Refreshing data source on the calling form in AX 2012

With over a decade of experience in sales and years of using various customer relationship management tools, I know one thing for sure—without a good CRM system, modern sales are like navigating with a map from the 90s instead of a GPS. I simply can’t imagine working effectively without the support of the right technology. Or imagine negotiating with a client without access to the full history of cooperation, without knowing open offers or overdue payments. It’s like trying to drive a car with your eyes closed. (PS Yes, I’m a car enthusiast!)

CRM systems have evolved from simple databases to advanced platforms integrating sales, marketing, and customer service. Modern CRM systems support organizations in effectively implementing customer-centric strategies, enabling the building of deeper relationships, personalizing interactions, and continuously improving customer experiences at every stage of collaboration.

In the era of Industry 4.0, data has become a crucial resource. It allows us to better understand the past, optimize current operations, and predict future events. Companies that manage data effectively avoid production downtime and proactively improve processes. How can one go through each step of data processing to maximize its potential?

From January 1, 2025, large companies and tax capital groups in Poland will face a new reporting obligation – JPK CIT. This newly introduced type of Standard Audit File (SAF-T) targets corporate income tax (CIT) payers. The purpose of this regulation is to streamline tax processes and enhance transparency between businesses and tax authorities. In the coming years, the requirement will gradually apply to all CIT taxpayers.