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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Editing Duplicate Job email notf

Posted on by LH-20051948-0 18

Could someone walk me through the process of editing a Duplicate Detection job's "send an email to me"? I also would like to know where this is loca...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Data entry

Posted on by CU11121919-0 0

Hello, I am working on D365 and have noticed that employees are not entering information correctly, which leads to inaccurate data analysis. Could ...

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Finance | Project Operations, Human Resources, AX, GP, SL Alert on Pending Project Transactions (ProjUnpostedTransView) not working

Posted on by tmj1 0

Hi Does anyone know why custom alerts are not working on ProjUnpostedTransView? I read that a workaround could be to create the aler...

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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...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics How to make the audit history its own tab on a form?

Last replied Posted on by CU29101536-0 18

Is it possible to create a tab and bring in the audit history on a form, rather than going to "Related" and then "Audit History"? If so, how? ...

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Customer experience | Sales, Customer Insights, CRM Import of appointments with multiple required attendees

Last replied Posted on by r4vvm 184

I have exported a list of appointments with multiple attendees from a d365 crm environment into excel. I want to import this into my new d365...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Set/review personal settings for another user

Last replied Posted on by JG-18111423-0 6

I'm working on some documentation for some of our Dynamics admins and was wondering if there's a way for them to check on/do some things themselves ...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Deleted workflow. Cannot restore error: This workflow cannot be created, updated.....

Last replied Posted on by LH-20051948-0 18

One of our users deleted a workflow 4 days ago. I was tasked with finding it and restoring it. I use the XRM toolbox to find deleted records and res...

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Customer experience | Sales, Customer Insights, CRM Custom Table Names

Last replied Posted on by Testmermaid 0

Hi All, Is there a best practice for naming convention in Dynamics for custom tables? I see some vendors use their name as a prefix and oth...

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Small and medium business | Business Central, NAV, RMS Why Phantom BOMs' Unit of Measure Has To Be "PCS"?