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Customer experience | Sales, Customer Insights, CRM Trigger a flow on adding a new row to a subgrid in a different tab on CRM form

Last replied Posted on by NV-12080530-0 43

Hi I have a subgrid on separate tab on the form. I want to trigger a flow on add or removal a row on this subgrid. I read many posts which...

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Customer experience | Sales, Customer Insights, CRM Adding Opportunity Products to Closed/Won Opportunities

Last replied Posted on by NL-02121618-0 2

Is there a way to add products to closed opportunities? i haven't been able to do this user end or through imports, is there a xrm tool that we may b...

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Customer experience | Sales, Customer Insights, CRM Workflow Question

Last replied Posted on by TedW 445

Hi, I have created a very simple workflow so update the Case Subject with a specific Value, if either the Case Title or Case Description co...

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Small and medium business | Business Central, NAV, RMS Project Usage Entry shows Incorrect Vendor Information

Last replied Posted on by MH-11121730-0 2

I have a strange situation where a client shows incorrect vendor information on the project ledger entries. The correct vendor shows the entri...

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Small and medium business | Business Central, NAV, RMS Ship-to option

Posted on by RS-09051127-0 55

Hello all, In business central there is a customization In purchase order page(Source table = Purchase Header) there is a field called "Shi...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Assign the opportunity to a Special User group when moving the Stage from Qualifying to develop

Posted on by CU15102000-0 8

Hi there, I am currently working on a task and I am very new to this. i want to assign the opportunity to a different user grou...

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Small and medium business | Business Central, NAV, RMS planning worksheet does not take into account lead time calculation

Posted on by elusiveferret 121

Hi, When I try to calculate regenerative plan with planning worksheet it does not take into account lead time calculation. So start dat...

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Small and medium business | Business Central, NAV, RMS Purchase order line price updating

Last replied Posted on by CU09081641-3 38

Hi, I created an extra field in purchase order lines called 'Web Model Number' which is an extra custom field on the 'Items' table. It works OK ge...

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Finance | Project Operations, Human Resources, AX, GP, SL GP EConnect Cash Receipt with Payment Application

Last replied Posted on by JGarcia123 1,599

This is a similar post that I did a few years back. At the time I could not find an answer, and was hoping someone today someone would have a ...

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Small and medium business | Business Central, NAV, RMS Copy from archive document in BC

Posted on by October Sky 151

Hello Has anyone found a solution to how to copy an archived document for use in BC? For example, say I have an archived sales order and I want to ...

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