Skip to main content

Notifications

Sales

Topic
Replies
Unanswered
Sales forum Column: Type format: Phone number

Last replied Posted on by eseb 16

Hello,I require a quick information which values are accepted for a column of the format type /Phone number/.For both scenarios, for a fresh installed...

2
Replies
Unanswered
Sales forum How to use / match "Closed on" field of Quote as "Order Date" ?

Last replied Posted on by yvka123 158

Hi everyone,  we are currently trying to improve our Dashboards and therefore I have created a chart, that is supposed to show all Won quote...

2
Replies
Unanswered
Sales forum D365S - lookup field connection role not showing more than 25 rows

Last replied Posted on by ND-22051430-0 4

Hi,  we are using D365S and use connections between oob and custom entities.  One example are contacts that have a role /Stakehold...

2
Replies
Unanswered
Sales forum Azure Data factory Cost

Last replied Posted on by CU21050947-1

Hi Team, Can you please let me know what will be the cost of ADF for 4 TB data. I went through this link Data Pipeline Pricing and FAQ – Dat...

1
Replies
Suggested answer
Sales forum how to disable email to show on Account timeline where email regarding is Case?

Last replied Posted on by Kiran_girase 75

Hello experts, I am working in case management, there is one requirement from customers to stop email shown on the Account record timeline. Currently, while receiving any email on Case that I am able to see on Account records this is OOB. can'...

5
Replies
Suggested answer
Sales forum Overall calendar with multiple users

Last replied Posted on by LucaAlberigi 170

Hellois there a way to create a view or a dashboard showing the calendar of the appointments for multiple users?In customer service this is available ...

1
Replies
Suggested answer
Sales forum Fulfill Order Fields

Last replied Posted on by CU16050254-0

When clicking on the Fulfill Order button in D365CE, is there a way to adjust which fields show in the pop up window? I want to add one of my existing...

1
Replies
Answered
Sales forum Settings for lead qualification

Last replied Posted on by Pernilla B 73

I wonder if someone can help me with this question. I have change settings for lead qualification so it won´t automatically creates new accounts,...

2
Replies
Answered
Sales forum Getting non-business connector error while using 'office365groups' in power automate.

Last replied Posted on by Himanshu Kamboj 354

Hi, I have a power automate in which I am already using the Microsft Dataverse, Excel Online(business) and sharepoint connectors, flow is working...

1
Replies
Unanswered
Sales forum Create report under customers / accounts and filter Active accounts versus Prospects

Last replied Posted on by WC-15052103-0 3

What would be a common way to filter between CUSTOMERS and PROSPECTS?  In Dynamics 365 (Sales). So how to create a report under customers / ...

1
Replies

Helpful resources

Quick Links

Contextual content recommendations & SharePoint Q&A

Instantly access relevant sales materials…

Beyond the DRA Cloud Label Printing

Explore cloud-based label printing within Dynamics 365…

HR Infrastructure Customer merge

Important considerations for HR Customer migrations…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,418 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 223,631 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,142

Featured topics

Product updates

Dynamics 365 release plans