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Customer experience | Sales, Customer Insights,...
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Finance and operations from sales

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Posted on by 97

Hi Community

have a client who has Finance and operations and also has Dynamics 365 Sales. The client is a bit complex, and does not want to change the url to go from sales to F&O, the idea would be to place an access from the sales menu or from another part of easy access with the link of the F&O url. Or it could also be in the dynamics 365 app environments screen like the one shown in the image. Or embedded a application into other.

Can you do something like this or what other solution of this type could you give the user?

thanks

Gabriel M

pastedimage1632939408896v1.png

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