Dynamics 365 Great Plains
Features of CustomerHQ from ISC Software: Manage salesperson accounts
This post is part of the Features of CustomerHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software…
Tag: SalesPerson
Dynamics 365 Customer Engagement
CRM Import Data Wizard of Team Failed with "Could not retrieve salesperson role" Error Message
Today, a colleague of mine tried to import the team data exported from Development environment into the UAT environment using CRM out of the…
Dynamics 365 Great Plains
Implementing SalesHQ Portal: Salesperson Setup – azurecurve
This post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC…
Dynamics 365 Great Plains
Automtically Generate New Inventory Location Card from SalesPerson Card
In a recent implementation of Dynamics GP for a big distributor company, we’ve had a business requirement to track salesperson sales. The simplest automation…