Let's Talk ERP &CRM

Let's Talk ERP &CRM “Let’s Talk ERP & CRM” session to be conducted every Wednesday to make sure to rock the world

Great teachers don’t just share knowledge — they inspire growth. 📚✨This Teacher’s Day, we celebrate the trainers and edu...
09/03/2026

Great teachers don’t just share knowledge — they inspire growth. 📚✨

This Teacher’s Day, we celebrate the trainers and educators who empower others to learn, grow, and succeed.

Happy Teacher’s Day 🚀

🚀𝐃𝐚𝐲 𝟑 𝐂𝐨𝐦𝐩𝐥𝐞𝐭𝐞 – 𝐓𝐕𝐌 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐂𝐨𝐩𝐢𝐥𝐨𝐭 𝐰𝐢𝐭𝐡 𝐄𝐱𝐜𝐞𝐥 & 𝐎𝐮𝐭𝐥𝐨𝐨𝐤!Today’s session was all about working sm...
20/02/2026

🚀𝐃𝐚𝐲 𝟑 𝐂𝐨𝐦𝐩𝐥𝐞𝐭𝐞 – 𝐓𝐕𝐌 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐇𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭 𝐂𝐨𝐩𝐢𝐥𝐨𝐭 𝐰𝐢𝐭𝐡 𝐄𝐱𝐜𝐞𝐥 & 𝐎𝐮𝐭𝐥𝐨𝐨𝐤!

Today’s session was all about working smarter with Copilot in Excel and Outlook — transforming the way we analyze data and manage communication.

🔎𝐈𝐧 𝐄𝐱𝐜𝐞𝐥, 𝐰𝐞 𝐞𝐱𝐩𝐥𝐨𝐫𝐞𝐝 𝐡𝐨𝐰 𝐂𝐨𝐩𝐢𝐥𝐨𝐭 𝐜𝐚𝐧:
- Analyze large datasets in seconds
- Generate insights, trends, and summaries instantly
- Create formulas and visualizations with simple prompts
- Simplify complex data analysis

📧 𝐈𝐧 𝐎𝐮𝐭𝐥𝐨𝐨𝐤, 𝐰𝐞 𝐝𝐢𝐬𝐜𝐨𝐯𝐞𝐫𝐞𝐝 𝐡𝐨𝐰 𝐂𝐨𝐩𝐢𝐥𝐨𝐭 𝐡𝐞𝐥𝐩𝐬 𝐭𝐨:
- Draft professional emails in seconds
- Summarize long email threads
- Adjust tone and clarity effortlessly
- Save time while staying productive

It’s exciting to see how AI is reshaping daily workflows and boosting efficiency across teams.

A big thank you to everyone who attended and actively participated! Looking forward to continuing this journey of innovation together. 💡

As we welcome 𝟐𝟎𝟐𝟔, may it bring new opportunities, fresh beginnings, and moments that truly matter.Let’s step into the ...
31/12/2025

As we welcome 𝟐𝟎𝟐𝟔, may it bring new opportunities, fresh beginnings, and moments that truly matter.
Let’s step into the new year with hope, positivity, and confidence for what’s ahead.

Wishing you and your loved ones a year filled with 𝐡𝐞𝐚𝐥𝐭𝐡, 𝐡𝐚𝐩𝐩𝐢𝐧𝐞𝐬𝐬, 𝐚𝐧𝐝 𝐬𝐮𝐜𝐜𝐞𝐬𝐬. 🥂

🎉 𝐇𝐚𝐩𝐩𝐲 𝐍𝐞𝐰 𝐘𝐞𝐚𝐫 𝟐𝟎𝟐𝟔! ✨



This Christmas, we want to thank our clients, partners, and community for your continued trust and collaboration through...
24/12/2025

This Christmas, we want to thank our clients, partners, and community for your continued trust and collaboration throughout the year. 🎄

May the festive season bring you joy, peace, and well-deserved time with loved ones — and may the coming year be filled with new opportunities, growth, and success.

