aBILLity Dynamics 365 Solutions Comparison Matrix

aBILLity

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
    Related Articles:

    Compatibility

    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.

    Related Information:

    Share This Post
    Share on facebook
    Share on linkedin
    Share on twitter
    Share on email
    More To Explore

    Ready to Talk about your Project?
    Book a free Discovery Call

    A no obligation call to discuss your business needs and project requirements. During the call, our consultant will explain how we can help you to achieve your goals and answer any questions you may have.