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Sales Return process in Dynamics 365 Finance and Operations Part 2
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Customer experience | ...
How to keep customer on hold in D365 Finance and Operations
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Connect D365 CRM CDS Database from SQL Server
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Customer experience | ...
Sales Return Process in Dynamics 365 Finance and Operations Part 1
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Sales Return process in Dynamics 365 Finance and Operations Part 2

In the previous part of my blog, I explained about the Credit Only process. In this part of my blog, I will go through the Physical Return process. The Physical return process is determined based on the Disposition Code that is assigned to that Re...

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Sales Return Process in Dynamics 365 Finance and Operations Part 1

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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Opportunity to Sales Cycle – Part 1

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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Exploring the Find Next Flag for discount trade agreement journal

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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Filtering Entity Lookups based on field value

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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Open document on click of button in D365 CRM using JavaScript

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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CRM for Banking and Financial Institutions

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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How to keep customer on hold in D365 Finance and Operations

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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