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Atteli for B2B
Best practices for Atteli solutions: Tutorials, Guides, Knowledge, and Tips for Experts

SaaS or ecosystem? The hidden costs of scattered tools in a company

SaaS or ecosystem? Discover the hidden costs of scattered tools and see how Power Platform integrates your company’s data.

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Why CRM and ERP implementations fail – and what’s really behind it

Find out why CRM and ERP implementations fail, and how to avoid mistakes related to processes, data, and organization.

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Business Central in manufacturing: data, compliance, and AI that makes a difference

Real-time data, built-in compliance, and AI that delivers results – discover how Business Central is transforming manufacturing businesses.

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Voice AI in business systems: how a voice agent integrates with CRM and ERP

Learn how an AI voice agent integrates with CRM and ERP. Check data, add notes, and create tasks — using your voice, without a laptop, directly from the field.

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Copilot in Business Central – how to safely manage AI in an ERP system?

Copilot Security in Dynamics 365 Business Central: Data Control, Permissions, Compliance, and AI Management in ERP

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5 key manufacturing capabilities in Dynamics 365 Business Central

Discover five key manufacturing capabilities in Dynamics 365 Business Central and see how the system supports planning, cost control, and efficient manufacturing management.

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Do I get licenses for Power Apps along with Office 365 (Microsoft 365)?

In Microsoft’s terminology, various fragments, modules of software from this manufacturer stem from a single source, which sometimes leads to misunderstandings and misinterpretation of facts.

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Licensing Power Apps within the Power Platform

Microsoft Power Platform is a comprehensive low-code/no-code platform that enables organizations to quickly adapt to business changes, increase operational efficiency, and leverage data to make better business decisions

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Extensions and apps for Business Central – how to expand the capabilities of your ERP system

Extensions and applications in Business Central are a way to build a flexible ERP system. In this article, we show how they expand system capabilities and support business growth.

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Why you should have a sales process in Microsoft Dynamics 365 and how to build one that actually works in practice

Don’t know why you should have a sales process in Microsoft Dynamics 365? In our latest article, we explain how to build one that actually works in practice and helps your team sell more effectively.

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Atteli expands its Microsoft solutions portfolio – a team of Dynamics 365 Business Central experts joins the company

Atteli, part of the Netwise Group, is expanding its portfolio with Microsoft Dynamics 365 Business Central, strengthening its team with ERP experts.

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RapodStart Dynamics 365 Atteli

RapidStart or Dynamics 365? When to choose which solution

Full Dynamics 365 CRM or the lighter RapidStart? Discover the differences and choose the solution that fits your business best.

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Marketing and the Customer Insights – Journey with Microsoft Dynamics 365 Customer Insights – Journeys. What challenges do businesses face, and how can they overcome them?

The article highlights the challenges companies face and how Customer Insights – Journeys helps address them.

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CRM for marketing: what is Dynamics 365 Customer Insights – Journeys?

This article covers key questions about Dynamics 365 Customer Insights – Journeys: how it works, what it changes, and what it enables.

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Dynamics 365 Secure

Is Dynamics 365 secure? 9 facts to reassure your IT team

Discover key information about certifications, data centers, and security in Dynamics 365 Sales, Customer Insights, and Customer Service.

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ERP (Microsoft Dynamics 365 Business Central) and CRM (Microsoft Dynamics 365 Sales) – do you really need both?

If you already have an ERP system – like Dynamics 365 Business Central – you might be wondering whether you also need a CRM.

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Cloud Federation – Atteli at the Conference

On August 29th, the first Cloud Federation conference took place, entirely dedicated to AI and Microsoft cloud technologies.

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Automating sense

Does automating every process make sense?

Recently, a colleague told me about a bizarre automation implemented by a company where he rents a virtual office. Yes, these are turbulent times with inflation, price updates, and changing conditions… but is this really how automation should be done?

