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Sales forum Qualifying leads results in duplicate account record

Last replied Posted on by Ladga 218

When I qualify a lead record, where the company name field contains a company that already exists within the accounts entity, the system will qualify ...

3
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Answered
Sales forum Disabled User Error when trying to make Account/Contact record

Last replied Posted on by A Flores

When trying to save either a new account or contact, we got the error saying: "The system could not log you on. This could be because your user record or the business unit you belong to has been disabled in Microsoft Dynamics CRM. If you cont...

8
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Answered
Sales forum Qualifying Lead Error

Last replied Posted on by Community member 14

Hi all, I haven't seen this error answered yet. I need some assistance.  I have created a new business unit (A) and created a sales lea...

3
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Answered
Sales forum Managed Solution Security Roles

Last replied Posted on by Community member 4

Hi, When moving security role permission change solutions from lower environments to production (unmanaged -> managed), changes do not carry o...

1
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Unanswered
Sales forum Enable the address suggestion feature

Last replied Posted on by Community member 2

I enabled the address suggestions as described here: Enable address suggestions | Microsoft Learn Including going to App Settings -> Gene...

4
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Answered
Sales forum Calculating Conversion Rates Dynamics 365 Sales

Last replied Posted on by viet561995 60

Hi everyone,I'm looking to gain insights into sales funnel by tracking conversion rates at various stages beyond the default Lead to Opportunity conve...

2
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Answered
Sales forum Chart is using wrong Horizontal (Category) Axis for colors

Last replied Posted on by CraigKennedy 9

I have a number of charts using two Horizontal (Category) Axis, e.g. stacked/clustered column/bar charts. Recently, the charts started rendering ...

5
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Unanswered
Sales forum C.E User Custom Dashboards Disappearing

Last replied Posted on by Neil Cotton 53

Good morning all,We have a recurring issue with Personal Dashboards just completely disappearing. It's not all of them, just a single dashboard, as th...

1
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Unanswered
Sales forum IWI Referrals

Last replied Posted on by Community member

how do I get added to D365 so that I can load my IWI referrals

1
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Answered
Sales forum Apps not appearing on dynamics home page

Last replied Posted on by Jason Fleming 280

Hi Guys, ive build a new UI app but for some reason its not appearing for all users on the dynamics homepage: https://home.dynamics.com/ I did what was suggested on another post of removing all roles from my access, saving, syncing, and then apply...

10
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