Dynamics 365 general forum

Last replied Posted on by CU24071223-0

Hello , I am new to D365 and I do collections . How do I enter a text next to a transaction that I have been chasing up . Needs to be per yea transa...

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Last replied Posted on by LK-25071715-0

  Hello,   I’m having a hard time finding the official place where I can find the available features of Copilot for Dynamics 365 F&...

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Last replied Posted on by CU26070645-0 12

Dear Community,   I was trying to login to this forum with my account with user ID jostechsolutions7@gmail.com.   But the login po...

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Last replied Posted on by JR-26071652-0

Hi,   I am a bit confused on how we are getting billed for licenses.   The picture on the left is straight from D365 under System Admi...

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Last replied Posted on by HJ 2

Hi,   I would like to know what user is this in Dynamics 365 sales hub? and what role does it belong to?   I getting error when this...

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Last replied Posted on by JD-18070904-0 2

I had implemented synapse link & was running perfectly until recent we had a data refresh from the different environment., Now the syanpse link ...

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Last replied Posted on by TP-11071654-0

Hello! I normally have a search icon on the top right of my screen however today when I open up a new CRM window it appears for a few seconds and the...

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Last replied Posted on by CU27050736-0 5

Dear Dynamics 365 Community, I am seeking advice on whether it is possible to trigger a plugin when a dropdown value changes to a specific option. ...

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Last replied Posted on by Pauline1990 10

Hey, I'm up to purchase customer care software for our newly launched commercial website. It has been a month since we have begun our operations, within this short span we are getting good responses from all over California. Maybe the pandemic...

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Last replied Posted on by CU22071209-0 10

Hello community,   I've set up Trial balance snapshot - Process automation in D365 and there are several tasks scheduled. But when the time co...

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