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Service | Customer Service, Contact Center, Field Service, Guides Book multiple resource for multiple days

Last replied Posted on by SA-10091236-0 0

Hi All,    I have a requirement where we have to book a workorder against 2 or more resources for multiple consecutive days. I tried re...

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Service | Customer Service, Contact Center, Field Service, Guides Case - Email editor doesn't retain the Font & Size

Last replied Posted on by DC Dynamics 365 151

Hi there,    I have set the font & size and saved it, but it defaults to Segoe UI after a while. How do we set it, so it is retained...

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Service | Customer Service, Contact Center, Field Service, Guides Multiple Booking Timestamps when you using the mobile app

Last replied Posted on by NL-18091450-0 1

We’re running into an issue with the mobile app when closing work orders. Technicians aren’t always seeing the booking status on the mobile app, whi...

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Customer experience | Sales, Customer Insights, CRM How to duplicat a visit report

Last replied Posted on by RD-17091429-0 2

Hello to you all,   I just moved from Sales Force to Dynamics 365 Sales.  What I am missing is the possibility, to duplicate a Visit Re...

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Supply chain | Supply Chain Management, Commerce Vendor collaboration portal – Can vendors upload attachments?

Last replied Posted on by Sergio_Vasquez 87

Hello,   We are starting to use the Vendor collaboration functionality in Dynamics 365 Finance and Operations. What we need is to allow extern...

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Customer experience | Sales, Customer Insights, CRM Relationship between Contacts and Address tables

Last replied Posted on by JM-02091515-0 0

I'm building a CRM in Dynamics and have access to the Sales module.   We intend to store Customer and Address data in the Contacts and Addres...

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Customer experience | Sales, Customer Insights, CRM Adding Related Tables via Subgrid to Model Driven App, but only showing relevant data

Last replied Posted on by JM-02091515-0 0

I am using an API to send Customer and Address data to Dynamics.   I am storing customer data in the Contacts table, and Address Data in a sep...

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Customer experience | Sales, Customer Insights, CRM Edit button shows on a Grid but does not show on another consumer

Last replied Posted on by rodzmaz81 82

Hi All   I have a solution in d365 to create a service record that answer Questions .   I have two consumers on a similar Role however...

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Finance | Project Operations, Human Resources, AX, GP, SL GP 18.7 - Vendor approval workflow submission issue

Posted on by Jothi Krishnan N 1,877

Hi   After we upgraded GP to 18.7 most of the time when we submit a change in the Vendor Card for approval in the workflow, it keeps spinning...

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Finance | Project Operations, Human Resources, AX, GP, SL Allocation Rule is posted in transaction currency

Last replied Posted on by Dixita 189

Hi there!   I have both accounting and reporting currencies set to CAD, while transactions occur in both USD and CAD. When I post an allocatio...

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