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A presentation slide titled “HOW TO SERIES: Aggregating Year-to-Date Data in Microsoft Dynamics 365 with FetchXML,” featuring Turner Valle, Technical Consultant, and the New Dynamic company logo.

Aggregating Year-to-Date Data in Microsoft Dynamics 365

Blog, D365 How To SeriesBy KathrynJanuary 27, 2026

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.

Banner for a How To Series titled How To Build a Robust Power Pages File Attachment Pipeline with Microsoft Power Automate, highlighting parallelism. Featuring Rachel Lowenstein, Technical Consultant, and the New Dynamic logo.

How To Build a Robust Power Pages File Attachment Pipeline with Microsoft Power Automate

Blog, D365 How To SeriesBy KathrynJanuary 14, 2026

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.

Slide titled HOW TO SERIES: Power Automate Variables Explained—explore loop and parallelism best practices with Joshua Kranhold, Senior Consultant. Featuring the New Dynamic company logo.

Power Automate Variables Explained: Loop and Parallelism Best Practices

Blog, D365 How To SeriesBy KathrynDecember 17, 2025

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.

Webinar slide titled How Microsoft Dynamics 365 Copilot Can Help You Sell More Effectively by Learning Your Business, featuring Travis South, Marketing Specialist, with the New Dynamic company logo and key terms from the Sales AI Glossary.

The Power of a Sales AI Glossary: How Microsoft Dynamics 365 Copilot Can Help You Sell More Effectively by Learning Your Business

Blog, D365 How To SeriesBy KathrynDecember 11, 2025

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 a true extension of your sales team.

"How To Series" article written by Joshua Kranhold

How AI Code JavaScript Libraries Bring Consistency to Microsoft Dynamics 365

Blog, D365 How To SeriesBy KathrynDecember 4, 2025

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. This guide shows how AI streamlines development and enforces standards.

"How To Series" article written by Joshua Kranhold

Using Microsoft Power Automate to Map Option Set Values from Integrations

Blog, D365 How To SeriesBy KathrynNovember 11, 2025

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.

"How To Series" article written by Mike Mitchell

How To Use a Power Automate Flow to Directly Run an Azure Data Factory Pipeline

Blog, D365 How To SeriesBy KathrynNovember 6, 2025

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 To Series" article written by Timothy Foreman

AI in Dynamics 365: Why Microsoft Copilot Works Differently and How To Get Results

Blog, D365 How To SeriesBy Suzy TarrantOctober 15, 2025

Let us break down what makes Microsoft Dynamics Copilot unique and why prompting is the real key to success.

Blog post written by Travis South

Get More Value Out of Your Sales Pipeline with Predictive Opportunity Scoring

Blog, D365 How To SeriesBy KathrynOctober 1, 2025

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.

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