Do you have too much data in your views and need to analyze dozens of numerical values to identify the most important information? Microsoft is introducing a new feature:...

The Report on International Trade in Services (DNU) is prepared for the Central Statistical Office by entities in the national economy that provide or...

A common occurrence in salespeople's daily lives is leads that generate more than one sales process. For example, a customer calls and is interested in a subscription...

You've received a shipment of raw materials. Quality control has revealed a non-conformity. What's next? Quarantine, return to supplier, disposal, or perhaps a re-inspection? In many companies, this...

Who should handle a new lead? This is a question that arises practically every day in many organizations. A new lead enters the system. Someone has to take it over, check it out...

It's not an art to handle the perfect invoice—the art is to handle every single one. In the previous episode of the Out of the Box series, we showed purchase agreements where the process is...

Nothing can replace multi-level reports. Full metrics, connections, and structured data. However, there are situations where, operationally, as CRM users, we need to...

Many people have undoubtedly experienced situations at work where they needed to manually transcribe data from one sales opportunity to another. Manually transcribing data on m...

Among the numerous changes implemented in Wave 1 2026, Microsoft also decided to introduce a Quality Management module. Quality control is one of these processes...

As a system administrator or business administrator, we often face difficult questions: Why does a user have access to a given client? Why does a given schedu...

Creating an agent in Copilot Studio doesn't have to be difficult. Microsoft is increasingly offering more options for creating AI helpers. Organizations can now select agents...

For many companies, matching an invoice to a purchase order and receipt is a time-consuming process that often requires manual data analysis and verification. Continue...

In organizations using Dynamics 365 Sales or Customer Service, users primarily work in data model-driven applications. These provide...

Every company that processes purchase invoices today wants to work faster, more conveniently, and with fewer manual steps. Standard Business Central with AI features...

The same scenario often occurs in the daily work of marketing departments. The event organizer sends a list of conference attendees. The sales department exports...

Microsoft Dynamics 365 Business Central with Polish Localization from IT.integro has been expanded to include functionality supporting JPK_KR_ST declaration processing. The solution...

In Customer Insights Journey, message sending is subject to consent checks. The system doesn't just check whether a contact exists in the database—it checks whether a specific point of contact...

Microsoft is expanding AI capabilities in Dynamics 365 Sales, and one of the new capabilities currently available in preview is Microsoft 365 Copilot Chat. This feature allows you to...

Here's another post from the "Out of The Box" series, in which we show how Tasklet Mobile WMS works in practice based on standard warehouse processes, without customization...

AI is now a daily part of our work. Assistants, autonomous bots, and supported processes. One of the next features available in Dynamics 365 Sales Premium is suggestions from...

Microsoft has published a roadmap of new features for Dynamics 365 Business Central Release Wave 1 2026, which will be gradually implemented from April to September 2026. Coming...

With the introduction of the National e-Invoice System, not only will the method of issuing invoices change, but also the scope of data reported in the JPK VAT file with the declaration. From 1...

Choosing an ERP system is one of the most important strategic decisions faced by a COO or CFO in a company with revenues exceeding PLN 20 million. In...

In a company committed to growth, an ERP system is no longer just accounting software—it’s the backbone of the entire organization. It supports finance, sales, inventory, and production...

In an age of widespread access to information, customers expect more from salespeople than just a product presentation. They expect a partnership and an understanding of their specific...

Implementing artificial intelligence in the sales department is not just a technological project, but above all a cultural shift. Even the most advanced tool...

Every sales manager is familiar with this scenario: a sales rep spends hours preparing for the meeting, analyzing the client’s profile, and making contact, only to find that after five minutes of the meeting...

In the world of modern business, the pressure to increase revenue is constant. For years, the recipe for success seemed simple: want to sell more? Hire more salespeople...

A while back, Paweł Krulikowski demonstrated how a sales accelerator works and how to configure sequences in Dynamics 365 Sales using an older version of the interface. Today, this...

Continia Document Capture and KSeF in Business Central – how do they work together to create a comprehensive invoice processing workflow? In our previous article, we discussed how the National...