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Power Automate Licensing Options

Power Automate streamlines company operations, saving time and effort, which translates into increased operational efficiency

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Why Fabric Matters

PRM is an IT system facilitating building a network based on a franchise or partnership model, as well as comprehensive management of it.

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UX Writing, Cognitive Load, and What They Have in Common with IT and Power Platform Apps?

During the development of applications by IT companies, their main priority becomes developing solution architecture, incorporating the latest technologies, and ensuring a high level of security

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Weekly Snapshot Report on Potential Sales

Dynamics 365 Sales is an excellent solution supporting the sales process, but Microsoft, as its creator, hasn’t anticipated all possible organizational work scenarios

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Licensing Microsoft Dynamics 365. Can different license versions be mixed?

From the perspective of customers, questions often arise regarding Microsoft Dynamics 365 products and how to integrate them. One frequently asked question concerns the possibility of mixing different license versions on a single tenant, such as combining Enterprise and Professional licenses

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Capturing UTM parameters in the submitted RTM form – how to do it in Customer Insights Journey?

In marketing, knowing the source of our leads seems like a basic requirement—it’s simply something you need to know. This is especially true if we are conducting paid promotional activities aimed at acquiring leads

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Power Platform Governance and Administration (Governance, Center of Excellence)

We’ve all recently become enamored with the Power Platform and its apps, Power BI reports, Power Automate, and its flows. These are superb tools used by ordinary, non-technical people in their daily work

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Half-Measures in IT: How to Choose the Right Application for Business Process Management

Read about the secrets of choosing the ideal applications for managing business processes! Our article discusses practical tips for selecting tools

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Expanding Dynamics 365 Customer Insights Licensing: Optimal Benefits for Your Organization

In recent months, there has been a significant change in the Microsoft Dynamics 365 product family, bringing new capabilities in the marketing domain: Dynamics 365 Customer Insights.

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Microsoft Power Platform – Canvas Apps vs. Model-Driven Apps

In today’s age of digital transformation, businesses are relentlessly searching for ways to streamline processes and boost productivity. One solution that frequently comes to the forefront is the Microsoft Power Platform, a versatile toolkit that empowers users to create customized applications

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Hypercare in CRM Projects (and Beyond) Why It’s So Important?

In today’s business environment, Customer Relationship Management (CRM) systems play a crucial role in managing customer relationships, gathering data, and streamlining business processes

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We are considering the available licensing options for Microsoft products under the CSP/NCE model

One of the frequent questions from our clients interested in purchasing Microsoft products through the CSP (Cloud Solution Provider) program is about the available licensing options and which one best suits their needs

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Guide: How to Manage Sales Activities in Microsoft Dynamics 365 Sales During an Account Manager’s Absence

In this guide, we will discuss strategies for managing sales activities in Microsoft Dynamics 365 Sales when the responsible Account Manager is absent

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Segmentation of Leads in Customer Insights – Journeys

In the realm of Outbound Marketing, Dynamics 365 Marketing has traditionally relied on creating segments using Contact records. This approach allowed marketers to craft queries in the Contact database, leveraging all available fields.

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Unlocking Success with Dynamics 365 Sales Accelerator Sequences

In the fast-paced world of modern sales, efficiency, personalization, and automation are the keys to success. Dynamics 365 Sales Sequences, a powerful feature within Microsoft’s Dynamics 365 suite, is revolutionizing how sales teams approach their workflows

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How to use natural language (NLP) to create customer segments in Real-time Marketing?

As is well known, the flexibility of segmentation and the ability to group audiences based on shared demographic characteristics, sales data, or past behavior allow marketers to send optimally tailored communications to their customers.

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The new Customer Insights offering – a name change or a true game changer?

On September 1st, Dynamics 365 Marketing will experience a significant change as the name D365 Marketing disappears and is replaced by Customer Insights – Journeys.

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Dynamics 365 Sales vs. Salesforce

In today’s competitive world, effective sales process management is crucial for the success of any organization.

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