Dynamics CRM – How to Properly Calculate VAT/Tax on Opportunities and Quotes

There are quite a few ways to calculate tax and VAT in Dynamics and it’s likely arguable which way is the best, however, personally I believe the proper way to do it is to calculate it at the individual line items level which then properly rolls up to the opportunity or quote record. This seems like the cleanest way to do it, doesn’t effect the … Continue reading Dynamics CRM – How to Properly Calculate VAT/Tax on Opportunities and Quotes

Dynamics 365 – Entity Type Code List

This article is a copy of my post on my old SPandCRM.com blog, I will be slowly moving across some of the more popular articles. Another quick reference article today, in this article I’ll provide a list of type codes which are internal ID references to entities and I’ll provide some and SQL query that will allow you to easily return your own ID values. … Continue reading Dynamics 365 – Entity Type Code List