How the sales process works in Dynamics Sales Microsoft have designed the sales system in Dynamics to follow the traditional sales process from lead to invoice. There is flexibility and
All posts tagged in quotes
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Tested on Project Operations on Dataverse version 4.46.0.60 The long-awaited feature for revising quotes in Dynamics 365 Project Operations was released in the September 2022 update. The feature enables revision
Today’s #TipTuesday title is a little obscure but it’s 2 tips in 1! I’ve been building some integrations lately, as I alluded to in my last post. Today’s tip, and
Thanks for visiting! If you’re new here, you may want to subscribe to my RSS feed. In a previous blog post I wrote about how to automatically populate the shipping
In the 2nd episode of the video series I started a while back, Money in the Bank, I take a look at the ‘quick’ quoting capabilities within Dynamics and see
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