As the number of customers grows and communication channels multiply like tabs in a browser, handling inquiries starts to feel like a command center 🚦📞💬 Phone, email...

Microsoft Copilot, integrated with Dynamics 365 Sales, is more than just an information search tool. It is an active participant in the process, supporting the sales representative like a personal AI assistant.

The National e-Invoice System (KSeF) has been one of the most important topics for finance departments and organizations preparing for the full digitization of...

Automation in customer service is more than just a trend today—it’s a necessity in a world that expects fast, personalized, and efficient service at every turn. New...

The entity hierarchy visualization in Dynamics 365 Sales received the previously announced update before the end of the year. From now on, users can work with all related entities...

For many companies, the end of the year is inventory time. For years, this process has been associated with a series of tedious, repetitive, yet demanding tasks...

Another new feature implemented by Microsoft in the Dynamics 365 Customer Insights application, Journeys, which relates to the Events entity. From now on, when planning an event...

The following article is the second entry in the "Out Of The Box" instructional series on the practical use of Tasklet Mobile WMS. The introduction to the entire series and o...

Have you ever held an event where potential attendees registered through a marketing form and did so at the "last minute"? These...

It has been noticeable for quite some time now that Microsoft has been planning changes regarding the interface issue in its application sites. We have a new look, which additionally zos...

We've been getting more and more recently of the functionality that is available in the Dynamics 365 Customer Insight Journey (former Marketing) application. For quite a few updates...

With the new release of Polish Localization 9.3.0, the ability to automatically repost purchase invoice payables with supplier and employee accounts has been added, and for accounts receivable...

KSeF, or the National e-Invoice System, is an electronic platform prepared by the Ministry of Finance that allows the issuance, receipt, archiving and exchange of...

Simple solutions may seem most useful to users who use Dynamics 365 application services. Microsoft is constantly trying to help in the daily...

With a large number of customers, there are times when an employee has to make a lot of calls, take a lot of shuffles and send a fair number of emails....

Are you tired of piles of documents on your desk, binders and long waits for a co-worker to approve an invoice? Or maybe you're tired of typing 20 lines of...

Responding quickly and accurately to customer inquiries is essential to maintaining customer satisfaction. However, the process can be time-consuming, especially when developing...

Cost and revenue allocation is a key component of financial management in any organization that seeks to better understand, control and optimize its spending....

File management in Customer Service is becoming simpler and more intuitive. Microsoft comes with another solution to make things easier for users.

In an era of rising customer expectations and increasing pressure for operational efficiency, companies are increasingly turning to tools to help automate daily...

The work of a marketer requires us to collect various types of information, which we use occasionally, incidentally, in certain situations. Often we need dowi...

Project management is undoubtedly one of the pillars of modern organizations. Microsoft Dynamics 365, meeting the expectations of Users, follows this trend...

Are you ready to track and report your company's environmental impact? The introduction of the European Union's Corporate Reporting Directive...

The Advanced Cost Allocations application for Microsoft Dynamics 365 Business Central facilitates the detailed recording and accounting of production costs. Among other things, it enables prec...

In a dynamic business environment where data accuracy is crucial, any mistake in documentation can lead to serious consequences. With the aim of improving...

Are you using Dynamics 365 Business Central? We have good news! Microsoft has just released the latest wave of updates - 2025 Release Wave 1, which brings a number of us...

Are you using Continia Document Capture in Business Central, or just thinking about it? Great, because it's a really convenient tool - it automates the entire proce...

Already using the Electronic Banking Extension PL from IT.integro? Check out what's new in the application! Or maybe you are just looking for a solution that allows...

Polish Localization is an application developed by IT.integro, which extends the functionalities of Microsoft Dynamics 365 Business Central with elements necessary...

In a rapidly changing business environment, companies need to flexibly manage discount policies and loyalty programs to effectively support...

Managing master data in multi-site organizations can be extremely time-consuming and error-prone. Today's companies need tools that don't...

Today's business environment is characterized by high dynamics and the associated need to flexibly adapt to changing conditions. Microsoft Dynamics 365 Bu...

