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Aging of receivables and payables in Business Central
I am pleased to present another post in the #OutOfTheBox series for Microsoft Dynamics 365 Business Central, focusing on analyzing accounts payable and accounts receivable based on...
Sales materials in Microsoft Dynamics 365 Sales
Brochures, flyers, and playbooks are often essential tools for salespeople. In addition to printed materials handed out at meetings, trade shows, or events, we want to...
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Microsoft Inspire 2022, the largest and most comprehensive conference, is now behind us!
On July 19–20, 2022, Microsoft Inspire took place—the most anticipated event that helps partners from around the world connect and work together...
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What can we expect in Dynamics 365 Business Central Wave 2? - a preview of the information
Wave 2 under 2022 for MS Dynamics 365 Business Central is the second of two announced software updates planned by Mi...
Summary of Transactions and Balances for Customers and Suppliers in Microsoft Dynamics 365 Business Central
This post is a follow-up to our previous post on Microsoft Dynamics 365 Business Central regarding methods for verifying accounting entries, and it covers another Trial Balance...
Lead generation templates in Microsoft Dynamics 365 Marketing
When using automated marketing campaigns—whether for regular customer engagement or one-time communications—it’s a good idea to use templates. Using...
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Statement of Transactions and Balances for General Ledger Accounts in Microsoft Dynamics 365 Business Central
Maintaining balance sheet equilibrium and the double-entry principle are fundamental accounting principles that must be applied and verified. This involves a vast amount of....
Configuring Forecasts in Microsoft Dynamics 365
The forecast helps the organization predict how much revenue the sales team will generate over a given period, enabling better sales planning and greater insight...
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Cash Flow Forecasts in Microsoft Dynamics 365 Business Central
One of the most important aspects of running a business is its financial health. It is essential to understand the company’s liquidity, its current liabilities...
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Sales Usage Reports in Microsoft Dynamics 365 Sales
Quick access to key data about our sales team’s performance is essential. CRM systems often offer a plethora of colorful and feature-rich dashboards...
Changing the recipient of a sales invoice generated from an order
With the Microsoft Dynamics 365 Business Central update as part of Wave I 2022, a feature was introduced that allows you to change the recipient of a sales invoice, which...
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Updated duplicate detection in the Prospect table in Microsoft Dynamics 365 Sales
As part of the latest update to Microsoft Dynamics 365 Sales, we’ve gained new insights into the ability to detect duplicates in the Leads table. Refreshed...