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Microsoft introduced CRM. Those who followed the training have received other duties and can no longer provide the support we need. I just tried to
find my way. Then you will soon find some questions and spend a lot of hours that will help you get something done. We are entitled to a training for two persons per year. I went to search the website and it seems that these are not completely in line with
my work. My question is therefore which training I can best follow is this in Dutch? (English is a challenge, but not impossible)
What we mainly do is use Dynamics CRM (PSA suite) for hours of employee processing, converting converted hours to invoicing. The holiday balance is also calculated, for example, our employees can add compensation hours to their holiday balance. I can
not find this in the system. If a discount is given of 100% then the original VAT will remain. How do I fix that? What should my colleague take into account when introducing a new customer so that the rest of the billing process goes a lot more smoothly, such
as the fact that the billing address only reappears every time you make the invoice. It's actually simple things that take a lot of time. I am convinced that the system can do much more and that we should be able to work with it much more efficiently. But
then the search really starts: What training is suitable for this? Hopefully somebody can help me on my way. . Thanks in advance, Luciënne
