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Small and medium business | Business Central, NAV, RMS Workflow while posting sales prepayment invoices

Last replied Posted on by peter fun 535

Hi, I need to create a workflow for a user so that whenever they create a Sales Order and try to post a Prepayment Invoice, the system should preven...

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Small and medium business | Business Central, NAV, RMS Create a Contact linked to Customer from API

Last replied Posted on by CU21111315-0 2

Hello,   I try to create a Contact (with type Person) record which is related to Customer record. Tried several ways, but none seem to work ...

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Small and medium business | Business Central, NAV, RMS Date formula error in Finance reports in version 27.0

Last replied Posted on by Cristian Vega 14

Hi,   All the financial reports started giving formula errores when trying to preview them: I've compared the configuration with a sandbox...

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Small and medium business | Business Central, NAV, RMS How to Assign Only Sales + Limited Admin Permissions (Users/Roles/Profiles) in Business Central?

Last replied Posted on by Shraddha Jadav 71

Hello Experts, I’m trying to configure a permission set in Business Central for one specific user. The requirement is to give them access to Sales...

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Small and medium business | Business Central, NAV, RMS Adding unavailable fields to Data Exchange Definition Field Mapping for EFT Payment Export

Last replied Posted on by NX-14051948-0 26

Hello,   I am creating an EFT payment export data exchange definition so that payments are exported to a .txt from the payment journal. The s...

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Small and medium business | Business Central, NAV, RMS Error When Publishing Code in Sandbox With Expired Trial License

Last replied Posted on by RK-29050523-0 125

Hi Experts One of my client sandbox has an Essentials license listed under Company Information. In that same sandbox, there are 3–4 non-evaluation c...

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Small and medium business | Business Central, NAV, RMS Mix and match Device/Team members licences with Premium

Last replied Posted on by Curator 122

Hello Can you mix and match Teams member and/or Device licences with Premium licences in the same company (same environment)? I am aware that it c...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Model Drive App - Multisession - Default Dashboard Config

Last replied Posted on by TarrasQ 57

Where is the configuration for the default dashboards that load up in a MDA in multisession mode.   Some reason I get two 'Tier 1 Dashboards'...

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Customer experience | Sales, Customer Insights, CRM This action is not supported. Downloading attachment on Notes entity

Last replied Posted on by CU10111005-0 0

This action is not supported - popup is shown when trying to download attachment (pdf, msg, txt, ...any type) on Notes of any record (Account, Conta...

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Customer experience | Sales, Customer Insights, CRM New account created trigger not working

Last replied Posted on by CU10112244-0 0

Hi there I want to create a journey in Microsoft Dynamics 365. The trigger needs to be a new account created I have created a new trigger with the ...

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