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Advance find for Invoices

  • 1.  Advance find for Invoices

    GOLD CONTRIBUTOR
    Posted 5 days ago
    Hi!  Does anyone have any suggestions on creating an invoice advance find?  Currently we start the the Invoice Product level but I do not feel this is the best method.

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    Shonna Harrison
    CRM Database Coordinator
    Bionix Development Corp
    Toledo OH
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Advance find for Invoices

    TOP CONTRIBUTOR
    Posted 5 days ago
    Hi Shonna,
        I don't fully understand what you are trying to accomplish. Can you tell us what is not working for you?

    If your goal is to see a list of products that fits some criteria, then you are starting in the right place (Invoice Product).

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    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Advance find for Invoices

    TOP CONTRIBUTOR
    Posted 4 days ago
    Hi Shonna - I think you should just start with Invoices and use "Active Invoices" as your starting point.

    You can use "Invoice Product" as a related filter if you need to filter the query by a certain product type or family.

    Does this answer your question?



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    Tim Dailey
    Sr Marketing CRM Administrator
    Starkey Hearing Technologies
    The CRM Dude (freelance consultant)
    New Hope MN
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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