These powerful options allow a user to customize their.
Then, if they make another purchase, the selection converts to returning customers or frequent buyers. Dynamics 365 for Finance and Operations has numerous options for personalizing a users experience.
For example, a contact record can be classified as a potential customer until one day they make a purchase and the toggle flips to a customer. The classification is generally either permanent or not rapidly changed. For example, school student records can have a field to classify the students based on gender. Option setsīefore I cover what drop lists in F&O are, I want to explain what a drop menu is and when we use it.ĭrop-down menus are generally used to categorize and distinguish the system records from each other. My primary source of information is Microsoft Documentation. Below are seven of the most useful new features in Dynamics 365 Finance and Operations: 1. Read about my journey with Dynamics 365 F&O. This explanation post might be simple for most readers, but it is meant for F&O beginners like me.
Drop lists in F&O are either defined by the system or the user. However, it is different from what I was used to in the CRM world.
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