How to use Klevr Grants: A Step-by-Step Guide 

How to use Klevr Grants: A Step-by-Step Guide 

Nov 28, 2024 | Grant Management, Klevr Apps, Klevr Grants Management, Solution Guides

This guide provides detailed instructions for managing grants using Klevr Grants and Klevr Portals add-on applications integrated with Dynamics 365. Follow these steps to streamline your grant-making and grant-seeking processes. Watch the video or continue reading....
How to generate customer ledger reports in Business Central with Analysis Mode

How to generate customer ledger reports in Business Central with Analysis Mode

Nov 11, 2024 | Business Central, Solution Guides

In this video, we dive into the powerful Analysis Mode available in Dynamics 365 Business Central. We showcase just how straightforward it is to generate customer ledger reports tailored to your specific needs. This feature enables businesses to leverage pivot mode...
Introduction to Klevr Integration Hub, an integration accelerator tool for Azure 

Introduction to Klevr Integration Hub, an integration accelerator tool for Azure 

Oct 25, 2024 | Klevr Integration Hub, Solution Guides

Klevr Integration Hub is an integration accelerator tool or integration connector which is designed to streamline the deployment of Azure Integration Services. By using this tool, businesses can quickly design, configure, and deploy integrations using services like...
How to use contract ribbon button actions in Klevr Contracts

How to use contract ribbon button actions in Klevr Contracts

Oct 25, 2024 | Klevr Contracts, Solution Guides

The ribbon button actions in Dynamics 365 Contract Management Add-On, Klevr Contracts, enable users to manage active contracts effectively. This guide explains how to suspend, cancel, renew, or vary contracts, while keeping historical data intact and maintaining...
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. ...

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