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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Plugin SharedVariable works onpremise but does not work in Dynamics 365 cloud

Last replied Posted on by Fedorov 34

We have the classic scenario of generating a unique number for each record created of a certain table (custom table).   The unique number is ...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Hide +Button for Inactive Contacts (Activites Timeline-subgrid).

Last replied Posted on by sandeepc 5,091

Hi,All   We need to hide +button on actitivties timeline for inactive contacts.   when an inactive contact open his contact he is able...

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Small and medium business | Business Central, NAV, RMS How can I retrieve the corresponding Dataverse Account record from Customer?

Last replied Posted on by TS-03030928-0 6

Hello All!  Help!  Goal: Update the Account Number on the Dataverse Account entity with the No. field value from the newly cre...

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Supply chain | Supply Chain Management, Commerce Why can't I create a contact (type: Person) into a vendor?

Last replied Posted on by Nadsch 18

Hello    I have a customer (type: person) and want to create it as a vendor. But it not possible as there is no company no. Is there a w...

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Finance | Project Operations, Human Resources, AX, GP, SL Unable to generate Report Sales Tax for Settlement Period

Last replied Posted on by CU16050318-0 10

Hello,   I am trying to run “Report Sales Tax for Settlement Period Declaration” for Q1. After selecting the settlement period (Q1) and selec...

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Finance | Project Operations, Human Resources, AX, GP, SL Export to XLS file: file format and extension don't match

Last replied Posted on by Jesús García 369

Hi all, I am trying to export data to an xls file. It is supposed to export correctly but when I open the file I get the following message:  &...

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Supply chain | Supply Chain Management, Commerce Demand Planning - Connecting data on two fields

Posted on by Hakan_Bernhardsson 0

How do I connect two tables in Demand Planning based on two columns?   I have a sales plan on item/color level and I want to compare to plann...

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Small and medium business | Business Central, NAV, RMS Interaction Templates - Salutation formula error

Last replied Posted on by MB-10121247-0 4

Dear Sir/Madam, Process: When I go to contacts and open a contact card, I start an interaction. I then select an interaction template (one for whi...

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Customer experience | Sales, Customer Insights, CRM Adding > 1000 members of a view to a segment

Last replied Posted on by CU21020931-0 10

Hey, I have received a view with contacts from my sales colleague. I want to add those view members to a static segment so I can include this segme...

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Customer experience | Sales, Customer Insights, CRM Add note to active quote?

Last replied Posted on by LC-03031125-0 8

Can't add notes to quote. Can you please explain have to add notes      

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