aBILLity Dynamics 365 Solutions Comparison Matrix


Article sections

    Summary: This article provides a matrix which compares the aBILLity Standard Solution with the aBILLity Standard Sales Order Processing Solution
    Article Type: Information / Troubleshooting / Support
    Related Product(s): This article relates to the following products:

    • aBILLity Dynamics 365 Solutions
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    The table below shows which record types in Dynamics 365 can be accessed and are synchronised with the aBILLity system depending on the aBILLity solution in use:

    Record Type (CRM) aBILLity Standard Solution aBILLity Sales Order Processing Solution
    Accounts ok_16px ok_16px
    Contacts ok_16px ok_16px
    Cases ok_16px ok_16px
    aBILLity Invoices ok_16px ok_16px
    Customer CLIs ok_16px ok_16px
    Sage Activities ok_16px ok_16px
    Account Revenue Analysis ok_16px ok_16px
    Sales Margin Analysis ok_16px ok_16px
    Service Charges ok_16px ok_16px
    Opportunities N/A ok_16px
    Quotes N/A ok_16px
    Sales Contracts N/A ok_16px
    Kit Inventory Items N/A ok_16px
    Purchase Orders N/A ok_16px
    Sales Stock Summary N/A ok_16px
    Maintenance Stock Summary N/A ok_16px

    These Dynamics 365 system entities are accessible and customisable but are not integrated with aBILLity unless the Sales Order Processing Solution is installed.

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