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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘Sales Order and Invoice management’

Add “Pay Now” button and QR code to invoice and statement documents

Add “Pay Now” button and QR code to invoice and statement documents Get paid faster by adding “Pay Now” button and QR Code to invoices and statements, emailed as PDF attachments to clients to pay on line on Dynamics CRM Portal. Create a link between invoice / statement and CRM portal, to allow clients to […]

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Create Custom Invoice, Quote and Order in Dynamics CRM

If you are familiar with Microsoft Word, you can now customize Dynamics CRM reports such as Invoice, Quote and Order, in the same way you edit a document with Microsoft Word Dynamics Docs are MS Word based templates with merged fields from CRM entities. Templates are free of charge; you only pay for the license […]

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Streamline Sales Efforts with Microsoft Dynamics CRM Business Process Flows

Optimizing business processes is a fundamental strategy to generate more profit in any business. There are many ways to get more out of your top line, and one of the best is to slim down the time and cost of selling through analysis and improvement. To do this, you need consistent and accurate sales data across […]

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