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This article is part of the series and of the wider series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central. Business Central allows users to export data to Excel from list and worksheet pages by either using...
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xxx In today’s fast-paced business environment, data is more than just a resource—it’s the backbone of decision-making and innovation. But let me ask: are you truly leveraging your data to its […] The post Maximising Data Insights in Business Ce...
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In today’s fast-paced sales world, time is crucial. With Copilot, you can easily access important documents stored in SharePoint from Dynamics 365 Sales. However, when searching for a specific document in CRM through SharePoint, you may get a floo...
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Updating the owner column for a table in Dataverse from ADF, Azure Data Factory, can be a little confusing. Dataverse allows you to establish relationships between tables as lookup columns. To update a lookup column in ADF, you just need […] The ...
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Territory management helps the Sales team manage region-wise sales and marketing campaigns. Dynamics 365/CRM provides default functionality for creating and assigning territories to CRM users. You can create a new territory and assign it to a Mana...
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Part of the initial configuration in cloud-hosted environments application id needs to be updated in wif.config file. Reports will not function without this setup. When users attempt to run the report, system throws following error message. "At least
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****NOTE DATE CHANGE**** It was previously announced that product support and updates for Dynamics GP would end on September 30, 2029 (with security patches ending on April 30, 2031). To fully support customers through the tax year-end, we are extend
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Health insurance brokers and agencies have unique needs that require robust, flexible, and integrated technology solutions. To increase broker productivity and operational efficiency, agencies must align with CRM systems that […] The post Driving...
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