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Sales forum Create report under customers / accounts and filter Active accounts versus Prospects

Last replied Posted on by WC-15052103-0 3

What would be a common way to filter between CUSTOMERS and PROSPECTS?  In Dynamics 365 (Sales). So how to create a report under customers / ...

1
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Sales forum where can I find The "createordercloseopportunity_id" column or field (the table name)

Last replied Posted on by Jennifer23 2

I want to make the column have a default input of NO, so an order can be created without closing the opportunity, where can I find this field/column, ...

3
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Sales forum Unable to see the Debugging process in VS code

Last replied Posted on by CU09051530-0 11

Hi I started learning the profiling process but then I can't see the Debug execution process in VS using System;using System.Collections.Gen...

2
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Sales forum Merging timelines, leads and opportunities on a contact

Last replied Posted on by CU07050909-0 2

I've noticed that when two contacts are merged on our installation, the timeline, lead and opportunity records are not merged.  Is it possib...

4
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Sales forum Disqualifying a Lead: issue, not working from the form, but works from a View

Last replied Posted on by CSGATX 50

Currently when trying to Disqualify a lead from the lead form nothing happens, it does not close the lead, mark as read only, or log it was disqualified. The button does bring up the drop down and allows you to select a reason just nothing happens...

6
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Sales forum Saving of the Contact form throws ISV error

Last replied Posted on by CU09051530-0 11

Hi I'm new to the Dynamics environment & started to learn the development, I tried to create a save the contact by providing the required det...

4
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Sales forum Can We hide the Fields and entities in the advance find based on App Level or Certain User's

Last replied Posted on by Himanshu Kamboj 354

Hi All, I have a requirement, like I have 3 applications in dynamics 365 and all three apps having the different-2 custom entities, so my require...

1
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Sales forum An error occurred in Sales and SharePoint integration:getDataSetCapabilities is not a function

Last replied Posted on by Community member

 This is so strange, when I first visit this record, everything is normal, but refresh the page to check again, only to report errors, over and o...

12
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Sales forum E-mail signature table borders

Last replied Posted on by Community member 9

Hello everyone,One of our customers is having a problem that seems strange to me: this customer did switch on the synchronization betwe...

4
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Sales forum Unit Group update needed for Dual Write

Last replied Posted on by lispyj 2,689

We recently went live with D365 Finance and Supply Chain, including Dual Write integration with Sales.  We have a significant mismatch betwe...

1
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