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Insights

Insights on legal technology, Dynamics 365 and AI

Articles from David Blumentals on practice management, legal CRM, document management, billing, Business Central and Copilot for law firms and legal departments.

Transforming Immigration Law, Matter Specifically

Transforming Immigration Law, Matter Specifically

How Microsoft Dynamics 365 for Legal and the d365Legal Immigration Practice solution help legal teams work smarter, stay connected and manage every matter…

Slow Legal SaaS & Why High Performance Dynamics 365 Apps Matter

Slow Legal SaaS & Why High Performance Dynamics 365 Apps Matter

How access delays, training friction and ineffective onboarding can turn legal technology into a significant billable-time expense

BC4Legal Legal ERP Is Now Available on Microsoft Marketplace

BC4Legal Legal ERP Is Now Available on Microsoft Marketplace

A purpose-built Microsoft Dynamics 365 Business Central ERP solution for modern legal finance, matter-based operations and practice performance.

Helping Lawyers Do Their Best Work and Get Home on Time

Helping Lawyers Do Their Best Work and Get Home on Time

For many law firms, the next frontier of success is not simply adopting more software. It is creating a better working day for lawyers, partners, business…

Bending the Innovation Curve with Streamlined Service Delivery

Bending the Innovation Curve with Streamlined Service Delivery

Law firms are entering a new competitive era. Client expectations are rising, market conditions are shifting faster, and traditional approaches to service…

Legal Operations with d365Legal, Copilot & Power Platform

Legal Operations with d365Legal, Copilot & Power Platform

Law firms are entering a new operational frontier. Client expectations are rising, margins are under pressure, and fee earners are being asked to deliver…

Frontier Law Firm Success Starts with the Client

Frontier Law Firm Success Starts with the Client

Why the next generation of legal success will be defined by personalized client engagement, not just legal expertise.

Frontier Firm Transformation in Legal Services

Frontier Firm Transformation in Legal Services

The legal sector is entering a decisive new phase. For years, law firms and legal departments have invested in digital tools, document systems, practice…

CRM, PMS, DMS and Finance All Together in d365Legal

CRM, PMS, DMS and Finance All Together in d365Legal

Law firms and in-house legal teams are under pressure to deliver faster, more transparent and more commercially disciplined services—without compromising…

Dynamics 365 for Legal Is Now on Microsoft Marketplace

Dynamics 365 for Legal Is Now on Microsoft Marketplace

From $30pupm. The latest version of Dynamics 365 for Legal is now available on Microsoft Marketplace—bringing together best-in-class legal CRM with…

Dynamics 365 Beats a Patchwork of CRM, PMS, DMS Systems

Dynamics 365 Beats a Patchwork of CRM, PMS, DMS Systems

A practical case for unifying client, matter/case, documents and financials on one connected platform.

Announcing Dynamics 365 for Legal CRM Integration with Clio

Announcing Dynamics 365 for Legal CRM Integration with Clio

A New Era of Seamless Legal Practice Management and CRM Integration. We’re excited to announce a major leap forward for legal professionals: Dynamics 365…

Why SharePoint DMS Outshines Box and Dropbox

Why SharePoint DMS Outshines Box and Dropbox

Security, Confidentiality, and Microsoft 365 Advantages for Law Firms. In today’s fast-paced legal landscape, law firms and legal departments are…

Dynamics 365 for Legal: New LEDES and Advanced Invoicing

Dynamics 365 for Legal: New LEDES and Advanced Invoicing

Streamlining Legal Billing—Now Smarter Than Ever. Legal professionals know that efficient, accurate invoicing is essential for client trust and business…

Goodbye to Timesheets, Using Copilot AI

Goodbye to Timesheets, Using Copilot AI

Reclaim Your Time and Focus on What Matters Most. If you’re a lawyer, consultant, accountant, or professional working in a service-based firm, odds are…

Copilot AI in Microsoft Dynamics 365 for Legal

How Copilot AI Revolutionizes Legal Workflows and Productivity within Dynamics 365

Microsoft SharePoint vs NetDocuments

Features, Benefits, and Pricing Analysis. Law firms and legal departments face unique challenges when managing large volumes of sensitive documents,…

Microsoft Dynamics 365 vs Salesforce

Key Features, Benefits, and Pricing Insights. For law firms and legal departments navigating digital transformation, choosing the right CRM and project…

Why Microsoft Dynamics 365 is the Ideal Platform for Law Firms

Meeting Comprehensive Requirements with Innovation and Intelligence. In the rapidly evolving legal landscape, law firms need robust and adaptable…

Opportunities and Benefits of Copilot AI for Law Firms

Revolutionizing Legal Practices with AI. In the fast-evolving world of legal services, professionals are continually seeking innovative solutions to…

Features and Benefits of Dynamics 365 for HR Management

For Users of Microsoft Dynamics 365 for Legal. Microsoft Dynamics 365 is renowned for offering a suite of integrated, versatile applications that cater to…

First Ever Amazon Punchout Integration for Business Central

First Ever Amazon Punchout Integration for Business Central

Announcing Amazon2BusinessCentral.com, your gateway to a seamless and efficient procurement experience. We are thrilled to announce the launch of the…

Copilot AI The Best Features for Dynamics 365 Business Central

Copilot AI The Best Features for Dynamics 365 Business Central

A guide to help you get the most out of Copilot AI, the intelligent assistant for Dynamics 365 Business Central

Microsoft 365 with Dynamics 365 – Better Together!

Microsoft 365 with Dynamics 365 – Better Together!

