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360° Summaries in Copilot for Sales

360° Summaries in Copilot for Sales

A "360°" view is the magic phrase for CRM systems. Complete, detailed knowledge of the customer from one place is often the key to completing many processes....
News in Business Central Wave 2 2024 part 2.

News in Business Central Wave 2 2024 part 2.

The Microsoft Dynamics 365 Business Central 2024 Wave 2 (BC25) update introduces many useful changes from different areas in the system. Some of them have been collected and...
Manage queue items directly from the case form in D365 Customer Service

Manage queue items directly from the case form in D365 Customer Service

Once again, Microsoft is reaching out to users and striving to streamline our work, valuing our time and helping us organize our workspaces. Among the available features...
News in Business Central Wave 2 2024 part 1 - User Experience

News in Business Central Wave 2 2024 part 1 - User Experience

The latest Microsoft Dynamics 365 Business Central 2024 Wave 2 update introduces a number of changes that significantly improve the use of the system. In our other post, we...
Adding notes before saving a record

Adding notes before saving a record

Microsoft's Dynamics 365 continues to expand, this time coming with a new feature. With it, users can not only take notes, but also attach documents in c...
Functionality of posted master journal rows in Microsoft Dynamics 365 Business Central

Functionality of posted master journal rows in Microsoft Dynamics 365 Business Central

The functionality of the posted lines of the main journal is the ability to keep a kind of archive of PKs prepared in the journal, before posting....
Create several sales opportunities from one potential customer

Create several sales opportunities from one potential customer

Microsoft is introducing new features in Dynamics 365 Sales that will make it easier to use and manage records related to leads and opportunities...
JPK _PD (Uniform Income Tax Control File) - what it is, who it applies to - guide

JPK _PD (Uniform Income Tax Control File) - what it is, who it applies to - guide

In the era of digitization and ever-increasing reporting requirements, the Uniform Control File (JPK) is becoming an integral part of how companies operate in Poland. J...
Business Central Wave 2 2024

Business Central Wave 2 2024

In line with its annual schedule, Microsoft is introducing another wave of new features in Dynamics 365 Business Central. As part of Wave 2 2024 (version 25), new features and...
Adjusting exchange rates, or balance sheet valuation in Microsoft Dynamics 365 Business Central

Adjusting exchange rates, or balance sheet valuation in Microsoft Dynamics 365 Business Central

In today's post I will introduce the topic of exchange rate adjustment, or balance sheet valuation. Its task is to recalculate the open settlements of buyers, get...
Copilot startup screen in Dynamics 365 Sales

Copilot startup screen in Dynamics 365 Sales

History is slowly happening before our eyes. The laborious sifting through the CRM system to find the right information, clicking from view to view, from form...
Functionality of offsetting receivables and payables of suppliers and buyers in Microsoft Dynamics 365 Business Central

Functionality of offsetting receivables and payables of suppliers and buyers in Microsoft Dynamics 365 Business Central

In the course of doing business, it often happens that the customer/buyer is also our supplier. To simplify billing and avoid unnecessary payments, the Mic...