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Post Single Invoice for multiple Purchase Receipt in Dynamics 365 Business Central

There might be a case where the vendor sends a single invoice for multiple purchase orders receipts, in this scenario we will see how to post one invoice for multiple purchase receipts of the same vendor. You can use Combine Receipt function to Invoice more than one purchase receipt. In search option, enter Purchase order … Continue reading Post Single Invoice for multiple Purchase Receipt in Dynamics 365 Business Central

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Post Single Invoice for multiple Sales Shipment in Dynamics 365 Business Central

There might be a case where the company sends a single invoice for multiple Sales orders shipments, in this scenario we will see how to post one invoice for multiple sales shipment of the same customer. You can use Combine Shipment function to Invoice more than one sales shipment. In search option, enter Sales order … Continue reading Post Single Invoice for multiple Sales Shipment in Dynamics 365 Business Central

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Microsoft Teams ‘Premium’ and ‘Freemium’

Introduction:   Since the release of Microsoft Teams on March 2017 which was designed for business for all sizes, it is now being used by almost 500,000 organizations worldwide. Microsoft Teams is a big hit in the messaging app market after having such huge competitors like Slack, Facebook, Google, etc. Microsoft released its free version … Continue reading Microsoft Teams ‘Premium’ and ‘Freemium’

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How to attach a table structure in a mail in Business Central

Introduction: In this blog, I want to depict how a table structure can be integrated into an Email in Business Central using the HTML tags. Pre-Requisites : Microsoft Dynamics 365 Business Central HTML Steps: Create an Email Structure using the SMTP Mail setup Codeunit and pages. The body that is to be attached to the … Continue reading How to attach a table structure in a mail in Business Central

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Email Engagement to track email interactions from Dynamics 365 Customer Engagement

Introduction In this blog we will see how to use the Email Engagement functionality from Dynamics 365 Customer Engagement Pre Requisites 1. Dynamics 365 for Sales Implementation Step 1: To enable Email Engagement we can simply, navigate to Settings > AI for Sales > and accept the terms and agreements Once Accepted, we have to … Continue reading Email Engagement to track email interactions from Dynamics 365 Customer Engagement

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Email Engagement to track email interactions using Dynamics 365 App for Outlook

Introduction In the previous blog we looked at how we can register Email opens, Link Clicks and View Replies to a mail in D365 Customer Engagement using Email Engagement. In this blog we will see how we can follow emails to use the same feature using Dynamics 365 for Outlook App. Pre-Requisites Dynamics 365 Customer … Continue reading Email Engagement to track email interactions using Dynamics 365 App for Outlook

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Stay updated using the “Follow” Capability in Dynamics 365 Customer Engagement

Posted On March 28, 2019 by Clinton D'Mello Posted in Tagged in

Introduction In this blog we will take a look at how we can follow records automatically in Dynamics 365. As the name suggested when we follow any particular record, we can get details of that record in our activity feed. This can then be displayed on the dashboards in CRM. Following a record can also … Continue reading Stay updated using the “Follow” Capability in Dynamics 365 Customer Engagement

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Create automatic posts in Dynamics 365 Customer Engagement

Posted On March 28, 2019 by Clinton D'Mello Posted in Tagged in

Introduction In this blog we will look at how to create automatic post based on criteria. In my previous blog we saw how we can follow records automatically, based on some conditions. Both these scenarios could be clubbed to use the system more efficiently Implementation Step 1: For this demonstration, we will create a post … Continue reading Create automatic posts in Dynamics 365 Customer Engagement

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Upcoming Improvements in Scrolling in List Page

D365 BC product is being improved continuously and following is the expected improvement coming in April Updates. Improvements to Scrolling in Lists When scrolling in a list page today, your scrolling is periodically interrupted with a “fetching more rows” indicator. Scrolling pauses while Business Central fetches and loads more rows into the page. See below … Continue reading Upcoming Improvements in Scrolling in List Page

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Upcoming Longer Names & Description in D365 BC

D365 BC product is being improved continuously and following is the expected improvement coming in April Updates. Longer Names and Descriptions Microsoft plans to update Business Central to allow for longer name and description values. All name and description fields are being lengthened from 50 to 100 characters, providing you with greater flexibility and fewer … Continue reading Upcoming Longer Names & Description in D365 BC

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