Customer

If you have to create similar quotations for many different sales targets, you can mass create the quotations instead of creating them one-by-one. You can do this for sales quotations and project quotations. When you mass create any kind of quotation, you must base the quotation on a quotation template. All mass created quotations are…

Whether your data is stored in spreadsheets, databases, or other systems, you’ll probably want to import the data into Dynamics 365, so you can keep track of all your customer information in one place. You can import any type of information, such as accounts, leads, or opportunities – even activities or cases. (The different types…

Manually entering sales orders into Microsoft Dynamics can be a tedious and time consuming process, prone to errors. In a typical scenario, a customer places an order by emailing an Excel file containing order details such as item number, product SKU, UPC (Universal Product Code), prices and quantities. Once received, the customer service representative will…

Create a billing and shipping customer relationship by assigning a Ship To customer to the Bill To customer. This feature is helpful when you send the invoice to one customer number (the Bill To customer) but ship to a different customer number (the Ship To customer). Exemption documents added to the Bill To customer flow…

FnO offers the ability to create Groups and Bins to help consolidate data into a more presentable or meaningful visualization. This system has more detail and walks through the process of creating Groups and Bins. Looking at Bins and Groups in a Power FnO model using a tool like SQL Server Management Studio, there is…