The dashboard is the basic starting point, the “heart” of any CRM system. A place, where our users often start each day of struggling with customers. It is worth making it, as friendly as possibleRead more
Month: February 2022
#OutOfTheBoxBC #40 Use of the configuration sheet to create a new company
The configuration sheet is a central location where you can plan, track, and perform configuration work. The functionality allows you to create worksheets for each company the user works with or create a standard worksheetRead more
OutOfTheBoxCRM #40 Effective organization of events in Microsoft Dynamics 365 Marketing
In the current situation, online events and seminars are an irreplaceable channel for reaching potential and current customers. These types of projects allow us to increase the awareness of our target groups about the activitiesRead more
Another portion of news for the Business Central system as part of the upcoming Wave 1 BC 2022!
Not so long ago, we were able to enjoy the possibilities introduced as part of the Wave 2 2021 edition, and a few days ago we saw information about the next update of the BusinessRead more
#OutOfTheBoxBC #39 Using numbering series templates on the example of debit note and credit note documents
Numbering series templates are one of the newer functionalities available as part of the Polish Functionality – Starter Pack application, which is used to define sets of numbering series. These sets can be attached toRead more
