Category: D365 Sales
Dynamics 365 – 2019 Release Wave 2 | Part 1
On August 2, 2019 the release wave 2 features for D365 CE for early access became available. I am super excited to discuss some of these new features in my next couple of articles. Please note that updates will mostly affect the Unified Interface, the bulk of them will not affect the classic interface.In this article I will be discussing the following topics: This release wave (just like any other)Read More
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
