Author Archives: Endeavour Solutions

Highlights of Microsoft Dynamics CRM 2013

An introduction Microsoft Dynamics CRM 2013 brought to you by Endeavour Solutions.

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Did You Know You Can Create a More User Friendly Sales Inquiry Screen?

Did you know that you can create a more user friendly sales inquiry screen which will more easily show the relationship between the Invoices and Payments and overall customer status?

Highlights:

·At a single glance a user can easily see the relationship between invoices and payments/credits

·The user can easily see what invoices a payment has been applied to

·Much of the necessary customer information is located all on 1 screen (address, credit info, aging).  This would require opening multiple different windows in GP to get the same information.

·Information can be exported to Excel

Microsoft Dynamics GP

Microsoft Dynamics GP Sales Inquiry

 

 

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