Author: Dian Taylor
Dian Taylor is a Microsoft Dynamics 365 (CRM) Presales Engineer – Director at RSM. She is a seasoned pre-sales and implementation consultant specializing in Microsoft Dynamics 365 (CRM) since 2011. Dian has been involved in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors. She has the unique ability to clarify CRM strategies and objectives: modeling and optimizing business processes, defining user requirements, designing fit for purpose and cost effective CRM solutions. She moves deftly through the implementation stage with proper planning, a high level of responsiveness and determination. D365-CE modules: Sales, Custer Service, Marketing, Field Service, Project Service Automation. Follow Dian on Twitter: @D365Goddess
Creating a work order from an opportunity in Dynamics 365 for Customer Engagement (yes, with opportunity products!!!!)
Users were always able to convert an opportunity to one or multiple work orders, but if the opportunity had opportunity products associated, these items wouldn’t make their way over to the work order. The fact that opportunity products didn’t carry over to the work order didn’t make a lot of sense to me, so I am glad that Microsoft now includes this type of functionality. After all, there are severalRead More
