Sales

Last replied Posted on by Graham Phelps 85

Hi All,   I have scenario where I have had to calculate the actual qty of an order line depending on the description of the product.  ...

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Last replied Posted on by KV-16091812-0 0

We ask our sellers to tie their activities such as appointments and phone calls and their leads and opportunities back to a campaign or campaign act...

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Last replied Posted on by CU17091244-0 0

When I record a meeting with a contact, I am using the follow-up activities as a reminder for a follow-up meeting.  I would like to see all the...

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Last replied Posted on by BS-18090839-0 2

Hello,   When we create an opportunity via the quick create function from a contact form - the account and contact name are automatically fil...

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Last replied Posted on by Kathryn10095 22

Hello - how do i make this related entity unclickable from the event product form?  I tried to make it read only and this did not work. I poste...

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Last replied Posted on by CS-22081804-0 0

Hi!   Goal: - Conduct mass edits across multiple sales orders, without having to do it manually or one by one.   Example: - I have t...

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Last replied Posted on by SR-02080227-0 57

Hi everyone, I am currently facing an issue with field changes in Dynamics 365 CRM. One of our users has reported that the "Interest In" and "Speci...

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Last replied Posted on by AA-08081252-0 4

Hello,    The system is automatically naming the quotes generated by the team to the name of the Opportunity. We would like the quote na...

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Last replied Posted on by CEklx 274

For e.g removal of flows, update of deprecated functions, testing of new functional released in release wave etcetc

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Last replied Posted on by Silvia Innamorati 117

Hi everyone,   I'd like to see if anyone can export data from Dataverse to other software (using the API). Can someone help me?   Tha...

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