Uploading documents to Dynamics 365 through mobile devices can enhance the flexibility and efficiency of your team members. In this blog, I’ll Walk you through a step-by-step procedure for uploading documents using the **Sales Team Member** app on mobile devices. This guide focuses on document upload via the mobile version of Dynamics 365, showcasing how … Continue reading Streamlining Document Uploads for Entities by Sales Team Members Using the Mobile Application →

Managing inventory in a systematic way is essential for any business. Dynamics 365 Finance & Operations (D365F&O) provides reservation hierarchies to streamline how inventory is reserved and tracked across dimensions like site, warehouse, batch, or serial number. This guide explains the steps to enable reservation hierarchies and demonstrates their usage with practical examples. Reservation hierarchies … Continue reading Get Started with Reservation Hierarchies in Dynamics 365 Finance & Operations →

Uploading and managing quotes efficiently is crucial for Dynamics 365 CRM users. However, sometimes you may want to restrict certain buttons, such as the ‘+New’ Quote button, to only users with specific roles, like the “System Administrator.” In this guide, I’ll walk you through how to achieve this by leveraging JavaScript and the Ribbon Workbench … Continue reading How to Display the ‘+New’ Quote Button Only for System Administrators Using JavaScript and Ribbon Workbench in Dynamics 365 CRM →

In today’s dynamic business environment, organizations rely on multiple applications, systems, and cloud services to drive operations, making scalable enterprise integrations essential. As businesses grow, their data flow and process complexity increase, demanding integrations that can handle expanding workloads without performance bottlenecks. Scalable integrations ensure seamless data exchange, real-time process automation, and interoperability between diverse … Continue reading Azure Integration Services (AIS): The Key to Scalable Enterprise Integrations →

In any accounting or financial system, ensuring that the proper approvals are in place is critical for maintaining audit trails and accountability. Microsoft Dynamics 365 Business Central (BC) offers powerful approval workflows that can automate this process, ensuring compliance and accuracy in your financial entries. This blog will guide you through creating an extension for … Continue reading Enhancing the Recurring General Journal with Automated Approval Workflows in Dynamics 365 Business Central →

When creating custom pages in Business Central, sometimes you need to allow users to handle profile pictures. Whether you’re working with a custom Employee Profile page or another entity, it’s crucial to provide intuitive ways for users to manage their pictures. In this blog, we’ll walk through the process of implementing four key actions for … Continue reading Managing Profile Pictures on Custom Pages in Microsoft Dynamics 365 Business Central →

Project Operations and Business Central together make a great ‘Better-Together’ pair for Services Automation which connects all the way from Sales to Billing.  However, from an implementation standpoint, doesn’t it look like a long-shot since there’s no out-of-the-box integration capability available?  Well, that’s where our PO-BC connector comes in and this Quick Start offer makes … Continue reading Integrating Sales, Project Management, and Billing with our Quick Start offer →

In today’s business world, understanding your financial data is crucial for making informed decisions. One of the key areas of focus for businesses is tracking customer payments and outstanding invoices. With Dynamics 365, you can leverage customer ledger entries to provide visual insights into customer behaviors, payment patterns, and outstanding amounts. These insights help businesses … Continue reading Understanding and Analyzing Customer Ledger Data with Business Charts in Dynamics 365 →

Microsoft Dynamics 365 Business Central provides a comprehensive suite of tools designed to streamline business processes, and one of the most powerful tools for managing dates and times is the CALCDATE function. This versatile function enables users to perform complex date calculations with ease, making it indispensable for developers, consultants, and power users. In this … Continue reading Mastering Date Manipulation with CALCDATE in Microsoft Dynamics 365 Business Central →

In today’s fast-moving world, keeping track of inventory is incredibly important for businesses of all types and sizes. Proper inventory tracking ensures that businesses can maintain product quality, comply with industry regulations, and deliver better customer experiences. Dynamics 365 Finance & Operations (D365F&O) offers powerful tools to simplify this process, including the use of batch … Continue reading A Guide to Batch and Serial Numbers in D365 F&O: Part 1 →