D365

Can Business Rules make my accounting software automatically categorize expenses based on keywords in transaction descriptions

• D365

Can Business Rules make my accounting software automatically categorize expenses based on keywords in transaction descriptions

ERPExpert March 23, 2021

Can Business Rules make my accounting software automatically categorize expenses based on keywords in transaction descriptions? The...

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Can a PowerShell script help with creating and modifying custom views and dashboards in Dynamics 365

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Can a PowerShell script help with creating and modifying custom views and dashboards in Dynamics 365

ERPExpert March 17, 2021

Can a PowerShell script help with creating and modifying custom views and dashboards in Dynamics 365? The...

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Can Dynamics CRM’s Security Roles really prevent a sales rep from seeing financial details of a customer

• D365

Can Dynamics CRM’s Security Roles really prevent a sales rep from seeing financial details of a customer

ERPExpert March 16, 2021

Can Dynamics CRM’s Security Roles really prevent a sales rep from seeing financial details of a customer?...

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Can partner training resources help with pre-sales demos and solution design for Dynamics 365

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Can partner training resources help with pre-sales demos and solution design for Dynamics 365

ERPExpert February 21, 2021

Can partner training resources help with pre-sales demos and solution design for Dynamics 365? The business world...

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Can integrating Salesforce with SQL Server help automate our billing processes

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Can integrating Salesforce with SQL Server help automate our billing processes

ERPExpert February 20, 2021

Can integrating Salesforce with SQL Server help automate our billing processes? Paper invoices piled high. Manual calculations,...

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Can a Virtual Entity help predict future business outcomes by feeding real-time external operational data into analytical models

• D365

Can a Virtual Entity help predict future business outcomes by feeding real-time external operational data into analytical models

ERPExpert February 12, 2021

Can a Virtual Entity help predict future business outcomes by feeding real-time external operational data into analytical...

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Can Liquid Templates in Portals create interactive forms that change based on my previous answers

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Can Liquid Templates in Portals create interactive forms that change based on my previous answers

ERPExpert February 9, 2021

Can Liquid Templates in Portals create interactive forms that change based on my previous answers? The digital...

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Can a Microsoft Flow template help manage approvals for expenses or discounts within Dynamics 365

• D365

Can a Microsoft Flow template help manage approvals for expenses or discounts within Dynamics 365

ERPExpert February 8, 2021

Can a Microsoft Flow template help manage approvals for expenses or discounts within Dynamics 365? The Gentle...

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Are there specific types of Dynamics 365 customizations that require more rigorous testing

• D365

Are there specific types of Dynamics 365 customizations that require more rigorous testing

ERPExpert February 8, 2021

Are there specific types of Dynamics 365 customizations that require more rigorous testing? The Grand Blueprint: Why...

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Can Dynamics 365 for Manufacturing help identify supplier performance issues based on incoming materials

• D365

Can Dynamics 365 for Manufacturing help identify supplier performance issues based on incoming materials

ERPExpert February 8, 2021

Can Dynamics 365 for Manufacturing help identify supplier performance issues based on incoming materials? The Secret Language...

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