This section includes Microsoft Dynamics 365 CE integration documentation for Cloud Connect.
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User Roles -
Control Button Visibility and Behavior by Role, Status, and Rules -
Understand Read-Only Mode and Status Behavior -
Entity States and Statuses -
Making Custom Buttons -
Copy Configuration Endpoint -
Copy Functionality for Sales Order and Supported Entities -
Configure Work Order -
Enabling Plug-In Trace Logs -
Create a Sales Order from a Sales Quote CE -
Recalculate Functionality for Quotes and other Supported Entities -
Logging CE -
Import and Export Experlogix Settings -
Custom Revise Process -
Accessing the Plug-In Trace Log Viewer in Microsoft Dynamics 365 CE -
Example Process Designer Setup -
Experlogix General Settings -
Auto-Select