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Microsoft Dynamics CRM forum Security Roles and Dynamics 365 Sales/Service licenses

Last replied Posted on by Community member

Hi, I am working on a Dynamics 365 on-premises to Online migration project (as-is). There are approximately 25 user security roles configured in ...

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Finance forum get modified records only from entity x++

Last replied Posted on by Menna Allah Ahmed 339

I need to create a new custom table like (X table ) and entity with data source of (X table ) then make this entity return only modified records on th...

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Finance forum Import Data in composite data entity without DMF

Last replied Posted on by xain 480

Hello,i am looking for is there any possibility we can import data using composite data entity without using DMF, i.e. if it can be done via code, wha...

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Commerce forum Do not want a particular item to be eligible to earn loyalty points in a transaction

Last replied Posted on by MA-01050836-0 15

Hello Dynamics Team, We have a situation where we do not want only a particular item to earn any loyalty points in a transaction while other item...

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Finance forum Prefilter range criteria in query used for report

Last replied Posted on by CU09050925-0

This is the query filter under /Records to include/ and used in a RDP class.How to set the criteria lookup to a small subset of items but not all item...

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Customer Service forum How to prevent Customer Service/Omnichannel Session Tabs reload behavior

Last replied Posted on by Edwin VC 14

Currently when working with Customer Service/Omnichannel Session Tabs the behavior is that the tab content will reload every time the tab is selected/has focus.This is documented as by design:"Why do tabs reload when an agent switches session...

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Finance forum Vendor Payment Journal - How to Validate if Bank Accounts Are Active/Available Before Submitting

Last replied Posted on by Casey.Lester 14

Is there a way to validate bank accounts associated with vendor profiles are active before submitting a VendPay journal? Has anyone done this con...

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Microsoft Dynamics GP forum "PM_Key_Mstr could not find record" keeps happening

Last replied Posted on by RJarrell 277

We have multiple customers who recently have received the PM_Key_Mstr error message when posting AP batches. It is odd that it has happened with multi...

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Microsoft Dynamics GP forum SmartList scheduled excel export

Last replied Posted on by Community member 3

Hello, I have seen a few threads similar to this, but am wanting to know if there is an updated answer.I have a SmartList that has been custom cr...

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