How to Create a New User in Dynamics 365 Sales
These are the steps to set up a new user in Dynamics 365 Make sure they have a user account in Microsoft 365 Assign a Dynamics licence to them Assign Dynamics role(s) to them (using Dynamics or Power Platform admin) Test that they can log in and use the system Start by thinking about what the user needs to access Before you start to set up a new user, make sure you… Continue Reading Pete Murray’s Article on their blog How...
How To Run Reports In Business Central
Business Central boasts powerful built-in reporting, making it easy to report on data from most areas of the system. Examples include Fixed asset list Aged accounts receivable Customer list VAT statement and even employee birthdays! What reports are there in Business Central? There are a lot! Take a look at the full list for your system. You’ll see it includes things… Continue Reading Pete Murray’s Article on their...
How to Restore Records in Dynamics 365
We’ve all deleted records by mistake in Dynamics. It’s easy to accidentally check an extra box or get an import wrong and then you discover some records have disappeared. Restoring lost data in Dynamics, isn’t straightforward – there’s no undo and no recycle bin. So how can we restore data? Use the Dynamics 365 audit log Every entity (things like contacts, orders etc) can… Continue Reading Pete Murray’s Article on their...
Using Focused View in Dynamics 365 Sales
Focused view saves you time switching between records in Dynamics Focused view lets you scroll through records and open them without switching back and forward like in your standard Dynamics set up. It’s available in most popular tables like contacts, leads, accounts, or opportunities and can be activated in other tables by your administrator To enter focused mode, view a list page and… Continue Reading Pete Murray’s...
Remove Unimportant Emails From Dynamics – CRM Tidy
If your CRM tracks all your emails, then you should regularly delete any unimportant emails. It’s good practice to understand which emails are being stored in Dynamics (and are therefore visible) It’s also good to delete emails which can take up a lot of (paid for) storage space in your system How to delete unimportant emails from Dynamics Navigate to the Activities section of… Continue Reading Pete Murray’s...
Dynamics 365 Business Central : What’s New – Spring 2024 Wave 1
Manage work orders in Field Service, invoice them in Business Central General Availability Date: Apr 2024 Description: Seamlessly manage work orders and consumption in Field Service, then efficiently invoice and fulfill them in Business Central. This integration streamlines service operations, enhances financial management, and elevates operational efficiency. Use virtual tables to… Continue Reading Pete Murray’s Article...
Dynamics 365 Sales : What’s New – Spring 2024 Wave 1
What’s happening in Spring 2024 with Dynamics 365 Sales Elevate your sales pitch using Copilot email assistance General Availability Date: Apr 2024 Description: This feature introduces an AI assistant, named Copilot, that offers email writing help. By selecting a predefined category or entering your own text, Copilot suggests content using specific prompts and actions, speeding… Continue Reading Pete...
Is Business Central Right For My Company?
What’s great about Business Central is its versatility. Whether you’re a small business or a larger enterprise, Business Central adapts to your specific needs. The flexibility of Business Central goes beyond its features. You can customise the system to match your particular requirements, making sure that it aligns perfectly with your business processes. Which industries is Business… Continue Reading Pete...
How Do I Set Up a New Company in Business Central?
Why set up a new company in Business Central? You may want to set up a new company in Business Central as your company grows into new locations or countries. Many organisations setup new companies for each physical location they have. When you set up a new company in Business Central, you’ll be given 3 choices of data setup for your new company. Think about what you need before you set… Continue Reading Pete Murray’s...
Updates to the Dynamics 365 Timeline: Bookmarks and Pinning
Bookmarking timeline filters Bookmarking filters on your timeline is a new feature introduced by Microsoft in autumn 2023 You may have noticed the bookmark icon appear at the top of your activity timeline You’ll see it in on record pages in entities such as Contacts, Accounts, Orders etc So now, when you filter your timeline you can save those filters to use again in the… Continue Reading Pete Murray’s Article on their...
How to Personalise the User Interface in Dynamics Business Central
To improve your workflow and boost your productivity, you should customise the user interface in Dynamics Business Central. Understanding the user interface in Dynamics Business Central The role centre is the main page for your Business Central organisation. You can visit the role centre at any time by clicking your company name at the top of the screen. < figcaption class=”wp-element-caption”>Business Central...