Forum boards

Topic
Replies
Suggested answer
Customer experience | Sales, Customer Insights, CRM Is there a method for quickly creating new leads from an existing lead record?

Last replied Posted on by CS-08101552-0 2

Often when I am qualifying lead I will be given information about another person in the target company that I should be talking to. I want to create...

ReplyReply
ShareShare
ReportReport
3
Replies
Answered
Finance | Project Operations, Human Resources, AX, GP, SL How to block CSR from Entering orders when an account is over the Credit Limit

Last replied Posted on by MH-12092052-0 260

Greeting all, If a customer is over their credit limit, and I want to ensure that CSR will be blocked from entering an order, where do I need to go...

ReplyReply
ShareShare
ReportReport
7
Replies
Unanswered
Microsoft Dynamics 365 | Integration, Dataverse, and general topics Connection BC - Field Service

Posted on by LŽ-09101941-0 0

Hello everyone. I am trying to connect the Business Central with Field Service in Dataverse. I have already established the connection between BC a...

ReplyReply
ShareShare
ReportReport
0
Replies
Suggested answer
Small and medium business | Business Central, NAV, RMS Error Missing column “DEPARTMENT” Manufacturing Power BI app Business Central Cloud version 27

Last replied Posted on by El Mehdi Taher 50

Hello everyone, I’m trying to connect the Manufacturing Power BI app for Business Central version 27.0 to my Business Central Cloud (v27) environme...

ReplyReply
ShareShare
ReportReport
2
Replies
Suggested answer
Small and medium business | Business Central, NAV, RMS EFT File Generation - Error

Last replied Posted on by GK-08101819-0 12

Hi everyone, Getting this error message when I try to generate an EFT file : Transit Routing No. must have a value in ACH RB Detail: Data Exch...

ReplyReply
ShareShare
ReportReport
4
Replies
Unanswered
Customer experience | Sales, Customer Insights, CRM How to have one direction Appointments, Contact, and Tasks in the CRM?

Posted on by RH 339

So I have been hesitant to turn on the ACT because I don't want it to sync everything. How can I set it to sync only Appointments, for example, and ...

ReplyReply
ShareShare
ReportReport
0
Replies
Suggested answer
Small and medium business | Business Central, NAV, RMS Transfer route does not exist on planning worksheet although we dont use transfer routes

Last replied Posted on by MS-03120953-0 78

Hi   When running a planning worksheet we get this error for an item. We dont use transfer routes     When Show IS selected on...

ReplyReply
ShareShare
ReportReport
2
Replies
Suggested answer
Finance | Project Operations, Human Resources, AX, GP, SL Server keyword in D365F&O

Last replied Posted on by CU05031448-0 567

Dear team,   I have explored the architecture and found that there is concept of Server-side execution and Client-side execution in D365F&am...

ReplyReply
ShareShare
ReportReport
10
Replies
Suggested answer
Small and medium business | Business Central, NAV, RMS Image repetition on sales quote

Last replied Posted on by CU26090923-0 114

I added an image on the sales quote but it keeps repeating and appearing on items with no image instead of being blank. What could be the problem. C...

ReplyReply
ShareShare
ReportReport
2
Replies
Unanswered
Microsoft Dynamics 365 | Integration, Dataverse, and general topics Prior year end balance suddenly changed in financial statements

Last replied Posted on by BC-09101745-0 0

I have been working on the year-end financial statements  , Statement of Changes, Revenue, and expenses.  My prior year net balance at yea...

ReplyReply
ShareShare
ReportReport
1
Replies

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Leaderboard > Arizona Power Platform User Group

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans