147 questions with Dynamics 365 Training-related tags

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Can i use Sequences on a custom entity? How?

I'd like to use sequences on a custom entity. The sequences will create tasks, among other things. In addition, the sequences need to pull data from related entities for their conditional logic. How can i do this?

Windows 365 Business
SharePoint Development
SharePoint Development
SharePoint: A group of Microsoft Products and technologies used for sharing and managing content, knowledge, and applications.Development: The process of researching, productizing, and refining new or existing technologies.
3,044 questions
Microsoft Configuration Manager
Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
Microsoft Power Platform Training
Microsoft Power Platform Training
Microsoft Power Platform: An integrated set of Microsoft business intelligence services.Training: Instruction to develop new skills.
462 questions
asked 2024-11-06T20:22:03.2033333+00:00
Cheney Brand 0 Reputation points
commented 2024-11-08T06:10:57.8133333+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
1 answer

How to Exclude Dynaway CMMS from Conditional Access Policies?

Our organization currently has conditional access policies set up that require users to authenticate using MFA when signing in. We were attempting to exclude a specific app called Dynaway (a CMMS app that works with Dynamics 365) from conditional access…

Microsoft Entra ID
Microsoft Entra ID
A Microsoft Entra identity service that provides identity management and access control capabilities. Replaces Azure Active Directory.
22,121 questions
Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-10-17T16:52:51.6066667+00:00
Joseph Grady 0 Reputation points
commented 2024-11-07T20:05:28.2266667+00:00
Raja Pothuraju 7,990 Reputation points Microsoft Vendor
1 answer One of the answers was accepted by the question author.

The answer provided in the knowledge check is correct

The knowledge check for the question 2 suggests an answer that I think may be incorrect? https://learn.microsoft.com/en-us/training/modules/sales-get-started/check

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-11-03T02:53:58.8866667+00:00
prathik das 60 Reputation points
commented 2024-11-07T15:01:34.84+00:00
Johan Kerssies 0 Reputation points
1 answer One of the answers was accepted by the question author.

What are the CE Functional concepts to learn and become an expert?

Hi, I would want to learn D365 CE functional concepts and need to get certify on the same. Could you please provide me the list of concepts in an order that makes me to understand thoroughly. Thank you! This question is related to the following Learning…

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-11-05T04:43:03.2466667+00:00
Chandra Mohan V 20 Reputation points
commented 2024-11-05T10:47:30.02+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
3 answers

datafactory copy activity with dynamic mapping

Hello, I am trying to modify my JSON pipeline file to use a translator instead of static mapping ... When I statically define the values like: translator": { "type": "TabularTranslator", …

Azure Data Factory
Azure Data Factory
An Azure service for ingesting, preparing, and transforming data at scale.
10,843 questions
Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-11-01T16:55:39.2366667+00:00
Jorge García 0 Reputation points
commented 2024-11-05T07:26:19.2633333+00:00
AnnuKumari-MSFT 33,401 Reputation points Microsoft Employee
1 answer One of the answers was accepted by the question author.

Dynamic 365 Business central trial version need any permission

I am trying to create a company in Dynamic 365 but I am unable to create it what can i do to have a permission to login into a trial version of business…

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-11-04T09:25:48.31+00:00
prathik das 60 Reputation points
commented 2024-11-05T03:49:01.6466667+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
1 answer One of the answers was accepted by the question author.

can we reserve an items in a transfer order if yes where should we go through

Description: when we are going through the transfer orders should we really reserve the items in that case which module we can go through…

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-11-03T03:15:09.6+00:00
prathik das 60 Reputation points
commented 2024-11-04T09:29:05.1266667+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
0 answers

Add downlad link

Hi Unfortunately, I am unable to download the movie from this link: https://learn.microsoft.com/en-us/training/modules/set-up-chart-accounts-finance/financial-tags This question is related to the following Learning Module

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-11-01T19:19:26.8266667+00:00
Rahele Kakavand 0 Reputation points
commented 2024-11-04T04:34:50.7+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
2 answers

We have implemented the integration of Dynamics 365 with Outlook - but pinning it isn't working

We have D365 integrated into Outlook and we instruct reps to pin it in the Outlook application, but the pin doesn't stay pinned when they go between emails and it is impacting their use of our CRM. We also would love to better understand the best…

Outlook
Outlook
A family of Microsoft email and calendar products.
4,015 questions
Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-10-18T21:44:05.3033333+00:00
Jeff Lucido 0 Reputation points
commented 2024-11-01T08:37:08.4733333+00:00
SokiGuo-MSFT 28,236 Reputation points Microsoft Vendor
1 answer One of the answers was accepted by the question author.

How to use DIFFINDAYS function in calculated field in dataverse

I want to get the difference between today and another date time column in dataverse and put it into a column using calculated field but when I try to use DIFFINDAYS, it doesn't work. See below screenshot. Thank you in advance for your help!

