Managing Your Professional Services Business with D365CE - DynamicsCon

Managing Your Professional Services Business with D365CE

Speaker

Brian Begley

Brian Begley

Rookie Speaker First Time DynamicsCon Presenter

Session Description

We will demonstrate how we customized Dynamics 365 CE to manage our professional services organization. Components of our demo will include statements of work, project management, time entry, monthly invoicing, and credit card processing. In addition, we will discuss receivables and collections management all within Dynamics 365.

Session Track: Customer Engagement
Session Type: Functional
Content Level: Beginner

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