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Customer experience | Sales, Customer Insights, CRM How to migrate records from Pipedrive to D365 Sales?

Last replied Posted on by RH 327

There's a offshore team that has been using Pipedrive. We're trying to import their data (some at different stages in the BPF, some that are Lead, Op...

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Small and medium business | Business Central, NAV, RMS How to select multiple fields from a look up?

Last replied Posted on by RahulShah 107

We would like to build custom drop down look up where selecting one of the fields also default the value of another field. For example, refer to th...

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Customer experience | Sales, Customer Insights, CRM Enable Sales Insights Settings (Area) for a custom role

Last replied Posted on by CU28081704-2 0

Hi    As of now the "Sales Insights Settings" area in Sales Hub application is shown only for System Administrator role. How can we enab...

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Small and medium business | Business Central, NAV, RMS Implementing Custom Workflow with Approval Actions in Business Central

Last replied Posted on by Ahsan baig 123 137

Requirement:   I need to implement a custom workflow for a custom page in Business Central.   Specifically, I want to:   Add ...

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Small and medium business | Business Central, NAV, RMS Purchase Variance Entry Not Posting

Last replied Posted on by Dharmesh 140

Dear Team, We have noticed that the Purchase Variance entry is not getting posted in our system, and request your guidance on the same. Test Case:...

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Supply chain | Supply Chain Management, Commerce Cannot choose item number for production order

Last replied Posted on by CU02071246-2 55

Good morning, I am a beginner in SCM (currently focused more on finance, but also expanding my knowledge in SCM). Some time ago, in a shared test ...

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Supply chain | Supply Chain Management, Commerce Co products and By products: Tracking by-product with a specific cost and reduce the FG's cost

Posted on by SantoshK 30

Hello All,   I am reviewing the by-products functionality to meet a client’s requirement, and I am surprised how its functioning. When I am d...

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Small and medium business | Business Central, NAV, RMS Yodlee Extension connect with bank

Last replied Posted on by MS-29091302-0 12

So currently, I was trying to connect my HSBC account to my business central, and I was planning on using the Yodlee extension. While in the process...

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Small and medium business | Business Central, NAV, RMS An error occurred while trying to display the report : ERROR in business central

Last replied Posted on by Aakib khan 108

I am getting this error while generating almost all reports in business central , After clicking the preview/download button and while report is ren...

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Small and medium business | Business Central, NAV, RMS How to Find Unposted Journal Entries

Last replied Posted on by JE-20081519-0 2,807

Hi:   How do you find a batch of unposted journal entries?   I have looked in a batch that should contain unposted entries.  But,...

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