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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by Judy_IW 4

In Dynamics 365 CRM, I've given the Sales Manager security role the Organization level access to Account, Lead, Opportunity, and Contact. However, t...

2
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Supply chain | Supply Chain Management, Commerce

Last replied Posted on by SF-28011530-0 0

Hello everyone,   I’m experiencing an issue when trying to generate a Packing Slip in Dynamics 365 Sales for sales order 000936, item D0001 –...

1
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Microsoft Dynamics 365 | Integration, Dataverse, and general topics

Posted on by DM-29011315-0 0

Hello,   I am the Accounting and IT leader for a 400M USD auto parts supplier in the midwest.  We need to move away from Great Plains ve...

0
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Small and medium business | Business Central, NAV, RMS

Posted on by SC666 243

Hi,   Just curious, I saw the logic on running planning worksheet MRP MPS is based on demand (my system sales orders, request shipment date a...

0
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Unanswered
Supply chain | Supply Chain Management, Commerce

Last replied Posted on by GB-25082059-0 9

I attempted to create a new agent for D365 Finance & Operations using Copilot Studio. While the agent was created successfully, my requirement i...

3
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Unanswered
Microsoft Dynamics 365 | Integration, Dataverse, and general topics

Last replied Posted on by JCS_1665 35

Hi   We are looking to move users' ability to track emails via the Dynamics 365 app for outlook users security role from one environment to a...

2
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Service | Customer Service, Contact Center, Field Service, Guides

Last replied Posted on by DK-25031317-0 76

h\Hello:   We are setting up resources in D365 so they can create timesheets. Does anyone have documentation on the setting up resources as p...

1
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Customer experience | Sales, Customer Insights, CRM

Last replied Posted on by LW-29011023-0 0

Hi, i'm in a pickle as we speak. We are trying to close quotes per power automate but i'm not able to set the status to "Won" it won't allow me. T...

1
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Finance | Project Operations, Human Resources, AX, GP, SL

Posted on by AC-29011741-0 0

Is it possible to export from the financial report designer?  I would like to bring this to Excel to easily review and share the accounts that ...

0
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Answered
Finance | Project Operations, Human Resources, AX, GP, SL

Last replied Posted on by AJ-13011347-0 27

Has anyone successfully implemented the standard Customer Prepayment Invoice feature in D365 Finance & Operations and managed to submi...

1
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