D365 Business Central Customer Approval Process Video Demonstration
Автор: Clients First Business Solutions
Загружено: 2025-11-30
Просмотров: 8
This video demonstrates the customer onboarding process using Dynamics 365 Business Central and Microsoft tools. It features three personas: Ellen, the administrator, and Alan, the agent, who initiates the process by receiving a notification. Alan utilizes a Power Virtual Agent in Microsoft Teams to guide him through creating a new customer, which requires manager approval via Outlook or Teams. Once approved, the customer is automatically created in Business Central, and a welcome email is sent to them. The video highlights how automation enhances productivity and reduces data entry time. Clients First Business Solutions partners with you to tailor Enterprise Resource Planning (ERP) tools to boost productivity, manage inventory, track sales, and support data-driven decisions.
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