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Microsoft Dynamics 365 | Integration, Dataverse, and general topics

Last replied Posted on by NGSD 124

Hello,    In D365 CIJ > Segments, I see a 'custom form' tab.    1. what does this feature do? 2. what do I need to enabl...

2
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Customer experience | Sales, Customer Insights, CRM

Posted on by M365MVP-SimpkinsPete 0

How does your organization manage contacts when they change companies? Do you deactivate the original contact record and create a new one under the ...

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

Last replied Posted on by EP-28050543-0 14

Hi Team, Is anyone facing an issue where a few workflow setup responses are getting vanished? We have observed this issue twice, as shown in the scr...

5
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Small and medium business | Business Central, NAV, RMS

Last replied Posted on by CU26022301-0 38

I have a client that when generating the inventory valuation report, it takes almost an hour before it finishes.  This report is generated to ti...

8
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Small and medium business | Business Central, NAV, RMS

Last replied Posted on by CU29051114-2 2

In our BC implementation, when an Opportunity is moved to phase 2 via the Update action on the Opportunity Card page (5124), the system automaticall...

1
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Small and medium business | Business Central, NAV, RMS

Last replied Posted on by STP 949

Hi all,   I was trying to load the permission set against security group / user, but I couldn't load them via Edit in excel / Configuration p...

8
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Small and medium business | Business Central, NAV, RMS

Last replied Posted on by CU24072300-0 64

Hi everyone, We are experiencing an issue where our custom permission sets are being partially overwritten or "reset" after Microsoft performs sched...

6
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Small and medium business | Business Central, NAV, RMS

Last replied Posted on by October Sky 693

According to Microsoft there is supposed to be a workflow for the Quality Management module in BC (v28) but I do not find the workflow template for ...

8
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Small and medium business | Business Central, NAV, RMS

Last replied Posted on by JC-26052227-0 8

We will soon be implementing BC, and we want to automate the bank reconciliation process. In an effort to do this, we are looking for reports or fil...

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Small and medium business | Business Central, NAV, RMS

Last replied Posted on by TT-19110907-0 13

Hi Microsoft Support Team, We are currently experiencing a performance issue in Business Central related to journal entry processing. Issue Descript...

5
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