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Dynamics 365 general forum New Lead -> Qualify - check for existing Account based on different column?

Posted on by Cayshin

Hi, When Qualifying a Lead, CRM already checks if it finds a matching Company Name in Accounts as seen below. However, we'd prefer if it could ma...

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Dynamics 365 general forum How to delete system generated power virtual agent bots in D365 power platform environment?

Posted on by Micro Soft

Is it possible to delete system generated PVA bots after the Nov23 update/release of Copilot? Any implications if these bots were deleted? Thanks...

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Dynamics 365 general forum How can I Fetch records and show them within the same Table/Entity based on a field value?

Posted on by Joseph Nasr

Hello,  I have entity called Prospects (lead) and in it I have a global choice field named Country. I have 2 other fields: Yes/No choice fie...

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Dynamics 365 general forum A365 Cross-Rental & Intercompany

Posted on by shortlyday

A question about A365 Rental Orders -  How would one enable Cross-Rental, and Intercompany? Thanks   

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Dynamics 365 general forum Error message in Purchase Orders

Posted on by 50ad7f54 11c5917d

Hello! I am trying to create a Warehouse Line Receipt. After clicking on the button: /Create Warehouse Receipt/, I receive following error messag...

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Dynamics 365 general forum Parameter record does not exist.

Posted on by Mahmoud Haddad

I Got The Message Parameter record does not exist when trying to open account receivables parameter when i created a new legal entity ( Old Legal Entity Is working ) on same organization  any one can help solving ??

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Dynamics 365 general forum Customer Voice responses not triggering Power Automate flow

Posted on by Alice Fisher

I have multiple flows set to trigger when a Customer Voice survey response is submitted.  The response details are then added to a custom entity.  I have been testing my new flow by filling out the survey but it will not trigger.  I...

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Dynamics 365 general forum Position hierarchy reports order

Posted on by Community User

Lets imagine that i have this position hierarchy in my d365 Finance and Operations:Pos3 reports to Pos 2, Pos 2 reports to Pos 1 Is there a way t...

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Dynamics 365 general forum Issues with priviledge "Maintain free text invoice"

Posted on by Martin Jakob Schmidt

Hi Has anyone experience issues with the privilege /Maintain free text invoices; CustFreeInvoiceMaintain/. After update to Installed pr...

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Dynamics 365 general forum Dynamics 365 Forum slow and won´t let me select best answer

Posted on by Community User

Hello, I have been using this forum for 1-2 month now and have had a great experiance with people in here helping me with my questions. The ...

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