Last replied Posted on by DonaW 20
As a system admin, I'm trying to figure out the best way to do this. Currently, the only way I have figured how to do this is to reopen the oppo...
Last replied Posted on by Community member
Hi, Is it possible to send a quote with optional products and let customers choose the products and respective quantities that they want to buy?&...
Last replied Posted on by viet561995 65
I have a question about setting a default form in Dynamics 365 Sales. I want to customize the form order and set a form as the default one for an entity. However, because Dynamics 365 remembers the last form that you selected, so if you close the ...
Last replied Posted on by shogg 36
Hello, The lead record supports the ability to associate a parent account or contact. This is a scenario that my organization runs into a fair am...
Last replied Posted on by Jenone C 56
Repro steps:1. I created a Dynamics 365 Sales trial with Region as /US/.2. Turned on Copilot in PP admin center.3. Turned on Auditing.4. Opened Sales ...
Last replied Posted on by Community member 5
I am working with D365 Sales and I have changed the exchange rate for the peso currency. But only the new opportunities are updated. Is there a possib...
Last replied Posted on by CLP114 14
Supposedly we should be able to /Create Invoice/ from a Sales Order. That is not an option. We have a /Submit Order./ There is no ex...
Last replied Posted on by MichelleM 205
I'm sure this used to be possible but I can't see it now?? Can a user change the order of items in a quote without having to remove them and add them again? Thanks!
Last replied Posted on by Community member 9
Hello everyone,One of our customers is having a problem that seems strange to me: this customer did switch on the synchronization betwe...
Last replied Posted on by John Mongol 81
Hi,What would be the best way to work with multiple legal entity sync with dual-write for accounts in CRM.We understand that if the same Account is ac...
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