
Rewriting inactive employee entries in Dynamics 365 CRM
Layoffs. Extended leaves of absence. Internal transfers within the company. Labor market mobility among our users can be a challenge, even from the system’s perspective. Dyn...

Business Central system functionalities to support document and file creation
In today's post, we introduce Business Central's features that help with document and file creation, such as document copying and copy...

Manage application access using security roles
Microsoft Dynamics 365 offers many features and locations where you can assign and define security roles. One of the features available directly...

Accrued expenses/revenues and the capabilities of the Business Central system
Effective management of a company's finances is the key to success. Important elements of this process are the accrual of expenses and revenues....

The pipeline view in Microsoft Dynamics 365
Quickly generating sales-related reports is one of the tools sales teams use in their daily work. With numerous contracts, business transactions, and...

Support of proforma invoice and advance invoice in Business Central system
A pro-forma invoice is a document issued before the final invoicing of a sale. It serves two purposes: The buyer can use them to pre-pay for an order....

Linking MS Teams to the timeline of record in Dynamics 365
Records in the "Contacts," "Accounts," or "Leads" tables include a timeline that allows users to view activity history. It shows...

Bulk orders - the best option for managing long-term contracts
In today's post, we will learn how we can significantly simplify the management and configuration of the sales process as well as the purchase process, based on long-term contracts, use...

Collaboration key to Microsoft success - Microsoft Inspire summary 18.07.2023
Microsoft Inspire was a unique event that highlighted the importance of collaboration in Microsoft's success. With more than 400,000 partners worldwide - eco...

New timeline capabilities in Dynamics 365 CRM modules
The timeline is the central feature of every CRM application in the Dynamics 365 family. Its features enable fast, efficient, and effective management of activities and...

Enhanced data analysis mode
In today's post, we will explore another interesting feature of Microsoft Dynamics 365 Business Central, which enables advanced analysis, grouping and p...

Using a QR code in Dynamics 365 Marketing to check in attendees to an event
Checking in participants at events such as trade shows or conferences can often be a time-consuming process that requires a lot of manual work and gathering information from...

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