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Apps in Dynamics 365 modules
Hundreds of icons, tables, buttons, and dashboards—in other words, a ton of elements that we definitely DON’T WANT to show our end users. Dynamics 365...
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Modern UI – Reversing Posted Invoices and Accounting Transactions in Microsoft Dynamics 365 Business Central
To make it easier to correct incorrectly posted accounting transactions, Dynamics 365 Business Central provides a "Reverse Transaction" feature.
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Knowledge Base in Microsoft Dynamics 365 Customer Service
Thousands of tickets to resolve, cases, reports, and customer inquiries—and never enough time. The day-to-day reality of customer service (whether post-sales or technical support) is...
Modern UI – Reversing Posted Sales and Purchase Invoices in Microsoft Dynamics 365 Business Central
One of the most common mistakes made when using the system is posting a sales or purchase invoice with incorrect data. Correcting such an error requires...
Creating reminders in To Do based on tasks from Microsoft Dynamics 365
Planning, planning, and more planning. Our CRM often serves as a tool for planning future contacts, meetings, phone calls, or tasks...
Modern UI – Correcting Errors on Posted Goods Receipts and Goods Issues in Microsoft Dynamics 365 Business Central
While working in the system, users may occasionally make a mistake that needs to be corrected. In the case of sales documents (WZ)...
Redirect URLs in Microsoft Dynamics 365
Knowing as much as possible about your (potential) customer is one of the fundamental challenges of marketing. Where did they come from, when did they reply to our email, when did they...
Modern UI – Shipment Tracking in Microsoft Dynamics 365 Business Central
In our daily work, we’re all looking for ways to make our tasks easier. Microsoft Dynamics 365 Business Central offers users a wide range of...
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Duplicate Detection Rules in Microsoft Dynamics 365 CRM
Duplicates or copies are exactly the same information that clutters up our CRM, causes significant confusion for our salespeople, and above all...
Modern UI – Editing Posted Documents in Microsoft Dynamics 365 Business Central
It is not uncommon for changes to need to be made to documents that have already been posted. In Business Central’s SaaS model, such flexible changes to...
Lead scoring: Models for evaluating potential customers in Dynamics 365 Marketing
Minimum effort, maximum value. This is the guiding principle behind all the systems we implement in our companies. Automation is meant to maximize...
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Dynamics 365 Business Central version 18 - what will we start the year with?
Wave 1 of 2021 for MS Dynamics 365 Business Central is nothing more than the first of two announced major software updates, which with...
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