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Online customer workshops

Webinar: Get the most out of Clever Essentials with Microsoft Dynamics 365 Business Central

Thursday, 17th June 2021, 9:00am - 10:00am

This workshop will be exploring the Clever Essentials package, which contains 6 apps that bridge the gap of end-to-end sales and finance processes in Microsoft Dynamics 365 Business Central.

Often, we find that customers with the Clever Essentials bundle make great use out of 1 or 2 of the applications, but don't take full advantage of the full 6. In this workshop, you have the opportunity to explore and learn how to fully optimise each application to improve your business processes.

Here is what will be discussed in the session:

  • Data Validation: Making sure that users get their master data right with appropriate templates within the Clever Essentials app
  • Document Links: How to drag and drop any file, email, image, spreadsheet or document directly into Microsoft Dynamics 365 Business Central
  • Clever Credit: Understanding how to gain better control of overdue balances and approaching credit limits
  • Document Delivery: How to get and action the resulting documents of certain transactions instantly and accurately, with minimal effort
  • Clever PrintNode: The easiest way to print your documents!
  • Global Search: How to easily find records in Microsoft Dynamics 365 Business Central/NAV to search across multiple tables

So, what are you waiting for? Sign up for this free and virtual workshop today to get the most out of Clever Essentials.

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