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Customer experience | Sales, Customer Insights, CRM Unable to download/open note attachment from timeline

Posted on by LA-02051057-0 27

Hi everyone, We’re experiencing an issue in our Dynamics 365 Customer Service environment where some users cannot open file attachments (e.g. .doc...

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Engage with the Community Dynamic AX 365 SOD building

Posted on by NK-22100953-0 10

Dear all We have just implemented Dynamic for our company. all are running well but there is a concern for improvement for the SOD set up. we would...

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Customer experience | Sales, Customer Insights, CRM How to Handle Outbound and Delivery Status in Custom Messaging Channel

Posted on by Sheldon Copper 42

I am creating a custom messaging channel in Customer Insights Journeys using Power Apps. According to the documentation, a custom channel requires t...

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Customer experience | Sales, Customer Insights, CRM Mapping issues while importing data

Last replied Posted on by WG-14101734-0 2

Hi The Microsfort has changed its interface to import the data into Dynamics 365, Sales Hub, and we are facing challenges with field mapping while ...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Send an email to PO submitter if the PO is under review for specific amount of time

Posted on by Mark Loren Manuel 109

Hi All,   We have a PO workflow with multiple approval levels. Is there a way to send an email to the PO submitter if the PO remains under rev...

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Finance | Project Operations, Human Resources, AX, GP, SL Edit Schema when using Purchase Requisition workflow data for MS Teams Approvals

Last replied Posted on by JB-21051227-0 48

Hi there,   I have followed a few guides to assist in successfully implementing Approvals in MS Teams; however, I would like to add additiona...

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Customer experience | Sales, Customer Insights, CRM Security with Field Level Security, column based access

Last replied Posted on by BL-02121614-0 28

Hello everyone, I work with D365 Sales Server version : 9.2.25101.00143 Use-case is I need to upgrade the security onto the CRM. Especially c...

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Supply chain | Supply Chain Management, Commerce Warehouse management app update - Connections gone

Last replied Posted on by MM-21101323-0 0

Hi,   After updating the warehouse management app to V4 (4.0.23) the connections are gone and need to be setup again.   Has anyone els...

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Supply chain | Supply Chain Management, Commerce Giftcard problem

Last replied Posted on by WV-07101102-0 10

We’re experiencing an issue in Store Commerce when issuing a gift card. If we make a mistake and try to cancel the product (gift card) from the tran...

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Customer experience | Sales, Customer Insights, CRM multi-tenant use of CRM

Posted on by AD-22100727-0 0

We have been finalizing the implementation of CRM and F&O in an international company. Now the question comes along to use the (modified and pe...

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