excited to highlight President, Jeff Ney’s recent appearance on the Biz Apps Partner Podcast with John Siefert.
We are excited to announce that our President, Jeff Ney, will be a featured speaker on the Account-Based Marketing Outcomes Panel at the Biz Apps Partner Pre Conference Marketing Workshop!
New Dynamic was proud to help sponsor Tee Off Against Childhood Cancer at Topgolf Overland Park to benefit Noah’s Bandage Project.
Highlighting the next Microsoft Dynamics 365 Release wave 2! Part 3: Security, Power Pages, Power Automate, Copilot Studio and AI Builder.
Microsoft Dynamics CRM can be repurposed to help with the entire product lifecycle process while at the same time providing synergies across CRM and PLM.
Here is a step by step guide to set up a new Dynamics 365 Environment within a Microsoft 365 tenant to ensure a straightforward and smooth deployment.
Here is a look at Microsoft Dynamics 365 Release Wave 2: Introducing Microsoft OneLake for marketing!
Are you ready to transform your business with AI? It’s time to get Copilot ready! Join us for an engaging 90-minute live briefing and discover how Microsoft 365 can help you harness the power of…
Your PLM solution built on Microsoft Dynamic FRM™ can help prevent allergen issues before impacting supply chain.
Microsoft is building upon the investment in Copilot made in the 2024 release Wave 1 in significant ways to provide users with even greater insights at their fingertips.
Microsoft’s 2024 release Wave 1 emphasizes significant advancements in AI-driven features with Copilot, reducing time within day-to-day business processes.
Your PLM solution built on Microsoft Dynamic FRM™ can help you connect FRM to your ERP, LIMS (Laboratory Information Management System), or other systems.
The New Dynamic team had a wonderful experience preparing dinner this week for the families at The Ronald McDonald House in Kansas City. Providing a hot meal and a fully stocked kitchen helps ease stress,…
New Dynamic was proud to be a sponsor at this year’s Trent Green Golf Classic and Julie Green Pickleball Tournament benefitting the Ronald McDonald House Charities of Kansas City. The event raised a record $335,000…
Product Lifecycle Management (PLM) solutions, like Dynamic FRM™, provide several strategic benefits including speed to market, deeper product analytic visibility across your supply chain, and a single platform for cross functional communication. As a senior…
Below are some of the most common mapping errors encountered while working inside of Azure Data Factory flows and pipelines, along with the recommended steps for resolving these errors.
With a robust integration of Microsoft Copilot across all Dynamics 365 applications, this update is more than just a technological upgrade—it is a revolutionary approach to enterprise operations.
I hear it frequently with food and beverage companies, that they find themselves often reacting to product issues, acting as a firefighter, as they struggle to proactively see and remove obstacles before they occur.
Here are our top 10 common issues, along with resolutions to help you increase integration speed.
The alignment of sales and marketing strategies is a critical component for leveraging the full capabilities of Microsoft Dynamics 365.
The New Dynamic team enjoyed preparing dinner this week for the families staying at The Ronald McDonald House in Kansas City. Knowing a hot meal is waiting and a full kitchen is always available…
With the ever-changing business landscape, and the ongoing need to quickly close a deal or deliver a resolution to a case, Microsoft Copilot for D365 Sales & Service provides end users with the robust capabilities…
In this blog, we explore how to get Azure Data Factory to loop through delimited text or excel files in a folder.
By Joe Bailey, Food and Beverage Product Lifecycle Management Subject Matter Expert. Effective strategies for new product launches and product line extensions in the food and beverage industry are essential for not only building product…
By Joe Bailey, Food and Beverage Product Lifecycle Management Subject Matter Expert. New Product Development in the food and beverage industry is increasingly becoming more challenging to manage product data at all levels from the…
Reaching New Milestones Last month, we had the distinct honor of being recognized as the third-ranked company in the 10 to 50 employee category at the Kansas City Business Journal’s Best Places to Work celebration…
By Mike Springer, Senior Consultant One of the things that we often do as best practice when creating a custom model-driven app for a new Dynamics 365 customer is to “clone” one of the out-of-box…
September 14, 2023 The farmer-owned dairy cooperative that has produced and marketed high-quality dairy products such as cheese, ice cream, yogurt and butter since 1909 will implement Dynamics 365 with Dynamic FRMTM to eliminate manual…
By Scott Roller & Mike Mitchell, Senior Consultants There are so many artificial Intelligence (“AI”) capabilities that have recently been introduced to enhance Dynamics 365 user experience and productivity, that we struggled to come up with a…
In their August 2023 issue, CIOReview Magazine named New Dynamic LLC in their list of 10 Most Promising Microsoft Dynamics Solutions Providers. This exciting achievement reflects a collective team focus and deep expertise in the…
Overland Park, KS – This month, New Dynamic, LLC was recognized by the Kansas City Business Journal as being one of the best places to work in Kansas City. This award, in recognition of achievements…
The food-tech startup that offers plant-based food products will implement Dynamics 365 with Dynamic FRM™ to eliminate manual processes, improve collaboration across teams and prepare for significant growth. Overland Park, KS; New Dynamic, a global…
By Mike Springer, Senior Consultant On September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights will be combined into a single product offering called Dynamics 365 Customer Insights. To provide the most value…
By Mike Mitchell, Senior Consultant Azure Data Factory is a powerful cloud-based data integration service, providing organizations with a robust platform for building, managing, and leveraging their data pipelines. At New Dynamic, we’ve worked with this platform for many years, helping our clients…
New Dynamic was proud to be a sponsor at this year’s Trent Green Golf Classic benefiting Ronald McDonald House Charities of Kansas City. The event raised over $295,000 to help keep sick children and families…
By Rachel Mantei, Dynamics 365 Technical Consultant2025 Update: This blog was written Power Apps Portal Pages was renamed Power Pages. Introduction and Why It Matters Rachel Mantei here with the fourth and final part of…
Over the last several years, Microsoft has cemented itself as a best-in-class provider of CRM and ERP solutions with its Dynamics 365 platform, which contains a wealth of tools for sales, marketing, operations, finance, service,…
Rachel Mantei here with part 3 of 4 of my Microsoft Power Apps Portal Pages How To Series. Part 3 of this series looks at how to conditionally show content based on current logged in…
Part 2 of this series looks at Bringing in images into the Portal from Dynamic 365 CRM via Liquid and HTML.
