Oct 25, 2024 | Klevr Contracts, Solution Guides
Milestones in Klevr Contracts, a Dynamics 365 contract management add-on, provide a way to track critical objectives within a contract. This guide will walk you through the process of configuring contract milestones, ensuring proper approvals, and linking milestones...
Oct 25, 2024 | Klevr Contracts, Solution Guides
The financial setup within Klevr Contracts, a Dynamics 365 contract Management add-on, allows users to effectively manage contract budgets, transactions, and payment schedules. This guide will walk you through the steps to configure financials, ensuring accurate...
Oct 25, 2024 | Klevr Contracts, Solution Guides
Contract groups within Klevr Contracts, our Dynamics 365 contract management add-on, allow users to organise multiple contracts under a single group for better oversight and streamlined management. This guide will walk you through the setup and management of contract...
Oct 25, 2024 | Klevr Contracts, Solution Guides
Our Dynamics 365 contract management add-on – Klevr Contracts – simplifies the process of setting up and managing contracts within the Dynamics 365 ecosystem. This guide will walk you through each step to create and configure a contract, ensuring all necessary...
Oct 25, 2024 | Klevr Contracts, Solution Guides
Klevr Contracts, a Dynamics 365 contract management add-on, provides a user-friendly interface for managing contracts, approvals, milestones, and more. This guide explains how to navigate the app and unlock key features that streamline contract management tasks. ...
Oct 23, 2024 | Dynamics 365, Finance and Operations
We recently hosted a webinar as part of our ongoing Dynamics 365 Finance & Operations webinar series. Walkerscott’s expert team explored some of the updates and new features available in the latest October 2024 release. For those who missed this informative...
Oct 23, 2024 | Dynamics 365, Finance and Operations
We recently hosted a webinar as part of our ongoing Dynamics 365 Finance & Operations webinar series. Walkerscott’s expert team explored some of the updates and new features available in the latest October 2024 release. For those who missed this informative...
Oct 23, 2024 | Dynamics 365, Finance and Operations
We recently hosted a webinar as part of our ongoing Dynamics 365 Finance & Operations webinar series. Walkerscott’s expert team explored some of the updates and new features available in the latest October 2024 release. For those who missed this informative...
Sep 12, 2024 | Contracts Management Solution, CRM, Dynamics 365
Contract management is super easy with our Klevr Contracts app integrated with Dynamics 365, but what happens when you also add Microsoft Copilot to the mix? In a recent webinar, we explored how Microsoft Copilot could further enhance productivity and help...
Sep 12, 2024 | Business Central, Dynamics 365, Integration
Managing expenses has traditionally been a time-consuming and paper-heavy process. From handling physical receipts to managing endless spreadsheets, finance teams have long struggled with inefficiencies in tracking employee spending. We recently hosted a webinar with...
