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Creating Dynamics 365 Sales Assignment Rules

Don’t use the Dynamics 365 Sales Accelerator functionality WITHOUT setting up your assignment rules for Leads and Opportunities. Right? A bit silly not to take full advantage of the functionality. First make sure you’ve gone through all of the wor...

Megan V. Walker 1,810 Most Valuable Professional
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How to get all Dimension Names and Values from Default Dimensions - D365FO X++

Sometimes we need to retrieve all the dimensions from the dimension reference field which we have in our tables.Here is a generic logic which gets all the dimensions for the particular order or may be any table. Lets say Sales Order or Customers o...

Bharani Preetham Pe... 3,634 Moderator
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7 Must-Have AppSource Extensions for Business Central Admins (Free & Paid)

With more than 3,700 apps now live on Microsoft AppSource, choosing the right add-ons for Dynamics 365 Business Central can feel overwhelming. Below are seven battle-tested extensions every admin should evaluate in 2025, grouped by the day-to-day ...

Dr Gomathi MVP, MCT... 272
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Why BC Doesn't Ask for Item Tracking Information During Reclassification

Why Business Central Doesn't Ask for Item Tracking Information During ReclassificationWhen reclassifying items in Microsoft Dynamics 365 Business Central, users may find that the system does not prompt for lot tracking or serial number information...

Jun Wang 8,045 Super User 2025 Season 1
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DYNAMICS 365 CRM ADDING ENTITY METADATA AFTER ADDING THE TABLE TO A SOLUTION

IN MICROSOFT DYNAMICS 365 CRM, SOLUTIONS FUNCTION AS THE FUNDAMENTAL UNITS FOR PACKAGING, DEPLOYING, AND MANAGING SYSTEM CUSTOMIZATIONS ACROSS ENVIRONMENTS. BY DEFAULT, WHEN A TABLE IS ADDED TO A SOLUTION, ONLY A SUBSET OF ITS COMPONENTS IS INCLU...

Charles Abi Khirs 3,569
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How HubSpot Dynamics 365 Integration Solves the Sales-Marketing Disconnect

If your marketing team uses HubSpot while your sales team relies on Microsoft Dynamics 365 Sales, you’re not alone. Many growing organizations use both platforms to manage different parts of their customer journey. But without a seamless integrati...

Brian Begley 874
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Custom Engine Agents: Microsoft Business Applications + Microsoft 365 Teams (Alway...

The language of developers is growing as AI becomes more and more a part of the option sets. In the world of Microsoft Business Applications, we already have over 140+ Copilots to embrace, but the lines are quickly blurring between...

Anne Stanton, MCSE,... 65
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Release wave 2, 2025 Customer Insights – Journey

It’s time for another release wave, lets look at what Microsoft are working on for the next six months. This post goes through Customer Insights – Journeys, I also have another post about Customer Insights – Data. Like all my other release wave po...

Malinm85 1,918