What makes Dynamics 365 such an incredibly powerful tool for business is not limited to the finance capabilities of Business Central or Finance and Supply…

Business Central # 1 ERP for Supply Chain Management

Business Central # 1 ERP for Supply Chain Management

Dynamics 365 Business Central offers robust features for supply chain management, empowering businesses to optimize their operations and enhance…

Purchase Requisition Management is now on Microsoft AppSource

Purchase Requisition Management is now on Microsoft AppSource

Click the link below to visit Purchase Requisition Management for Dynamics 365 Business Central on Microsoft AppSource:

Business Central a Solution for Global Project-Based Businesses

Business Central a Solution for Global Project-Based Businesses

How Business Central helps you manage projects, sales, and finances across multiple countries and currencies, and how it compares to Dynamics 365 Finance…

Dynamics 365 for HR Management is now on Microsoft AppSource

Dynamics 365 for HR Management is now on Microsoft AppSource

Click the link below to visit Dynamics 365 for HR Management on Microsoft AppSource:

Dynamics 365 Business Central Can Boost Your Business Performance

Dynamics 365 Business Central Can Boost Your Business Performance

Leveraging the Microsoft 365 apps we already use!. If you are looking for a cloud-based solution that can handle all your business needs, from accounting…

Dynamics 365 for CLM CPQ is now available on Microsoft AppSource

Dynamics 365 for CLM CPQ is now available on Microsoft AppSource

Click the link below to visit Dynamics 365 for CLM CPQ on Microsoft AppSource:

Why Microsoft 365 users should use Dynamics 365 for CRM and ERP

Why Microsoft 365 users should use Dynamics 365 for CRM and ERP

Microsoft 365 users can benefit greatly from using Dynamics 365 for several reasons:

Empower business development with Microsoft Dynamics 365 Sales

Empower business development with Microsoft Dynamics 365 Sales

Enable your business developers to improve their performance and scale best practices with automated sequences, real-time insights, and data…

Importance of integrated Dynamics 365, Power Platform with Azure

Importance of integrated Dynamics 365, Power Platform with Azure

The integration of Dynamics 365 applications and Power Platform services with Azure cloud services is a crucial topic for several reasons:

Dynamics 365 User Growth

Dynamics 365 User Growth

The latest information on Microsoft Dynamics 365 indicates significant growth and contribution to Microsoft’s global revenue:

AIM for the future with Microsoft

AIM for the future with Microsoft

AIM (Accelerate, Innovate, Move) provides businesses with a tailored path to the cloud to help accelerate cloud migration and supercharge ERP and CRM…

Supply Chain Built for Competitive Advantage – Part 3

Supply Chain Built for Competitive Advantage – Part 3

These days, a supply chain must have built-in visibility and flexibility for organizations to survive a highly competitive landscape and heightened…

Supply Chain Built for Competitive Advantage – Part 2

Supply Chain Built for Competitive Advantage – Part 2

Most organizations rely on legacy systems and one-off applications rather than a single integrated platform to manage their supply chain. The majority of…

Supply Chain Built for Competitive Advantage – Part 1

Supply Chain Built for Competitive Advantage – Part 1

In an era defined by disruption, organizations must be able to respond quickly to changing business needs and customer demands. In the past few years…

How customers modernize their ERP with Dynamics 365

How customers modernize their ERP with Dynamics 365

The pace at which flexible work evolves will only continue to accelerate. To stay ahead of unexpected changes, organizations must adopt a system of…

The AI workday pyramid

The AI workday pyramid

As leaders and their teams build new habits with generative AI, it’s helpful to think about work in three categories. First, there are the tasks we can…

Switch to composable legal ERP to support evolving business needs

Switch to composable legal ERP to support evolving business needs

Traditional ERP systems can’t keep up with today’s rapidly changing market conditions. That’s why many organizations are switching to what is called a…

The Right Way to AI

The Right Way to AI

What we’re learning about successful AI adoption from the companies getting it right.

Bring data into the AI era with Microsoft Fabric for lawyers

Bring data into the AI era with Microsoft Fabric for lawyers

The world is awash with data, and over the past year, we have all seen how AI has the potential to completely transform our day-to-day businesses. There…

Accelerating Revenue with AI-Powered Solutions, Legal BD

Accelerating Revenue with AI-Powered Solutions, Legal BD

Introduction: Help your teams achieve more with help from AI copilots. Successful Chief Revenue Officers (CROs) understand that achieving revenue goals…

Get ready for a whole new way to do client support using AI

Get ready for a whole new way to do client support using AI

New AI features transform support teams – Copilot in Dynamics 365 Customer Service is now available

Dynamics 365 helps position Microsoft as a Leader in automation

Dynamics 365 helps position Microsoft as a Leader in automation

Uncover the strengths and cautions associated with recognized sales force automation (SFA) and B2B marketing automation platforms in the 2023 Gartner®…

Some of the best uses of AI for law firms

Some of the best uses of AI for law firms

Client Management. AI can help with client management in several ways. According to a Forbes article¹, AI can be used to solve users' most frequent…

How Dynamics 365 CRM solutions can improve your law firm

How Dynamics 365 CRM solutions can improve your law firm

Customers are at the heart of every business, without them even the best products or services will fail. How you manage your customer relationships…

Working with a Microsoft Gold Partner

Working with a Microsoft Gold Partner

Once you’ve decided to utilize a Microsoft platform for your business, it’s crucial that the IT service provider you work with is an official Microsoft…

Why your law firm should use Microsoft Power Platform

Why your law firm should use Microsoft Power Platform

Dealing with disparate systems and applications is a common frustration many businesses face. It can be time-consuming trying to find specific data only…

3 Legal ERP solutions by Microsoft Dynamics 365 for your law firm

3 Legal ERP solutions by Microsoft Dynamics 365 for your law firm

Businesses are realizing the necessity of using an enterprise resource planning (ERP) system in order to gain an edge over their competitors. This has…