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Answered
Sales forum How to Change System Entity Relationship to Configurable Cascading

Last replied Posted on by SR-02080227-0 59

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

7
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Unanswered
Sales forum Using professional license and enterprise license in the same environment, posible ?

Posted on by TN-08100704-0 0

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...

0
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Unanswered
Sales forum Integrated, visible Outlook calendar

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 ...

0
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Unanswered
Sales forum Identify calls via the application

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 ...

0
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Unanswered
Sales forum How can I attach attachments to an Approval in Power Automate from a related table?"

Last replied Posted on by Yemi 6

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...

1
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Suggested answer
Sales forum Use of custom calculated field in Goal Rollup Query

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.  ...

4
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Suggested answer
Sales forum Replace standard buttons on subgrid with modern command and add visibility rule

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...

5
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Suggested answer
Sales forum Sales Hub App not Found

Last replied Posted on by RN-30091003-0 2

Hi there! I am from the Philippines and we want to use Sales Hub App as our CRM. My company already gave me my Office Account and they said it is a...

2
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Suggested answer
Sales forum Extract report of quotes containing a particular product in D365Sales

Last replied Posted on by jaybeegee 125

Hi! We need to run a report to extract a list of quotes from d365sales which contain a particular product - how would we go about it please from wit...

2
Replies
Suggested answer
Sales forum Best Practice to Customise Navigation in Solutions?

Last replied Posted on by NicholasHE 20

I have been working on customized forms and views in an unmanaged solution in my Dynamics 365 Sales Dev environment, that will be imported as a mana...

3
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