Sales forum

Last replied Posted on by jaybeegee 125

Hi! I am trying to using the 'templates for data import' functionality for Quote Products to later use the import function to refresh the list of pr...

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Last replied Posted on by Clajone 0

Hi all,    Using Dynamics 365 Sales - is there a way to enable the margin/profit calculations within an opportunity that has products as...

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Last replied Posted on by MacG 8

We are using quotes entity and have a related custom entity with sub grid visible to this entity on quote form. We want to replace the standard "Ne...

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Posted on by RR-09100241-0 0

Hello,  Using mail engagement, from the Activities list, I can bulk schedule the sending of Quick Campaign emails which puts all the emails in...

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Last replied Posted on by TN-08100704-0 2

My company is about to buy a packet of license Dynamic 365 including some professional license and enterprise license. It it posible to use both th...

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Last replied Posted on by Yemi 14

I am working on an approval process where the requirement is to include attachments in the approval email. The attachments are uploaded to a separat...

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Last replied Posted on by SR-02080227-0 74

Hello Dynamics 365 Community, I am currently working on customizing our Dynamics 365 Sales environment and have encountered an issue. I need to cha...

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Posted on by CU04090816-1 0

Hi, I'd like to know if I can integrate the Outlook Calendar and make it visible.  When I make a telephone appointment with a prospect, I can ...

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Posted on by CU04090816-1 0

Hello, I would like to know if it is possible to Identify calls via the Sales application, if the contact/prospect/lead is registered, in the event ...

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Last replied Posted on by Graham Phelps 91

Hi All,   I have scenario where I have had to calculate the actual qty of an order line depending on the description of the product.  ...

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