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Business Central forum Home page Business Central

Posted on by Community member Dynamics Community Forum Thread (2)8

Hello,I created an instance and I can't see the home page:The IIS admin is working:The main BC230 is working properly.&n...

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Business Central forum Field Values in page inspection

Posted on by Community member Dynamics Community Forum Thread (6)14

I have added a Field called Item Desciption to the Items table.I then show this field in a table called Site Material Requistion line which work...

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See Also
Microsoft Office LTSC 2021Office 2021 and Office LTSC: Everything you need to knowSCCM Office 2021 Deployment guideOffice Deployment Tool Guide

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Business Central forum

Posted on by Tris15 Dynamics Community Forum Thread (10)5

Hi EveryoneI want some insight on tables that are loaded into Power Bi - I am using the Posted Sales Invoice Lines web service as data source for my P...

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Finance forum File uploading from D365FO to third party portal

Posted on by Munsif ur Rehamn Dynamics Community Forum Thread (14)15

Hi Expert,I have a query, I need to upload .txt file from D365 FO to a third party portal, by giving required information in postman and a...

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Finance forum How to pass records to another form once menu item button clicked

Posted on by Faqruddin Dynamics Community Forum Thread (18)1,831

Dears,I have main form called ProcCategoryHierarchyManagement with some records and I already capture those records. Now I need to send that rec...

See Also
How to download and install Office 2021 Professional Plus - Turnkey Point

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Finance forum Currencies in Credit and Collections

Posted on by Community member

Hello!I would like to know more about how changes in currencies can have an impact on the Credit and CollectionsOn the customer card there is a ...

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Finance forum The menu item with name DefaultDashboard could not be opened.

Posted on by Community member Dynamics Community Forum Thread (25)6

Hello everyone,For some times I have a issue with my DefalutDashbord on my D365,some time ago I made something in my dynamics and si...

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Business Central forum GL Entries when posting Direct Labour Costs via Capacity Entries

Posted on by Gavin Dynamics Community Forum Thread (29)2,301

Hi,I've a relative newbie to the manufacturing module, and have been looking at it from a GL entries perspective.I've noticed that in the ...

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Business Central forum Purchase credit memo with discount

Posted on by MaxwellDziya Dynamics Community Forum Thread (33)30

Hello CommunityI need your assistance on the posting entries created when we post Purchase credit memo with discount. In my setup i have Purchase acco...

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Business Central forum Item count

Posted on by Community member Dynamics Community Forum Thread (37)40

No option to show the stock balance for one Item by company (Balance acrossall warehouses)I need to check the availability of Item across entire the c...

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Dynamics Community Forum Thread (2024)

FAQs

Is Dynamics AX a CRM? ›

Although it doesn't boast all the features of a full CRM, it also has some sales and marketing capabilities too. Dynamics AX is part of the Microsoft Dynamics suite, which contains both ERP and CRM software (which Microsoft now refers to as “apps”).

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Can Dynamics send emails? ›

Using email single send in Microsoft Dynamics allows you to send one-to-one emails to Contacts, Accounts or Leads using workflows. You can also personalise your emails with data that only exists in Microsoft Dynamics, such as data held in related or custom entities, for example, quotes, orders, or student applications.

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What is many to many in Dynamics CRM? ›

A N:N (many-to-many) relationship is used to link many records from one entity to many records of another. Each side of the relationship will display the various records that are associated with each other as a result through a subgrid.

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What is Dynamics AX called now? ›

Dynamics AX is now called Microsoft Dynamics 365 Finance and Operations, also known as Dynamics 365 Finance and Supply Chain Management.

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What is Dynamics CRM called now? ›

Microsoft Dynamics 365 Sales is a customer relationship management software package developed by Microsoft. The current version is Dynamics 365.

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Can Dynamics send SMS? ›

Dynamics 365 Sales enables your sellers to send and receive SMS from customers through the text message feature. Also, sellers can refer to their past communication in context without leaving the application or losing their view of their customers' details.

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Can you mass email from Dynamics 365? ›

You can send the same message to multiple recipients using email templates. This is known as direct or bulk emailing. You can also use mail merge with Word and Word templates to create the message.

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What is a one-to-many database? ›

In a one-to-many relationship, one record in a table can be associated with one or more records in another table. For example, each customer can have many sales orders.

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What is a many-to-many relationship schema? ›

A many-to-many relationship occurs when multiple records in a table are associated with multiple records in another table. For example, a many-to-many relationship exists between customers and products: customers can purchase various products, and products can be purchased by many customers.

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What is many-to-many in schema? ›

Many-to-many (m-n) relations refer to relations where zero or more records on one side of the relation can be connected to zero or more records on the other side. Prisma schema syntax and the implementation in the underlying database differs between relational databases and MongoDB .

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How do I convert email to case in Dynamics 365? ›

Create cases automatically using rules
  1. Go to Settings > Service Management. ...
  2. Select Automatic Case Creation Rules.
  3. To create a new case creation rule, select New. ...
  4. Type or modify information in the fields. ...
  5. In the Specify Conditions for Case Creation section, select the conditions for creating the case automatically.
Nov 23, 2023

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How do you escalate a case in Dynamics 365? ›

When the conversation is open, click the Create New Case button at the bottom of the Agent Widget. A new case will open in the main pane of Dynamics 365. It will automatically be linked to the conversation from which it originated. Fill in the appropriate details and then save the case.

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How do I merge cases in CRM? ›

Select at least two active case records that you want to merge, and then on the command bar, select Merge Cases. In the Merge Cases dialog, from the list of cases, select the case the other cases will be merged into, and then select Merge. To see the merged case, open the case it was merged into.

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What is the difference between CRM and AX? ›

Microsoft NAV, previously known as Navision, is primarily seen as the ERP/CRM solution for small and medium-sized enterprises (SMEs). Dynamics AX, previously known as Axapta, on the other hand is a slightly more advanced solution that is primarily aimed at enterprise businesses.

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Is Dynamics a CRM or ERP? ›

It's both. Dynamics 365 is a versatile platform that combines CRM and ERP functionalities under one roof.

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Is Microsoft Dynamics AX an ERP? ›

Dynamics AX is a powerful enterprise resource planning (ERP) software package for finance and operations. It helps global enterprises organize, automate, and optimize their processes on-premises, in the cloud, or through hybrid deployment. It's part of the Microsoft Dynamics suite of intelligent business applications.

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Is CRM the same as Dynamics? ›

Dynamics 365 is more extensive than CRM Online. It enables your business to manage a range of data sources in one location by using a variety of modules dedicated to specific operational areas, including Sales, Customer Service and Field Service.

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