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In the world of retail and commerce, managing sales returns efficiently is a critical aspect of customer satisfaction and operational excellence. In this blog, let’s explore how the sales return process works in Dynamics 365 Finance and Operations...
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Introduction: In this blog I will demonstrate the set ups for opportunities. The sequence for setting up opportunity to sales cycle is as follows: Opportunities: Any inbound lead could be viewed as a potential sales opportunity. You can make op...
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Introduction When creating a trade agreement in Dynamics 365 for Finance and Operations (D365 F&O), you may come across the “Find Next” option. This article will explain what the Find Next flag does and how it impacts the system...
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I have a contact record with a role option set field with options Billing, Decision Maker, Client, Influencer. The Requirement is to only show billing contacts i.e. contacts with role billing related to the account selected on the Opport...
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In this blog we will see how we can open a PDF document on click of button from a record in CRM Let say we have User Guide button on Lead Entity and on click of User Guide button, a PDF document which is User Guide document should be open in next ...
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Microsoft Cloud for Financial Services solutions powered by Dynamics 365 Due to fierce competition in the banking sector, where the competitive struggle to win larger market share and attract the largest possible number of customers is constan...
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In this post I will show you all the different ways you can put a customer on hold in Dynamics 365 Finance and Operations Dynamics 365 Finance and Operations has standard customer management functionality that allows account receivable manager...
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In this blog we will see how to integrate teams with Dynamics 365 for custom entities using Postman. Solution Step 1- Go to portal.azure.com and select Azure Active Directory. Step 2- On App Registration, click on new registration Step 3-Registe...