
Power BI reporting apps – integration with Dynamics 365 Sales
To make sound business and operational decisions, we need not only CRM systems but also tools for data analysis and visualization. The transition to...

Microsoft Word Templates – Mail Merge in Business Central
How many times in the past have you wanted to notify your customers about a sales campaign or your suppliers about a new purchasing policy? Probably quite a few times! For example...

Marketing forms in Dynamics 365 Marketing
To increase sales quickly and effectively, you need to generate leads. When creating campaigns and processes to attract potential customers, our ultimate goal is to...

Microsoft Teams – Taking Integration with Business Central to the Next Level
Following up on the post from the OutOfTheBox series—with Wave 2 2021 just around the corner—Microsoft is expanding the integration of Microsoft Teams with Business Central to a new level...

Opportunity Manager in Microsoft Dynamics 365 Sales
Sales opportunity, sales process, project—no matter what terminology we use in our company, in the Sales department, everything revolves around this one goal...

Microsoft AppSource – How to Easily Extend the Core Functionality of Dynamics 365 Business Central
Microsoft AppSource is a platform that offers thousands of business apps and services created by industry-leading software providers. It allows you to find...

Column Editor in Microsoft Dynamics 365
Data storage is a core function of any CRM system. Organized into tables and presented in dozens or hundreds of views, it poses daily challenges...

Modern UI – Data Storage and Management in D365 Business Central
Based on feedback from partners, Microsoft has determined that the current data storage model and associated costs are not optimal for customers. With the Busi update...

Voice dictation in Microsoft Dynamics 365
We have mentioned many times in the "CRM Out of the Box" series that the primary, fundamental, and most important challenge for any CRM system is to save its users time...

Modern UI – Feature Management & Exporting Raw Data to Excel
The latest update to Business Central Online, version 18.3, introduced several interesting new features. As usual, we set out to explore these new features, testing them on our...

Additional addresses in Microsoft Dynamics 365 CRM
Mailing address, shipping address, branch address, and dozens of other addresses that we use in our daily work with our customers. All of these addresses...

Artificial Intelligence (AI) in Dynamics 365 Business Central
One of the hot topics of late has been the use of artificial intelligence in ERP systems to improve the quality of services provided, as well as...




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