How-To BC: Opportunities in Dynamics 365 Business Central

Business Central offers the possibility of using the marketing and sales management features to support the management and execution of sales activities. Business Central has CRM functionalities.

Sales process for sales opportunities and process stages

Before opportunity management can be used, the sales processes and sales process stages must be set up.

The sales process comprises various steps, from making contact to closing the sale. Each of the different stages can have specific requirements that must be met in order to take a sales opportunity to the next stage. You can also decide to skip certain stages.

Integration of Microsoft Teams in Business Central

Gerade in Zeiten von Home-Office und vernetztem Arbeiten ist Microsoft Teams eine gern eingesetzte Plattform für Online-Besprechungen und Video-Calls. Erfreulicherweise hat Microsoft unlängst bekannt gegeben, dass zukünftig auf eine tiefere Verbindung von Microsoft Teams und Business Central gesetzt wird. Bereits jetzt sind viele Microsoft Anwendungen eng mit Business Central verknüpft. Als Auswahl seien hier zum […]

ZUGFeRD Interface - Add-on for Microsoft Dynamics Business Central and Dynamics NAV

From November 27, 2020, all invoices to contracting authorities must be sent as electronic invoices (e-invoices) in a structured data format. The electronic invoice is in the starting blocks - are you ready for electronic invoice exchange? Do you use the ZUGFeRD interface in Business Central or Dynamics NAV for the outbound transmission of invoices or [...]

Add-on solution: "DATEV Interface"

With our DATEV interface, you can convert your data from Dynamics 365 Business Central/Dynamics NAV into a DATEV-compliant format. The conversion takes place automatically and enables smooth and error-free data transfer in OBE, KNE and NEW DATEV format. G/L account labels, customers/vendors and transaction data can be exported and imported. Not only is a longer posting text possible, [...]

Business Central - Release Wave 2 available soon

The general availability for the new Business Central Release Wave 2 (V17) has been announced for October 1, 2020. Release Wave 2 (V17) will be the first version with which it will no longer be possible to downgrade to Business Central versions with C/AL code. Note: A jump within the model (NAV Perpetual) will also be possible after [...]

Add-on solution ForNAV: What's new in ForNAV 5.2

Seit einigen Tagen steht die neue Version, ForNAV 5.2, unseres Add-on Partners ForNAV zur Verfügung. Die neue Version ist nicht nur kompatibel mit Dynamics 365 Business Central 2020 release wave 1 (Business Central 16), sie hat auch einige neue Features, die man sich unbedingt anschauen sollte. Mit dem ForNAV Designer kann man z.B. ein neues […]

"Performance feedback on projects" in Dynamics 365 BC - Part 3: Invoicing

In our series "Performance feedback on projects" in Dynamics 365 Business Central, we have already shown you how to create projects and confirm hours via timesheets. Today we would like to take a closer look at the invoicing of projects. Once the services have been approved in the timesheets, they can be booked in the project book sheet. To do this, we go to Business Central under "Projects" [...]

Dynamics 365 Business Central Version 14

Secure your licenses: Dynamics 365 Business Central version 14 - purchase by September 2020 strongly recommended! If you are planning to upgrade your NAV application to Dynamics 365 Business Central in the next 12 months, we have the following recommendation for you today: We strongly advise you to secure your licenses by September 2020 at the latest. [...]

Setting payroll accounting for NAV 2009

Lohnmodule von Lessor

We would like to point out that payroll accounting with the LESSOR add-on solution with the NAV 2009 version is only possible until the end of 2020! The continued use of payroll accounting as an add-on solution is possible with NAPA3 and only with a current NAV version. NAPA3 is a payroll accounting solution fully integrated in Microsoft Dynamics 365 Business Central from [...]