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Customer experience | Sales, Customer Insights, CRM Is there a method for quickly creating new leads from an existing lead record?

Last replied Posted on by CS-08101552-0 0

Often when I am qualifying lead I will be given information about another person in the target company that I should be talking to. I want to create...

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Customer experience | Sales, Customer Insights, CRM Disable Filters Pane at Global/App Level in Dynamics 365

Last replied Posted on by Inkey Solutions 2,081

Hi everyone, We’re using Dynamics 365 (Sandbox environment), and we’d like to disable or hide the Filters pane at a global level across the system...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics ATP - Can we exclude unconfirmed Purchase orders?

Last replied Posted on by SV-08101433-0 0

Hi,   It seems we cannot exclude unconfirmed Purchase orders, meaning those that don't have a "Confirmed ship/receipt date" filled. It would ...

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Customer experience | Sales, Customer Insights, CRM RETURN ORDER LINE

Last replied Posted on by ISMA 13

Hey guys!   I have a return order   Line 1 invoiced   Line 2 expected   order status open     So I need clo...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Plugin Registration Connection Error

Last replied Posted on by DKaushik 38

Hi,   I am getting below error while I am trying to connect to the organization through Plugin Registration Tool. And my firm has multi facto...

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Microsoft Dynamics 365 | Integration, Dataverse, and general topics Dataverse: Teams Phonecall Transcripts - diarized

Last replied Posted on by RD-07051301-0 12

Hi - the transcripts of phonecall recordings ( made with Teams dialer) are available in the dataverse when i query ActivityPointer/PhoneCall/Msdyn_R...

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Small and medium business | Business Central, NAV, RMS Physical inventory Journal - no serie error

Last replied Posted on by CU09070805-0 39

Hi,    I have a inventory journal that give me an error every time i run this.  Error message:  Document No. must be equal ...

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Small and medium business | Business Central, NAV, RMS Journal Write Off

Last replied Posted on by CU27080705-2 110

In August I posted a Journal write off in the GRNI account for (£xxxxx). The Posted Purchase Receipts are still open though. What is the best way to...

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Supply chain | Supply Chain Management, Commerce While posting packing slip for intercompany direct delivery return order getting error

Posted on by CU07101225-0 0

Hi Can some one help me out,   I have configured intercompany direct delivery process and posted invoice also Now I'm trying return orders ge...

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Supply chain | Supply Chain Management, Commerce Sales order reservation isn't checking the line that is selected

Last replied Posted on by Mahaboob Shariff 162

Hi, If we click on an order line and go to the reservations of that line, it is not showing that item number. We cannot change the reservation any...

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