Category: How2

What the PTOTM?

Do more with the system you already have. If you haven't heard this from us before, we've clearly failed in our messaging. We're such big proponents of Business Central / NAV, we're not kidding when we say we love the system. We realize it's an odd thing to say you love software, but we really […]

The Sheriff Is in Town! Security and Permissions in Business Central

Last-minute registration is open for Security and Permissions! Join Cynthia Priebe, a former Business Central / NAV end-user and security/permissions guru, on June 8th to discover how Business Central helps you facilitate a secure and efficient user experience in your system. Register now! There are a couple of major ways permissions can cause problems within […]

Why Waste Money? Help Your Sales Staff Sell More without Buying More Software They Will Not Use

There are a lot of articles on the internet that tell you why CRM implementations fail, but the facts remain constant: a significant portion do. Industry studies show that up to 63% of CRM implementations fail. So then, if you already own software that is fully integrated with your customers and your sales history, why […]

Interactions in Microsoft Dynamics 365 Business Central: A Sales Rep’s Diary

In my last blog, “The Sales Rep’s Handbook: Opportunities and Sales Cycles”, I discussed using Opportunities and Sales Cycles as a roadmap to get you to the end of the deal. But the roadmap is just a guide; it doesn’t close the deal. Day 1 of every salesperson’s training covers the importance of documenting your […]

Opportunity Sales Process in Dynamics 365 & Sales Cycle Calculation

In my last blog, "Adding Rocket Fuel to Your Segments in Business Central," I discussed using the Segment to pinpoint our targeted audience. We used a combination of Segmentations assigned to our Contacts to limit our scope to those Contacts that met the requirements of our targeted audience. Now it’s time to drive your sales […]

How to eliminate the headache of month-end journal entries for prepaid expenses and deferred revenue

If you are the accounting pro responsible for month-end close, you probably are responsible for making monthly entries moving amounts from prepaid expense or deferred revenue accounts to recognized expense or revenue accounts. You might have a spreadsheet to help you keep track or are using recurring journals to get this work done. What if […]

Adding Rocket Fuel to Your Segments in Business Central

In my last blog, “Assigning Mail Groups in Business Central”, I discussed using the Segment in a very simplistic manner. We created a Segment, used the Value Entries to select the criteria for Contacts and assigned a Mail Group to the Contacts in the Segment. Adding Contacts But there is so much more we can […]

The Best Thing Since Sliced Bread When Preparing for a Webinar

I just discovered the PowerPoint Presenter Coach, and my life has changed. OK, that may be a bit overdramatic, but I’m honestly fired up about this new Microsoft tool. I’ve likely coached hundreds of speakers over the years, and the primary issues speakers grapple with relate to a relatively short list of items: Pace […]

Assigning Mailing Groups in Business Central

Segments can be simple in Business Central In my last blog, “The Contact Card in Business Central – Not Just a Depository for Names, Phone Numbers and Emails”, I discussed the six methods for segmenting in Business Central from the Contact Card. Now that you’ve started capturing the contact information that’s crucial for successful marketing, […]

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