Dynamics 365 Sales includes a tool that helps salespeople stay on track in their daily work: the Sales Accelerator. Its key feature is a visible...

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...

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...

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...

In the sales department, effective time management and full visibility into customer interactions are key to success. Sales representatives use several tools simultaneously...

In the world of sales, good organization and a clear division of responsibilities are the cornerstones of success. When teams operate within defined areas, it’s easier for them to build relationships...

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...

In the world of sales, every detail matters. Attracting customers with different product combinations or creating an incentive by adding a bonus item can result in...

The holiday season, with its hot deals and shopping, has begun. In December, consumption and shopping reach their peak, and this is often a considerable challenge for people who work in sales...

There's been a lot going on lately in updates from Microsoft in terms of new visual customizations of Dynamics 365 applications. A new feature that recently appeared in apl...

The Quick Campaign feature in Dynamics 365 Sales is a practical tool that allows you to instantly send emails to selected contacts without having to use...

We all make mistakes. No one is perfect. Let the one who has never deleted anything by accident throw a stone. Or too hastily. But rest assured. Microsof...

The basic task of artificial intelligence, which is appearing in more and more aspects of business systems, is to save time and provide suggestive suggestions...

Execs, databases, business cards. The daily life of people operating various types of CRM systems. Entering more people, entering new sales projects, reporting...

Speed and consistency of communication is the basis of any company's work. In the age of remote meetings and the need to handle all matters at a moment's notice, the most important thing is the uni...

One of the basic elements of organizing events, meetings, sessions, webinars is participant management. As part of which, a standard problem arises - colle...

Generative artificial intelligence is appearing in more areas of Microsoft's CRM family of business applications. Another feature is expected to improve search and generate...

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

The large amount of information generated by Copilot when working in Dynamics 365, can sometimes give you a hard time. Often, simple functionalities become solutions...

More and more sales teams are using artificial intelligence every day, including Copilot for Sales, available in Microsoft Dynamics 365 Sales. It is therefore worth...

The D365 Customer Service application proposes a new feature - case handling time (familiarization version). This term refers to the time during which users actively work...

Have you ever had to analyze a contract or agreement document with a client with regard to the most important issues and lost a lot of time doing so....

In today's dynamic sales environment, teams often face several key challenges. Salespeople spend a significant portion of their time performing...

The AI revolution is underway. Copilot's adaptation to be an intelligent assistant to each user includes more CRM features. One of these features is.

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...

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....

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...

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...

Microsoft is introducing new features in Dynamics 365 Sales that will make it easier to use and manage records related to leads and opportunities...

💡 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!...

In today's post, we will focus on the functionality that is the order queue in Business Central - a powerful tool that allows you to automate key process...

In the next article on the fixed asset module, we will discuss the functions of the fixed asset distribution journal. We will focus on three main operations: transfers...

For our next entry on the fixed asset module, we will focus on two functionalities: increase/decrease and sale/liquidation of a fixed asset....

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...

In today's post in the OutOfTheBox series, I'd like to focus on some of the changes that have been made to the projects module within Wave 1 2024. These changes will strongly facilitate the work u...

As it does every year, Microsoft has announced a number of new features in Dynamics 365 Business Central as part of Wave 1 2024, as planned, which will be made available between q...

In Business Central, picking is the process of combining inventory that is part of the offered assortment to form kits. There are two types of process k...

Microsoft Dynamics 365 Business Central allows us to efficiently edit the data we have collected in the form of lists of records, such as Inventory, Purchasers or Fact...

Customer contact is one of the most important aspects of a company’s operations. Resolving issues that arise regarding the products offered or...

Collecting contact information, a quick form for gathering data. Standard scenarios in which we want to add essential information to our database. With the help of...

In warehouse management using ERP systems, there are many terms that can sometimes be confusing. In the case of Microsoft Dynamics 365 Business Central, two of them...

Recently, the Microsoft Dynamics 365 CRM system has gained many new features and user-friendly enhancements thanks to the integration of D365 with Copilot. Artificial...

Another entry in the OOTB series and we continue our review of what's new in Business Central, which brings with it the second major wave of Microsoft releases this year, namely...

The topic related to the new functionalities introduced as part of the system upgrade to Business Central v23 has already been covered in a recent post on our...

In today's post, we introduce Business Central's features that help with document and file creation, such as document copying and copy...

A pro-forma invoice is a document issued before the final invoicing of a sale. It serves two purposes: The buyer can use them to pre-pay for an order....

Records in the "Contacts," "Accounts," or "Leads" tables include a timeline that allows users to view activity history. It shows...

Microsoft Inspire was a unique event that highlighted the importance of collaboration in Microsoft's success. With more than 400,000 partners worldwide - eco...

The timeline is the central feature of every CRM application in the Dynamics 365 family. Its features enable fast, efficient, and effective management of activities and...

Microsoft Dynamics 365 Business Central offers many options for financial and accounting management. One of the key aspects in this system is viewing co...

Dynamics 365, like Outlook and other email tools, allows you to send emails. The email you send should be formatted the same way as in Outlook, by...

The Dynamics 365 system offers a wide range of capabilities and features that facilitate real-time and outbound marketing management. One of the features that...

When working in Dynamics 365 Sales, you should keep track of who the stakeholders and team members are. To do this, you can use...

Working with Sales Opportunities is one of the core features of the Dynamics 365 Sales CRM system. It is a place that makes it easier for users to manage their open...

In the latest episode of #OutOfTheBoxCRM, Paweł Krulikowski and I will take a closer look at segmentation using additional and custom tables in Microsoft Dynamics 365 Marketing.

The primary function of a CRM system should be to ensure the consistency, transparency, and uniformity of the database. Duplicates, ambiguous records, and repeated entries—all...

Staying up to date. This is the primary goal of all users of CRM systems and Power Apps. One of the most important features of these types of solutions is the speed of delivery...

There are many ways to revitalize your CRM system. One feature offered by Microsoft Dynamics 365 is the use of emojis to make the experience more enjoyable for your users...

When sending newsletters to customers, it’s crucial to determine the best time to send them. Sending them at the right time significantly boosts the open rate. In the app...

Communication, hundreds of thousands of messages sent, calls, and, more recently, conversations on Microsoft Teams. And within those conversations and messages lies invaluable business...

In marketing activities, users rely on a large number of images to better manage their file libraries and quickly find the images they need. In the app...

DynamicsCon 2021, a virtual event, took place from March 16–18. Each day featured training sessions in the form of webinars for users and professionals...

The global Microsoft Ignite conference took place March 2–4—aimed at IT professionals, architects, developers, consultants, decision-makers, and managers...

December 4 is the second and final day of a free online event for Dynamics 365 Business Central enthusiasts, held under the BC TechT banner...

BC TechTalk is a free two-day online event (December 3–4) for technical professionals involved with Business Central: developers, project managers, managers...

The Microsoft Inspire 2020 global conference is taking place on July 21–22 of this year; due to the current COVID-19 situation, it is being held online...

On June 23 of this year, the Microsoft Tech Talks Summit 2020, a conference dedicated to the Polish region, took place; due to the current COVID-19 situation, it was once again...

As planned for 2020, Microsoft released the first wave of updates for the Dynamics 365 family of applications without any further delays. Fortunately...

In late March, Microsoft announced upcoming updates to its popular CRM system, Microsoft Dynamics 365. These updates include both enhancements to existing...

The next step in digital transformation—integrating 365 with IoT—opens the door to a world of unlimited possibilities. To start, I’ll explain the concept of IoT...

The new Microsoft Dynamics 365 module was designed to streamline the talent acquisition process and help us, as an employer, maintain a professional image....