Customer Engagement & Dynamics CRM Forum

Operations & Finance Module Inquiry

  • 1.  Operations & Finance Module Inquiry

    Posted 12 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