Vaden Consultancy

This infographic breaks down why 92% of finance leaders report rising AR workloads, where the four biggest gaps in accounts receivable performance actually come from, and how a properly connected Dynamics 365 Business Central setup turns scattered payment data into an early-warning system instead of a monthly scramble.

Cash flow visibility shouldn't depend on spreadsheets. See how Business Central integration connects ERP, payments, and AR into one source of truth.

Most Dynamics 365 CRM problems show up six to twelve months after go-live, and they rarely come from the technology itself. This infographic breaks down the four most common gaps Vaden Consultancy sees across real implementations: underused segmentation logic that ignores self-declared customer intent, low adoption caused by process friction rather than people, integration blind spots between CRM, ERP, marketing, and customer service, and the growing shift toward agentic AI inside Dynamics 365. Each gap is visualized with the underlying cause and a practical fix, so business leaders and CRM owners can quickly spot where their own setup is falling short. Built for organizations using Dynamics 365 Sales, Customer Insights Journeys, or Business Central integrations, this visual summary pairs with our full blog breakdown for teams that want to move from a CRM that just stores data to one that actively drives revenue. Vaden Consultancy works with businesses across industries to assess, fix, and extend their Dynamics 365 CRM environments with adoption and clean data as the foundation, not an afterthought.

The Real Reason Your Dynamics 365 CRM Isn't Delivering ROI It's rarely the platform it's adoption, data trust, and integration gaps. This blog unpacks the four biggest reasons Dynamics 365 environments underperform and lays out a practical framework to fix them, from segmentation to AI-readiness.

Looking for a Dynamics 365 Business Central consultant in the USA? Vaden Consultancy delivers structured implementations, QuickBooks/NAV/GP migrations, Copilot AI setup, and managed support for mid-market companies across all 50 states. Talk to a BC architect free 30-minute consultation.

Your sales team shouldn't have to leave Dynamics 365 just to see a pipeline chart or generate a proposal. With the Code Interpreter PCF control, you can render live AI-generated charts and professional PDFs directly on your CRM forms. This infographic shows you exactly how — from architecture to deployment in 4 steps. Save it for your next Dynamics 365 project

Embed AI Charts & PDF Proposals in Dynamics 365 CRM Forms Using Power Apps PCF Control Sales teams using Dynamics 365 lose hours every week switching between CRM records, Power BI dashboards, and Word templates. This step-by-step guide shows how to solve that using the Code Interpreter PCF control and the Dataverse Predict API. You'll learn how to render interactive pipeline charts on Account forms and generate context-aware PDF sales proposals on Opportunity forms all inline, all AI-powered, without leaving the CRM. Includes prerequisites, full build steps, prompt engineering tips, and AI Builder credit considerations.

AI Agents can assist businesses in automating their processes in Sales, Service, and Operations of Dynamics 365 CRM. Starting from leads qualification and reminders for follow-up to case management, customer responses, data management and task prioritization, these AI agents can help minimize the workload and increase productivity of businesses. Your business will be able to achieve quicker, more productive, and effective decisions and customer engagements. Vaden Consultancy helps businesses unlock Dynamics 365 CRM and AI Agents to streamline processes, boost productivity, and enhance customer experiences. Explore the right automation solutions for your business with our expert team.

Vaden Consultancy is a trusted Dynamics 365 CRM partner serving all 50 US states. They offer end-to-end implementation, CRM migration, Copilot AI setup, ERP integration, and managed support — all with fixed pricing and no hidden costs. Trusted by companies across healthcare, finance, construction, and manufacturing.

Vaden Consultancy helps businesses plan, migrate, and optimize their ERP journey with smarter way. From data migration and system setup to process improvement and post-migration support, we ensure a smooth transition with minimal disruption. Upgrade your business systems today and start your Dynamics 365 Business Central migration.

This shift is not just about adopting new technology, it’s about building a more connected, proactive and future-ready business. Vaden Consultancy helps organizations understand, implement and optimize Dynamics 365 Business Central, making the transition to AI-driven ERP smoother, more practical and more effective.

Managing Dynamics 365 Business Central goes beyond daily operations it demands the right setup from day one. This infographic by Vaden Consultancy breaks down two of the most common admin pain points: missed update notifications and broken email connectors for Entra B2B guest users. From setting up notification recipients and scheduling safe update windows to understanding why guest users can't send email and the three proven workarounds OAuth 2.0 SMTP, shared SMTP mailbox, and Power Automate this visual guide covers everything your team needs to stay ahead. Includes a ready-to-use admin checklist for both update management and guest user email configuration.

Dynamics 365 Business Central: Managing Updates, Notifications & Guest User Email Issues in 2026 Struggling with Business Central update management or Entra B2B guest users who can't send emails? This in-depth guide from Vaden Consultancy walks through setting notification recipients, configuring update windows, whitelisting Microsoft alert emails, and applying the right email workaround — from SMTP shared mailboxes to OAuth 2.0 and Power Automate flows.

Smart Business Automation with Power Automate Agent Flows A 2026 Guide If your business still relies on manual approvals and rule-based workflows, you're leaving time and money on the table. This guide explains what Power Automate Agent Flows are, how they differ from traditional flows, and real use cases to get started today.

Looking for the best Copilot for Dynamics 365 CRM? Learn how different Copilots compare and which AI solution delivers maximum CRM productivity.

Tired of chasing paper approvals and lost invoices? Dynamics 365 Business Central automates your entire workflow from purchase orders to financial reporting. Here is how Vaden Consultancy helps businesses ditch paper and run smarter every single day.

👉 The future of customer service isn’t more tools—it’s fewer clicks, better context, and smarter AI.