To switch from Business Central to CRM, especially if both systems are integrated, follow these steps:

Navigate to the App Launcher (Waffle Menu):

• In the top-left corner of the Business Central interface, click the App Launcher (often referred to as the "waffle menu," with a grid of dots).

Select CRM (Dynamics 365 Sales/Customer Engagement):

• After clicking the App Launcher, a list of available apps will appear. Scroll or search for Dynamics 365 Sales or the specific CRM instance you're using.
• Click on the CRM app to open it.

Seamless Switching (if integrated):

• If you have a seamless integration between Business Central and CRM, you might have direct links or buttons within Business Central, such as from a customer or sales document, that will take you straight into CRM with the relevant data context.

Manual URL (Optional):

• If you don’t find the app via the App Launcher, you can switch by entering the CRM URL directly in your browser. This will typically follow a format like https://yourorg.crm.dynamics.com.

Please don't hesitate to contact us if you need any help with specific configurations or issues!