In an era of increasing regulatory requirements and dynamic legislative changes, companies operating in fiscally compulsory markets must adjust their...

Dynamics 365 Business Central is a cloud-based ERP system for comprehensive management of enterprise resources. As part of a larger whole - sh...

We can confidently claim that version 25.1 of Business Central in the Cloud model was a breakthrough when it comes to reporting. It has always been known that in addition to the ability to ra...

In response to the growing needs of businesses, IT Integro has developed the Electronic Banking solution, an extension of the Microsoft Dynamics 365 Business Centra ERP system....

Not long ago, Microsoft made available the opportunity to test in Preview mode the new version of System 26.0, which comes in with the first Major Update in 2025. There is t...

The Mobile WMS application provides comprehensive management of the warehouse, its management and all standard as well as extended processes included in its...

In this post, we would like to summarize which processes in Business Central (version 25.3) are supported by generative artificial intelligence for the moment. What is M...

Microsoft Dynamics 365 Business Central is a comprehensive ERP system that improves the management of the company and allows full control over business processes. There are in...

In today's business world, effective document management is key to maintaining operational fluidity. Continia Document Capture is a modern solution...

It is a relatively common question: how to block or restrict activity within a location in Business Central? Starting with the current version of the system...

Every company, regardless of industry, faces the challenge of effectively managing employee expenses. Collecting receipts, accounting for business trips and controlling...

Cash Desk Management is an application developed by IT.integro that extends the standard functionality of Microsoft Dynamics 365 Business Central with additional n...

In the 2024 wave 2 release, a new mini-module - subscription management - has appeared within the Essentials license. This module addresses the growing needs of modern...

Most of the commonly known processes in Business Central are reflected in the execution in two ways - they can be processed with a log as well as personalized...

In enterprises with a developed warehouse path, where at least a handful of the scope of operation is inventory turnover, it is necessary to account at least once a...

In December 2024, Microsoft introduced the Smart Copy - Paste feature in Dynamics 365 CRM, available in a familiarization version.

In previous episodes in our Out of The Box series, we covered some of the new features in the Microsoft Dynamics 365 Business Central 2024 Wave 2 update. In today's...

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...

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...

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...

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...

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...

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...

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...

💡 Weren't able to attend our 100th anniversary webinar we held to celebrate 100 episodes of Out of The Box on DynamicsBlog by Intersys? Nothing lost!...

A user asks to add a new field to a form and seventeen views, the bane of an administrator. If you are a super user or business administrator,...

Microsoft Dynamics 365 is constantly introducing features that streamline business processes. One of the new features available in Wave 2 is enhanced grouping and aggregation capabilities...

The Customer Insight Journey application continues to evolve and Microsoft is adding more new features and functionality based on Copilot. Artificial intelligence...

One of the key challenges in customer service is time. Often, all that separates a customer who is satisfied with a response from one who is frustrated by our lack of response is...

As part of a new series of entries on the Fixed Assets module, this time we will look at the functionality that is depreciation of PPE. Depreciation is used to...

As part of the already #95th Out Of The Box entry, we take a closer look at the Fixed Assets module in Business Central. The module gives you the ability to create asset files with detailed and...

In today's post in the OutOfTheBox series, I would like to introduce the latest change to the projects module within the latest release of Business Central 24 - Wave 1 2024....

The Up Next widget displays activities that you can view and perform on records. By default, it appears on lead and opportunity records...

In today's post in the OutOfTheBox series, I'd like to continue discussing changes to the projects module as part of the latest release of the Business Central 24 version - Wave 1 2024....

Microsoft continues to develop its CRM tools, which help users better understand the system. There have been many recent updates to the application...

This year's Microsoft Build conference took place May 21-23 and focused on the development of artificial intelligence, the practical application of AI, news in Co...

More on saving time. Today, we’ll look at one of the core features of marketing automation tools: creating target groups. A common headache and...

The latest version of Business Central has a number of new features in the area of applications, or UX. In a previous post about Business Central Wave 1 2024,...