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Small and medium business | Business Central, NAV, RMS Prevent Card Page Navigation if field is blank

Posted on by ME-31032107-0 573

I have been reading this article (https://yzhums.com/45007/) on how to prevent a Card page from being closed if a field is blank.  Using the On...

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Service | Customer Service, Contact Center, Field Service, Guides Copilot Conversation not working on UAT but in DEVTST

Last replied Posted on by RM-25021035-0 20

So, I have configured Copilot for Service in DEVTST in CS Hub and is working properly. I did the same on UAT but the conversation tab is not workin...

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Service | Customer Service, Contact Center, Field Service, Guides adding a line to a Service Quote, users need to refresh the screen to see the new line added

Last replied Posted on by DK-25031317-0 34

 We have 2 service users when they add a line to a Service Quote they do not see the line added, but do after they hit the refresh option on th...

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Finance | Project Operations, Human Resources, AX, GP, SL Custom fields not appearing in Sales tax group (Tax Calculation Service)

Last replied Posted on by António Coelho 80

Hi everyone, I’m working with the Tax Calculation Service (Globalization Studio). I’ve created a few custom fields that I want to include in the T...

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Small and medium business | Business Central, NAV, RMS The record is not open error when importing some quotes from Dynamics 365 Sales CRM into BC

Last replied Posted on by Jim FA 14

Since a recent BC update, I think v26.5, we've been getting an issue when importing certain quotes from Dynamics 365 Sales CRM into Business Central...

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Finance | Project Operations, Human Resources, AX, GP, SL Restrict access to REASSIGN button on a specific workflow

Last replied Posted on by KS-13051748-0 99

Hi,   One of our workflow is to approve new/update vendor banking information - Since these are sensitive data, we have been asked to remove ...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Dynamics 365 (CRM) Import - Multi-Select Option Set Field Fails

Last replied Posted on by BB-30101906-0 11

Seems Microsoft changed the way imports are done in Dynamics 365. In the new workflow, fields that are type "Multi-Select Option Set" fail during im...

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Customer experience | Sales, Customer Insights, CRM Problem with importing values for multiselect option sets

Last replied Posted on by AZ-01081450-0 4

Hi! I work on a project where we use multiselect fields for accounts and opportunities. Does anybody know if there is possibility to import records...

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Finance | Project Operations, Human Resources, AX, GP, SL Handling unclaimed property checks

Posted on by SK-11112102-0 0

Does anyone know if there is a way to void checks but not make the invoices appear as unpaid? Is my only option to void each check and then put a cre...

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Small and medium business | Business Central, NAV, RMS Default Dimensions for Customers

Last replied Posted on by Adria Stoner 37

I'm noticing that Default Dimensions is not working for Customers in 365 Business Central the same way that it works for G/L accounts and Vendors. I...

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