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Resources from our industry-expert staff
Tracking resources in Dynamics 365 Business Central using time sheets
Time sheets in Business Central are used to track resource time usage. These time sheets are most often used in tandem with jobs to track resource time to a specific job planning line.
Jobs in Business Central are a system that is used to manage projects that utilize resources and materials. Resources in Business Central can be employees or machines. Keeping track of the time used by resources is critical to ensure costs and billing can be properly calculated for each project.
Tips and tricks for working faster in Dynamics 365 Business Central
As with most ERP systems, keyboard shortcuts and process tips can make the life of a day to day user so much easier. As a cloud-based application, Dynamics 365 Business Central includes many of these tips and tricks to speed up data entry and increase the efficiency of end users.
Building a content approval process in Dynamics 365 Marketing
Dynamics 365 Marketing is a comprehensive digital marketing platform that gives users the ability to create a wide variety of content including landing pages, forms, email designs, marketing automation campaigns, and more. With either system customizations or Power Automate workflows, marketing admins can effectively control the production and sharing of digital marketing content.
Visualize important data in Dynamics 365 Sales with insight dashboards
Data analytics have become increasingly important for business departments and modern cloud-based applications like Dynamics 365 continue to give users easy ways to visualize that data. Dynamics 365 Sales provides both sales managers and staff with insight dashboards right on the home screen.
Sell inventory with assembly to order or assembly to stock in Business Central
Sellers often offer multiple inventory items together as bundles, products that otherwise require some assembly prior to being shipped to the customer, or items customized to-order. These typically don’t involve extensive production processes and can be accomplished by one or a few employees.
In Dynamics 365 Business Central, these types of items are created via assembly orders which can improve process efficiency and decrease manual labor. For inventory management and selling purposes, assembly policies can be set to either assemble-to-order and assemble-to-stock.
Working with BOMs in Business Central
Dynamics 365 Business Central is a comprehensive ERP system featuring a wide range of capabilities including manufacturing management. This diversity in functions allows Business Central to cover virtually all business processes for manufacturers.
For manufacturers that sell items assembled or otherwise produced from component parts and resources, Bills of Material (BOMs) are likely to be an integral business function. Business Central allows BOMs to seamlessly connect with all related processes because it manages not just inventory but also inventory, employee and machine resources, and sales documents.
Effectively plan for manufacturing orders with demand forecasting in Business Central
One of the most crucial parts of managing a business is balancing supply and demand. Without proper balance, supply may be insufficient to meet demand causing a drop in customer satisfaction, or there may be too much supply thereby hurting profits. Dynamics 365 Business Central includes robust planning functionality to give guidance on purchase and production orders to ensure items are in stock and available for customers.
Manufacturing vs Jobs in Dynamics 365 Business Central: How to know what’s right for your business
In Dynamics 365 Business Central, there are multiple ways to conduct manufacturing processes depending on industry and process type. In this blog we’ll go through the difference between Jobs and Manufacturing capabilities in Business Central so manufacturers have a better understanding of what the differences are, which one makes the most sense for their business, and even if it makes more sense to implement a combination of the two.
Utilize a product configurator in Dynamics 365 Business Central to limit manual entry
For manufacturers planning to use Dynamics 365 Business Central or those already doing so, adding a product configurator can have a major impact on manufacturing operations. Why is this? Product configurators remove the time-consuming task of manual entry of customized product orders and eliminate costly mistakes in customizes sales orders. In this blog we’ll discuss the capabilities and benefits of using a product configurator in Business Central and how to get started implementing one.
We’re considering Dynamics 365, do we need to switch to Dynamics 365 for all business processes?
We often encounter organizations that are looking to upgrade from an existing business system and discover Dynamics 365 without truly understanding what it is. While it’s true that Dynamics 365 has an answer to almost every business process at this point and it is a major benefit to use business applications that speak to each other natively, it isn’t necessary to dive head first into Dynamics 365 and overhaul all existing processes.
Using custom fonts in Dynamics 365 Marketing content
Currently there is a decent selection of fonts available in Dynamics 365 Marketing when creating content like email messages, marketing forms, and marketing pages. While more fonts will be added in future updates, many marketers prefer to use fonts that adhere to brand standards or frankly just look better than available fonts. Web fonts provide marketers with the flexibility to stretch their creative muscles within the context of text within an email design or marketing page.
