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Sales forum Rounding Issue using Line Discounts

Last replied Posted on by Community Member UG Leader

Hello,  We are running into an issue with our Sales Order Net Amounts being off by .01. We are currently utilizing Trade Agreement Journals for Line Discounts to offer standard extended prices to our customers, but it appears that when a cust...

4
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Sales forum E-mail signature table borders

Last replied Posted on by Community member

Hello everyone,One of our customers is having a problem that seems strange to me: this customer did switch on the synchronization betwe...

2
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Sales forum Security or Show/Hide views/forms on basis or role or team a user is assigned in Dynamic 365 Sales

Last replied Posted on by Community member 2

Hello to all in community, I am looking to show or hide views/forms in Dynamic 365 Sales based on the role or teams the user is assigned. I searc...

2
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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 ...

4
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Sales forum Lead timeline activities -- how to flow to parent record (contact / account) timeline

Last replied Posted on by shogg 32

Hello, The lead record supports the ability to associate a parent account or contact. This is a scenario that my organization runs into a fair am...

1
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Sales forum Integrating marketing automation platforms with Sales Enterprise

Last replied Posted on by MarketingPM

We're currently reviewing our marketing automation platform as we've migrated our CRM to Sales Enterprise. We're mainly looking at Dynamics Customer I...

1
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Sales forum When importing new potential customers into Dynamics Sales, do I need to import the Accounts first?

Last replied Posted on by Community member

When importing new potential customers into Dynamics Sales, do I need to import the Accounts first?  Or can do a contacts import and new accounts...

4
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Sales forum MB-210 exam question

Last replied Posted on by hlynn11 35

I just signed up for this exam to get my certification and I am a bit nervous. Is there any links or information where I can find out what to study and what will be on the exam? I took the CRM bootcamp in march but this would be my first big exam....

3
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Sales forum best practice for building partner portal

Last replied Posted on by Truong Dai 20

Hi All I have more than 120 partners, and I want to build a partner portal to provide product information, sales policies, commissions, and partn...

1
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Sales forum Focused Views - can they be included in Solutions?

Last replied Posted on by AlexMcL 6

Focused Views - https://learn.microsoft.com/en-us/dynamics365/sales/customize-work-list-card - can be set for all users using the 'Switch to...

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