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Cavallo for Business Central

  • Cavallo for Business Central Overview

    Overview Cavallo for Business Central is a CRM and Order Management Platform designed specifically for distributors. Its focus is to empower the CSR and Sales teams to provide an amazing customer expe...

  • Cavallo for Business Central (Mobile)

    Overview Cavallo for Business Central is also accessible on most mobile devices (iPhone, iPad, Android) through the device's web browser. When using Cavallo on a mobile device, the layout will be diff...

  • Initial Installation and Setup

    When getting started with Cavallo for Business Central, there a few steps that are required to complete setup.  Those steps are Gathering Provisioning Information, Sending Provisioning Information to ...

  • Setting up the Service to Service Connection

    A Service to Service connection is used in Cavallo for Business Central to facilitate communication between BC and Cavallo.  Follow these steps to set up this connection. In the Business Central clien...

  • Setting up Activity Logs

    Activity Logs are a tool in Cavallo for Business Central that allow users to view changes made to a document, who made those changes, and when.  Enabling Activity Logs in Cavallo requires a Service Co...

  • Migrating to the Cavallo Core Extension

    In preparation for the launch of our Analytics Applications for Business Central, we're migrating from our Distribution Cloud extension to a new Cavallo Core Extension!  If you're a current user of Di...

  • How To Use Cavallo Workflow In Business Central

    Cavallo's workflow engine for Business Central allows users to take advantage of logic based routing and business rules in both Cavallo and in Business Central itself.  Below, we'll cover how to set u...

  • Installing the Cavallo Cloud Extension

    Please note that uploading an extension may interrupt operations of users currently in the system.  Consider uploading the latest extension off hours in production systems. If you prefer to follow the...

  • How To Capture a HAR File

    When working with the Cavallo team to resolve ongoing issues, there will be times where the team may request a HAR file to help our development team diagnose the issue. Below is a quick video and step...