Party List fields for Portals
Make party list fields available in Dynamics 365 Portals, to show for example the to field from the entity email.
Generate numbers for Customer (Account) from Finance number range
Short: When creating a Customer (Account) in Dynamics 365 PO (CE / Dataverse) it should be possible to use a number from the number range from Finance. Long Explanation: I need the possibility to create records in Project Operations (CRM) and while they get created, Dual Write will call Financ...
Contact as Customer for sales and project process in Dynamics 365 Project Operations
The problem we are trying to solve for our customer regards the creation process of quotes within the sales process. Here, we would like to be able to add contacts as well as accounts as a potential customer. Unfortunately, the field only accepts accounts as valid entries. If you would like to so...