Maintaining the balance and the principle of double entry is a basic accounting principle that should be applied and verified. It is related to a huge number of accounting entries, which result in a veryRead more
OutOfTheBoxCRM #49 Configuring forecasts in Microsoft Dynamics 365
The forecast helps organization to predict how much revenue sales team will generate in some time period, allows for better sales planning, better insight into the implementation of sales opportunities and access to relevant financialRead more
#OutOfTheBoxBC #48 Microsoft Dynamics 365 Business Central cash flow projections
One of the most important aspects for companies is their financial condition. You should know the financial liquidity of our company, its current liabilities and control the incoming receivables. Cash flow represents the flow ofRead more
OutOfTheBoxCRM #48 Sales usage reports in Microsoft Dynamics 365 Sales
Quick access to key data on the work of our sales team is essential. CRM systems often offer tons of colorful and elaborate dashboards, that do not bring any business value. What we really needRead more
#OutOfTheBoxBC #47 Change of the recipient of the sales invoice generated from the order level
Along with the update of Microsoft Dynamics 365 Business Central system, as part of Wave I 2022, introduced new function allows you to change the recipient of the sales invoice generated from the order level.Read more
OutOfTheBoxCRM #47 Refreshed duplicate detection in the Lead table in Microsoft Dynamics 365 Sales
As part of the next update of Microsoft Dynamics 365 Sales system, we got a new look at the possibility of detecting duplicates in the Potential Customers table. The refreshed function allows you to quicklyRead more
#OutOfTheBoxBC #46 Consolidation of buyer and vendor balances
It often happens, that the company with which we do business can be both a buyer and a supplier. In this case, you can avoid unnecessary payments or receipts and save on transaction fees byRead more
OutOfTheBoxCRM #46 Accelerate project creation thanks to content blocks in Microsoft Dynamics 365 Marketing
Dynamics 365 Marketing application was created to facilitate and accelerate the work of marketing departments. We often use the same elements when creating web pages for a quick campaign or permanent offer emails. In orderRead more
#OutOfTheBoxBC #45 Microsoft Dynamics 365 Business Central: Performance Profiler
With the release of the Wave 1 2022 update, Microsoft has improved the performance profiler (available from version 19 only via Visual Studio Code), giving developers, consultants, administrators and advanced users the ability to investigateRead more
OutOfTheBoxCRM #45 The ability to edit views with an editable grid control in Microsoft Dynamics 365
As part of Wave 1 2022, Microsoft has introduced some intuitive features for Dynamics 365 apps. Two main additions have been added to the new Power Apps grid control: 1.Unlimited scrolling Users no longer needRead more