Tag: MicrosoftDynamics
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How to Update the Workflow Template After a Microsoft Dynamics 365 Business Central Upgrade
Every time Microsoft rolls out a new Business Central release, it often ships new standard features that don’t automatically appear in your existing workflows — even after your tenant has been upgraded. This is a common gap that trips up admins and consultants alike, and it’s exactly what happened with the recent BC 28.0 release.…
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Year Closing Process in Dynamics 365 Business Central
As the financial year comes to an end, organizations using Dynamics 365 Business Central must ensure that all transactions are accurately recorded and reported. A structured Year Closing Process helps maintain financial integrity and ensures compliance with accounting standards. Below, we outline the four key steps in the Year-End Closing Process for Inventory and Financial Management in Dynamics 365 Business Central. 1. Adjust…
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Dynamics 365 Sales Hub Process Flow – Complete Beginner Guide (2026)
Revenue tracking and forecasting It helps sales teams follow a structured and standard sales process. Dynamics 365 Sales Hub – End-to-End Process Flow Lead → Qualify → Account & Contact → Opportunity → Quote → Order → Invoice This is the core sales lifecycle followed in most organizations. Step 1: Lead – Starting Point of…
D365 Craft 