With the introduction of the Multi-Instance Switching feature, Partner Channel Users will be able to switch between instances with a single login. Users who are added to a multi-instance account will have modified User records to reflect the updated login ...
Dec 29, 2022
08:43
Multi-Instance Switching enables Users who oversee multiple R365 instances the ability to switch between them using the same User ID. The Multi-Instance Switching menu provides this easy transition by listing all favorited instances as well as the five mos...
Nov 10, 2021
14:50
Channel Partner Users have the ability to create nicknames for the instances that they oversee. These nicknames can be viewed from the Multi-Instance Switching menu and the Multi-Instance Switching page, which is where these nicknames can also be managed. ...
Jan 11, 2023
12:47
The R365 Financial Report Writer enables Users to share their created Report Templates and Report Packages across the multiple instances that they oversee. When Templates are shared, the Column Layout undergoes a Validation Process to ensure that all insta...
Dec 29, 2022
10:17
Client records and Client options are only available to Partner Channel Users who are managing multiple Client instances. The Client record stores information about each Client, including their name, address, contact information, and more. Once a record is...
Jan 11, 2023
12:49