Sales

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...

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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...

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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...

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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...

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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...

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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...

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Last replied Posted on by lispyj 2,683

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

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Last replied Posted on by vranicarka 9

Hi, When one of the users (in 'enhanced' marketing professional role) tries to disqualify a lead using a custom status reason, she gets the follo...

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Last replied Posted on by HYC1 21

We import a lot of leads into the system but many have similar names to existing accounts or uses abbreviation (ie, IBM vs IBM Inc. vs International B...

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Last replied Posted on by Himanshu Kamboj 354

Hi all, I have a requirement, where I need to update contact fields on create event before the creation(Pre-Operation). Like I have integrat...

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