B2B Customer Portal for Microsoft Dynamics 365: A Secure Build with Entra External ID
Build a secure B2B customer portal for Microsoft Dynamics 365 using Microsoft Entra External ID, Dataverse, and Power Automate — practical walkthrough.
Contract Management in Dynamics 365: A Practical Guide with CRM Picture and Multifile Uploader
Build a scalable contract management solution in Dynamics 365 with CRM Picture and Multifile Uploader. Capture evidence, upload documents in bulk, integrate with SharePoint, and keep contracts secure and audit-ready.
Contract Management in Dynamics 365: Native, SharePoint or AppSource?
Explore three approaches to contract management in Dynamics 365—Native, SharePoint, and AppSource add-ons. Compare storage, document handling, scalability, and implementation to select the right solution.
Power Pages vs Custom React Portal: Which Is Right for Your B2B Customer Portal?
Power Pages or a custom React portal? Compare licensing, scalability, performance, and flexibility to choose the right B2B customer portal solution for your business.
Preparing for Microsoft’s Legacy Portal Deprecations: What Dynamics 365 Customers Should Do in 2026
Microsoft is enforcing Power Pages table permissions in June 2026. Learn how to migrate from Adxstudio and legacy Dynamics 365 portals before the deadline.
Power Pages Security: Web Roles and Table Permissions Explained (2026 Guide)
Learn how Power Pages security works using Web Roles and Table Permissions. Discover access types, best practices, and secure Dataverse data access.
Case Study: Automated Email-to-Case-to-Invoice for a Cleaning Services Franchise
Discover how a cleaning services franchise automated case management, franchisee workflows, and invoicing using Microsoft Dynamics 365, Power Automate, and Business Central.
Case Study: Streamlining Quote-to-Work Order Conversion for an HVAC Service Provider
Discover how Dynamics 365 Field Service automation transformed the quote-to-dispatch process for an HVAC service provider.
Case Study: Improving Field Technician Productivity with CRM Picture
See how CRM Picture for Dynamics 365 Field Service enables technicians to upload multiple photos at once, reducing manual effort and accelerating work order completion.
Dynamics 365 Field Service Mobile App: A 2026 Technician’s Guide
A complete 2026 guide to the Dynamics 365 Field Service mobile app, including offline mode, work orders, Copilot features, and technician productivity.