From Opportunity Lines to Work Order Products and Services with Flow
Dynamics 365 version 9.1, Field Service solution version 8.x, Unified Interface
A common customer scenario is one where a core Dynamics 365 Customer Engagement Opportunity form is in use for a sales process. “What do we do with our Opportunity form” is a question that arises in almost every Field Service and PSA implementation where D365 CE is already in…
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- Dynamics 365 Customer Engagement and PSA functional consultant, MCSE, PSA fan, blogger behind Day to Day Dynamics 365.