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