🎁 𝐌𝐞𝐫𝐫𝐲 𝐂𝐡𝐫𝐢𝐬𝐭𝐦𝐚𝐬 & 𝐇𝐚𝐩𝐩𝐲 𝐇𝐨𝐥𝐢𝐝𝐚𝐲𝐬! 🎁
Here’s to a bright and successful year ahead.


As the year closes, take time to close or update inactive opportunities in Dynamics 365 Sales.✔ Close lost deals that wo...
24/12/2025

As the year closes, take time to close or update inactive opportunities in Dynamics 365 Sales.

✔ Close lost deals that won’t move forward
✔ Update expected close dates
✔ Validate pipeline stages

💡 Why it matters:
A clean sales pipeline improves forecasting accuracy and helps leadership start the new year with reliable data.

Before closing the fiscal year in Dynamics 365 Business Central, ensure all documents are posted — especially invoices, ...
23/12/2025

Before closing the fiscal year in Dynamics 365 Business Central, ensure all documents are posted — especially invoices, credit memos, and adjustments.

✔ Review unposted documents
✔ Run trial balance reports
✔ Confirm posting periods are correctly set

💡 Why it matters:
A clean posting status ensures accurate financial statements and a smooth transition into the new fiscal year.

Most year-end issues in Dynamics 365 F&O aren’t caused by missing postings.They’re caused by balances sitting where they...
16/12/2025

Most year-end issues in Dynamics 365 F&O aren’t caused by missing postings.
They’re caused by balances sitting where they shouldn’t — and no one notices until audit time.

Before you close the year, do this:

Go to General Ledger → Trial Balance → Trial Balance by Dimension
Review balances by department, cost center, or project.

You’ll often find:
• Clearing accounts that should be zero
• Projects carrying balances after closure
• Dimension issues hidden from the normal Trial Balance

💡 Quick win: Export the report to Excel and filter for unexpected non-zero balances.

👉 Have you ever checked your Trial Balance by dimension before year-end?
Comment YES or NO 👇

Your biggest year-end blockers aren’t reconciliations…They’re the hidden mismatches between subledgers and the GL — and ...
10/12/2025

Your biggest year-end blockers aren’t reconciliations…
They’re the hidden mismatches between subledgers and the GL — and they often go unnoticed until the final week. 😬

Here’s how to catch them early:

✅ Try this:

Go to:
GL → Periodic Tasks → Subledger Reconciliation

Run checks for:
• AP ↔ GL
• AR ↔ GL
• Fixed Assets ↔ GL

✨ Lesser-Known Tip:

Enable “Highlight Unmatched Transactions.”
This reveals silent errors weeks earlier — before they snowball and delay your close.

Your future self (and your controller) will thank you. 🙌


🚀 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝟑𝟔𝟓 𝐒𝐚𝐥𝐞𝐬 — 𝐃𝐞𝐜𝐥𝐮𝐭𝐭𝐞𝐫 𝐘𝐨𝐮𝐫 𝐏𝐢𝐩𝐞𝐥𝐢𝐧𝐞 𝐢𝐧 𝟓 𝐌𝐢𝐧𝐮𝐭𝐞𝐬Year-end forecasting is only as good as your pipeline…And let...
08/12/2025

🚀 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝟑𝟔𝟓 𝐒𝐚𝐥𝐞𝐬 — 𝐃𝐞𝐜𝐥𝐮𝐭𝐭𝐞𝐫 𝐘𝐨𝐮𝐫 𝐏𝐢𝐩𝐞𝐥𝐢𝐧𝐞 𝐢𝐧 𝟓 𝐌𝐢𝐧𝐮𝐭𝐞𝐬

Year-end forecasting is only as good as your pipeline…
And let’s be honest — a lot of deals in there are not closing. 😅
Here’s how to clean your pipeline fast:

🔹 Filter out the dead weight
Use Opportunity filters:
• Close date < today
• No activity in 30+ days
• Stage unchanged for 45+ days

🔹 Bulk clean everything

Update in seconds:
✔ Stages
✔ Close dates
✔ Owners
✔ Forecast categories

🔹 Build your Q1-ready pipeline

Create a “Q1 Focus” view with only real, active deals.

💡 Hidden Tip:
Updating Forecast Category in bulk instantly recalibrates your entire forecast — most teams don’t know this.

