Sales

Last replied Posted on by Himanshu Kamboj 348

Hi all, I have a requirement, where I need to update contact fields on create event before the creation(Pre-Operation). Like I have integrat...

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Last replied Posted on by Inkey Solutions 1,628

Hi Team, We have a custom field named /custom date/ in our email activity table and we want to replace the /modified on/ field with this /custom ...

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Last replied Posted on by Madhav Adhatrao 5

How to show in sales hub, which leads we have assigned to user and which leads user has created by own.

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Last replied Posted on by HYC1 15

We import a lot of leads into the system but many have similar names to existing accounts or uses abbreviation (ie, IBM vs IBM Inc. vs International B...

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Last replied Posted on by A Flores

When trying to save either a new account or contact, we got the error saying: "The system could not log you on. This could be because your user record or the business unit you belong to has been disabled in Microsoft Dynamics CRM. If you cont...

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Last replied Posted on by sartham 40

Hello Community In my sandbox "Sales Hub" instance, all of a sudden i am getting an error when creating a new Product "Product must have company filled"  (Business Process error) As per my business users they have been cr...

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Last replied Posted on by Community member

Hi, Is it possible to send a quote with optional products and let customers choose the products and respective quantities that they want to buy?&...

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Last replied Posted on by DonaW 20

As a system admin, I'm trying to figure out the best way to do this.  Currently, the only way I have figured how to do this is to reopen the oppo...

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Last replied Posted on by viet561995 65

I have a question about setting a default form in Dynamics 365 Sales. I want to customize the form order and set a form as the default one for an entity. However, because Dynamics 365 remembers the last form that you selected, so if you close the ...

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Last replied Posted on by shogg 39

Hello, The lead record supports the ability to associate a parent account or contact. This is a scenario that my organization runs into a fair am...

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