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How to restrict which items and dimensions a customer can buy using the Approved Customer List
Thought of the Day: "When you give up the unwinnable struggle to do everything, that’s when you can start pouring your finite time and attention into a handful of things that truly count.  When you no longer demand perfection from your creative work, your relationships, or anything else, that’s when you’re free to plunge energetically into them.  And when you stop making your sanity or self-worth dependent on first reaching a state of control that humans don’t get to experi
Nov 131 min read
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How to auto-copy the Customer Notes to the Sales Order Header when the Sales Order is created
Thought of the Day: "My dad encouraged us to fail. Growing up, he would ask us what we failed at that week. If we didn’t have something, he would be disappointed. It changed my mindset at an early age that failure is not the outcome, failure is not trying. Don’t be afraid to fail." Sara Blakely, Founder of SPANX Tip of the Day:  Watch the video for guidance on how to automatically transfer Customer Notes to the Sales Order Header when a Sales Order is created in Microsoft Dyn
Nov 121 min read
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How to create a customer payment journal
Thought of the Day: "It's Bigger Than You. Most of the time whatever you're called to do isn't really about you. It's about those who you will serve. Remember, a message can't get shared unless there." #Jon Gordon Tip of the Day: Â Watch the video for an easy, step-by-step walkthrough on creating a customer payment journal in Microsoft Dynamics D365 Finance and Supply Chain. Until next time, keep your head in the cloud, and keep working wise! Â To advance your consulting skill
Nov 121 min read
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