👉 Comment “SALES READY” for the full Pipeline Cleanup Checklist.

𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐂𝐞𝐧𝐭𝐫𝐚𝐥 𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐓𝐢𝐩: 𝐘𝐨𝐮𝐫 “𝐄𝐯𝐢𝐝𝐞𝐧𝐜𝐞 𝐏𝐚𝐜𝐤” 𝐖𝐢𝐥𝐥 𝐒𝐚𝐯𝐞 𝐘𝐨𝐮 𝐋𝐚𝐭𝐞𝐫Most teams wait until year-end to pull reports…Bu...
03/12/2025

𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐂𝐞𝐧𝐭𝐫𝐚𝐥 𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐓𝐢𝐩: 𝐘𝐨𝐮𝐫 “𝐄𝐯𝐢𝐝𝐞𝐧𝐜𝐞 𝐏𝐚𝐜𝐤” 𝐖𝐢𝐥𝐥 𝐒𝐚𝐯𝐞 𝐘𝐨𝐮 𝐋𝐚𝐭𝐞𝐫

Most teams wait until year-end to pull reports…
But by then, numbers have already moved.

Do this instead:

🔷 Create Your Year-End Evidence Pack NOW

Export and save:

☑️ Trial Balance
☑️ Aged AR
☑️ Aged AP
☑️ Inventory Valuation
☑️ Cash Position

💡 Pro Tip:
Add the filters (date, dimension, posting group) in the filename or PDF footer — it makes your reports audit-proof.

This single move eliminates 70% of the “can you re-run that report?” chaos.

👉 Comment “𝐁𝐂 𝐑𝐄𝐀𝐃Y” and I’ll send you the Evidence Pack Template.

𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝟑𝟔𝟓 𝐅&𝐎 𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐓𝐢𝐩 𝐘𝐨𝐮’𝐥𝐥 𝐖𝐢𝐬𝐡 𝐘𝐨𝐮 𝐔𝐬𝐞𝐝 𝐄𝐚𝐫𝐥𝐢𝐞𝐫Year-end can get messy fast — especially when parameters, post...
02/12/2025

𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬 𝟑𝟔𝟓 𝐅&𝐎 𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐓𝐢𝐩 𝐘𝐨𝐮’𝐥𝐥 𝐖𝐢𝐬𝐡 𝐘𝐨𝐮 𝐔𝐬𝐞𝐝 𝐄𝐚𝐫𝐥𝐢𝐞𝐫

Year-end can get messy fast — especially when parameters, posting setups, and date controls start changing behind the scenes.

Here’s a simple move that can save you HOURS in January:

🔷 Take a “Configuration Snapshot” Before Year-End

Right now, capture and save:
✔️GL parameters
✔️Posting setup
✔️ Date control settings
✔️ Number sequence rules
✔️ Ledger setup
✔️ Subledger posting configurations

💡 Why this is powerful:
If something breaks in January, you can instantly see exactly how your system was configured on December 31.
Auditors and controllers LOVE this.

👉 Comment “F&O READY” and I’ll send you the complete Year-End Configuration Checklist.

𝐁𝐨𝐨𝐬𝐭 𝐘𝐨𝐮𝐫 𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐂𝐥𝐨𝐬𝐞 𝐢𝐧 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐂𝐞𝐧𝐭𝐫𝐚𝐥!This year, ditch scattered spreadsheets and streamline your entire closing...
26/11/2025

𝐁𝐨𝐨𝐬𝐭 𝐘𝐨𝐮𝐫 𝐘𝐞𝐚𝐫-𝐄𝐧𝐝 𝐂𝐥𝐨𝐬𝐞 𝐢𝐧 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐂𝐞𝐧𝐭𝐫𝐚𝐥!

This year, ditch scattered spreadsheets and streamline your entire closing process with Business Central’s period-end tools.

With a dedicated Year-End Close setup, you can:

✨ Create a Year-End–Only close template
✨ Track reconciliations, dimension checks & GL validations
✨ Assign task owners with deadlines
✨ Monitor progress in real time
✨ Instantly spot what’s blocking the close — no more chasing people!

Bring structure, visibility, and speed to your financial close.
Your finance team will thank you. 😉

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