Sales

Last replied Posted on by shogg 36

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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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 Jenone C 56

Repro steps:1. I created a Dynamics 365 Sales trial with Region as /US/.2. Turned on Copilot in PP admin center.3. Turned on Auditing.4. Opened Sales ...

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Last replied Posted on by Community member 5

I am working with D365 Sales and I have changed the exchange rate for the peso currency. But only the new opportunities are updated. Is there a possib...

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Last replied Posted on by CLP114 14

Supposedly we should be able to /Create Invoice/ from a Sales Order.  That is not an option.  We have a /Submit Order./  There is no ex...

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Last replied Posted on by MichelleM 205

I'm sure this used to be possible but I can't see it now?? Can a user change the order of items in a quote without having to remove them and add them again? Thanks!

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Last replied Posted on by Community member 9

Hello everyone,One of our customers is having a problem that seems strange to me: this customer did switch on the synchronization betwe...

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Last replied Posted on by John Mongol 81

Hi,What would be the best way to work with multiple legal entity sync with dual-write for accounts in CRM.We understand that if the same Account is ac...

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Last replied Posted on by Community member 4

Hello to all in community, I am looking to show or hide views/forms in Dynamic 365 Sales based on the role or teams the user is assigned. I searc...

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Last replied Posted on by Community Member User Group Leader

Hello,  We are running into an issue with our Sales Order Net Amounts being off by .01. We are currently utilizing Trade Agreement Journals for Line Discounts to offer standard extended prices to our customers, but it appears that when a cust...

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