D365 CRM Sync between Quote Products to Order Products


Right now there is no option to copy data from a custom field in Quote Product form and have it in Order Product form during creation of Order from a Quote, without writing a detailed plugin code (that too the plugin has to be Async, On-Create for Order entity to reduce the number of transactions...

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Category: Business Process (0)

STATUS DETAILS
New

Sync Button - D365 App for outlook


D365 CRM App for Outlook, once enabled and configured, does not have two options. 1) Explicit 'Sync' option i.e. I would like to have a button, which would force Sync on demand with my CRM Organisation 2) If I have multiple Organisation (during testing, I can have multiple CRM instances), I need...

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Category: Email Management and Outlook Integration (251)

STATUS DETAILS
Needs Votes