In this fourth and last article for creation of workspace we are going to explain how to share the workspace.
3 min read
This is the third article in the series of articles about how to create workspace and share the workspace.
2 min read
In our previous article, we created a new workspace for procurement supervisors. In this article we are going to explain how to add tiles to the workspace.
3 min read
When collaborating with customers, there is lots and lots of data, which can be complex and confusing. Sometimes it seems impossible to organize them. But there is a way of organizing them in D365 FO.
4 min read
Work with the customer debt and manage all the collections has never been an easy task: a customer agent usually controls multiple customers and every day execute several calls, emails, notes... related of each one of the invoices and contacted customers. For this reason in Microsoft Dynamics 365 Finance one of the most powerful workspaces is Customer credit and collections that includes all the information related to the customers that the agent control (customer pool) in one single place that the clerk can use for the daily work with the ability to do multiple tasks, as example: