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Copilot for Sales in Microsoft Outlook and Dynamics 365 Sales
Emails. A daily part of the work routine for virtually every modern employee. Studies show that, on average, we spend 2 to 3 hours a day at work reading and replying to...
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The concept of picking sets in Business Central part II.
In the previous issue of OOTB #88, we were able to discuss the first type of picking in the Business Central system, which was stock picking. We already know that it concerned...
External Customer Information in Microsoft Dynamics 365 Sales Copilot
Information comes first. As a salesperson, every detail, every piece of information, and every piece of news about a potential or existing customer can turn into a significant step toward the final...
The concept of picking sets in the Business Central system part I.
In Business Central, picking is the process of combining inventory that is part of the offered assortment to form kits. There are two types of process k...
Copilot summaries in Microsoft Dynamics 365 Sales application
The AI revolution is spreading everywhere. CRM systems are no exception. One of the key tools recently introduced into these systems...
User interface configuration improvements in Business Central
Microsoft Dynamics 365 Business Central allows us to customize the interface of users, so that their work with the system can be more efficient. In the company's...
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Combining activities with multiple records in Dynamics 365
Microsoft is constantly striving to innovate and provide its users with more and more features designed to make working in its environment easier. One of the new...
Edit data using configuration packages and two-way Excel functionality
Microsoft Dynamics 365 Business Central allows us to efficiently edit the data we have collected in the form of lists of records, such as Inventory, Purchasers or Fact...
Enabling inspection history tracking in Microsoft Dynamics 365 application
On the Dynamics 365 platform, tracking inspection history in tables and columns is a key component of data management and change tracking. In the case of...
Using the new Running Balance functionality - Current Balance - Version 23.3
In today's world where dynamic solutions are key to effective financial management, we are excited to announce the latest update to the Mic...
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Managing "Cases" in Dynamics 365 Customer Service
Customer contact is one of the most important aspects of a company’s operations. Resolving issues that arise regarding the products offered or...
Stock identification functionalities - variants, attributes, labels and substitutes
In order to improve the identification of our products and optimize the sales and purchasing process, Microsoft Dynamics 365 Business Central enables us to assign...