Dynamics 365 Sales Product Catalog Setup Deep Dive

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  • Опубліковано 8 лис 2024

КОМЕНТАРІ • 6

  • @pramodvadrevu697
    @pramodvadrevu697 10 місяців тому

    Thanks for the video. How do we show these product properties in Quote PDFs or Word Templates? It looks like these properties are not easily accessible elsewhere.

    • @BizzInnovate
      @BizzInnovate  10 місяців тому +1

      Hi
      Have you tried customization on make.powerapps.com ?

    • @pramodvadrevu697
      @pramodvadrevu697 10 місяців тому +2

      @@BizzInnovate Yes, that's the way to go. It's a bit complicated. Took a good two days to do the automation using Flows. In a nutshell, we updated the Quote Products table with all the properties from the Properties table and created Word Template using the data from Quote Products. It is just ridiculous that Dynamics 365 out of the box is not exposing the product properties.

    • @BizzInnovate
      @BizzInnovate  10 місяців тому +1

      Happy that you shared your learning with me , in case you wish to discuss 1-on-1 you can reach me on Neeraj@bizzinnovate.com

  • @abhilashthombare
    @abhilashthombare 5 місяців тому +1

    where can i practice this dynamics 365 for free

    • @BizzInnovate
      @BizzInnovate  5 місяців тому

      ua-cam.com/video/WpiEIPgCvDA/v-deo.html