External user access with invite
How to setup external user access with invite feature like CRM self-service portal for F & O ?
View ArticleCorrecting Item Code on Posted Sales Invoice
We have a lot of item codes that are similar, there is a better / faster way to adjust the item code that was used on a Posted Sales invoice besides correcting the entire invoice?I realize all the COGS...
View Articlehide main navigation areas with privledge settings not working?
In order to hide the Main Navigation area we will have to hide ALL of the SubArea objects. The way to do this is setting the ‘Read’ Privelidge on the Sub Area to the corresponding custom Navigation...
View ArticleUPGRADE AX 2009 TO AX 2012
please can you help me, I need to know what would be the order to update ax 2009 to ax 2012 r3. I think it would be this please if I'm wrong I would like to be corrected.- pre update in ax 2009- update...
View ArticleCan you use On-Account Milestone for Time and Materials projects instead of...
If you can, how do you set it up?Â
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"You need a Microsoft Dynamics 365 security role to continue"
We are getting following error when user is trying to access social activity entity in Dynamics CRM. We are using the default "marketing" role that comes out of the box with Dynamics 365 CRM. It is...
View ArticleBest Practice for Updating Modern POS
I am new in the last month or so to everything MS Dynamics 365. Working on a project for my company and we have a third party building the Modern POS clients and update / install packages. I think...
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Knowledge base articles doesn't show HTML content
I have configured knowledge base management in Dynamic 365 V9.0. And created KB articles and can format the articles by using HTML/stylesheets. in the content editor.The preview looks fine in the...
View ArticleManagement Reporter comparatives from multiple companies.
Management reporter comparative actuals that are pulling from various companies. I have 4 old companies for Fy16 and Fy17. I have our New consolidated company for Fy18 and Fy19. I changed column A in...
View ArticleHow are wire numbers generated?
While I was generated a check register for a certain month's period. The check numbers are in numerical order. This also included wire / EFT payments which the registered listed below of the live...
View ArticleAR Prepayment Invoice
I have a request to post a prepayment invoice for a customer posting to deferred revenue, process the payment relieving the AR and then applying the balance to a Sales Order. The issue I'm running into...
View ArticleHow to change the returnUrl on the "Sign Out" button to home page
Hi,I wonder is there an easy way to change the returnUrl on the "Sign Out" link button to point to home page.for ex: http://localhost:52281/Account/Login/Logoff?returnUrl=%2Fassessments%2FÂ to...
View ArticleByod primary key is necessary in order to be able to export all data?
I created one data entity A and byod to export data to azure database, but somehow no data can be exported while the schema was successfully created. However, I was able to export the other data entity...
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Container close cancels - Warning and Errors shown
Hi,I have been trying to close the container and when I click OK after I 'Get System Weight', the system shows the below mentioned Infolog and the update is cancelled. Please help to resolve...
View ArticleRibbon workbench not allowing me to hide a button
Hello there,I am working on Dynamics 365 cloud environment where I tried to edit the ribbon using ribbon workbench. Some of the buttons in the solution appear with a red tick mark at the end. When I...
View ArticleWhat happens to unmanaged custom fields created in a managed entity after...
Hello There,We had to create few custom fields on a managed entity (user entity to be specific). Main form of entity modified to capture data in those fields. Before widespread use, it would be nice to...
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Cancel Transfer Order with Order Status
Hi All,I has a question regarding Transfer Order. I already created a Transfer Order for item A, but the item is having zero on hand balance. Somehow I want to cancel this transfer order due to zero on...
View ArticleTASK FLOW - Is it possible to Create a new Associated record with task flows?
I have tried that when I create a record with a Task Flow, I can create new associated/lookup records from the form itself. However, I would like to know if it's possible for me to create the Parent...
View ArticleSetup Sales Order without Pick List and Packing Slip
Hello All,I want to setup sales order for a specific item group without Picking list and Packing slip steps.Is there any one can help me?Best Regards,Jesica
View ArticleCurrency Revaluation for Opening Balance Sheet Balance in a "Hard Consolidation"
Operating companies 1 and 2 use Currency: A for Transaction Currency, Accounting Currency and Reporting Currency.Consolidation Company 10 uses Currency: B for Accounting Currency and Reporting...
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