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How to auto-copy the Customer Notes to the Sales Order Header when the Sales Order is created

  • Writer: Alicia King
    Alicia King
  • Nov 12
  • 1 min read

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 Dynamics D365 Finance and Supply Chain.


Until next time, keep your head in the cloud, and keep working wise!



 

To advance your consulting skills, let me share my Microsoft Dynamics D365 F&SC expertise with you by signing for my post notifications at www.aliciamvp.com or subscribe to my YouTube Channel @aliciakmvp MVP Contributor ID = ?wt.mc_id=MVP_346423

 

 

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Nov 13
Rated 5 out of 5 stars.

thanks

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