How to sum up quote line cost?
Hi,I want to sum up the cost amount of all quote lines and display it on the quote page. However the problem I meet is the cost amount sum needs to be calculated immediately after quote line updated.I...
View ArticleReversing stock adjustment journal in weighted average cost
Hi Experts,A stock adjustment journal has been posted as receipt (with cost price as 1) since there was some error in item load. Now since the item load is done, the adjustment journal needs to be...
View ArticleOwner of recurring mass deletion jobs
Hi.We have a system mass deletion job with an owner that will soon no longer will be active in the system. It doesn`t seem to be possible to change the owner of the job and if I create a new the job it...
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Azure Logic Apps with Dynamics 365 F&O new feature "Business Events" - what...
Hello,I've been looking into trying out LogicApps with Dynamics 365 F&O new feature "Business Events"- however, I've ran into some questions regarding endpoints.If I'd like to use LogicApps with...
View ArticleDoes Retail Functionality effect any standard Sales Functions.
Hi all,I am currently working with a customer who is interested in utilising the Call Centre feature within the retail module in order to use the Price Override functionality (so any changes to prices...
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Segment in Marketing
Hello,As below you can see, I have created a segment and the definition is that the country/region of the contact is Oman. That is working fine. But I want to add another condition. I need only the...
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Links / keys between financial records in the system
we are facing an annoying problem with dynamics 365 , there are many references for each module which makes it very hard to arrange or track different documents. So, we need to fix one primary...
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Add blank/empty values to SSRS parameter that get value from Query that using...
I'm trying to write a report For CRM Online in FetchXML. I want to use pre-filtering to force users to run the report from the Account form so the results are limited to one account because my database...
View ArticleD365 portals create invitation with type group getting duplicate error
create invitation with type single is working fine.if we select type as group and give multiple contactsrun workflow > send invitationerror details : A record with these values already exists. A...
View ArticleDynamics CRM Site Map
Hello Experts,Is there any way where we can hide the navigation tiles based on Security Role and entity combination? Scenario: If the user has Account & Contact Entity read access then hide the...
View ArticleRibbon workbench
I added the Ribbon button on opportunity main from, Based on Business unit I want to hide this button.
View ArticleCommitted cost on Investment projects
HelloI have a customer who runs a lot of Investment projects. All cost will be posted to Balance before you eliminate the project. I eliminate to a Fixed assets.We creates PO from the project and...
View ArticleCustomer Journey (Segments VS Subscription Marketing List)
What is the difference in use between Segments and Subscription Marketing List in the Customer Journey, as both of them doing the same job in the customer journey?
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how to get source code file from existing page(Account Schedule) in D365BC
Dear Experts ,how to get source code file from existing page(Account Schedule) in D365BC.actually i want source code file from tthe existing file in d365bc ,please see below screen file of account...
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Can't authenticate Dynamics 365 FO and an Power BI azure app
Hello Hello :DI want to embed power BI reports in Dynamics 365 FO. After creating an app in AAD and granting the permissions and all, I moved to the step of enabling Power BI in Dynamics. I entered the...
View ArticlePSA Version 3.x - Approval of time entries
Hi,I have a project where I am the project manager.If I book timeentries (I didn't try expenses yet, but might be the same issue) and send them for approval I will only see time-entries to approve from...
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when lead qualified then how to contact record update using workflow CRM
Hello All When we lead qualified then how to contact record update using workflow CRMI created following workflow. and updated some contact record field using lead field.I got error in System...
View ArticleAdd new fields to "Detail Trial Balance" report
Hello,I want please to add two fields to "Detail Trial Balance" report:1. Account name (the partner that can be vendor, supplier or bank)2. his account numberWhich table(s) can I use?
View ArticleCRM hyperlink Link not working from word document
Dear Communities,we copied hyperlink from one account and paste the same into word document but we're getting error when we hit that link in word doc.Its working If we copy the same link and paste...
View ArticleAdd new fields to "Detail Trial Balance" report
Hello,I want please to add two fields to "Detail Trial Balance" report:1. Account name (the partner that can be vendor, supplier or bank)2. his account bank numberWhich table(s) can I use?
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