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Importing bank statements

Hello, I am upgrading from AX2012 to D365FO, during UAT we have identified  that user can not import bank statements into "Cash and Bank" unless given system administrator roles, is there a...

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How to create a Quote from Case

HiI wanted to create a Quote from Case.By using workflow I tried to create it but how can I add products in it. Do I need to create Opportunity as well.Please Suggest.Thanks

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No access to tabs in social pane

Hi guys,hope you can help me. I have a strange problem, 2 users with the same security roles, one has access to the social pane, the other one can't even click to switch the tabs. any thoughts?thank you

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change color in navbar

I want to know how I can change a color in navbar for Dynamics 365 version 9.0. In particular case for the square button that to link other Office's application.Thanks, Pamela

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Looking for Retail POS technical document

Hi experts,could u please suggest me where can I find the technical coding(typescript) level document for Retail POS for better understanding.

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How to setup newsletter for a customer during the live sales transactions...

Hi,Is there an option to enable the newsletter or advertisement to send to the customer during their sales transactions. That is if the customer is purchasing something from the store, and provide the...

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How to calculate sum of column value from entity collection?

Hello,How to calculate sum of column value from entity collection in c#? Pls suggest how can we do it in c# in a simpler way?

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Registering custom WCF dll in NAV

Hi,I created a WCF dll having data contracts(attributes) defined for my CRM objects which I need to access in NAV as part of integration. I generated a key for the dll and directly added to this folder...

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How to tell what reports are using what entities....

Is there an easy way to see what reports are using what entities.  For example, I have 200 reports in CRM 2016, and would like to know what reports are using the Opportunity entity without having to go...

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UK vat report 2019

Hello,Anyone know if MS will release a new VAT report fix for the new online reporting requirements in Uk as of 2019? 

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Not Privileged error running reports

I have some users receiving a 'Not privileged to run this report' notification, yet the report still runs.  What would cause this to happen?  It is more of an annoyance than anything.

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WBS Project Entities Error

im using project module, first i create a project (T&M) and need to define WBS for this project.   WBS activity structure its loaded using Data Management and Project work breakdown structure –...

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Posting Jobs to external sites

Good AfternoonI know we're currently using LinkedIn as the primary job posting board. We have the ability to post to external sites using the URL. Where can I find information on how that process...

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projectGrid.control.SetParameter("fetchXml", fetchXml); Not working

function filterSubGrid() {var projectGrid = Xrm.Page.ui.tabs.get("tab_4").sections.get("tab_4_section_1"); if (projectGrid == null) { //make sure the grid has loaded setTimeout(function ()...

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Management Reporter DataMart Rebuild

Customer is on GP2018 and MR Version 16 and after doing a new install of MR the get the following error in the logs of the DataMartERROR TID:TP-11 [2018-09-20T12:56:33.4568466-04:00]: The query...

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Voice of the Customer VOC 2 workflows how to trigger them?

Hi I have voice of the customer and Two separate surveys.For each one I want a unique workflow to be created.How can I get them to trigger on each specific survey - I have tried if name = survey name...

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Single user unable to load Case form???

We are using Dynamics 2016 OnPrem, with the latest updates.I have a single user who is suddenly unable to open Cases in CRM. When she attempts to open a case, it just spins.I had another user do a...

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"An error occurred while trying to display the report" when running a report...

why this error coming when we try to preview a report in the system first time.there is no error when I run the same report or any other report second time.

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Drill down a Trial Balance Report or General Journal Report to Project...

My company decided to report actual cost based on Project Category rather then MainAccount (as lowest cost category level) when Implementing D365.  They have a few of expense Main accounts setup for...

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How to the total length of the value from an array

Hi ExpertsSorry i dont know how to construct my question. My goal is i want to get all of the length from an array and here's my codepersonEmails.forEach(function(test){ var b = test.IncidentId; var...

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