Finance & Operations
Creation of Credit Note in ProjOps
Once the invoice is "Confirmed" in ProjOps and project invoice proposal "Posted" in FinOps , user can create a credit note by clicking the…
Tag: creation
Finance & Operations
Logic apps DIXF Export – Unique file name creation – D365FO
Triggering ‘Export to package’ API from logic apps creates the output as a data package. The data package has Data file, Manifest and Package…
Dynamics 365 Customer Engagement
Episode 64 – Power Platform News & Content Creation
What We’ve Been Up To 365 Community Chats Podcast – 365 Community Chat – Megan V. Walker (meganvwalker.com) Getting started with livestreaming on YouTube…
Dynamics 365 Customer Engagement
Tracking email and automatic record creation – Personal Options in Dynamics 365
Let us have a look at the different options provided in the Email Tab for Tracking and Automatic creation of records. Select Personalization Settings…
Dynamics 365 Customer Engagement
?Update? Automatic record creation rules NOW!
If you are using email to case, SLA or any Automatic Record Creation in classic you really need to update your rules ASAP to…