Excel – the greatest friend of a corporate employee, sales director, small business owner, data analyst, etc. The application is known, widespread, and each CRM system manufacturer guarantees that its system provides “data export toRead more
Month: September 2020
DynamicsCon 2020
On 9th – 10th September, a virtual industry event DynamicsCon took place, during which specialists from around the world shared their experience with the community willing to improve their knowledge and skills related to MSRead more
#OutOfTheBoxBC #9 E-mail distribution with attachments
Most companies use electronic mailing of sales documents. In Microsoft Dynamics 365 Business Central, from the level of offers, sales orders, as well as posted invoices and correction invoices, the functions of sending an e-mailRead more
#OutOfTheBoxCRM #9 File repository in Microsoft Dynamics 365
Regardless of whether you work as a sales representative, you attend to the customer on a daily basis in direct contact, or you are a technician in the field – documents from your contractors areRead more
#OutOfTheBoxBC #8 5 tricks in 5 minutes for Microsoft Dynamics 365 Business Central
When planning new functionalities and improvements of the Dynamics 365 Business Central system, Microsoft listens to the voices and suggestions of its partners. A dedicated platform is available where partners and users can share theirRead more
#OutOfTheBoxCRM #8 Searching and adding products in the sales process in MS Dynamics 365 Sales
One of the basic goals of our CRM system is sales support. The entire process, from establishing a relationship with the customer, to the final invoice of the sold product. Today we’ll focus on theRead more
