
Dynamics 365 Sales - Competitors
Every business owner—whether just entering the market or already established—needs information to assess their competitors’ activities. The purpose of competitive analysis is...

BC v22 review of new features part 2 - User Experience improvements
In the last post of the #OutOfTheBoxBusinessCentral series, Agnieszka Rec discussed improvements in inventory management, while in today's post Adrianna Zio...

Task templates in Dynamics 365 Marketing - an easy way to follow up!
Follow-up. A key term in the day-to-day work of salespeople and marketers. Have we completed a task? Made a sale? Sent out an email campaign? The next step should be...

BC v22 review of new functionalities part 1 - improvements in warehouse management
In today's post we will learn about some interesting features that will be introduced to Business Central with the arrival of the BCv22 upgrade. The new funkc...

Short forms in Microsoft Dynamics 365
For virtually every business application, quick access to information is essential. As few clicks as possible, the most efficient use of resources...

Workflows - the ideal way to combine business process tasks
Increasingly, and to a greater extent, Microsoft is betting on enabling system administrators to conduct administrative activities. As part of the latest entry...

Segmentation with additional and custom tables in Microsoft Dynamics 365 Marketing
In the latest episode of #OutOfTheBoxCRM, Paweł Krulikowski and I will take a closer look at segmentation using additional and custom tables in Microsoft Dynamics 365 Marketing.

Ability to track changes in the system using the Change Log and the Monitored Fields Sheet
In today's edition of OutOfTheBox, we will introduce you to the possibility of tracking changes occurring in the Business Central system using the Change Log and Sheet mo...

Filters in quick search in Dynamics 365 CRM applications
One of the core features of any database is the search function. Entering search criteria in a simple, clear, and intuitive way that should return the results you expect...

Entitlements in the Business Central system - their essence and structure
Each of us knows and is aware of the importance of the issue of security of the system with which we work and run our business every day. Not inac...

Merging Records in Dynamics 365 CRM
The primary function of a CRM system should be to ensure the consistency, transparency, and uniformity of the database. Duplicates, ambiguous records, and repeated entries—all...
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WAVE 1 2023
A major new first wave of Business Central system update releases is coming this year - WAVE 1 2023, and with it comes a lot of exciting new features.

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