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How can I automatically assign leads to sales reps in Microsoft Dynamics 365 Sales ?
How can I automatically assign leads to sales reps in Microsoft Dynamics 365 Sales based on territory or product interest? Hi everyone, I'm currently setting up lead management in Microsoft Dynamics 365 Sales and want to streamline the process of assigning leads. Ideally, I'd like leads to be automatically routed to…
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How to Choose the Right Microsoft Dynamics 365 Partner in Canada?
Hey everyone, Our company is planning to implement Microsoft Dynamics 365 (primarily for Sales and Customer Service) in the coming months. We’re based in Canada and want to work with a reliable, experienced Dynamics 365 partner who understands both local compliance needs and global scalability. I’ve done some research, but…
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How can I handle exceptions in Robotic Process Automation (RPA) workflows ?
How can I handle exceptions in Robotic Process Automation (RPA) workflows without stopping the entire bot? I'm currently developing an RPA workflow using UiPath to automate invoice data entry from emails into an ERP system. Occasionally, some invoices are missing fields like the invoice number or date, which causes the bot…
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How can I automate work order creation in Dynamics 365 Field Service based on IoT sensor alerts?
Hi everyone, We’re currently using Microsoft Dynamics 365 Field Service and exploring ways to improve our preventive maintenance process. We have IoT sensors connected to equipment that can detect performance anomalies (e.g., overheating, unusual vibration levels). What we want is to automatically generate a work order in…
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How can I design a scalable data pipeline for real-time AI model training ?
How can I design a scalable data pipeline for real-time AI model training when dealing with both structured and unstructured data sources? I'm currently building an AI system that needs to process large volumes of structured (SQL databases) and unstructured (social media text, images) data in near real-time. I’m struggling…
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Work Order Not Auto-Assigning to Available Resources in Dynamics 365 Field Service?
Hi everyone, I'm currently working with Dynamics 365 Field Service, and I'm running into an issue where work orders are not being auto-assigned to available resources, even though I've configured Resource Scheduling Optimization (RSO) and set up the booking rules correctly. Here’s what I’ve checked so far:* Resources are…
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How can I automate lead scoring and prioritize high-value opportunities in Dynamics 365 Sales?
I’m trying to optimize our sales pipeline using Dynamics 365 Sales, but my team struggles with manually identifying and prioritizing leads. I’ve heard about AI-driven lead scoring, but I’m unsure how to set it up effectively or customize the scoring model to fit our business criteria. Can anyone share step-by-step guidance…
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Microsoft Dynamics 365 Field Service?
How can I integrate Dynamics 365 Field Service with Power BI for real-time service analytics and performance tracking?
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How can I create a fully automated lead qualification and scoring system using Power Automate ?
How can I create a fully automated lead qualification and scoring system using Power Automate and AI in Dynamics 365 Sales? Despite its advanced AI and automation capabilities, why do many enterprises still struggle with low user adoption and suboptimal ROI when implementing Microsoft Dynamics 365 Sales—and how can…
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What are the emerging trends in field service technology?
What are the emerging trends in field service technology, and how can Dynamics 365 Field Service adapt to stay ahead? How do you see advancements in AI, IoT, 5G, or automation shaping the future of field service? Are there any features or capabilities you’d like to see added to Dynamics 365 Field Service in future updates?
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Advanced Integration of IoT and Predictive Maintenance in Dynamics 365 Field Service?
In recent months, I’ve been exploring ways to integrate IoT devices into our Dynamics 365 Field Service environment to improve our predictive maintenance processes. Specifically, we want to leverage the real-time data from IoT-enabled equipment to automatically trigger preventive maintenance tasks before equipment failure…
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Is it possible to insert 100+ sales orders in a single API call?
Hi, Is it possible to insert 100+ sales orders in a single API call? I was thinking on making some Power Automate, but maybe it's natively supported... Any info is welcome <3 Thanks in advance
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BC to CRM integration Tax
Hi Guys Dynamics CRM does not have Tax on the Sales Quote. Has anyone integrated tax or implemented tax with dynamics sales with integration to BC? Quote created in Sales and flows through to BC with tax codes
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CRM Sales Quotes automatically archive in Business Central
Has anyone seen where Sales Quotes that initiate in CRM and flow into Business Central. automatically archive in BC even though archiving is turned off in BC?
