Author: Jim Bertler

Using reports on your dashboard in Dynamics 365 for Sales can provide numerous benefits to your organization. Firstly, reports offer a visual representation of data that can help you identify trends and patterns, enabling you to make more informed decisions. Additionally, reports can provide insights into sales performance, such as how many leads were converted, how much revenue was generated, and what the sales pipeline looks like. This information can...

Microsoft Dynamics GP is a robust and popular enterprise resource planning (ERP) software solution used by many organizations. Integrating Dynamics GP with other software systems can help streamline business processes and improve efficiency. In this blog, we'll discuss how to integrate Dynamics GP with other software systems. Identify the software system you want to integrate with Dynamics GP: The first step is to identify the software system that you want...

Real-time marketing is a strategy that focuses on delivering personalized, relevant content to customers in real-time. It allows businesses to engage with customers at the right moment, providing them with the information they need at the exact time they need it. Dynamics 365 offers real-time marketing tools that enable businesses to create and deliver personalized marketing campaigns in real-time. The first step in real-time marketing is to gather customer data....

Dynamics GP is a robust and powerful software that can help streamline your business operations, but like any software system, it requires regular maintenance to ensure it continues to perform at its best. In this blog post, we'll cover some of the best practices for maintaining your Dynamics GP system, so you can get the most out of your investment. Keep your software up to date: Keeping your software up...

Advanced Planning and Scheduling (APS) Software is an essential tool for businesses looking to optimize their manufacturing operations. Acumatica, a leading provider of cloud-based ERP software, offers a powerful APS solution that helps manufacturers streamline their production processes and boost efficiency. Acumatica's APS software is designed to help manufacturers make informed decisions about their production processes. With its advanced algorithms and predictive analytics, the software provides real-time insights into production...

Business Central Reports provide valuable insights into your company's financial performance, allowing you to make informed decisions and take corrective actions. This blog post will highlight some of the key ways you can use Business Central Reports in your daily work. Monitor Your Financial Performance Business Central Reports provide real-time data on your company's financial performance, allowing you to monitor key performance indicators (KPIs) such as revenue, profit margin, and...

Connecting Dynamics 365 to Power BI provides several benefits to organizations. Firstly, it allows users to easily create interactive visualizations and reports from the data in Dynamics 365. Power BI's drag-and-drop interface and powerful data modeling capabilities make it easy for users to transform raw data into insightful visuals that can be shared with stakeholders across the organization. Secondly, connecting Dynamics 365 to Power BI enables real-time data analysis, allowing...

Acumatica's export scenario tool is a powerful feature that allows users to export data in a specific format according to their requirements. This tool is useful for several reasons. Firstly, it enables users to create customized reports by selecting the specific fields and filters they want to include in the export. This helps to ensure that the report is tailored to the user's needs and provides only the necessary data....

Microsoft Dynamics 365 is a powerful customer relationship management (CRM) tool that helps businesses manage their customer interactions, sales processes, and marketing efforts. One of the key features of Dynamics 365 is its event management capabilities, which enable businesses to plan and execute successful events that drive customer engagement and business growth. Event management in Dynamics 365 allows businesses to easily create and manage events, from small webinars to large-scale...

Microsoft Dynamics 365 Business Central is a powerful ERP solution that helps businesses manage their financials, operations, and customer interactions all in one place. One of the key features of Business Central is its extensive reporting capabilities, which provide businesses with real-time insights into their operations. Here are some of the reports that are available in Business Central: Balance Sheet: This report provides a snapshot of a company's financial situation...