Managing leads can feel like a failing juggling act. You keep in touch with most leads but fail to respond to a question one lead has about your proposal. Enhanced sales management applications like Dynamics 365 for Sales are great for keeping track of sales contacts, notes, and dates, but are limited by a user’s ability to complete manual sales tasks.

Read about the exciting innovations coming to Dynamics 365 Business Central in the highly anticipated April 2019 update. Changes made include things like strengthened integrations, new tools, features, and capabilities, and overall system enhancements.

Tired of rigid business systems that force you to work how they want? Look no further than the most flexible ERP solution available - Dynamics 365 Business Central. Build your system to the exact configurations you require and see how much better business is when your system works for you, not the other way around. Take a look at this blog to see all the customization possibilities that await you in Business Central.

Business Central from Microsoft gives users more power in their ERP solution than ever before. Through integrations and connections to the other systems they already use, Business Central lets users accomplish more in one program than they normally would in 5. See how you can incorporate the products you use to make Business Central work best for you.

Business Central may be new, but it has a long, storied past. From PC Plus to Dynamics NAV and NAV to Business Central, there is a whole lot to learn about the newest ERP solution on the market today.

Microsoft Outlook and Dynamics 365 work together to make your business the best it can be, but there seems to be some confusion on how the connection works. Learn all about the Dynamics 365 for Outlook App and Client here.

In a recent update to Office 365, Microsoft has included an autosave feature that is turned on by default. While this feature can be useful, there may be a time when you want to make changes to a file without saving yet. Here’s how to turn it off.

Dynamics GP 2018 R2 was released on Tuesday, October 2nd 2018 and contains updates and enhancements for several core functions of the app. Financials, Supply Chain, Payroll, and overall system enhancements were the main focus of this release. Take a look at all the new possibilities.

Attracting, capturing, and closing on high-quality leads has become an art form in today’s ultra-competitive digital age. What used to be a combination of cold-calling, print ads, and a bit of luck has shifted to social media, personalized messages, drip campaigns, and an overall focus that’s more on the customer, not your company. Companies must adopt at least some form of most of these practices in order to stay competitive in today’s environment, but that’s a lot easier for large corporations than small and midsize companies.

Using a CRM system to track leads and opportunities is a good way to keep up with the sales funnel. However, it is far too easy to neglect leads and opportunities when you are trying to juggle many other tasks and responsibilities. For an organization like ours that uses Dynamics 365 for Customer Engagement (formerly Dynamics CRM) for sales management and Office 365 for productivity, it makes sense to utilize every tool we can to keep up with sales. That is why I created a flow to automatically create a task in Microsoft Planner when a lead is created in Dynamics 365.

OneDrive from Microsoft allows both business and personal users to save their files in the cloud and access them anytime, from anywhere. In this blog we will discuss the issue of OneDrive only opening documents in the online version of their app. While this action may seem like an error to users, it’s actually the default behavior of OneDrive to open files in the online version. The good news is that changing this behavior is rather easy and takes only a few quick clicks.

Dynamics 365 is Microsoft’s combined ERP and CRM platform. The system consists of seven applications to serve various business functions: Sales, Customer Engagement, Field Service, Talent, Finance and Operations, Retail, Project Service Automation, and Marketing. Dynamics 365 for Marketing will be the focus of this blog as we delve into its capabilities, functions, and what it can do for your business.

Just in time for the general release of Dynamics 365 Business Central coming on April 2nd, Microsoft has released an overview of the capabilities of the new business management system.

Getting ready to close the year for 2017? Watch Janelle Riley's webinar to learn everything you need to run an anxiety-free close in Dynamics GP. If you were not able to attend the webinar, but would still like to receive a copy of our 2017 year-end closing procedures documentation, click the button below to download all materials discussed in the webinar including step-by-step instructions for closing the month and year in Dynamics GP.

As a business grows it inevitably faces the choice between investing in on-premises server infrastructure or cloud based infrastructure to manage their IT needs. However, choosing the wrong investment for your business can have dramatic effects on long term profitability, so picking the right investment is necessary.

If you are new to Dynamics 365 for Finance and Operations (Operations), there are several small setup changes that will make your inventory related transaction entry easier if you can find where to set them up. One of these is the setup for default sites and warehouses.

At the end of the month you not only need to be able to calculate the sales tax due to each state in which you have jurisdiction, but you also need to enter an invoice and/or payment for the transaction. In Dynamics 365 for Finance and Operations, you can do both in one process by settling your sales tax.

To provide the best customer experience you need to look at your customers and determine exactly what it is they want or need. These wants and needs will not be the same for each of your customers. To better understand each customer individually, and to meet each of their expectations, you should plan to invest in a quality CRM system.

There are some key differences to be aware of in the Purchase Order statuses and controls between Dynamics GP and Dynamics 365 for Operations.

Classes in Dynamics GP are a great tool to use when categorizing and configuring new customers, vendors, and inventory in GP. They allow you to default a variety of settings, rather than manually selecting the settings each time. When creating customers, vendors, and inventory in Dynamics 365 for Operations there are similar setup options to classes, however they are not an exact process match. Below is a breakdown of the main setup options in classes in GP vs. options in Operations.