D365 Customer Insights for Our Own Sales Team (Customer Zero) (4) Error Handling
This continues from Part ③ . We have the system set to refresh data daily, but unexplained errors can sometimes occur. Symptoms The segments were no…
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D365 Customer Insights for Our Own Sales Team (Customer Zero) (3) Fixing the D365 Sales Customization
This continues from Part ② . As part of Customer Zero, we planned to extract customers with no contact activity in the past 90+ days and send activi…
Inventory Display and Messaging Strategy
Stock Messaging Isn't One-Size-Fits-All: A Category-Based Approach "Only 3 left in stock!" This kind of urgency messaging is everywhere in e-commerc…
Customizing D365 Sales — For Our Own Sales Team (Customer Zero) Preparation
What is Customer Zero? "Customer Zero" is a strategy used by IT and technology companies in which the company itself becomes the "0th customer" (a t…
Chain of Command in D365 F&O: three production pitfalls
Chain of Command became the default pattern for F&O customizations because the overlay approach was unsustainable - every One Version update bro…
IoT data into D365 Supply Chain: the Azure-native pattern
Logistics and distribution operators running Dynamics 365 Supply Chain Management increasingly need the product of live operational data: shipments…
Centralized procurement D365: global address book + vendors
Multi-legal-entity enterprises standing up centralized procurement on D365 Finance face a recurring master data problem. The same vendor gets purcha…
Power Platform: From Microsoft 365 to Dynamics 365 CE
A lot has already happened during this first half of 2026 and I realized that I never actually stopped to update my LinkedIn or talk properly about…