NEW FEATURES – LISA Reach Sales (Microsoft Dynamics 365 Sales)
File Name: LISAReachSales_June2023_Wave1.zip
Enterprise Subscription Automation CRM Solution: SubscriptionManagementCDM_1_2022_7_84_managed (New Version)
Dual Write Maps: BluefortSubscriptionManagementdualwriteextensions_1_0_0_38_managed.zip (No changes)
Cancelled Status for Subscription Quotation – It is now possible to indicate a cancelled quote status from LISA Reach Sales with a new CDS cancelled field on the quotation to indicate this. This is useful for more granular reporting separating cancelled quotes from lost quotes.
Bug fixes and other functional and performance improvements.
NEW FEATURES – LISA Reach Operations (Microsoft Dynamics 365 Project Operations)
Bug fixes and other functional and performance improvements.
Dual Write mappings changes
Project subscription actions v 3.0.0.7 (LISA Reach Operations)
Project subscription lines v 3.0.0.7 (LISA Reach Operations)
Project operations integration actuals v 1.0.0.2 (LISA Reach Operations)
CDS sales quotation header v1.0.0.6 (LISA Reach Sales)