What’s the one factor common to all businesses and holds the most value? Yes. Money. Majority of businesses are focused on sales and revolve around using their Dynamics 365 CRM to bank in more sales. They want to use it to its full utility to capture their leads, convert them, and continue to service them. […]
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Recurring Invoices / Subscription Invoicing System
If you offer clients periodical services or subscription-based products, you need to invoice them, usually once a month or within agreed billing cycle. Dynamics Workflows version 5 provides a flexible system to create recurring invoices based on Invoice Templates, Invoice Line Items Templates and workflows to automatically generate invoices every billing cycle and for the […]
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