Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2022 Release Wave 1 PlanDynamics 365 release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.
2022 release wave 1 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
We've been trying to get sales history data from NAV for a while. Apparently when this company purchased the software, it was a straight install, no customizations.
I need a report that will show customer, SO number, SO date, item no, qty ordered, $$. I can't find anything with all of this info. I can find customer sales info w/totals and inventory info, but nothing that merges the two.
The combination of fields are not together on a single standard report. However, you can use Jet Reports (I have one close) or Power BI to create the information you need easily. If this is not possible, you create a report that meets your requirements.
Hope this helps.
Thanks Steve! we do have Jet Reports loaded but when I opened it, it was just an excel spreadsheet. Guess I'm gonna google how to work it.
Thanks for the suggestion... I didn't know what it was for.
As you can tell, we're flying blind here... small company, no NAV expert. Yikes! :D
SALES Customer Detail Sales by Invoice.xls
Here is a sample one but you will need to update in designer for the formulas. Go here insightsoftware.com/.../
Yes! Will try and get into table format for pivot tables. This is exactly the info we need. :D
Business Applications communities