Microsoft's Bridge to the Cloud 3 (BTC3) promotion is live until December 2027—we'll show you how to take advantage of discounted licensing costs for your Dynamics cloud migration.

This blog will provide an in-depth comparison between Teams Premium and the standard Teams offering, discussing the features available for meetings, webinars, and town halls, and more. We will also discuss the Teams Premium add-on license itself, outlining the steps and best practices for acquiring it.

A Dynamics 365 implementation is a significant investment for any organization. It requires a lot of planning and resources to get off the ground, and with investments of this scale, you want to be positive that you’re getting what you’re paying for—a new implementation that brings value to your organization. It should simplify your tasks and save you time with improved and streamlined processes.

Permissions errors can be triggered doing pretty much anything in Business Central, but where your employees may get error messages will vary based on the permissions assigned to them. Luckily, most permission errors actually show you where the error originated and, therefore, you have the means to resolve that error.

When you’re using a system for things so important as account and order fulfillment, you want to vet that any changes you make to the system—whether it be new features or processes, or even changes to your role centers or pages—will not detract from your system’s functionality.

Sandboxes are for playing around and testing customizations and features. Production environments are where you do your actual work. Now let’s dig in a little deeper into how to work with sandboxes, and how to move your sandbox content into a production environment if/when you want to!

Business Central has added a new way to analyze your data right within the pages and lists you’re currently in. Analysis mode is a toggle that provides interactive and versatile functionality to calculate, summarize, and examine data right there, without going to another page or another application (like Excel). It’s faster than running reports, and you can add multiple tabs that each represent different tasks or views of the data.

Access and security in Dynamics 365 CRM is a pretty big topic and can be a complex undertaking when you get into the granular details. It is the system administrator’s responsibility to configure and assign access and security, but proper setup impacts every single user, and it’s not a bad idea to have a general idea of how you and your coworkers are given access. When we zoom out and look at it in broad strokes, your admin gives you access to CRM in three main ways: security roles, busines...

You get the most out of your ERP when it’s a best-fit solution for your business needs, allowing you to reap the benefits of saving time, getting more work done, and building cleaner processes. Even long after your implementation, there are plenty of ways to keep building up Business Central as a highly customized system that empowers users to do more with the tools they’re provided. Working with Role Centers is another way to make Business Central work exactly how you need it to.

Back in 2019, Microsoft implemented a new model for Dynamics 365 storage capacity. This was done in an effort to help organizations better take command of their database usages. The amount of data that organizations need to track and store has been ballooning as digital transformation progresses. Understanding data usage and storage is integral to maintaining a database of effective, relevant data.

In this newest rollout of features (2023 Release Wave 1), Business Central is seeing a shift to how users can customize their workspaces to serve them best. With the goal of always being able to quickly adapt to new needs to facilitate company growth. In terms of system use, being able to view and enter data quickly and efficiently is paramount. So with this wave, all table fields will be unlocked so that any user can add them to their pages and personalize their workspace without the need to...

Information has never been more widely and readily available than in the hyper-fast, cloud-driven reality we have today; yet, office workers can still spend upwards of 20% of their workdays searching through digital clutter for information. Sometimes that’s due to siloed systems, departments, teams, or processes that are due for an update.

The Microsoft Bridge to the Cloud promotion is a great opportunity to embrace a cloud-hosted ERP solution at a fraction of the normal cost—Business Central is available for discounted licensing, plus a guided migration path from a trusted technology solutions partner. The promotion was first rolled out for 2022, but has been extended to give more organizations the opportunity to migrate to Business Central—however, the current benefits will end December 31, 2022. Here’s what to expect from th...

Dynamics 365 Business Central is a growth-minded business management solution that helps organizations stay on top of goals with agility and is the future of Microsoft’s cloud ERP development. It’s a scalable application with a sleek user interface, plus it’s easy to customize (extensively, too) for nearly every business need imaginable.Business Central boasts a few different license options, so organizations can fine-tune their licensing plan to just the right solution with everything they n...

Each small to midsize business faces unique challenges, but perhaps most widespread is a SMB’s struggle to find software that works well for their needs. Often technology SMBs use are made for enterprise-sized businesses, and are therefore inefficient, too expensive, or missing important functionalities the SMB needs. Businesses shift as time passes, and its technology needs to be able to do the same. Let’s take a look at six ways Microsoft Dynamics 365 benefits SMBs.

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.

Outlook data comes from your Exchange server, while CRM data comes from your CRM server. There is a connector that synchronizes data back and forth between the CRM server and Outlook installed on your computer. In order to get the most from CRM, you should understand how the CRM contact data synchronizes between CRM and your computer.