DynamicsCon Live May 2024

How to Select the Best Billing Approach in D365 Finance


Clara Seijo Blanque

Clara Seijo Blanque

Rookie Speaker Premiering Content First Time DynamicsCon Presenter

Session Description

Once you start to define and configure your ERP Dynamics 365 Finance, related to customer billing, there are several different options you can use to get a similar result. You can use free text invoices as a simple billing option, sales orders if you manage inventory or even project invoices if you want to control the WIP and revenues… So, the doubt is, how to be sure we are selecting the best approach? Join me to review all the options and how to decide the best option.

Session Track: Finance & Operations
Session Type: Functional
Content Level: Intermediate
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