Your consultants already do the work. Worksnip turns it into the deliverable.

The documentation line-item

Every BC and D365 Sales SOW carries a documentation line-item. Capture the configuration walkthrough once and the writeup is ready — no separate documentation sprint at the tail end of the engagement.

The training deliverable

The end-user training your consultants already run live becomes a permanent, narrated reference the client keeps — the same session, nothing extra to schedule.

The demo recap

The follow-up you'd otherwise type up by hand after a discovery call — ready to send the same afternoon, citing the exact screens you walked through.

Business Central

Sales Quote vs Sales Order

Worksnip knows the difference — and the difference between Open and Released, Item Ledger and General Ledger. Grounded in Microsoft's own Business Central documentation, on every plan.

D365 Sales

Lead vs Opportunity vs Quote

The same engine, tuned for the CRM side of the house — qualifying, quoting, and pipeline stages. Grounded in Microsoft's D365 Sales documentation, on the Business plan and up.

Step 1

Capture the session you're already running

An implementation walkthrough, an end-user training, a discovery-call demo — the consultant just works. The side panel records in the background.

Step 2

Publish once

The narration engine turns the capture into a source-cited, senior-consultant-quality writeup automatically — no editing pass required before it's presentable.

Step 3

Ship four deliverables from one link

Flick for the client to learn at their pace, Brief for the SOW documentation file, Reel for a passive recap, Beat for a scan. Same content, the recipient picks the mode.