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
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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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