Category: How To

In Business Central, the Profile Questionnaire gives you the ability to identify the information you want to collect for each of your contacts, so you can pinpoint your marketing efforts. Robb Delprado walks through this feature in his latest post.

Jessie Sanger-Picard reviews the steps for creating a sales order in Dynamics 365 Business Central, which are used to reserve inventory, ship items, or invoice a customer.

Dave Wiser explains how to personalize roles in Dynamics 365 Business Central, as opposed to at the individual level, which is beneficial for training and business processes.

Can the Sales Order Agent in Dynamics 365 Business Central handle complex, real-world scenarios? UG Expert Jason Chance puts the AI-powered feature through its paces with multilingual orders, PDF attachments, and intricate order modifications to see where it excels—and where it breaks.

Discover how to configure the Sales Order Agent, optimize your workflow, and streamline your order-to-fulfillment process.