‘Tell me and I forget. Teach me and I remember. Involve me and I learn.’ –Benjamin Franklin.
D365 CE Unified Interface Presentation
Hi everyone! I did a presentation for the CRM User Group in Cincinnati on the Unified Interface in D365 on April 25, 2019, click here if you want to view the recording! Share this!
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
