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Sales forum The company on the selected Contact must match the company for the current Order record

Last replied Posted on by SB-02051736-0 11

We're getting this error when trying to select a contact for a sales order record in D365 Sales: Business process error The company on the selecte...

2
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Sales forum Disqualify a lead when a contact is created or updated

Last replied Posted on by SA-18061446-0 11

Hi,   I'm struggeling to find a way to disqualify a lead when a contact is created or updated (when there are no relationship between lead a...

4
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Sales forum Problems with excel file generated by dynamics

Last replied Posted on by Danishmo 2

Hi Every time we open a file created from our dynamics solution, we get an error explaining that excel had to repair the file.  <?xml versi...

4
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Sales forum Licensing for Discount list in D365 Sales

Last replied Posted on by Jenone C 56

I want to understand, which type of license is required for using Discount list feature in D365 Sales. (Sales Pro or Sales Ent)   In the D365...

1
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Sales forum Web resource method does not exist - Switching BPF

Last replied Posted on by AM-12060339-0 7

Hitting an error here: web resource method does not exist.    Appears the code is ok but I could be missing something here!   I a...

6
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Unanswered
Sales forum C.E User Custom Dashboards Disappearing

Last replied Posted on by Neil Cotton 55

Good morning all,We have a recurring issue with Personal Dashboards just completely disappearing. It's not all of them, just a single dashboard, as th...

2
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Unanswered
Sales forum Auto Capture for sales reps cannot track the message from CRM

Last replied Posted on by DebbieAG 14

Hi all, I have enabled Auto Capture in CRM and the email suggestions "untracked" will not "track" once sales tries to track the email. Is there some...

1
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Sales forum Sales reports

Last replied Posted on by MI-18061657-0 2

It easily to get all sales reports on app? Same customer statements,  point of sale,  sales routes,  target monthly achievement,&nbs...

2
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Unanswered
Sales forum Updating Power BI dashboard

Last replied Posted on by Waikato 5

I have created a power BI dashboard and this has created a workspace which is managed by dynamics. In the Power BI workspace where the power BI was...

1
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Sales forum Dial by Voice from iOS Devices?

Last replied Posted on by arlantz

Our client must be able to dial voice from their iOS devices, usually when driving. Is there a way to expose contacts in Dynamics Sales so that call...

1
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