Customer Engagement & Dynamics CRM Forum

Operations & Finance Module Inquiry

  • 1.  Operations & Finance Module Inquiry

    Posted 9 days ago
    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
    Whitefish Bay WI