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Modern UI – View Management in Microsoft Dynamics 365 Business Central
With each new release of Microsoft Dynamics 365 Business Central, the system gains a range of new features and much-needed improvements designed to make day-to-day...
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Updating and Importing Data from Excel Online into Microsoft Dynamics 365 CRM
Excel – the best friend of corporate employees, sales managers, small business owners, data analysts, and more. It’s a well-known, widely used application, and...
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Summary of the DynamicsCon 2020 Conference
On September 9–10, a virtual industry event was held under the banner of DynamicsCon, during which experts from around the world shared their...
Emailing documents with an attachment
Electronic shipping of sales documents is used by virtually every enterprise. In Microsoft Dynamics 365 Business Central, from quotations, sales orders,...
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File Repository in Microsoft Dynamics 365
Whether you work in sales, interact with customers face-to-face on a daily basis, or are a field technician, the documents from your clients...
5 tricks in 5 minutes for Microsoft Dynamics 365 Business Central
When planning new features and enhancements to Dynamics 365 Business Central, Microsoft is listening to the voice and suggestions of its partners. A dedicated...
Searching for and adding products during the sales process in MS Dynamics 365 Sales
One of the primary goals of our CRM system is to support sales—the entire process, from establishing a relationship with the customer all the way through to the final invoicing of the sold product...
Assigning additional costs in Microsoft Dynamics 365 Business Central
An important factor in making correct and effective decisions is correct cost information. To ensure correct pricing and inventory that...
Managing sales opportunities from the Kanban view in Dynamics 365 Sales
Sales is often much more than just a few simple steps we need to take to turn a potential customer into a client. Often, our...
Ability to filter records by dimension in Microsoft Dynamics 365 Business Central
Dimensions are additional attributes that in Microsoft Dynamics 365 Business Central we can define and assign when creating records, and then use...
Interacting via email in Microsoft Dynamics 365 Sales
Did he open it or not? Did he click the link? When? What about the attachment? Did he check what we sent him? You know these questions, right? Anyone who communicates with clients for sales purposes...
Mobile app in Microsoft Dynamics 365 Business Central
In the latest post in the Out Of The Box CRM series, Paweł Krulikowski shared with us the capabilities of the Microsoft Dynamics 365 Sales mobile app; today, it’s time for ERP, for...