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The World Business Council for Sustainable Development had a slow invoicing process in Dynamics NAV, and changing anything in that ERP was expensive. So they did not change it. Six pages on moving the process into Salesforce, letting the integration post the results back, and what has held since 2015 — with the invoicing flow written out as a pattern you can apply to your own system of record. One short form, yours on the next page.

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