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Customer experience | Sales, Customer Insights, CRM Creating a contact segment in Real Time Journeys

Posted on by MB-24081645-0 26

Hi I'm trying to create a segment of contacts in RTJ using a list of their emails. the list could be long and I'd like to be able to use something ...

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Customer experience | Sales, Customer Insights, CRM Insights on Contact form - Real time journeys

Last replied Posted on by CU09101414-1 2

It appears that that the Insights tab on contact card does not show any insights for journeys and this can only be viewed in the timeline. However, ...

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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...

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Finance | Project Operations, Human Resources, AX, GP, SL General Journals > There can only be one vendor or customer transaction per voucher

Last replied Posted on by SV-18061727-0 582

Hello Experts,   While posting General Journals in one of our environments, I below message   I have updated the General ledger para...

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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...

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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...

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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...

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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...

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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 ...

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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...

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