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Customer experience | Sales, Customer Insights, CRM customer insight form create lead instead of contact

Last replied 13 Mar 2025 10:54:16 Posted on 12 Mar 2025 15:18:33 by sdnd2000 2,423

Hi, I am trying to create lead from the form, but all I can see the fields are from contact, so it creates contact every time when submitted. Is the...

1
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Small and medium business | Business Central, NAV, RMS Sending automatically Aged Accounts Receivables to customers

Last replied 13 Mar 2025 10:52:37 Posted on 13 Mar 2025 10:49:40 by BaranyiP 3

Dear All, I got the task to send on every 25th of the month the standard "Aged Accounts Receivable" to our customers. We are using BC 2021 W1 ...

1
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Small and medium business | Business Central, NAV, RMS New Table Field cannot be recognized in Report

Last replied 13 Mar 2025 10:51:59 Posted on 13 Mar 2025 09:33:13 by CU07101338-0 215

Hello everyone!   I've added a new field in table Sales Header and its relevant page as well! It is working fine, but when I want to add to ...

3
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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Custom filed mapping when qualifying a lead into a contact

Last replied 13 Mar 2025 10:49:26 Posted on 13 Mar 2025 09:31:51 by RE-24101527-0 12

Hi all,   I am looking to amend which fields are pulled to a contact record when qualifying from a lead. Essentially, I have added two custom...

1
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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Desasociar registros N:N con plugin

Posted on 13 Mar 2025 10:38:41 by camasa 0

Buenas. Tengo una TablaA que está relacionada con 3 tablas con relaciones N:N. Cuando creo un registro en TablaA, a través de un flujo de power auto...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Dessasociate plugin

Posted on 13 Mar 2025 10:35:02 by camasa 0

Hi. I have Table A that's linked to three tables with N:N relationships. When I create a record in Table A through a Power Automate flow, I link Tab...

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Service | Customer Service, Contact Center, Field Service, Guides How to use/show the different Provider/Vendor number as outbound number over the call?

Last replied 13 Mar 2025 10:24:20 Posted on 25 Feb 2025 21:59:32 by Fameeda Yaseen 421

We are working with a customer on the implementation of their contact center voice channel, which will support both inbound and outbound calls. Here...

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Service | Customer Service, Contact Center, Field Service, Guides Building a Custom React Native App (Node.js Middle Layer) with Field Service Backend

Last replied 13 Mar 2025 10:13:48 Posted on 5 Mar 2025 21:44:42 by ZM-05032132-0 7

  Hello everyone, I’m working on a Facilities Management solution that uses Dynamics 365 Field Service for the backend. Instead of using Canva...

1
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Finance | Project Operations, Human Resources, AX, GP, SL sum up item quantity of several BOMs

Posted on 13 Mar 2025 09:59:35 by JCHI 312

hi all    We are using AX2012 CU9, I'd like to sum up several BOMs item quantity (EX: 2 item1 in BOM1 3 item1 in BOM2 then we get 5...

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Small and medium business | Business Central, NAV, RMS Issue in creating sales quote from Outllok using Business central Add in

Posted on 13 Mar 2025 09:57:09 by CU27011056-0 6

Hello Team,   I have installed the outlook add in for my MS BC but while trying to create the sales quotes, orders or any other document i'm ...

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