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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...
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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...
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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, Paweล Krulikowski shared with us the capabilities of the Microsoft Dynamics 365 Sales mobile app; today, itโs time for ERP, for...
Microsoft Inspire 2020 โ Dynamics 365 Business Central
The Microsoft Inspire 2020 global conference is taking place on July 21โ22 of this year; due to the current COVID-19 situation, it is being held online...
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Custom Word report templates in Microsoft Dynamics 365 Business Central
In Microsoft Dynamics 365 Business Central, you can choose when to print an invoice or a specific document, as well as which report and layout to use. You can do this by...
Second wave of Power Platform updates in 2020
Every year, Microsoft releases what it calls the Release Wave Plan. This is a schedule of upcoming updates for Microsoft products in the following months. Separate harmon...
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Dynamics 365 Business Central version 17 - what's in store for us in the second half of the year?
Wave 2 of 2020 for MS Dynamics 365 Business Central is nothing more than the second of two announced major software updates that will be...
CRM Reporting โ Views, Dashboards, and PowerBI in Microsoft Dynamics 365
Planned sales and their results. Issues resolved this week. Calls received at our Call Center. A daily part of our work is constant reporting,...
Document attachments in Microsoft Dynamics 365 Business Central
Document attachments are a feature introduced in Dynamics 365 Business Central version 13. It is an easy-to-use feature that allows you to attach a file.
Creating and sending PDF documents in Microsoft Dynamics 365 Sales
Filling out documents is an integral part of daily sales work, including the creation of quotes, orders, invoices, and contracts. Before they are sent to the appropriate...