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How To Add a Permission Set in Business Central for Users to Access Popdock

If you have the Popdock Extension installed and connected to your Business Central environment, you will see the Popdock and…

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SmartConnect Saves Sight and Sound Technology 50+ Hours a Day with Zoho CRM and Microsoft Dynamics 365 Business Central Integration
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Should You Add SOP Type to Extender Keys?

Extender doesn’t include SOP Type as a default key for Sales Transaction Entry—should you add it? This video explains why it’s…

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Why Your Integration Fails After Deleting a Test SQL Database

After deleting the test database, your integration suddenly fails with a SQL login error- even though the credentials are correct….

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AI Use Case: Compare Opportunity Pipeline with Forecast Budget

AI should make life easier for your users. In this AI use case, we take a look at how PopdockAI…

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AI Use Case: Creating a Deal Hygiene Scorecard Generator

In this video, we show how to create a deal hygiene scorecard generator using PopdockAI. With a pre-written prompt uploaded…

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AI Sage Copilot for CRM-Intacct Insight

In this video, we walk through a PopdockAI use case on how to use Sage Copilot to ask questions about…

Removing Inactive Servers from Schedule Servers in SmartConnect

In SmartConnect 2018, I can see multiple older servers that are no longer in service. Some show in the Active state and others not – but in any case, they…

Why SmartList Builder Go To Items Are Missing in Development (And How to Fix It)

I have a SmartList Builder SmartList deployed in both Production and Development systems. In this example, we’ll be looking for the ‘View’ and ‘Summary Inquiry’ Go To items. If you’d…

Using SmartConnect On-Premise To Connect With ODBC Data Source (PostgreSQL/MySQL)

In this example, we will show you how to create a data source connection to a MySQL and PostgreSQL database using the ODBC connection type in SmartConnect. The same approach…

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Migrating from Dynamics GP to the Cloud Webinar Recording

In this webinar, we showed you how you can access your historical data in your new system. Storing your data…

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Using Export/Import to Move Custom Lists in Popdock

In this video, we’ll walk through how to use the Export and Import features in Popdock to move custom lists…

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