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Microsoft Ignite 2021

Microsoft Ignite 2021

The global Microsoft Ignite conference took place March 2–4—aimed at IT professionals, architects, developers, consultants, decision-makers, and managers...
Various ways to qualify a prospect in Microsoft Dynamics 365 Sales

Various ways to qualify a prospect in Microsoft Dynamics 365 Sales

A lead is a consumer, individual, or legal entity who may be interested in our product. In our sales system, this is often the first, fundamental step toward closing a deal...
Modern UI – Internal Receipt and Issue Document Files in Microsoft Dynamics 365 Business Central

Modern UI – Internal Receipt and Issue Document Files in Microsoft Dynamics 365 Business Central

We’ve just received Microsoft’s April 2021 Wave 1 update. As a result, we’ve gained a number of new features for Business Central v...
Apps in Dynamics 365 modules

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...
Modern UI – Reversing Posted Invoices and Accounting Transactions in Microsoft Dynamics 365 Business Central

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.
Knowledge Base in Microsoft Dynamics 365 Customer Service

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

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

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

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

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

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...
Duplicate Detection Rules in Microsoft Dynamics 365 CRM

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...