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Word Template Mail Merge in Business Central: Create Word Template for Mail Merge

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. To create a new Word template there is an assisted setup to guide you through the process. To use t...

Ian Grieve 22,782
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Autonomous Agents are here! (preview)

If you have been following any of the announcements from Microsoft around Copilot Studio than you might have heard the term autonomous agents before. For you who have no idea what I am talking about, let me explain what this is. An autonomous agen...

dian74 2,473 Most Valuable Professional
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Bye-bye X – hello BlueSky!

Don't cry for Twitter, join our BC community on BlueSky!

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Auto Assign Leads Without Code Using Lead Scoring & Work Assignment

I’ve written about creating your Lead Scoring models in Customer Insights – Journeys, and also explained how the Lead Scoring Qualification functionality works. I’m not really keen on the Qualification process as it’s not the right approach for ev...

Megan V. Walker 1,806 Most Valuable Professional
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Tuesday Tip: Staying connected to the topics you care about – part 2

[/api/data/v9.0/msdyn_richtextfiles(3c6b2a9d-07a6-ef11-8a69-7c1e5257ff6e)/msdyn_imageblob/$value?size=full]   Welcome to staying connected part 2, where we introduce new features for linking directly to the forum threads you most care about, and fo

Bret Fraser v- Community Manager
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Clone Records in Microsoft Dynamics 365 CRM!

Imagine a customer service team at a busy call center handling a flood of new requests and inquiries. Each record, including service requests and support tickets, requires meticulous manual entry, which can consume up to 40% of an employee’s time ...

Inogic 24,077
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Understading AI in Dynamics 365 Field Service: A Beginner’s Guide

Introduction: A Glimpse into the Future of Field Service AI in Dynamics 365 Field Service: In today’s fast-paced world, efficient field service operations can be a game-changer for many industries. But the secret sauce that is taking field service...

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Move from Outbound to Real-time: A training course to help you transition

Outbound Marketing is being removed from Dynamics 365 Customer Insights – Journeys Microsoft announced that the Outbound marketing module will be removed from Dynamics 365 Customer Insights - Journeys on […] The post Move from Outbound to Real-ti...