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Dynamics 365 Digital platform user-customer synchronized download account status for purpose of marketing and finance value calculations and investigations

Francisco Orozco on 7/11/2022 1:00:00 PM

Wish there is an option to easily synchronized download user-customer account status (e.g. active, inactive, deactivated, closed...) for purpose to easily list user accounts along with marketing and finance value.

Category: Accounts Receivable
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RE: Dynamics 365 Digital platform user-customer synchronized download account status for purpose of marketing and finance value calculations and investigations

Francisco Orozco on 7/8/2022 9:31:18 PM

REMARK: Not featuring download on account status, we may not easily identify potential account and/or inactivity time loss.Example:COST OF GOOD SOLDData administrationAccount closed $ -100Account suspicious $ -100Account inactive $-100

Category: Accounts Receivable