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Finance | Project Operations, Human Resources, AX, GP, SL Workflow is not triggering in D365 f&o.

Last replied Posted on by RSX 162

Hi,  I've set up a custom workflow for my custom form, which includes a status field. In the table's CanSubmitToWorkflow method, I've added a c...

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Supply chain | Supply Chain Management, Commerce Flush on-hand quantities

Posted on by MYGz 1,884

Hi,   I performed the following steps to flush the on-hand quantities which are visible on the on-hand list form. 1. Completed pending docum...

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Supply chain | Supply Chain Management, Commerce Sales category in sales quotation

Last replied Posted on by CU05021225-0 0

Hello everyone, I am experiencing an issue with creating a sales quotation in Dynamics 365 Supply Chain Management. According to the documentation ...

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Customer experience | Sales, Customer Insights, CRM Setting default compliance profile

Last replied Posted on by Shaomin 13

In every marketing email, we are required to select a compliance profile and purpose.  Is it possible to set default compliance profile so that...

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Small and medium business | Business Central, NAV, RMS Issued Reminders

Posted on by CU23091617-0 31

Hi All,   I would like to know what could be the next possible step to perform after issuing the reminder and sending it to the customers th...

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Customer experience | Sales, Customer Insights, CRM Remove Competitor from Opportunity?

Last replied Posted on by kagostinho 9

Hello, Once a competitor has been added to the Opportunity subgrid, how do you remove the association? I cannot find any delete/remove option in th...

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Finance | Project Operations, Human Resources, AX, GP, SL Data Security and browse records based on Business Units D365 Finance and Operations

Posted on by phyllispang 271

Hi all,   I would like to setup the D365FO as follow: - created 1 legal entity ONLY eg. USMF - and created 3 different Business Units (BU01 ...

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Customer experience | Sales, Customer Insights, CRM Does Dynamics 365 Sales Enterprise include the Marketing module (Customer Insights Journeys?)

Last replied Posted on by Rodney - Data-Driven 5

I am trying to work out licenses for Dynamics 365 Sales Enterprise include the Marketing module (Customer Insights Journeys?) or if that needs ...

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Customer experience | Sales, Customer Insights, CRM Attachment url/link for Dataverse document attachements

Last replied Posted on by Samantha73 2,534

Hi All We are attaching documents to quotes. Is it possible to extract a url or link which can be used from say an email or PBI report to the attac...

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Supply chain | Supply Chain Management, Commerce How does the system capture the transaction if we release it from the warehouse?

Posted on by @Dharma 8

Hello Experts,     Since I am new to D365. my query may feel silly to some,    How does the system capture the transaction ...

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