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“How To Series” visual guide titled: “How to Train Microsoft Copilot to Understand Your Sales Process Terminology.” Features a photo of Mike Springer, labeled Senior Consultant, on the left. The New Dynamic logo is displayed on the bottom right. Branding colors are maroon, white, and gray.

How to Train Microsoft Copilot to Understand Your Sales Process Terminology

Blog, D365 How To Series, Thought LeadershipBy Suzy TarrantFebruary 12, 2025

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 and other built-in prompts that Microsoft has provided.

Educational content graphic titled “How To Series.” The headline reads: “How To Successfully Develop Your Microsoft Dynamics 365 Solution Deployment Strategy.” A photo of Mike Mitchell, labeled Senior Consultant, is shown on the left side. The New Dynamic logo appears on the right, with a maroon and white color scheme throughout.

How To Successfully Develop Your Microsoft Dynamics 365 Solution Deployment Strategy

Blog, D365 How To SeriesBy Suzy TarrantFebruary 5, 2025

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.

Promotional graphic titled “Product Update.” The main headline reads: “Microsoft Dynamics 365 Release Plan 2025 Wave 1.” On the left, there is a headshot of Phil Vanner, labeled as Senior Consultant. The New Dynamic logo with the tagline “Listen. Deliver” is placed on the right side of the image. The design features maroon and white branding elements.

Microsoft Dynamics 365 Release Plan 2025 Wave 1

Blog, D365 Product UpdatesBy Suzy TarrantJanuary 29, 2025

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 of Microsoft’s automation vision for the Dynamics platform utilizing Copilot.

Blog post graphic with a maroon header reading "NEW BLOG POST." The title in large red font reads: "Controlling Spam in Dynamics 365 with Copilot AI." At the bottom left is a headshot of Brian Kretchman, labeled Senior Consultant, wearing a blue shirt and smiling. The New Dynamic logo with the tagline “Listen. Deliver” is on the lower right. The background is white with maroon accents.

How To Debug Canvas Apps Formulas in the Microsoft Power Platform

Blog, D365 How To SeriesBy Suzy TarrantJanuary 22, 2025

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 of controls or the conditional formatting of text within Canvas Apps.

Blog post graphic with maroon “NEW BLOG POST” banner. The headline reads: “Food and Beverage Product Innovation Trends to Watch in 2025.” A headshot of Joe Bailey, subject matter expert in food and beverage product lifecycle management, appears on the lower left. The Dynamic FRM logo is on the lower right. White background with maroon and gray design accents.

Food and Beverage Product Innovation Trends to Watch in 2025

Blog, Dynamic FRM™By Suzy TarrantJanuary 15, 2025

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 changes, there are many things to consider when deciding where to invest. Here are a few of 2025’s general trends to watch for as you start the new year.

Webinar promotion titled “Marketing Group Chat – Top Tools For Efficient Marketers.” The event is scheduled for Thursday, January 23, from 2:00–3:00 PM ET. At the center is the Channel Marketing Academy logo. Below it are three circular headshots: Travis South, Marketing Specialist, New Dynamic Tasha Widhson, Director of Marketing, congruentX Suken Sen, Senior Marketing Specialist, Open Door Technology At the bottom is a red “Register Today” button. Maroon and gray tones frame the white background.

Group Chat: Top Tools For Efficient Marketers

Blog, News, Thought LeadershipBy Suzy TarrantJanuary 8, 2025

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.

Blog post banner with the title: “Controlling Spam in Dynamics 365 with Copilot AI.” A maroon top banner reads “NEW BLOG POST.” On the lower left is a headshot of Brian Kretchman, labeled Senior Consultant, in a blue shirt. The Dynamic FRM logo appears on the lower right with the subtitle “Formula & Recipe Management.” White background with maroon text.

Controlling Spam in Dynamics 365 with Copilot AI

Blog, D365 How To SeriesBy New DynamicDecember 4, 2024

Dynamic 365 Copilot AI is able to help businesses implement an AI-driven spam detection system.

Promotional banner for a webinar re-watch titled “Improving PLM with Phusion Projects.” Logos for DynamicFRM and Phusion Projects are prominently displayed at the center. Below the logos are photos and titles of the two presenters: Joe Bailey, Solutions Director at Dynamic FRM, is shown in a circular headshot on the left; and Jordyn Swanson, Senior Procurement Analyst at Phusion Projects, appears in a circular headshot on the right. The webinar focuses on the “Journey to Process Improvement, Cost Effectiveness, and Product Insights.” A red button at the bottom reads “Watch the Video”.

Improving PLM with Phusion Projects and Dynamic FRM™

Blog, Dynamic FRM™, Thought LeadershipBy New DynamicNovember 13, 2024

Webinar Recording – Improving PLM with Physion Projects and Dynamic FRM: process improvement, cost effectiveness and product insights.

“How To Series” tutorial graphic titled: “How to Create a Deep Link in Canvas Apps using Power Automate Flow.” On the lower left is a circular headshot of Rachel Lowenstein, labeled Technical Consultant, smiling and standing in front of a brick wall. The New Dynamic logo appears on the bottom right. Maroon and white color scheme.

How to Create a Deep Link in Canvas Apps using Power Automate Flow

Blog, D365 How To SeriesBy New DynamicNovember 6, 2024

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.

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