How to set up & manage contract milestones in Dynamics 365 using Klevr Contracts 

How to set up & manage contract milestones in Dynamics 365 using Klevr Contracts 

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...
How to set up & configure contract financials in Klevr Contracts 

How to set up & configure contract financials in Klevr Contracts 

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...
How to manage contract groups in Klevr Contracts

How to manage contract groups in Klevr Contracts

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...
How to set up a contract in Dynamics 365 using contract management add-on Klevr Contracts 

How to set up a contract in Dynamics 365 using contract management add-on Klevr Contracts 

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...
Klevr Contracts management solution overview & navigation guide 

Klevr Contracts management solution overview & navigation guide 

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. ...
Streamlining Administration: The Unified Experience for Dynamics 365 Finance & Operations and Power Platform

Streamlining Administration: The Unified Experience for Dynamics 365 Finance & Operations and Power Platform

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...
Mobile PO Approvals & AI-Driven Warehouse Insights in Dynamics 365 Supply Chain Management 

Mobile PO Approvals & AI-Driven Warehouse Insights in Dynamics 365 Supply Chain Management 

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...
October 2024 updates to Advanced and Modern Bank Reconciliation in Dynamics 365 Finance & Operations 

October 2024 updates to Advanced and Modern Bank Reconciliation in Dynamics 365 Finance & Operations 

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...
We used Copilot to help us with Contract Management 

We used Copilot to help us with Contract Management 

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...
Expense management automation with Business Central and Continia

Expense management automation with Business Central and Continia

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...
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