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Creating an assignment rule in Dynamics 365
In Dynamics 365, assignment rules are a mechanism that allows you to automatically route new leads, sales opportunities, and detailed information to...
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Using the direct delivery function in Business Central
Starting with what direct shipments, more widely known as drop shipments, actually are, in simplest terms, supplies of inventory delivered directly...
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Quick Data Acquisition Forms in Microsoft Dynamics Customer Insights Journeys
Collecting contact information, a quick form for gathering data. Standard scenarios in which we want to add essential information to our database. With the help of...
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Utilizing the Stock Picking and Warehouse Picking functionality in BC Cloud
In warehouse management using ERP systems, there are many terms that can sometimes be confusing. In the case of Microsoft Dynamics 365 Business Central, two of them...
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Customizing content with Copilot in the email text editor in Dynamics 365
Recently, the Microsoft Dynamics 365 CRM system has gained many new features and user-friendly enhancements thanks to the integration of D365 with Copilot. Artificial...
New in BC v23: Introduction of approval workflow in the area of Finance - workflow of accepting instances and master journal lines
One of the most important aspects of effective business management is effective workflow and proper process approval. In the latest version of the Business System...
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Adding tabs to the timeline in Dynamics 365 CRM
In the second wave of the 2023 release of Dynamics 365, Microsoft has introduced a new timeline tab feature. The functionality allows users to set desired filters on the activity...
BC v23 review of new features part 3 - warehouse management
Another entry in the OOTB series, in which we will continue our review of the new features of Business Central brought by Microsoft's wave of releases this r...
Managing records using Focused View (Selective View)
Focused View is a control that allows you to focus on the current task view, effectively manage records, and perform actions on the page...
Power BI Next Step 2023 - Summary of key changes for newly created reports
On September 21–22, the Power BI Next Step conference took place in Copenhagen, the capital of Denmark, where several changes and new features were presented regarding...
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BC v23 review of new functionalities part 2 - news in the area of finance and accounting
Another entry in the OOTB series and we continue our review of what's new in Business Central, which brings with it the second major wave of Microsoft releases this year, namely...
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Categorizing content articles in Dynamics 365 Customer Service
The second release wave for Dynamics 365 introduced a new feature that allows users to categorize knowledge articles in the Customer Service app. Thanks to this classification...