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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by MF-29051904-0 34

In Dynamics 365 CE what are the most common reasons for a Forecast to not refresh after using the Recalculate button. I have used the button repeate...

2
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Supply chain | Supply Chain Management, Commerce

Last replied Posted on by SK-05031823-0 15

Hi,   Is it possible to set up a workflow or something else to send a sales offer and terms of agreement as attachments in a template email d...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics

Posted on by NGSD 122

Hello,    In D365 CIJ > Segments, I see a 'custom form' tab.    1. what does this feature do? 2. what do I need to enabl...

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Small and medium business | Business Central, NAV, RMS

Last replied Posted on by October Sky 673

According to Microsoft there is supposed to be a workflow for the Quality Management module in BC (v28) but I do not find the workflow template for ...

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Supply chain | Supply Chain Management, Commerce

Last replied Posted on by CU20051300-0 4

Scenario is When Production order is release to warehouse reservation is done for the product and work order is created thorugh production wave proce...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by CU25050228-0 0

Hi, I’m working on a segment‑based journey where contact records can be added at any time. Here’s the issue I’m running into: If the journey has be...

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Small and medium business | Business Central, NAV, RMS

Last replied Posted on by Greg Kujawa 803

The past several years we have had the same workflow for handling sales orders for special order items. The salesperson specifies a sales line with ...

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Small and medium business | Business Central, NAV, RMS

Last replied Posted on by SH-13061534-0 167

Previously on NAV and LS Retail we were able to limit users by location at the individual store for transfer, purchase orders etc. but moving toward...

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Small and medium business | Business Central, NAV, RMS

Last replied Posted on by olegvi 823

Hello BC Experts,   Please help me figure out if there is a way to enter customer payment during the sales invoice entry.   Thank you,...

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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Radwan Almsora 59

Hi everyone, ​I’ve been diving deep into our customer insights lately, and it’s clear we have a wealth of data in our CRM. However, I’m noticing a...

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