Dynamics 365 – How cool is that! Customer and Vendor Payment Workspaces

Dynamics 365 for Finance and Operations has done it again! Take a look at the functionality of the Workspaces! Basically, they have taken some of the key functionality from specific modules and created these awesome workspaces, which allow a worker to efficiently perform various job functions without having to leave the comfort of the workspace. To even take it a step further, workspaces like the Customer Payments and Vendor Payments enable these functions ACROSS Companies! How cool is that!? This is a huge time and effort saver for anyone in a centralized role, which is so common these days.

To make use of these Workspaces across multiple companies, there are some things that need to be setup first. However, even without the cross-company setup, the fact that the workspaces combine multiple transactions conveniently and contain a SUMMARY of the data situation, makes them well worth using even for one company.

Check out the full post with a demonstration of the two workspaces here!