Dynamics 365 Business Central: Update customer’s existing address from sales documents

Dynamics 365 Sales – Uncover insights and risks to close more deals with Opportunity Research Agent

We are announcing the ability to uncover insights and risks to close more deals with Opportunity Research Agents in Dynamics 365 Sales. This f...

How to Automate and Email Dynamics 365 Sales Reports to Management

Introduction Every sales-driven organization runs on numbers, pipeline status, expected closures, rep-wise performance, forecast movement, and...

Dynamics 365 Business Central: How to display/add “Sent To” on the Sent Emails (8883, List) page?

Hi, Readers.Today I would like to briefly talk about a qustion I saw in the Dynamics 365 Community before, how to display “Sen...

Sales Research Agent | Dynamics 365 Sales

Expense Agent in Dynamics 365 Business Central

Dynamics 365 Business Central: How to view excel reports (Excel Layout) directly from the web without downloading files (Excel Online)

Hi, Readers.Today I would like to share another mini tip about Business Central, how to view excel reports (Excel Layout) directly from the we...

Dynamics 365 Sales – Explore complex sales insights with Sales Research Agent

We are announcing the ability to explore sales insights using the Sales Research Agent in Dynamics 365 Sales. This feature reached general ava...

Dynamics 365 Sales – Modern, in-flow email template picker for Sequences

We are announcing a modern, in-flow email template picker for Sequences within Dynamics 365 Sales. This feature will reach general availabilit...

Dynamics 365 Business Central: Scheduling Financial Reports via Email (Send Regular Financial Reports to Your Inbox) – No Customization

Hi, Readers.Today I would like to talk about how to schedule Financial Reports via Email (Send Regular Financial Reports to Your Inbox) i...