Assignment Rules can be set up to auto assign Leads and Opportunities to the most appropriate person within your organisation. This could be based on languages they speak, territories they
Assignment Rules can be set up to auto assign Leads and Opportunities to the most appropriate person within your organisation. This could be based on languages they speak, territories they
With Dynamics 365 Business Central version 26.3 Microsoft introduces the public preview of the Payables Agent, an AI agent that can assists you by automating accounts payables (AP) and accountant
DYNAMICS 365 SALES TIPS How to find records in Dynamics 365 using the global search bar. See how the results are grouped and how you can filter them down further
DYNAMICS 365 SALES TIPS How to move between records in Dynamics without having to click in and out of list pages. This is a great tip if you’re looking for
DYNAMICS 365 SALES TIPS How to change which screens appear when you first log in to Dynamics. Getting you straight to the sections that you use most After you’ve pressed






