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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Find related data of contacts

Last replied Posted on by DK-31071006-0 0

I want to delete old contacts from the CRM. I have created a segment to exclude all the contacts that we use, and I’m left with 50,000 contacts th...

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Customer experience | Sales, Customer Insights, CRM Custom Dialog "Close as Lost"

Last replied Posted on by DKaushik 45

Hi All,   I need to create a custom dialog to capture certain information while marking Opportunity Lines as "Close as lost". What is the best...

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Customer experience | Sales, Customer Insights, CRM Auto-populating Company fields on the Lead form

Last replied Posted on by CU23102133-0 2

Hello,   I am having trouble auto-filling Account information on the Lead form. When creating a new Lead on the Lead form, how can I ensure t...

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Small and medium business | Business Central, NAV, RMS Comments Action - Identify if Comments exist in table record

Posted on by ME-31032107-0 559

In various pages (Customers, Vendors, Sales/Purchase Orders), comments are being maintained in the various Comments Actions.  But you cannot te...

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Finance | Project Operations, Human Resources, AX, GP, SL Dual Inventory Valuation in D365FO – LIFO for Statutory, Weighted Average for Managerial Reporting

Last replied Posted on by CU22101528-0 29

Hi everyone,   I'm working with a client who uses LIFO as the inventory valuation method for their statutory (civil) accounting, and they want...

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Finance | Project Operations, Human Resources, AX, GP, SL “Select record type to create” dialog appears when adding a new record

Last replied Posted on by JeanB 182

Hello Everyone, I have a custom table MET_ToolingRoomProdTable in Dynamics 365 Finance & Operations used to record spare part work orders. In ...

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Finance | Project Operations, Human Resources, AX, GP, SL Creating Previous Fiscal Year

Last replied Posted on by Abel_INDEP 0

Hi, I hope you're doing well! I'm working on an F&O implementation and I've run into a dilemma. How can I add a previous fiscal year? The sy...

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Small and medium business | Business Central, NAV, RMS Time sheet posting to Projects

Last replied Posted on by Greg Kowieski 106

Hello,  I've been trying to figure out how to utilize the project series in BCentral.  But for the life of me, it seems as though it just ...

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Supply chain | Supply Chain Management, Commerce Best way to migrate open Purchase Orders?

Posted on by William Benning 44

Hi everyone,    I would love some advice on the best ways to migrate open Purchase Orders. Any thoughts are appreciated!!

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Finance | Project Operations, Human Resources, AX, GP, SL Security setup to restrict certain form fields

Last replied Posted on by .. 1,915

Hi, If i created  a form with two privileges (maintain and view) this form has more than one datasource with lots of fields (30) They want t...

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