Sales agreements in Dynamics CE

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Posted on by Simon Johansson

Hi,

I'm looking to implement some kind of sales agremeent functionality in Dynamics CE. Functionality that extends beyond the standard features in sales.
After an opportunity has been won I wish to create an active agreement between me and the customer.

I've noticed FO have some built-in feature that enables sales agreements, but as of now we have another ERP we wish to integrate with.

HYPOTHECIALLY, is it possible to purchase an FO license and solely use that sales agreement feature or do you need to configure an entire FO instance? Is it complex?

What other methods do you think I should consider? Using a custom entity?

Thanks

Kind regards

Simon

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LuHao 40,892 on at

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Hi Simon,

Do you have a license for FieldService? FieldService also has a default Agreement entity.

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LuHao 40,892 on at

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Hi Simon,

Could you tell me how this problem is progressing?

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