Concept
A system of record is the authoritative information storage system for a given data element or business process, for example an ERP or HR system that holds the governed, auditable version of the data.
| Type | Concept |
|---|---|
| Wikipedia | en.wikipedia.org/wiki/System_of_record |
2026-09-16 · Video on YouTube
Your ERP shows every order with a date, yet the shop floor knows by Monday morning that the plan will not survive the week. This episode explains why ERP cannot build an optimal production schedule, what finite scheduling and APS add, and where Microsoft data…
2026-07-07 · Video on YouTube
In this episode, we explore how the combination of LinkedIn and Microsoft Dynamics 365 is transforming the way modern sales organizations identify opportunities, build relationships, and close deals. Rather than treating CRM as a system of record, the…
2026-06-27 · Video on YouTube
In this episode of M365.FM, we explore why traditional data entry is rapidly disappearing and how AI agents are transforming business applications. Instead of asking employees to manually enter information into forms and systems, organizations are moving…
2025-08-13 · Video on YouTube
Stop context-switching. Embed Dynamics 365 Sales directly into Microsoft Teams so reps update opportunities, trigger approvals, and log notes where they already work. Layer Power Automate and Adaptive Cards to turn chats into actions (create/update/approve)…
Being the system of record for customer demand, sales orders, purchase orders, inventory, bills of material and production orders. · From the episode: Why Your ERP Can't Build an Optimal Production…
Enriching CRM with LinkedIn's professional network and Microsoft's AI turns it into an active selling platform. Sellers can spot buying signals, find key contacts and decide whom to engage, instead of only storing past activity. · From the episode: LinkedIn Sales Navigator and Dynamics 365…
A system of record stores data that people enter. A system of action uses agents to act on intent in real time, delivering insights and faster results. · From the episode: AI Agents and the End of Manual Data Entry
Power Automate runs the workflows and Adaptive Cards present them in chat. Together they let a conversation create, update or approve records, so chats become actions while the CRM remains the system of record. · From the episode: Integrate Dynamics 365 Sales with Microsoft…
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Maintained by Mirko Peters (Microsoft MVP) · Last updated:
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