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Relationships between tables Purch_ Inv_ Line + Item Ledger Entry
Hello! I'm having trouble with two questions, please help: 1. How to find relationships between tables? How to join them? Purch_ Inv_ Header + Purch_ Inv_ Line + Item Ledger Entry I am joining them on document_no But for some reason, not all Purch_ Inv entries are appearing in the Item Ledger Entry Documents in Purch_ Inv…
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How to store file in BLOB field in business central ??
what procedure to add to upload a file of type text??
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Problems opening some kind of screens since update to 9.1.17.29
Hi. This week I upgraded Microsoft Dynamics 365 CRM On Premise to the latest version I found 9.1.17.29. The previous one was 9.0.7.8. Since then I have problems opening certain screens. Among the problems that I have encountered is when trying to create a Campaign from Marketing->Campaigns, I choose one and in the list of…
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find the values of an array in a json (power automate flow)
Array: [ "5", "6", "4" ] Json: "body": { "fecha_inicio": "01-01-2023", "Id_Recurso": "{00000000-0000-0000-0000-000000000000}", "lunes": "5", "martes": "6", "miercoles": "5", "jueves": "6", "viernes": "4" } I need to find my array values inside json for example 5: lunes, miercoles 6: martes, jueves 4: viernes but I don't…
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Overwrite Extenral Document No.
I want to create an action on the Vendor Ledger Entries page, once clicked, prompt the page with a field to allow the user to override the external document number on the select vendor ledger entry. Could anyone please help me with the idea of how to achieve such an action? Or maybe know a similar action that does that on…
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Assistant in Main Panel.
Hi! In the Accounts tab, there is a section or group called Activities with several tabs. I would like to know if that wizard can be put in a panel of those that appear on the main CRM page. Greetings and thanks.
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CRM 2013 and Exchange 2016
Hello everybody, I'm new here and in the CRM's World. I had to connect the CRM 2013 to Exchange 2016, i follow this tips : https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/mt622062(v=crm.8) But i still the "in progress" status, not failed or wish i'll prefer the success status.…
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How do I get the Control Add-in Drag and Drop to work ?
I have the MS Dynamics 365 BC running on the server and the drag and drop feature isn't showing or working (shown on attached imaged) but on having the same company run on the local machine win 10 the feature is available and works. Anyone know how I can get this to work?
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Delivery Note, Sum previous send quantity based on DN, Job No, and Job Task No. from Job Ledger Entr
Hi All, I am new here, recommended by a friend. My work place are preparing to launch Dynamics NAV 365 Client side manufacturing next week and they have asked me to write a few reports, I am a full C# Developer. I am stuck on a particular report and I am not sure what I am doing wrong! Basically I was asked to create a…
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How specify SSRS instance name in installation Microsoft Dynamics 365 Reporting Extensions?
Hi. In the installation of Microsoft Dynamics 365 Reporting Extensions, when you have to specify SSRS instance name, it comes out empty and I can't choose anything. I suppose you have to leave the instance that has the report services, which is installed and configured correctly, since it starts without problems. To access…
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how to avoid cancelling of Purchase Orders while running MRP//MPS if the demand Qty is equal to or
how to avoid cancelling of Purchase Orders while running MRP//MPS if the demand Qty is equal to or less than to already existing OPEN PO Qty. i need to set this via modifying the code .Anyone please help me.. Anyone give me a guidance for ths.
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Integrate new BC field in Dynamics 365 CRM
Hi. I'm new to Dynamics 365 CRM and I have a problem that I don't know how to stir. I have created a new field in Business central and I have to synchronize it with another new field in Dynamics 365 CRM. After much research, I managed to synchronize BC data with CRM, but now I have to pass the data from the new field. I…
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Outlook Add-in Enable Suggested Line Items
Hello, I use the Business Central add-in to create a sales document in Outlook. When I use this the system suggests the items based on the content of the mail. See print screen/attachment. I have disabled this function "Do not show this message again". Now I want to enable this function again, but I can't find where to do…
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Vertical Solutions for Dynamics CRM
Hi experts!! I need information on Dynamics CRM verticals for rental business. Thank you very much for advance!!
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Migrate from ForceManager to Dymanics CRM
Hello experts! Does anyone know where I can find information to migrate from ForceManager to Dynamics CRM? Thank you in advance
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OFFER SERVICES
I'm starting with CRM and I see that only products can be offered, but my company is dedicated to renting, can services be offered in Dynamics CRM?