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How to Maximize ROI with Dynamics 365 and AI Solutions

Organizations are constantly looking for ways to enhance efficiency, reduce costs, and maximize returns on investment (ROI). Microsoft Dynamics 365, coupled with AI-powered solutions, offers businesses a powerful toolkit to drive automation, gain insights, and optimize operations. Here's how you can maximize your ROI by leveraging these technologie...

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Solving the Top 5 Sales Challenges with Dynamics 365 Sales (CRM)

Sales teams face increasing pressure to meet targets, nurture leads effectively, and maintain strong customer relationships. However, common challenges such as disorganized pipelines, lack of insights, and inefficient processes can hinder success. Microsoft Dynamics 365 Sales (CRM) provides powerful solutions to overcome these hurdles and drive bet...

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Top Features in Business Central 2025 Release Wave 1: Features You Can’t Miss

Microsoft Dynamics 365 Business Central continues to raise the bar with each release, and 2025 Release Wave 1 is packed with enhancements that improve productivity, streamline processes, and boost usability—especially for finance and manufacturing teams. From automated payables to smarter production management, here are the most noteworthy features...

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How AI in Dynamics 365 Transforms Data into Actionable Insights

In today's fast-paced business world, data is everywhere. But having data alone isn't enough, it's what you do with it that makes the difference. That's where AI-powered insights in Microsoft Dynamics 365 come in, turning raw data into clear, strategic actions that drive business growth. AI-Powered Data Analysis: From Overwhelming to Actionable Org...

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How to Customize Dashboards in Dynamics 365 Sales (CRM) for Your Team

Dashboards in Dynamics 365 Sales provide a centralized view of key business metrics, making it easier for sales teams to track performance, monitor leads, and manage opportunities efficiently. However, out-of-the-box dashboards may not always align with your team's specific needs. Fortunately, Dynamics 365 Sales allows you to customize dashboards t...

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Mastering Manufacturing with Business Central - Demand Forecasting in Business Central: How Data-Driven Planning Improves Inventory Management

Accurate demand forecasting is crucial for manufacturers and distributors to maintain optimal inventory levels, prevent stock shortages, and avoid overstocking. Without a structured forecasting process, businesses risk misaligning inventory with actual demand, leading to inefficiencies in production and order fulfillment. In Microsoft Dynamics 365 ...

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Why Your Business Might Need Copilot for Sales: A Game-Changer for Modern Sales Teams

In today's fast-paced business environment, sales teams need every advantage they can get to stay ahead of the competition. Enter Copilot for Sales, an AI-driven assistant designed to enhance productivity, streamline sales processes, and provide actionable insights. But is it right for your business? In this blog, we'll explore the features and fun...

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Understanding the Lead Record in Dynamics 365 Sales: A Breakdown for Sales Teams

In sales, every potential opportunity starts as a lead. But without proper tracking and management, leads can slip through the cracks, resulting in missed revenue. That's where Dynamics 365 Sales comes in—offering a structured lead management system to help sales teams capture, nurture, and convert leads efficiently. In this blog, we'll break down ...

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Mastering Manufacturing in Business Central - From Excel to Business Central: Transforming Your Inventory Planning Process

For many small and mid-sized manufacturers, inventory planning starts in Excel spreadsheets. While Excel offers flexibility, it lacks automation, real-time data integration, and error prevention, making it difficult to scale as business operations grow. Microsoft Dynamics 365 Business Central provides a modern, automated inventory planning system t...

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How Salespeople Use Dynamics 365 Sales Every Day

Sales can be a tough job. Keeping track of leads, talking to customers, and closing deals takes a lot of work. But with Microsoft Dynamics 365 Sales, sales teams can work smarter, not harder. This tool helps salespeople stay organized, follow up with leads, and close deals faster. Let's walk through a day in the life of a salesperson using Dynamics...

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Mastering Manufacturing in Business Central - Optimizing Inventory Planning in Business Central: Choosing the Right Reordering Policies

For manufacturers and distributors, inventory planning is a delicate balance. Holding too much stock ties up capital and increases storage costs, while too little stock results in missed sales and production delays. Microsoft Dynamics 365 Business Central offers multiple reordering policies that help businesses optimize their inventory replenishmen...

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Mastering Manufacturing with Business Central - MRP vs. MPS: How Business Central Optimizes Inventory Planning

Manufacturers rely on efficient production and inventory planning to meet customer demand while minimizing costs. However, many businesses struggle with overstocking, material shortages, or misaligned production schedules, often due to poor planning processes. In Microsoft Dynamics 365 Business Central, two powerful tools—Material Requirements Plan...

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Strategic Recommendations for Enhancing Tariff Management in Your Dynamics 365 Business Central Environment

In today's fast-paced global trade landscape, effective tariff management is more than just a regulatory requirement—it's a strategic advantage. Companies that manage tariffs efficiently can reduce costs, avoid compliance risks, and streamline supply chain operations. If you're using Microsoft Dynamics 365 Business Central, there are several ways y...

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How Dynamics 365 for Sales Solves Key SMB Challenges

Understanding the Pain Points of SMBs Small and mid-sized businesses (SMBs) face unique challenges in managing customer relationships, streamlining sales processes, and scaling operations efficiently. Limited resources, disconnected systems, and manual workflows often hinder growth, making it essential to adopt a solution that centralizes data, enh...

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Mastering Manufacturing with Business Central: Costing and General Ledger Insights in Manufacturing

From Factory Floor to Financials: Manufacturing Costing Manufacturing is as much about managing costs as it is about creating products. Every material, labour hour, and machine cycle contributes to the cost of goods sold (COGS), which directly impacts profitability. Dynamics 365 Business Central bridges the gap between the factory floor and the gen...

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Mastering Manufacturing with Business Central: Material Requirements Planning (MRP) in Business Central

From Chaos to Clarity: Material Requirements Planning (MRP) In manufacturing, knowing when and how much to produce or purchase can feel like solving a complex puzzle. Too much inventory ties up cash, while too little disrupts production schedules. This is where Material Requirements Planning (MRP) in Dynamics 365 Business Central shines, providing ...

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The Hidden Costs of Staying Off the Cloud: How Microsoft Dynamics 365 Brings Modern Solutions 

In today's fast-paced business landscape, organizations relying on on-premises systems often face hidden costs that go beyond the obvious expenses of hardware maintenance and software updates. One clear significant issue for non-cloud users is the challenge of accessibility and collaboration. Limited Accessibility and Collaboration On-premises syst...

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Mastering Manufacturing with Business Central: Setting the Stage – Master Data in Business Central

Laying the Foundation for Manufacturing Success When it comes to manufacturing, master data is the blueprint that drives your operations. Accurate and complete master data isn't just a technical requirement; it's the difference between seamless production and costly errors. From defining items and components to creating bills of material (BOMs) and...

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Get Ready for the Future: Dynamics 365 Business Central 2024 Release Wave 2 Highlights

As businesses navigate the dynamic landscape of today's market, staying ahead requires innovative tools and robust solutions. At WebSan Solutions, we are committed to empowering small to medium-sized businesses with cutting-edge technology. The Dynamics 365 Business Central 2024 Release Wave 2 is set to redefine how businesses manage their operatio...

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Dynamics 365 Business Central OAuth2 Protocol

Many API integrations with Business Central SaaS are using the web service access key for basic authentication. But the 2022 release wave 1 (version 20) will remove this feature in favour of OAuth2. Since 2020 release wave 2 (version 17) a warning is displayed on the User card that the web service access key will be deprecated. Version 18.3 has bee...

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