Finance & Operations
D365 Hidden Sales order gem; copy from item list
A small but highly productive tip is the feature of “Item list”. It has been available for years but have not gotten the deserved…
Tag: Sales
Dynamics 365 Customer Engagement
Dynamics 365 For Sales: How to merge Accounts if the subordinate record is associated with one or more active quotes?
Merging records on Dynamics 365 CRM is a very powerful feature that prevents duplicate records. I was asked to study this feature for a…
Dynamics 365 Business Central
Sales Order Dates
There are a lot of date fields on sales orders. The dates can be confusing, especially the dates on the Sales Lines. However, if…
Dynamics 365 Customer Engagement
Accelerate your Sales with Dynamics 365 – 2021 Wave-2
Dynamics 365 has introduced many new and updated functionality in its 2021 Wave-2 release. This blog is part-1 of a series of blogs on…
Dynamics 365 Great Plains
Microsoft Dynamics GP October 2021 Release Feature of the Day: Sales Inquiry GoTo
This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the…