Category: D365 Sales
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Did you know that D365 Sales comes with out-of-the-box customer address management functionality? The Account and Contact tables come with OOTB Address columns: Address 1 Address 2 Address 1 Address 2 Address 3 You can add these fields to the form and label them with whatever is appropriate for your use case. In my example,…
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I just recently had a client decide “We’ll just use the D365 Sales in-app marketing capabilities for now.” For them, this means using Marketing Lists and Quick Campaigns for emails. Not because they don’t want to implement D365 Customer Insights-Journeys. They just want to get through their D365 Sales, Field Service and F&O implementations first.…
