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Mission Control for Business Central

  • Mission Control 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...

  • 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...

  • How To Use Mission Control 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...

  • 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...

  • Custom Fields

    How to install Custom Fields To begin working with custom fields the Cavallo Core Connector will need to be installed in BC. Steps to do this can be found here. Once it has been installed, the licensi...

  • Cavallo Permission Sets In Business Central

    Cavallo has recently added a list of permission sets to our extension that control a users ability to interact with Cavallo functionality inside of Business Central. Please see the below Business Cent...

  • How To Bulk Update Custom Fields

    Bulk Updating Custom Fields While there are no tools in Cavallo that will easily allow you to bulk update any of your new Custom Fields, you can use the existing functionality in BC to process a bulk ...

  • Order Deposits in Cavallo

    Cavallo supports deposits on documents during the ordering process. In order to take advantage of this feature, please see the below settings configuration options with a brief explanation of how they...