Released Version: 25.0
This article is useful for any environment operating on the above version or later.
Requirements
Requirement | Description |
|---|---|
EliteParks or EliteMarinas | This feature requires you to have an environment with a licensed version of EliteParks/EliteMarinas on your tenant. |
Dynamics 365 Business Central Essential Licence | A Dynamics 365 User licence is required to be able to use this feature, as well as the necessary permissions for the system. |
Feature Description
The Improved Interaction Documents feature provides access to interaction records from more convenient locations, such as owner cards. This enhancement simplifies navigation, ensuring you can quickly retrieve and review records for better efficiency.
.png?sv=2022-11-02&spr=https&st=2025-06-16T06%3A00%3A31Z&se=2025-06-16T06%3A11%3A31Z&sr=c&sp=r&sig=AZRJCUYKz%2FM3DiEgX9SHU8mOzxwZxH4jDLBtsI9Fly8%3D "image(125).png")
Business Uses
Access interaction records directly from owner cards, deal cards, booking cards and lead cards saving you time by streamlining your document retrieval and improving customer service.