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Customer experience | Sales, Customer Insights, CRM Unable to use custom forms - Sales pro

Posted on by TM-07052204-0 4

I have customized a couple of Contact forms. Checked Permission/security - Set to Anyone Put them a top list list, but the default Sales Professio...

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Small and medium business | Business Central, NAV, RMS Using Bin Numbers without Being Forced To Enter Them

Last replied Posted on by JE-20081519-0 1,738

Hi:   We simply want to tie a Bin Number to an Item, and we'd like to have the privilege of entering this bin into the transaction screens ho...

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Small and medium business | Business Central, NAV, RMS Select several items at the same time

Posted on by CC-17071513-0 42

Good afternoon, how do I select multiple products at the same time?             Because I select two ...

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Small and medium business | Business Central, NAV, RMS Use the item unit cost on a sales order

Last replied Posted on by LF-16052033-0 354

Hello experts,    Is there a way to use the item unit cost + 15% to be calculated on a Sales Order for a particular customer?

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Small and medium business | Business Central, NAV, RMS Page Customization for Profiles.

Last replied Posted on by CU19010318-0 0

Hello,   MY object: To Hide the' Document Sending Profile' field on the Customer Card (Page 21) only for users with the profile ID 'Inv...

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Finance | Project Operations, Human Resources, AX, GP, SL DRA for D365

Posted on by CT-16051837-0 0

Has there been any updates to DRA for D365? This seems like something Microsoft should resolve?

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Customer experience | Sales, Customer Insights, CRM Unable to access Triggers in Customer Insights

Last replied Posted on by donaldking 30

Whenever we select a trigger from the list we are getting this error:     The user currently has the Power Platform Administrato...

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Customer experience | Sales, Customer Insights, CRM Customize Thank you notification image

Last replied Posted on by MattU 4

On submission of a form, there are options to either redirect to a new page or show a "Thank You" message.  The message text itself is customiz...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Importing managed solution Dynamics Dataverse into PowerBI does not display the pipeline phase

Last replied Posted on by CU09051923-0 5

Hello,   I have been helping my organization implement Dynamics for Sales tracking (my background is in Mechanical Engineering with decent ex...

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Finance | Project Operations, Human Resources, AX, GP, SL D365 F&O - Expense report not defaulting employee-linked Vendor or Vendor financial dimensions

Last replied Posted on by JayJay123 22

I am using the new Expense Management workspace at my employer. We are setting up Expense Management for the first time, and I have come across an i...

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