How-to

How to preview a quote in PDF
Once you have accessed the CRM system, you can preview a quote in PDF. To this end, follow the steps listed below. 1. On the Sales menu, click the down-...
Thu, 11 Jul, 2019 at 3:06 PM
How to deploy a configuration to the secondary environment
Introduction This document describes the steps required to perform an export and import from and to a secondary environment. Applicable to verion ...
Mon, 23 Sep, 2019 at 10:16 AM
How to connect to Dynamics 365CE from Dynamics 365FO
To create a connection between Dynamics 365CE and Dynamics 365FO, setting up integration between Dynamics 365CE and Dynamics 365FO is required. In the curre...
Tue, 17 Sep, 2019 at 1:21 PM