FAQ

Hours entered on Friday for the entire week are guesswork. The consequences affect invoicing, project finances, and the next estimate.

As long as you have a purpose for keeping them. The Norwegian Bookkeeping Act requires accounting documentation to be retained for five years, but this does not apply to everything.

Two ways to query Dataverse. OData is the simplest and covers most needs; FetchXML handles what OData cannot.

The business relationship is the company; the contact is the person. If the two are conflated, both reporting and GDPR compliance become difficult.

Four levels, from ready-made integrations to custom code. Choose the simplest option that meets your needs—not the most flexible one.

Because status changes in the mobile app are used to calculate working hours, travel time, and the basis for invoicing. Entering them afterwards involves guesswork.

The engine that automatically distributes inquiries across channels. It eliminates the need for someone to assign them manually.

A collection of what you sell, including units and prices. It makes quoting faster and sales data comparable.

A field that uniquely identifies an entry in addition to the system's own ID. Essential for imports and integrations.

An agent can handle high volumes, but it can also undermine trust. Here’s what needs to be in place before you let it loose on customers.

Synchronization between Exchange and Dynamics 365 takes place on the server, regardless of whether the user's computer is turned on.

Separate license types for customers and partners, with deliberate restrictions on what they can see.

An agreement that automatically generates work orders according to a schedule, with agreed content and pricing.

The stages a customer goes through from initial contact to renewal or churn. Looking at the entire journey reveals where you lose people.

A predefined sequence of steps that the seller must go through. It standardizes follow-up and makes drop-off measurable.

Because roles are combined, not subtracted. If the user has multiple roles, the most permissive one applies.

Yes, using built-in document templates. For more advanced formatting, dedicated document tools are available.

Open rate is the simplest metric and the least useful. Four other metrics reveal more about whether the marketing is actually making a difference.

It depends on what each person will be doing, not on how many of you there are. Licenses are assigned per user and per app.

When the recipient is not always available, or when multiple systems need to receive the same event. This provides a buffer between the sender and the recipient.