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Insights from SAP: Leveraging CRM Functionality in SAP Business One | Webcast Summary

In this webcast, SAP's Idit Saguey reviewed frequently asked questions about the customer relationship management (CRM) functionality in SAP Business One. While CRM was the primary focus, use cases and demonstrations also touched on how CRM ties into project accounting and accounts receivable

Topics included campaigns and advertising promotions, billing hours to a project, cleaning up customer records, as well as managing commissions for your sales employees. 

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New 'Report a Problem' Feature in SAP Business One 9.3 | Recommended SAP Blog
Danny Pancratz in SAP Support, SAP Business One 9.3 May 21, 2018

New 'Report a Problem' Feature in SAP Business One 9.3 | Recommended SAP Blog

The latest Support Spotlight article from Maria Ivnik, SAP Business One Support Engineer, highlights a new feature available with SAP Business One 9.3.  The 'Report a Problem' feature "is a standalone application, which can record scenarios that you are performing" in the system to provide detailed information for efficient resolution of problems. 

More details and a recommended video are available in the article. 

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Tip of the Week | Add More Query Authorization Groups
Danny Pancratz in Best Practices, Usability, SAP Business One 9.3 May 21, 2018

Tip of the Week | Add More Query Authorization Groups

Each week, Ari Schipira, SAP Business One Director of Product Management, shares his SAP Business One Tip of the Week via Linkedin. 

This week's tip explains how to setup and define query authorization groups in SAP Business One. Earlier versions allow for up to 15 authorization groups, and the recently released version 9.3 now allows up to 1,000 groups. 

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Tip of the Week | It's Time for Change Logs Cleanup
Danny Pancratz in Best Practices, Usability, SAP Business One 9.3 May 14, 2018

Tip of the Week | It's Time for Change Logs Cleanup

Each week, Ari Schipira, SAP Business One Director of Product Management, shares his SAP Business One Tip of the Week via Linkedin. 

This week's tip explains how the Change Logs Cleanup utility in SAP Business One 9.3 enables each business to maintain change logs according to its specific needs. 

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SAP Business One Gets Ready for GDPR with Release 9.3 PL04

With the impending May 25, 2018 enforcement date of the European Union's General Data Protection Regulation (GDPR), software vendors are pushing out their updates to help meet the new privacy requirements and data management for businesses with customers in the European Union.

For SAP Business One, the recently released version 9.3 patch level four (PL04) addresses a number of these requirements.

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Tip of the Week | Get Your Reports Any Time, Any Place

Each week, Ari Schipira, SAP Business One Director of Product Management, shares his SAP Business One Tip of the Week via Linkedin. 

This week's tip explains how - using SAP Business One 9.3, version for SAP HANA - you can generate and access Crystal Reports and Excel-based reports via the Analytical Portal. 

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CRM Functionality is Everywhere with SAP Business One
Richard Duffy
Richard Duffy in Business Partners, CRM, SAP Business One 9.3 May 02, 2018

CRM Functionality is Everywhere with SAP Business One

I'll be honest. When I first started working with SAP Business One, and people told me that it incorporated customer relationship management (CRM) functionality, I was a bit confused. I could not find a menu item or a module called "CRM," so it did not jump off the screen as easily as I expected. 

By now, I have been working with SAP Business One for many years and I have come to understand the CRM capabilities within. Let's explore the core functionality, particularly in regard to the latest release, which makes "CRM" a bit more intuitive. 

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Tip of the Week | Small Items Deserve Pricing Unit
Danny Pancratz in Usability, Inventory, SAP Business One 9.3 April 30, 2018

Tip of the Week | Small Items Deserve Pricing Unit

Each week, Ari Schipira, SAP Business One Director of Product Management, shares his SAP Business One Tip of the Week via Linkedin. 

This week's tip explains SAP Business One 9.3 introduces the Pricing Unit to enable businesses to manage inventory of small items by single item.

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Project Accounting and Project Management in SAP Business One | Video Tutorial

Project Management capabilities in SAP Business One enable users to create a central location to track transactions and tie them back to a project. You can track open issues, add activities or documents, and make your life easier with some standard reporting options.

Our Subject Matter Expert, Richard Duffy, dives into this relatively new (introduced in version 9.2) functionality in the latest installment for our 15-Minute Fundamentals video series for basic training and usability tutorials. ASUG members can watch the full video here

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Now That SAP Business One 9.3 Is Available, When Is the Right Time to Upgrade?
Richard Duffy
Richard Duffy in Opinion, Upgrades, SAP Business One 9.3 April 24, 2018

Now That SAP Business One 9.3 Is Available, When Is the Right Time to Upgrade?

Now that SAP Business One version 9.3 has been released under the general availability rules, the natural next question for customers becomes, "When I should upgrade?" As is usually the case, this complicated question has many potential answers and customers will want to work with their Partner to determine the best approach for your business. But setting aside unique needs of each customer, let's dive into this question at a high level. 

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