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Insert Record on action click one page to another table

I want to fetch some columns from the selected row and insert it into another tables on action click . I have added one action on list page.

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Ribbon Workbench button for Views

Is it possible to put a button on a view?  I have added buttons to my entity forms but I can't figure out how to add a button to a view or all views for the account entity?  I have added a button to...

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Opportunity Estimated Revenue not calculating from Quote amount.

Hi,I have a trial account in dynamics 365. No customization made.1. I have created Opportunity and added 'Topic' , 'Contact' , 'Currency' , 'Price List'2. Added 'Revenue' as "System Calculated"3....

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Printing a summary invoice with 2 different project billings

I have 2 customers that use flex billing and would like the ability to print 2 different billings together with one total at the end. They need the billings to post separately to each project so the...

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Dirpersonname table

Hi Friends,Just found out, when you update worker's name, name is saved as a new record in DIRPERSONNAME table while old name is still there. What's semantic behind this design? security...

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To Inactive record after validate date field

Guys, I have a problem!I need to change the status of a product to inactive after the expiration date (system field) is exceeded. What is the best solution for this?Tks

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Updating bpf stage id v9

Hello community,i'am trying to update the stage of a bpf but getting the error:Active Stage ID ‘985ad5d7-fda7-4adb-a2c6-d328b9989367’ does not match last Stage ID in Traversed Path...

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Task recorder error message -- Failed to get the download url for a Task...

Hello,Would like to know if someone is familiar with an error message we are getting on Dynamics. We received error while trying to open task recorder from LCS either open or edit them.Error message:...

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How to configure Purchase Order to use rep 1322 instead of 10122

How do I configure Purchase Order to use rep 1322 instead of  rep 10122? I have multiple companies setup and some use rep 1322 for the purchase order and some use rep 10122.  

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item line order

sales item lines won't stay sorted as entered or by line number, why?

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Managing Microsoft Dynamics Implementations (Sure Step) methodology...

Hi all,I searched for "Exam MB5-705 Managing Microsoft Dynamics Implementations" and the Microsoft site www.microsoft.com/.../exam-mb5-705.aspx inform "This exam has been retired".Could anyone tell...

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Link between CustInvoiceTrans and GeneralJournalAccountEntry

My invoice has multiple lines. I read that you can join GeneralJournalEntry but I'm getting many to many with the GeneralJournalAccountEntry table. Can someone help me connect through with multiple...

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Devops automatic code sync to Dev VM

Hi,I want sync my other Dev machine automatically with the latest code daily at midnight. How can i achieve this by using build definition in azure devOps. My VM is cloud hosted.Thanks

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UCI - Different interfaces?

Hi,I was looking around for different tipps & tricks for the UCI and came across this general post:https://carldesouza.com/unified-client-interface-uci-in-dynamics-365/It shows pictures of the UCI...

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AX Data Cubes Connector

Hi allIs it possible to connect to the AX data cudes using an ODBC connector rather than OLE ?Thanks for any feedback

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What code recalculates the unit price when priceGroup changes on SO Header

I am trying to find a piece of code that updates the unit price when the price group is changed on the sales order header and the update unit price flag is set.When one changes the price group on the...

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BOM missing in Production order

Is there any reason I can't find BOM in the production order ?I already set up BOM and entered it in the item

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Query on 'OwnerPrincipal' in error message

Can anyone advise what this line of an error message means?ReadAccess","PrincipalHasOwnerPrincipalWithAtLeastBasicPrivilegeDepth = False","EntityUserGroupRights = None","MinimumDepthRequired =...

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Sharepoint integration - metadata

We are looking to leverage the integration between dynamics 365 and Sharepoint to store documents against to account record. The issue that I’m finding is that we aren’t able to create new metadata...

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Management Reporter data mart access - domain change

We just migrated to a new server for GP, and as part of that, a new domain is added as well. I have been able to add the new domain users and can access management reporter, can run reports, and can...

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