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Customer experience | Sales, Customer Insights, CRM Workflow Question

Last replied Posted on by TedW 445

Hi,   I have created a very simple workflow so update the Case Subject with a specific Value, if either the Case Title or Case Description co...

3
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Small and medium business | Business Central, NAV, RMS Project Usage Entry shows Incorrect Vendor Information

Last replied Posted on by MH-11121730-0 2

I have a strange situation where a client shows incorrect vendor information on the project ledger entries.  The correct vendor shows the entri...

1
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Customer experience | Sales, Customer Insights, CRM Adding Opportunity Products to Closed/Won Opportunities

Last replied Posted on by NL-02121618-0 2

Is there a way to add products to closed opportunities? i haven't been able to do this user end or through imports, is there a xrm tool that we may b...

4
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Unanswered
Small and medium business | Business Central, NAV, RMS Ship-to option

Posted on by RS-09051127-0 55

Hello all,   In business central there is a customization In purchase order page(Source table = Purchase Header) there is a field called "Shi...

0
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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Assign the opportunity to a Special User group when moving the Stage from Qualifying to develop

Posted on by CU15102000-0 8

Hi there,    I am currently working on a task and I am very new to this.  i want to assign the opportunity to a different user grou...

0
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Small and medium business | Business Central, NAV, RMS planning worksheet does not take into account lead time calculation

Posted on by elusiveferret 121

Hi,  When I try to calculate regenerative plan with planning worksheet it does not take into account lead time calculation.  So start dat...

0
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Small and medium business | Business Central, NAV, RMS Purchase order line price updating

Last replied Posted on by CU09081641-3 38

Hi, I created an extra field in purchase order lines called 'Web Model Number' which is an extra custom field on the 'Items' table. It works OK ge...

1
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Finance | Project Operations, Human Resources, AX, GP, SL GP EConnect Cash Receipt with Payment Application

Last replied Posted on by JGarcia123 1,599

This is a similar post that I did a few years back.  At the time I could not find an answer, and was hoping someone today someone would have a ...

2
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Small and medium business | Business Central, NAV, RMS Copy from archive document in BC

Posted on by October Sky 151

Hello Has anyone found a solution to how to copy an archived document for use in BC? For example, say I have an archived sales order and I want to ...

0
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Service | Customer Service, Contact Center, Field Service, Guides Changing Appointment Owner to Queue

Posted on by TedW 445

Hi,   We would like to automatically change the Owner of an Appointment to the Queue to which the Owner belongs to. So for example, if I cre...

0
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