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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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Finance | Project Operations, Human Resources, AX, GP, SL Server keyword in D365F&O

Last replied Posted on by CU05031448-0 567

Dear team,   I have explored the architecture and found that there is concept of Server-side execution and Client-side execution in D365F&am...

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Small and medium business | Business Central, NAV, RMS Image repetition on sales quote

Last replied Posted on by CU26090923-0 114

I added an image on the sales quote but it keeps repeating and appearing on items with no image instead of being blank. What could be the problem. C...

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