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Customer experience | Sales, Customer Insights, CRM CRM Integration with Confluence...can that be done?

Last replied Posted on by CU31101219-0 12

Hello,   Has anyone had any experience with wiki's within CRM.  Currently we use Confluence that has a ton a data in it.  Is there ...

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Small and medium business | Business Central, NAV, RMS Emailing Customers

Posted on by ahanson 182

Is there a setting on a customer card or within emailing that when you have multiple invoices to send to a customer it will create ONE EMAIL with MU...

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Small and medium business | Business Central, NAV, RMS Sales Tax Report / US Process

Posted on by ahanson 182

Hello all, I'm struggling as many others have as well. All tax areas/jurisdictions/details are filled in. There are multiple VAT entries posted fro...

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Customer experience | Sales, Customer Insights, CRM Opportunity sales process disappear once in a while - why?

Last replied Posted on by Cat_Car 73

Hello, for an unknow reason, sometimes the opportunity sales process bar disappears and I would like to understand why. I know how to set it back s...

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Customer experience | Sales, Customer Insights, CRM Buildings and Venues

Last replied Posted on by Guy Boswell 35

Why does Dynamics have both table, "Building", name, "msevtmgt_building", and table, "Venue", name, "msevtmgt_venue"? The marketing module, in the w...

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Finance | Project Operations, Human Resources, AX, GP, SL Enabling Electronic Document - Collection Letter

Last replied Posted on by NC-18121538-0 20

When setting up Collection Letters, we have not been able to find any configuration where you can set the collection letters to use one that you hav...

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Customer experience | Sales, Customer Insights, CRM Workflow Process Update A Record Option List Field Not Saving

Last replied Posted on by BK-17051419-0 39

Hello, I'm trying to create a realtime workflow to set a custom option set field's value. Upon Saving and closing the update process. It returns to...

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Finance | Project Operations, Human Resources, AX, GP, SL Tax - Auto Sales Tax Search and Call Center Defaults Removed 10.0.42

Posted on by AJG 5

We recently updated from 10.0.40 to 10.0.42 and I have noticed that the General Ledger Parameter 'Auto Sales Tax Search',  Tax Group Default Ru...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Force Sales Order to Credit Management Hold

Posted on by Israel Gonzalez 708

Hi Guys,   I need to force through code the sales order credit management hold after inserting (I'm doing through CoC but that's not the...

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Supply chain | Supply Chain Management, Commerce Product attributes are not showing on the item master

Last replied Posted on by KW-CS 17

I setup the product attribute types, attributes, attribute groups and assign the attribute types to the category hierarchy but when I assign the prod...

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