In the case of learning to use Microsoft’s Business Central application, you can utilize Microsoft Learn, Microsoft documentation, and the guided tours and tool tips provided in Business Central to expand your knowledge. To even further simplify and streamline the learning process, Copilot now has the ability to deliver specific information directly to you, guide you through processes step-by-step, and even provide data analyses to help you understand and utilize your data. Whether you’re brand new to Business Central or wanting to expand your existing skills, Copilot can bring you up to speed. 

Microsoft Dynamics 365 Sales offers a package of in-app marketing features to assist with customer engagement, lead generation, and increasing sales. These features enable sales teams to create outreach campaigns, track interactions with customers, and turn your leads into loyal customers.

When release waves are announced, Microsoft also publishes documentation to help users understand what’s coming; however, this documentation includes all features in the wave, and you may not always have time to dive headfirst into that particular pool. For your convenience, our consultants here at Syvantis have reviewed the release wave and plucked a few of the gems that we’re most excited about and believe will impact users the most.

Microsoft is continually developing and improving its applications to stay current with the latest technology advances and customer needs. These new or updated features are announced twice a year and then released over the next several months. The easiest way to review and track individual feature plans is the infinitely helpful Release Wave Planner tool or the full release wave documentation. We encourage you to use the release wave planner, where you can sign in, save features you’re interested in, and keep track of general availability. 

Microsoft’s twice-yearly release waves are highly anticipated. They include features across Dynamics 365 and Power Platform applications, and they are packed with improvements and brand new features, some of which are requested from app users themselves.  

The Microsoft business application ecosystem provides a comprehensive array of applications that integrate seamlessly to support businesses of any size. Microsoft boasts a unified business and productivity application platform that is scalable, reliable, and integrated, enabling organizations to work smarter, not harder. This ecosystem optimizes operations while remaining current with technology. So, let’s talk about a couple of the big benefits to joining (or further engaging with) the Microsoft ecosystem--from built-in AI capabilities to automation features to advanced security.

Whether you’re just beginning to familiarize yourself with Microsoft’s Business Central or you’re a long-time user in search of a refresher, we are here to provide you with some assistance to help you effectively navigate the system. Let’s explore some helpful tips and tricks that will assist you in streamlining your workflow and increasing productivity. 

Whether your previous Partner did not fully understand your business processes or things became too complicated too quickly, your project can veer off track and off budget before you know it. If your implementation hasn’t been meeting expectations, you can still work to keep things running smoothly and get your timeline and budget back in check.

Here is our advice to help you get your Business Central Manufacturing implementation back on track so you can get the most out of your new manufacturing solution, even long after your implementation go-live.

Copilot combines personalized content creation, intelligent automation, and data driven insights to facilitate more meaningful interactions between businesses and their customers while simplifying and streamlining marketing processes. This will allow your team the opportunity to spend more time on other tasks, increasing your efficiency and the effectiveness of your marketing campaigns. Let’s dive into some key Copilot tools that enhance Dynamics 365 Customer Insights Journeys.

The Microsoft Partner you choose can significantly impact the success of your business, for better or for worse. If you are not fully aware of how your business benefits from your current Microsoft Partner, it might be time to evaluate if your partner is the best fit for you. To assess whether you are getting as much value as possible from your partner, you can ask yourself the following questions.  

As you’re likely aware, Microsoft will be removing the Outbound Marketing Module from Dynamics 365 Customer Insights - Journeys app on June 30th, 2025. To prevent the interruption of your marketing efforts, you’ll want to work on getting your organization transitioned over to the Real-Time Journeys module within the next few months. This checklist can help to organize your thoughts and plan for the transition. There’s a simplified version with just the checklist items at the bottom. 

Microsoft has officially announced the end-of-life for Microsoft GP, signaling the sunset of this stalwart in the financial management software landscape.

At Syvantis Technologies, we understand how this impacts the many loyal and dedicated GP users who have counted on us for their support over the years. Your trust in and collaboration with us have been essential to building a strong GP community. We are dedicated to supporting you every step of the way through this critical transition.

The document attachment feature in Dynamics GP allows you to easily maintain copies of important documents relating to the different record types within GP. The documents stored on the records can be easily previewed directly within GP without needing the download the file every time. The feature helps to bring all document storage into one shared location within the Dynamics GP database, providing solutions for issues related to auditing file changes, collaborating with coworkers, and maintaining access to the documents when working without access to shared drives that may exist on-site.

We’ve written a separate blog post discussing some of the most useful Copilot features in Dynamics 365 Sales. We want to add to that conversation by discussing another new feature that is designed to help you enter data faster, and this new feature is called form fill.

Creating marketing emails is a core part of any digital strategy, and a marketing platform like Dynamics 365 Customer Insights—Journeys (formerly known as “Marketing”) makes real-time email campaign creation and management a breeze. If you’re a current Outbound Marketing customer, you may be wondering what the transition to Real-Time means for you and the things that you currently do in the Outbound area of the application. Namely, all the time and energy you’ve spent building and sending marketing emails in your Customer Journeys. But good news: you can very quickly and easily import your existing emails to use in Real-Time Marketing!

Business Central has included the occasional AI feature here and there for a while now, but recently, with Microsoft’s 2024 Release Wave 1, more and more are being added. Though all these features prove useful for various needs, there are five features we believe are most valuable to our clients and the broader Business Central user base.

Within Dynamics 365, it’s easier than you may think to create a dashboard yourself, and it’s a process that can be repeated multiple times over to ensure that you have the right data visualization for specific needs or user roles—for instance you can create a salesperson dashboard to show salespeople their open leads and opportunities and where they are in the pipeline, and you can create a sales manager dashboard to help managers see what their team has on their plates).

When working with a Microsoft application like Outlook, you’ll notice the emphasis on productivity throughout the entire application interface, not to mention a seamless connection between all the business applications you might need from Microsoft.

In fact, the ability for all your systems to work in sync was likely a huge draw to Business Central in the first place. Business Central can be easily integrated to an Outlook account, but did you know that there’s a way to open up and work within Business Central, right from your Outlook window?

In Dynamics 365 Sales, you have the pre-built list views available, which you can customize by changing filter and columns. This is one example (and some of our favorite parts) of the extreme customizability of the app’s interface. You can build your own views with only the data you want to see. Then you can save those views to use later, share them with your team, work with that data, and even export it.

As a marketer, your analytics count. When it comes to sending emails, did you know that you might not be getting all your campaign insights, particularly when your email is sent along to other people outside your initial audience? But not to worry. It's easy to set up and use a "Forward to a friend" link to make sure you're capturing those analytics. Plus, you can make sure your new recipients have the same excellent inbox experience with your marketing efforts as your original audience.