Dynamics 365 Customer Engagement
OneNote for Sales Rep Note Taking: An Interview
This week I had the pleasure of riding along with one of our client’s top sales reps. We’ve been working with this client for…
Tag: note
Finance & Operations
Split the On-account invoice transaction for Credit note
When the project invoice includes just one on-transaction, then system does not allow the user to split that single transaction during the credit note.…
Dynamics 365 Customer Engagement
Dynamics CRM: Dynamics CRM: Note Control Customization
In Dynamics CRM 2013 onward Microsoft introduce note control with more options. Note control have “Posts’, “Assistance”, “Activities” , “Notes”, “One Note” etc. This…
Dynamics 365 Customer Engagement
Flow Examples: Note attachment to SharePoint
In a recent post, we looked at leveraging Dynamics 365 to build Line of Business (LOB) applications: Dynamics 365 Line of Business Applications, specifically focused…
Finance & Operations
Reverting the transaction status from ‘Selected for credit note’ back to ‘Invoiced’
I just now came to know a way of reverting the SAME project transaction which is in ‘Selected for credit note’ back to ‘Invoiced’.…