Customer Engagement & Dynamics CRM Forum

Operations & Finance Module Inquiry

  • 1.  Operations & Finance Module Inquiry

    SILVER CONTRIBUTOR
    Posted Mar 11, 2019 10:36 AM
    Hello All,

    My organization is looking to begin utilizing the Finance module within Dynamics 365. We have some ideas regarding how we want to build a few things, but was looking for some information/advice that might be helpful in building a new Finance module. Looking for best practices and common pitfalls, potentially even a workflow process suggestion for some of the things that this module can handle or not.Any additional information is greatly appreciated.

    Thank you,

    ------------------------------
    Nicholas Arbour
    TEKLYNX
    Whitefish Bay WI
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