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Sales forum what technologies are most relevant for modern D365 Sales/CE customisation

Last replied Posted on by Samantha73 2,179

Hi Guys I'm trying to prioritize what tech I have to learn so I can customize D365 Dataverse apps. below is link i've used but this is old https:/...

1
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Sales forum How to clone record with child records in custom entity

Last replied Posted on by M. N. Quraishi 315

Hello Everyone,I have a requirement that I have to clone the record of the custom entity and all it's child records which are related. I'm able to clone the record but unable to understand how to clone it's child record and link them. ...

8
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Sales forum 302 (The response is not in a JSON format) error in Power Automate for SSRS report

Last replied Posted on by Tapaswini Sabat 5

Hi, I have created a flow to send SSRS report in PDF format. However, I'm getting the below error with HTTP GET request to download the PDF. {   "error": {     "code": 302,  &nb...

5
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Sales forum Recent Items View?

Last replied Posted on by Scott Lindsoe 25

The Recent Items view only shows 10, is there a way to show more?  Is the Recent Items an entity perhaps like the Activity entity where it is summarizing things that were recently touched?  It would be nice if it was so I could create cu...

4
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Sales forum Send Formatted Sequence in D365 Sales Accelerator

Last replied Posted on by SIDDI 122

Dear All, I am very new to D365 Sales, And this is my frst post. We would like to send emal with Formated Sequence with rich text, imag...

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Sales forum Microsoft Dynamics CRM for the Education Sector

Last replied Posted on by happyman 565

Hi, I need to build a solution within crm dynamics for education sector. Have any exemple of solution that can help to acheive this goal. Thanks a lot for your help. Regards.

8
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Sales forum Auto Capture for sales reps cannot track the message from CRM

Last replied Posted on by DebbieAG 16

Hi all, I have enabled Auto Capture in CRM and the email suggestions "untracked" will not "track" once sales tries to track the email. Is there some...

2
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Sales forum Discount % on quote line

Last replied Posted on by maulik50

Hello,   I want to know why we can not give discount percent on quote line level. Is there any default configuration available in D365 Sales ...

1
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Sales forum Duplicate Detection Issues with Mobile vs. Desktop records

Last replied Posted on by DS-11071433-0 2

Alrighty peeps, need some help here. We are having an issue with duplicate detection rules on desktop vs. mobile. When a record is created on the de...

1
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Sales forum Opportunity Views

Last replied Posted on by KB-02071817-0 4

Hello, I mistakenly changed the view on my Opportunities on make.powerapps.com, I can still see all the custom views I had previously created for O...

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