Useful things I've learned along the way
Sales orders in D365 can follow several different flows. In this article, learn how to create a call center order in D365. Unlike business-to-business scenarios, call center orders are ideal for orders with retail customers. These orders include default logic from channel setup, a specific step for completing an order, and advanced pricing and payment... Continue Reading →
Communication with customers is very important. After something progresses with their order, it is helpful to send the customer an email. In this article, learn how to set up a D365 email template. Email templates allow businesses to format the emails to match their brand. Additionally, context-specific information, such as the order ID, delivery address,... Continue Reading →
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