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How can we improve Microsoft Invoicing?

Integration with Outlook Customer Manager

Contacts management should be integrated with Outlook Customer Manager. And Invoicing events and tasks appear in OCM history.

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Serge Masse shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Tom commented  ·   ·  Flag as inappropriate

    Please integrate Microsoft Invoicing with Outlook Customer Manager (or create a Flow template). When an estimate or invoice is sent, ideally, a new deal will be recorded in Customer manager. This would be a great way to bring the apps together. Integration is key.

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