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Customer experience | Sales, Customer Insights, CRM Unable to see anything but the Create Contact in Outlook using Copilot for Sales.

Posted on by HBH 152

We are only able to see the Create Contact option in Outlook using Copilot for Sales. We have been unable to find the setting to enable this, or is ...

0
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Finance | Project Operations, Human Resources, AX, GP, SL Field is not visible after adding on Entity

Posted on by @rp@n 5,907

Hi team,   As per our requirement, I have done below steps to add field on Entity.   Adding the field with drag and drop from the Cust...

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Customer experience | Sales, Customer Insights, CRM Show custom pop up message when plugin complete task

Last replied Posted on by Samantha73 2,453

Hi Everyone Is there a way to show a message once the plugin complete a task- success or fail message. For example "Document created successfully!"...

1
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Finance | Project Operations, Human Resources, AX, GP, SL Parameter need to pass on data entity in d365fo

Last replied Posted on by @rp@n 5,907

Hi team,   I have a button in form. When we clicked this button it will be connected to an entity UCL_CustCustomerV3Entity and download the ...

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Customer experience | Sales, Customer Insights, CRM How do I fix a blue screen error (BSOD)?

Last replied Posted on by CU18120749-0 0

How do I fix a blue screen error (BSOD)?

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Customer experience | Sales, Customer Insights, CRM Creating a days untouched field

Last replied Posted on by GeoffL 8

Hi I am looking to create a field in contacts (and similar in accounts and opportunities) that will show number of days since any change/activity h...

1
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Finance | Project Operations, Human Resources, AX, GP, SL How to find dimension query value in X++

Last replied Posted on by CU21091228-0 161

Hi Team,   I am working in SSRS report.   Here in report dialog i have to add filter on Main account, to achieve this i have wrote the...

2
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Finance | Project Operations, Human Resources, AX, GP, SL Dialog Form Updates Existing Record Instead of Inserting a New Record

Last replied Posted on by Aditya Pal 9

I am creating a Dialog-based form in Dynamics 365 Finance and Operations to add new records to a list page. However, whenever I try to add a new...

3
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Finance | Project Operations, Human Resources, AX, GP, SL Optimization of OData entity API

Last replied Posted on by SA-20091232-0 49

Hi, I have created an Odata API of Sales orders, That is nothing but the copy of the default order headers API. We are trying to send information on...

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Small and medium business | Business Central, NAV, RMS Best Practice for Handling Excess Customer Pre-Payments in Sales Orders

Last replied Posted on by PS-20050952-0 52

Hello, My client has encountered a scenario and is seeking the best practice solution for handling it: Scenario: In a sales order, the customer...

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