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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 Processing’

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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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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Not-for-Profit Membership and Donation Management Webinar

Are you part of a not-for-profit organization and would like to better manage your constituent information, donation pipeline, benefits, events and fundraisers? If so, you won’t want to miss our upcoming webinar; now’s the time to register! MIG will review Microsoft Dynamics CRM benefits and best practices for nonprofits and introduce two solutions that were specifically […]

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