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Dynamics 365 general forum Dynamics 365 App for Outlook - Security Role

Last replied Posted on by OKX

1. Are there limitations to which security roles can be assigned directly to user?   2. And is it necessary to have any security roles on the...

1
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Commerce forum Issue when trying to generate an invoice for a sales order.

Last replied Posted on by jamesfrancis 27

Hi All, Good Day!   I'm facing an issue when trying to generate an invoice for a sales order.   This is the error I'm getting. Posting...

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Finance forum I would like to ask about entity that connect from D365

Last replied Posted on by Chomchanok 242

Hi Everyone,   Recently I just develop power automate to create a customer profile in D365 but when we want to write information in D365 I go...

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Finance forum Populate Generaljournalaccountentry.Text Field on posting a Fee Journal

Last replied Posted on by piyush02 54

Hi All, On posting a fee journal from project management and accounting i want to flow the description in generaljournalaccountentry.text field, ...

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Sales forum How can I deactivate the summary of Copilot in the timeline?

Last replied Posted on by jleystral

Hello everyone, We would like to hide / deactivate Copilot from our CRM system until we have a company-wide AI strategy. We have successfully manage...

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Customer Service forum Timeline issues to see the activities

Last replied Posted on by Cat_Car 123

Hello, for around 2 weeks now, one customer service agent is not able to see the timeline activities in the cases. We implemented the copilot summa...

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Microsoft Dynamics CRM forum Functionality to associate email activities with multiple related records

Last replied Posted on by SB-12061339-0

Hello, I heard about upcoming functionality that would allow us to associate multiple different entities to an Activity record using an updated Relat...

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Customer Insights - Journeys forum Dataverse Entity to connect with Power BI

Last replied Posted on by lovishsood1

Hi Team,   I want to create a Power BI Dashboard on the Dynamics 365 marketing App. I'm having trouble finding the table where MARKETING Emai...

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Finance forum MS Graph or SMTP?

Last replied Posted on by JuleWergne 328

Hello community,   since we get a notification from D365 FO about MS Graph and deprecating Exchange Email server, I have a question:   ...

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Human Resources forum Copying a fixed compensation setup from one legal entity to another legal entity

Last replied Posted on by TL-12061150-0

Hi all,   I hope that someone did this before and can help me out. I need to copy the complete fixed compensation setup from one legal entity...

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