What to expect - upcoming system updates to Dynamics 365 Sales
With the recent release of Microsoft’s plans for Dynamics 365 2021 Release Wave 1, many exciting new features for the Dynamics 365 platform were announced. Dynamics 365 Sales is receiving numerous updates to make it easier and more accessible for sellers to effectively reach and communicate with their customers.
A large portion of the updates are expected in April, with more release over the following months.
Work more efficiently with keyboard shortcuts in Business Central
Keyboard shortcuts are important tools for many ERP system users that spend their days entering data and navigating around the system. With Dynamics 365 Business Central, Microsoft has included a comprehensive list of keyboard shortcuts to make actions and navigation easier within the application. The shortcuts discussed below are mostly the same between Windows and macOS, however if a shortcut doesn’t work on macOS, there may be an alternative shortcut listed in Microsoft’s official documentation.
What to expect: Upcoming system updates to Dynamics 365 Marketing
Microsoft has made no delay in getting started with planning updates to Dynamics 365. Recently, Microsoft put out its plan for the 2021 Release Wave 1. A multitude of enhancements and features are coming to the Dynamics 365 applications, including Dynamics 365 Marketing.
The updates to Marketing aim to make content creation easier, allow it to be distributed through more channels, and give users better tools to analyze their data. Many of these updates are expected to become available in April with the rest rolling out in the months after.
Integrate LinkedIn Sales Navigator with Dynamics 365 Sales
When integrated with Dynamics 365 Sales, LinkedIn Sales Navigator can provide sales teams with crucial information regarding their opportunities directly in the Dynamics 365 interface. But what is LinkedIn Sales Navigator?
The LinkedIn Sales Navigator is an add-on application available through LinkedIn that gives sales teams a boost in capturing and nurturing leads. It provides features like Advanced lead and company search, lead recommendations, deals, organic marketing alerts, and more.
Organize your Teams by creating well-structured SharePoint Team sites in Microsoft Teams
Microsoft Teams is a great tool for facilitating internal communications and ensuring every member of the organization stays up to date. It keeps teams focused and advancing towards the same goals. SharePoint is a file management system that gives secure file storage to the entire organization.
SharePoint can be customized and structured to best fit the needs of the business. These are both great products that help facilitate effective collaboration within an organization.
Dynamics 365 2021 Release Wave 1 Updates: Dynamics 365 Business Central
Microsoft just released their plans for updates to all Dynamics 365 applications coming from April 2021 to September 2021 as part of 2021 Release Wave 1. Most of these features will be available for public preview in March with general availability in April. While delivery timelines may change, we now have a good idea of the major updates to Dynamics 365 Business Central that will be coming throughout the middle-part of the year.
Here are some of the biggest changes coming to the application that Business Central users and admins should be aware of.
Dynamics 365 2021 Release Wave 1 Highlights
Microsoft has recently released the preview of the updates coming with the Dynamics 365 2021 Release Wave 1 this spring. There are a variety of features coming to the Dynamics 365 ecosystem with general availability for many beginning in April and continuing to roll out through September. Early access for new features becomes available on February 1st. We have picked out some of the highlights for Dynamics 365 applications that are included in the release.
How to track Outlook Emails in Dynamics 365
If your organization uses Dynamics 365 for Sales, you can track emails from clients, vendors, leads, opportunities, etc. right from Outlook and those emails will automatically sync up to the associated record in your Dynamics 365 CRM system.
Analyze Dynamics 365 Marketing campaign performance with interactive Power BI reports
Dynamics 365 Marketing is a powerful digital marketing application that help users create marking content and distribute it manually or through automated processes. Its wide variety of tools make it effective for most marketing campaigns. Dynamics 365 Marketing has its own insights and analytics tools to help marketers learn what has proved effective and what can be improved.
However, with the use of Microsoft Dataverse and Power BI, interactive, highly customizable reports can be created to boost the visibility of important marketing data. Power BI is also a low-code solution, so, while coding knowledge can be helpful, an extensive background in development is not needed to make effective, good-looking reports.
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