A reader asks: I’m sitting there trying to export pricelist items. I was thinking about getting the data as the other tables in excel and then use the import tool to import them in a cloud env. But I I’m not allowed to change the views either. Advanced find doesn’t show the Price List Items […]
I like to keep things simple and, sometimes, Dynamics’ in-built functionality make things complicated. Opportunities (and Leads) are a good example of this. There is no doubt Dynamics 365 is great choice for managing a sales pipeline but you need to find a balance between using all the functionality provided and keeping the system flexible […]
Welcome back to the Tipping Truckstop. This is where fellow tipping truckies get together to discuss topic du jour and add some collective wisdom to complex and often contentious but always fascinating world of Dynamics CRM. Grab a cup of coffee. Today’s topic is opportunity products in the situations when, uhm, not all your dreams […]
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