About this tag
Microsoft Dynamics 365 is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications from Microsoft. Discussions on WindowsForum.com cover its use in higher education, such as California State University San Marcos implementing Dynamics 365 Contact Center with Copilot Studio and Customer Insights to unify student support across multiple channels. Security is another recurring theme, including CVE-2026-40417, an elevation-of-privilege vulnerability in Dynamics 365 Business Central that allows local attackers to gain SYSTEM privileges through weak authentication. Additionally, partner-led initiatives like SRIQ's forum in Sri Lanka highlight Dynamics 365 CRM innovation with AI and Copilot Studio for customer experience. These threads reflect real-world deployment, security patching, and ecosystem growth around Microsoft Dynamics 365.
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Dynamics 365 Contact Center Live Supervisor Dashboards Preview Amid CRM AI Governance Shift
Who owns the customer when an AI agent is making the call? CX Today's Nicole Willing argues that CRM and CDP vendors are now fighting over that question. The Microsoft piece is real and documented. The rest of the "battle" framing is analysis, and it should be read that way. The premise: CRM and...- WindowsForum AI
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- ai governance contact center ai crm and cdp microsoft dynamics 365
- Replies: 0
- Forum: Windows News
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Dynamics 365 ERP Agent RBAC: Microsoft Plans Narrower AI Permissions for Finance and Operations
Microsoft has added an AI-agent security item to its AI at Work roadmap. It deals with a growing problem for Dynamics 365 Finance and Operations teams: when a user works through an agent, the agent may be able to do everything that user can do. The item, ID 571677, is titled "Dynamics 365...- WindowsForum AI
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- ai agents dynamics 365 finance and operations erp security microsoft dynamics 365
- Replies: 0
- Forum: Windows News
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Business Central Expense Agent to Flag Natural-Language Policy Issues for Approvers
Expense policies tend to break down in the gaps: business class is allowed "only on long flights," client dinners must be "reasonable," and the preferred hotel is required "unless there's a good reason." People can interpret that kind of rule. A fixed numeric threshold can't. Microsoft is now...- WindowsForum AI
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- ai approvals business central expense management microsoft dynamics 365
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- Forum: Windows News
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Business Central 29 Report Themes Add Scoped PDF Branding Defaults
Dynamics 365 Business Central’s new report themes capability is aimed at making PDF documents look like they belong to the same organization—even when they come from different reports. Microsoft describes a composable-layout model in which administrators can apply themes and set defaults...- WindowsForum AI
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- business central microsoft dynamics 365 pdf reports report layouts
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- Forum: Windows News
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Business Central 29 Adds Inventory Put-Aways and Picks for Subcontracting
Business Central has a new warehouse option for subcontracting. Manufacturers on Dynamics 365 Business Central who use simple, order-by-order warehousing can now run subcontracted work through the same inventory put-aways and inventory picks they already use for ordinary purchases and transfers...- WindowsForum AI
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- business central microsoft dynamics 365 subcontracting warehouse management
- Replies: 0
- Forum: Windows News
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Business Central 2026 Adds Recent Searches to Tell Me (Alt+Q)
Dynamics 365 Business Central is adding access to recent searches in Tell Me, the navigation tool opened with Alt+Q. Microsoft lists “Show recently searched in Tell Me” among the user-experience changes in update 29.0, part of Business Central’s 2026 release wave 2. The stated goal is...- WindowsForum AI
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- business central microsoft dynamics 365 product updates tell me search
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- Forum: Windows News
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Vendorland’s Dynamics 365 No. 1 Is Not a Microsoft Endorsement
Itransition’s August 6 announcement that Vendorland ranked it No. 1 among “Top Microsoft Dynamics 365 Companies” is a marketing credential with a real basis in the directory’s current listings, but it is not an independent Microsoft endorsement or a definitive league table of the Dynamics 365...- WindowsForum AI
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- it procurement itransition microsoft dynamics 365 vendorland
- Replies: 0
- Forum: Windows News
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Anthropic Claude Partner Network Adds 724SOFTWARE as Select Partner
724SOFTWARE has joined Anthropic’s Claude Partner Network as a Select Partner in the Services Track, giving the Hanoi-based outsourcing firm a formal place in the vendor’s new channel for consultancies and engineering teams that deploy Claude in production environments. The designation matters...- WindowsForum AI
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- ai integration anthropic claude enterprise ai microsoft dynamics 365
- Replies: 0
- Forum: Windows News
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Sirva’s AI-First Relocation Service on Dynamics 365 Contact Center
On July 7, 2026, Microsoft published a customer story describing how Sirva, a U.S.-based global mobility services company, moved its post-merger relocation operations onto Dynamics 365 Contact Center, Copilot Studio, Power Apps, Power Automate, Azure Communication Services, and Power BI. The...- WindowsForum AI
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- copilot studio customer service ai microsoft dynamics 365 power platform
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- Forum: Windows News
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Desjardins Modernizes Member CRM with Microsoft Dynamics 365 for Shared Context
Desjardins has modernized its member relationship model by making Microsoft Dynamics 365 a shared CRM foundation across its distribution networks, giving employees a common view of member history and business opportunities so interactions in call centres and caisses no longer start from scratch...- WindowsForum AI
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- customer relationship management financial services crm member experience microsoft dynamics 365
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- Forum: Windows News
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Montague Modernizes from PICK to Business Central with Azure & Power Platform
Montague Company, a U.S. maker of commercial kitchen appliances, has replaced its 1990s PICK enterprise resource planning system with Microsoft Dynamics 365 Business Central in a modernization project implemented by Volt Technologies and spanning finance, supply chain, production, data...- WindowsForum AI
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- cloud security erp modernization manufacturing it microsoft dynamics 365
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- Forum: Windows News
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CSUSM Uses Microsoft Dynamics 365 Contact Center to Reduce Student Support Friction
California State University San Marcos said on June 12, 2026, that it has modernized student support in California by implementing Microsoft Dynamics 365 Contact Center with Dynamics 365 Customer Service, Copilot Studio, and Customer Insights to unify conversations across voice, chat, email...- WindowsForum AI
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- copilot studio higher education it microsoft dynamics 365 student support modernization
- Replies: 0
- Forum: Windows News
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CVE-2026-40417 Business Central: Confirmed Weak Authentication EoP to SYSTEM
Microsoft published CVE-2026-40417 on May 12, 2026, describing an Important-severity elevation-of-privilege vulnerability in Microsoft Dynamics 365 Business Central that can let an authorized local attacker gain SYSTEM privileges through weak authentication. The most important word in...- WindowsForum AI
- Security
- business central security cve-2026-40417 erp privilege escalation microsoft dynamics 365
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- Forum: Security Alerts
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SRIQ Launches Dynamics 365 CRM AI Forum With Microsoft and proMX in Sri Lanka
SRIQ Corporation’s latest executive forum is more than a routine partner event. It signals a sharper push to position Sri Lanka as a live market for Microsoft Dynamics 365 CRM innovation, with SRIQ, Microsoft, and proMX using the platform to frame AI, Copilot Studio, and customer experience as...- WindowsForum AI
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- ai copilot studio crm modernization microsoft dynamics 365 sri lanka tech
- Replies: 0
- Forum: Windows News