In D365 Finance and Operations sales category hierarchies are used for products and services classification or hierarchical reporting and analysis purposes. Microsoft Dynamics 365 allows you to...
Category: Sales and Marketing
Trade Agreements Explained: Dynamics 365 Finance and Operations
Trade agreements are the primary means by which pricing and discounts are set up and applied in Dynamics 365 Finance and Operations. Trade agreements are commonly confused with sales and purchase...
How to Create a Contact: Dynamics 365 Finance and Operations
Dynamics 365 Finance and Operations has functionality to create individual contact records that can be associated to a vendor or a customer record. These contact records can be used to store specific...
Creating a customer is one of the most critical and foundational processes in Dynamics 365 Finance and Operations. Customers are related to many different aspects of the application and setting them...
In this post I will walk you through step by step how to process a return order in D365.
How To Process Sales Commissions: D365 Finance and Operations
In this article I’ll show you how to set up sales commissions and then run through an end to end example to show you how you can process and then track sales commissions in Dynamics 365.