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Customer experience | Sales, Customer Insights, CRM Security roles changes after import from 8.2 to 9.1 Customer Engagement

Posted on by WillD44 158

We imported our organization from our 8.2 server to our 9.1 server.  I've opened the roles screen side by side in each version and noticed the ...

0
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Finance | Project Operations, Human Resources, AX, GP, SL Dynamics GP - Reconcile to GL & Bank Rec questions

Last replied Posted on by Taylor_Greenwood 370

We seem to always have a lot of unmatched transactions when we use the Reconcile to GL utility. When going through the BR module for example, the SL...

3
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Finance | Project Operations, Human Resources, AX, GP, SL "The Budget control process didn’t work" error on invoice import via DMF

Posted on by Rich 253

Hoping someone can please offer any thoughts. I've seen the previous thread where this error message was reported as an issue with invoice title len...

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Small and medium business | Business Central, NAV, RMS Production order routing start date Issue

Posted on by Manikandan Subramani 14

Hello Everyone,   I have a production order with 2 lines of routing operation. Operation 1 is a machine center and the run time of it is 2 hou...

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Finance | Project Operations, Human Resources, AX, GP, SL Customer advanced notes on ER

Posted on by Adi Zukler 0

Question for Forum: How can I add a custom advanced note field to to the ER sales invoice form in Dynamics 365 Finance and Operations? Specifically,...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics GP 18.7 compatibility with SQL Server 2016

Posted on by JC-13121638-0 14

Hi all,   I was reading through the system specs for GP 18.7.  Did MS really drop support for SQL 2016 with GP 18.7?  I was plannin...

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Small and medium business | Business Central, NAV, RMS Outlook Add-In only shows sandbox environment

Posted on by DS-13121615-0 0

Hello,   We are experiencing an issue that appears to be a bug related to the Outlook Add-In for Business Central. Unfortunately, support for...

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Customer experience | Sales, Customer Insights, CRM How to move records in a Subgrid

Posted on by CU31101219-0 2

I am wondering if it is possible somehow that when there are records in a subgrid and then a user wants to move a record up or down (for example, wh...

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Service | Customer Service, Contact Center, Field Service, Guides Changing Appointment Owner to Queue

Last replied Posted on by TedW 445

Hi,   We would like to automatically change the Owner of an Appointment to the Queue to which the Owner belongs to. So for example, if I cre...

2
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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Virtual Entity custom provider retrieve plugin displays no data

Posted on by CU13121624-0 0

Hi All,    I am creating a custom data provider for a virtual entity (based loosely on this Sample: Custom virtual table provider with CR...

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