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File Repository in Microsoft Dynamics 365

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

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

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 salesโ€”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

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

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

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

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

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, itโ€™s time for ERP, for...
Microsoft Inspire 2020 โ€“ Dynamics 365 Business Central

Microsoft Inspire 2020 โ€“ Dynamics 365 Business Central

The Microsoft Inspire 2020 global conference is taking place on July 21โ€“22 of this year; due to the current COVID-19 situation, it is being held online...
Custom Word report templates in Microsoft Dynamics 365 Business Central

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

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...
Dynamics 365 Business Central version 17 - what's in store for us in the second half of the year?

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...