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Mass edit of opportunity owner somehow affected notes?!?

Hello,I was assigned with the task to find a bunch of opportunities owned by a particular user and then change the owner to another user.Said and done, I did an advanced find and used the "mass edit...

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Auto Refresh The Dashboards

Is it possible to ato refresh the dashboards?I found a link but its not working. https://community.dynamics.com/crm/b/develop1/archive/2013/02/02/adding-auto-refresh-to-dashboardsPlease suggest if...

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How to Update table Id in Sequel id place

Hi All,How to Update table Id in Sequel id place?Regards,Vengal.

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How to add Planned purchase order to cash flow forecast

Dear FriendsI am trying to find a way to bring in the Planned purchase order to cash flow forecast. for the moment purchase order can be added to the cash flow forecast.in my previous question...

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Need to know Number sequence process

Hello all, I am all new to D365FO . Please help me to understand the number sequence. Still have lot more to ask. Regards Ravi.

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Projects purchase requisitions and procurement hierarchies sales prices

Hi All,We switched from using POs with released products to purchase requisitions and procurement hierarchies. After a while we noticed all our item transactions were no longer coming through to our...

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Remaining Balance on Customer Documents - SQL

I am trying to run a detailed debtors listing through SQL to provide a workflow for credit controllers without needing to log in to Nav.I cannot find the table/view which shows remaining balance for...

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Purchase receipt discrepancy , delivery reminder not updated

Dear FriendsI am facing a issue related to PO receipt Have created  3 lines and did the product receipt, but the delivery reminder is still shows the order quantity consequently users can receive...

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Ax 2009 Workflow Issue

Good evening everyoneII come to solicit your help to find solution to a problem that I have in my Ax2009. I do not know much in AxI have a user X who submits a purchase request that is approved by a...

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projects in PSA weird behavior

hey everyone, As I mentioned in my previous post, I am new to PSA, Version 3. I was trying to create a project and it is very weird. Whenever I enter a start and end date, or task duration, it changes...

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cannot compare two enum in extension class

Hi all,Actually on D365 8.1.3 PU23 we cannot compare enums on extension class. Have you any idea how to compare two enums ? Thanks

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Error Message: sdkmessageprocessingstep With Id =...

Hi,While deploying a solution to another instance using VSTS, I get the following error:Error Message: sdkmessageprocessingstep With Id = 11849b74-6a25-e911-a82f-000d3ab1da01 Does Not ExistWhen I tried...

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Filter By a Related Entity On Portals

Hello everyone my name is Taniguchi, and i am using Project service on portal, but my entitie timeentry is not related to contact but to bookableresource, and i would like to know, how can i make the...

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Export / Import company issue

Hi, I have upgraded a database from 2017 to BC on Prem and as my last step I need to export a company and import it in another BC on Prem database. I managed to export with no issues (using the 'Export...

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XrmServiceToolkit.Rest.RetrieveMultiple Store result locally

Hello community , I have doubt I need your confirmation please Actually i am tring to retrieves record using XRMSERVICETOOLKIT (javascript ) this is my query...

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D365 on premise knowledge base/portals

Hi,We want to use knowledge base/portals in  Dynamics 365 on premise.Can you please guide how to do it? What are the pre-requisites.etc.?

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Dynamics Ax 2012 r3 connection with power Bi

Hi,I am new to Dynamics AX and wish to connect the AX 2012 R3 to Power BI/Excel. What would be the easiest method?  I tried using the Odata Feed but not sure where to exactly find the IP sever address....

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Restricting Values in a Look up

HiIn my db I have Firm>Contacts>client>accounts, where the firm has many contacts, each contact can have many clients and each client can have many accounts.  When a phone call is taken, it is...

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Dynamics 365 8.2 compatbility with DC 2016/2019?

Hello everybody,a customer of ours wants to move their DC from SBS2011 to DC2019 and use it with their Dynamics 365 8.2 On-Premise on Windows 2012 R2 and Office 365 2019.Although the 2019 Microsoft...

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Unable to view the Data in the form when i restrict the user to single legal...

Hello,We are using D365FO 8.0 (PU15).I have a scenario where i am unable to view the data in the form because of securities.Scenario:User assigned with role A, has access to only Legal entity LE1 and...

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