Dynamics 365 Apps

When adding products to opportunities, quotes, orders and invoices you must specify the number (quantity) of items to add. What

Quote Product fields Note: all currency fields have an equivalent field for the amount in the base currency, the names

In the RTM version of the CRM Client for Outlook search (or Quick Find) behaved differently from the web client.

Fellow MVP Gonzalo Ruiz has put together an article on how date and time operators behave in Advanced Find. Check

When orders are fulfilled in CRM the status of the order is changed and an order close activity is created.

When a case is created, the Customer field must be completed. As with other records the customer can be an

KEEPING FOR HISTORICAL REFERENCE There are many add-ons available for Microsoft Dynamics CRM. Here is a list of some: VendorProductsMicrosoftCustomer

When running a mail merge with Word, if E-mail via Mail Merge is selected up to 5 attachments can be

When a CRM e-mail record is created in the CRM client for Outlook, the ribbon show a button to attach