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A stock figure in Salesforce should show what is free to sell, not what is on the shelf, because units on hand may already be promised to other customers' open orders.

Product and Inventory Data in Salesforce

November 5, 2026
A stock figure in Salesforce is only useful if it is the right one...
Sales qualification says a company is worth pursuing; ERP qualification says it is ready to bill, and only the second should create a customer in Business Central.

Qualification-gated Customer Creation: Avoiding Premature ERP Records

November 3, 2026
A customer card created for a company that never buys is not harmless...
When finance owns the customer master, a change a sales rep hears becomes a request that finance approves in Business Central, not an edit made in Salesforce.

ERP Customer Master as Source of Truth: When Finance Owns Customer Setup

October 29, 2026
Locking customer fields in Salesforce doesn't stop customers from...
Deal approval is the deadline for onboarding data, not the start of collecting it: an approved deal reaches finance with every onboarding field already collected, so the new customer card is complete when it is created.

New Customer Onboarding: Creating the BC Customer When the Deal is Approved

October 27, 2026
Creating the Business Central customer when a Salesforce deal is...
A customer record should be created once, by one system, when there is something to bill. Every other copy is a link to it, not a second customer card.

Who Creates the Customer Record, and When

October 23, 2026
Salesforce and Business Central will both happily create a customer...
Questions to operations stop when the delay reason is written once on the order, where sales and support can read it, instead of being answered again for each person who asks.

Shipment and Fulfilment Updates Without Contacting Operations

October 22, 2026
Syncing shipments answers whether an order shipped. It doesn't answer...
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