Part 1 of this series looks at how to display an Entity List using FetchXML and Liquid Code for a more custom Portal Page.
Members of the New Dynamic team enjoyed a great day volunteering for Giving the Basics last week. We packaged over 10,000 hygiene items that will be delivered to struggling children and families in the…
I know that this is a topic that new System Admins struggle to figure out… I’m going to address how to add search fields to the Filter by Keyword at the top of entity views.
If you are setting up Dynamics Marketing Capture Forms for the first time and find it confusing, you are not alone. Follow the steps I have outlined below for a less confusing and frustrating experience…
As many top executives and sales managers will attest, getting their employees to adopt and embrace a CRM system is much more challenging than identifying and purchasing the latest and greatest CRM technology.
Navigating your business without organization-wide visibility into your sales process, activities and pipeline can feel a lot like navigating through the darkness.
Since the general availability release of in-app notifications this Spring, I’ve been seeing more and more applications for this feature. However, my initial impression was that for non-developers like myself in-app notifications would require…
How to Become a CRM Success Story When you think of a CRM deployment, what comes to mind? Sadly, for so many of us, one of the first things that we think of is how…
The enhanced experience for creating email templates is becoming generally available this month as part of the 2022 release wave 1 plan, so I thought I’d put together my thoughts on the new feature.…
Need to add metadata to the D365 Document Associated Grid connected to the SharePoint Document Library? We ran across this use case when a client needed to add a column that shows how many…
You have spent many hours building a complex engine via Power Automate but you need to transfer the entire packaged flow to another environment. Have no fear, we will help you walk through this process…
We continue to see more new features in Dynamics 365 leveraging Teams integration and a new one now in preview is Swarms for Customer Service. As with any preview feature, it is not supported yet…
While the Unified Interface update to Microsoft Dynamics 365 brought a cleaner experience for a lot ofend user functions, one of the items that has lagged behind is the experience for querying data (a/k/aAdvanced Find).…
A Toast to Notifications. The 2022 release wave documentation has been published and my original thought was to review it and write a “Top 5” list or something along those lines. However, I’m…
Members of the New Dynamic team gathered recently at Giving the Basics, to help count, sort, and create personal care hygiene packages for area shelters, pantries, and low-income schools. Thank you to Giving the Basics…
At New Dynamic, we believe in donating our time, talent, and money to Ronald McDonald House Charities to help families stay together during their sick child’s time of need. Each quarter we gather as…
Dynamics Marketing is gaining in popularity– especially for organizations that have 10 or more licensed users of other D365 modules because the subscription is half-priced. Although the cost increases when you have over ten…
So, I’ll admit to being a bit of a zealot when it comes to icons in Dynamics 365 model-driven apps. For years I’ve looked down my nose at app customizers who created custom entities tables…
I recently spun up a brand-new environment for a new client and encountered a frustrating issue when I went to modify the contact form in my Sales Enterprise App solution. It wouldn’t save.…
Dynamics 365 and Microsoft Teams working together offers powerful new ways for everyone across an organization to seamlessly exchange and capture ideas right in the flow of work. Microsoft recently announced a new collaborative app…
The Dynamics 365 release plan for 2021 promises many new upgrades and we’re excited to share some of our favorites, including the Dynamics 365 Sales mobile app. The Dynamics 365 Sales mobile app is specifically…
New Dynamic, LLC, a leading provider of Microsoft Business Application services focused on the Dynamics 365 platform, announced today that its Dynamic FRM™ formula and recipe management solution has been approved by Microsoft AppSource, Microsoft’s…
One of the new features released with the Dynamics 365 April 2020 Wave is the Kanban control. Kanban boards are an agile project management tool and visually depict work at various stages of a process using…