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
Microsoft Dataverse Training
Microsoft Dataverse Training
Microsoft Dataverse: A Microsoft service that enables secure storage and management of data used by business apps. Previously known as Common Data Service.Training: Instruction to develop new skills.
37 questions
asked 2024-10-27T03:45:02.8333333+00:00
Charlie Matanguihan 25 Reputation points
commented 2024-10-30T12:00:14.13+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
1 answer

How can I get a free trial of Dynamics 365 Finance?

I am interested in exploring Dynamics 365 Finance and would like to know how to access a free trial version. Previously, Microsoft offered a free trial option, but now I only see the "Request a demo" option. Could someone guide me on how to get…

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-10-24T14:47:13.62+00:00
PaulBarnes-5469 0 Reputation points
commented 2024-10-28T03:08:53.0466667+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
0 answers

Dynamics 365 - There is still unscheduled revenue on at least one product

Dynamics OP-000319137 - The following message apeare: "There is still unscheduled revenue on at least one product within the main Quote, which is negatively impacting the accuracy of NIQ pipeline and revenue forecast numbers. Please return to Quote…

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-10-23T04:01:49.42+00:00
David Deister 0 Reputation points
edited a comment 2024-10-24T06:11:05.3133333+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
1 answer One of the answers was accepted by the question author.

Working with prices

when order has been created with quote is it possible to change the price and quantity? https://learn.microsoft.com/en-us/training/modules/process-sales-orders-dynamics-365-sales/2-quotes-and-quote-management

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-10-17T17:06:34.6+00:00
Rishi 140 Reputation points
commented 2024-10-24T03:55:36.08+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
1 answer One of the answers was accepted by the question author.

Creating a quotes

when we created a quote shall we add or delete products? https://learn.microsoft.com/en-us/training/modules/process-sales-orders-dynamics-365-sales/2-quotes-and-quote-management

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-10-17T17:04:05.3733333+00:00
Rishi 140 Reputation points
commented 2024-10-23T09:32:20.9033333+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
0 answers

can you add a service to a work order product line?

the sample only shows etn=product of type inventory or non-inventory. general tab, lookup producti was wondering if i could add a service (provided that i have created a product record with type service, published ect) This question is related to the…

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-10-21T17:03:14.6566667+00:00
Eric MAYER 20 Reputation points
commented 2024-10-22T13:46:33.54+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
1 answer One of the answers was accepted by the question author.

Is the highlighted answer in this knowledge check correct?

Running through the knowledge check for 'Navigate dynamics customer engagement apps' and question 2 suggests an answer that I think may be…

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-10-16T16:36:01.5466667+00:00
Marcus Campbell 20 Reputation points
commented 2024-10-18T06:18:46.2866667+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
1 answer

how to change from Assembly to order to assembly to stock

i just need to know the difference between the Assembly order and assembly stock

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-10-15T09:19:31.4666667+00:00
Ahmed Hassan 0 Reputation points
commented 2024-10-16T07:22:32.3133333+00:00
Kiran P 4,740 Reputation points Microsoft Vendor
2 answers One of the answers was accepted by the question author.

Unable to launch Interactive Labs

Scenario : Unable to launch Interactive Labs Issue: Some modules within D365 Learning Path may show an error while launching the Interactive Labs.

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-05-31T11:13:36.7166667+00:00
RNareddy 1,260 Reputation points Microsoft Vendor
commented 2024-10-15T14:03:54.7133333+00:00
SENDIL KUMAR K P 0 Reputation points
1 answer

Need a help to import D365 FinOps data into Azure SQL using ADF or Logic App ?

Hello Team, I'm looking for a way to import D365 FinOps Data into Azure SQL (PaaS) using either ADF or Logic Apps. I had done wider search to get some guidance to achieve this, but couldn't figure out anything (there may not be such discussions so far in…

Azure Logic Apps
Azure Logic Apps
An Azure service that automates the access and use of data across clouds without writing code.
3,211 questions
Azure Data Factory
Azure Data Factory
An Azure service for ingesting, preparing, and transforming data at scale.
10,843 questions
Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-10-14T16:54:02.5633333+00:00
VisvanathanK 0 Reputation points
answered 2024-10-14T21:11:42.2766667+00:00
Sina Salam 12,011 Reputation points
0 answers

D365 Fund Raising and Engagement, deleted a pledge but balance did not adjust

Using Dynamics 365 - Fund Raising and Engagement. Deleted a pledge but the remaining balance did not update.

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
147 questions
asked 2024-10-09T15:48:57.94+00:00
Robert K. Noebel 0 Reputation points
commented 2024-10-11T06:06:55.1666667+00:00
Kiran P 4,740 Reputation points Microsoft Vendor