Sales

Last replied Posted on by maulik50

Hello,   I want to know why we can not give discount percent on quote line level. Is there any default configuration available in D365 Sales ...

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Last replied Posted on by DS-11071433-0 2

Alrighty peeps, need some help here. We are having an issue with duplicate detection rules on desktop vs. mobile. When a record is created on the de...

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Last replied Posted on by KB-02071817-0 4

Hello, I mistakenly changed the view on my Opportunities on make.powerapps.com, I can still see all the custom views I had previously created for O...

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Last replied Posted on by AJ-09070847-0 5

Hi,    We have a team of sales reps who are currently manually booking in their own appointments with customers usually via email/phone ...

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Last replied Posted on by viet561995 85

Hello Gurus, I have some question about the Goal and Goal metrics, hopes to receive some insight   1. Changing Environment Currency: We i...

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Last replied Posted on by RyeTeacher 155

I am using the education accelerator which sits on top of Dynamics Sales. We need a way to communicate with the parents of our students. I know I can create a marketing list. How do I send emails out of Dynamics. Do I need to use a third party? 

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Last replied Posted on by CU10071510-0 5

Hi,   I have a personal Microsoft account with a 365 Family subscription. Can I change my personal account to a business account without los...

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Last replied Posted on by happyman 565

Hi, I need to build a solution within crm dynamics for education sector. Have any exemple of solution that can help to acheive this goal. Thanks a lot for your help. Regards.

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Last replied Posted on by AdmWombat 138

We have customers with facilities and contacts in various states and our sales team is geographically assigned. I see plenty of documentation about creating territories, but I'd like to assign accounts and contacts to those territories. Here...

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Last replied Posted on by Robert Diaz 5

We are looking for options to implement Microsoft Dynamics Territory Management for our Sales organization.  We are primarily a US based Bank with 5 distinct sales regions with relationship managers in each of those regions supporting commerc...

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