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MatterX User Guides

Integrate with Microsoft Dynamics 365 Sales

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MatterX User Guides

Welcome to MatterX
Getting Started
Getting Started
- Connect with a Partner
- Quick Start (Walkthrough)
- Setup and Configuration
  Setup and Configuration
Business Functionality
Business Functionality
- Business Functionality Overview
- General
  General
  - User Interface
  - Search
- Finance
  Finance
  - Overview
  - General Ledger
  - Sales
  - Purchase
  - Payments
  - Trust Accounting
  - Dimensions
  - Reconciliation
  - Reports
- Matters
  Matters
  - Overview
  - Matter Card
  - Responsibilities
  - Relations
  - Members
  - Task Management
  - Attributes
  - Rates
  - WIP Lifecycle
  - Trust Accounts
  - Timeline
  - Safe Custody
  - Archives
  - Dimensions
  - Reports
- Resources
  Resources
Administration
Administration
- Integration - Microsoft 365
  Integration - Microsoft 365
- Integration - Microsoft PowerBI
- Integration - Microsoft Dynamics 365 Sales
  Integration - Microsoft Dynamics 365 Sales
  - Integrate with Microsoft Dynamics 365 Sales
- Integration - Microsoft DataVerse
  Integration - Microsoft DataVerse
  - Integrate with Microsoft DataVerse
Add-ins
Add-ins
Sample Pages
Sample Pages
- About
- StackEdit Document

Dynamics 365 Sales Integration

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