137 questions with Dynamics 365 Training-related tags

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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.
3,901 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.
137 questions
asked 2024-10-18T21:44:05.3033333+00:00
Jeff Lucido 0 Reputation points
commented 2024-10-19T13:41:11.81+00:00
Syed Saleem Peera 6,410 Reputation points Microsoft Vendor
1 answer

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.
137 questions
asked 2024-10-17T17:04:05.3733333+00:00
Rishi 100 Reputation points
commented 2024-10-19T13:35:18.85+00:00
Kiran P 4,040 Reputation points Microsoft Vendor
1 answer

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.
137 questions
asked 2024-10-17T17:06:34.6+00:00
Rishi 100 Reputation points
commented 2024-10-19T13:35:02.9266667+00:00
Kiran P 4,040 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.
137 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 4,040 Reputation points Microsoft Vendor
0 answers

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.
21,904 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.
137 questions
asked 2024-10-17T16:52:51.6066667+00:00
Joseph Grady 0 Reputation points
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.
137 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 4,040 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.
137 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.
3,162 questions
Azure Data Factory
Azure Data Factory
An Azure service for ingesting, preparing, and transforming data at scale.
10,740 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.
137 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 11,206 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.
137 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 4,040 Reputation points Microsoft Vendor
1 answer

No submit option in Knowledge check in Send Dynamics 365 Customer voice surveys module

No option to submit the answers in the knowledge check of Send Dynamics 365 Customer voice surveys module in Dynamic 365 Customer support certification. Hence unable to complete that unit. Please 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.
137 questions
asked 2024-10-07T17:46:54.97+00:00
Sanjitha K 0 Reputation points
commented 2024-10-10T03:37:46.0066667+00:00
RNareddy 1,260 Reputation points Microsoft Vendor
1 answer One of the answers was accepted by the question author.

No "Check Answers" Button Available

There is no "check answers" button for the knowledge check for Describe how to build applications with Microsoft Power Apps. 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.
137 questions
asked 2024-10-07T17:47:03.04+00:00
Williams, Mary 20 Reputation points
accepted 2024-10-09T12:28:59.3633333+00:00
Williams, Mary 20 Reputation points
1 answer

Why we can’t just create everything without code

Why is we all need code to create anything in AI field 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.
137 questions
asked 2024-10-06T20:22:24.0166667+00:00
Rabia Maryam 0 Reputation points
commented 2024-10-09T05:05:26.1733333+00:00
Kiran P 4,040 Reputation points Microsoft Vendor
0 answers

How to restore deleted AP Payment?

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.
137 questions
asked 2024-10-07T08:15:41.2366667+00:00
Shintavia Chrisanti 0 Reputation points
commented 2024-10-08T04:10:34.2533333+00:00
Kiran P 4,040 Reputation points Microsoft Vendor
1 answer One of the answers was accepted by the question author.

No Check answers button in Set up chart of accounts in D365 Finance so cannot complete module D:

In Learn > Training> Browse > Configure and use the general ledger in D365 finance > Set up chart of accounts in Dynamics 365 Finance Unit 10 out of 11 When I select the answers I want to submit, I cannot Check the answers to Receive XP for…

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.
137 questions
asked 2024-10-07T18:17:48.0033333+00:00
Sales, Justen 20 Reputation points
commented 2024-10-07T18:20:09.2466667+00:00
Sales, Justen 20 Reputation points
1 answer One of the answers was accepted by the question author.

Field service can you use different starting and ending locations for a resource and still be able to use resource sceduling features?

Starting and ending locations associated with the resources: If the address associated with a resource can't be located, the resource isn't returned. A resource's starting and ending locations are defined on the resource record, and can be set to…

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.
137 questions
asked 2024-10-01T17:28:32.4933333+00:00
Eric MAYER 20 Reputation points
commented 2024-10-04T07:13:21.9+00:00
Kiran P 4,040 Reputation points Microsoft Vendor
1 answer

I'm not able to see the option of Launch VM mode for dynamics365 F&O. What to do to get free access for training purposes?

I want to get free access to dynamics 365 and now they might have removed Launch VM mode option. I want to learn this software, What to do to get free access now? 1 month free trial is not enough to learn the software.

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.
137 questions
asked 2024-10-01T18:41:27.0733333+00:00
Vaibhav Lodhi 0 Reputation points
commented 2024-10-04T06:36:22.18+00:00
Kiran P 4,040 Reputation points Microsoft Vendor
0 answers

I am not able to install copilot on D365 Finance & Operation on cloud hosted development environment.

We are not unable to install copilot in D365 finance & operation on cloud hosted development environment. We configured all required setup for that. Any setup we are missing? We have followed following blogs. …

Microsoft 365
Microsoft 365
Formerly Office 365, is a line of subscription services offered by Microsoft which adds to and includes the Microsoft Office product line.
4,993 questions
Microsoft Copilot for Microsoft 365 Development
Microsoft Copilot for Microsoft 365 Development
Microsoft Copilot for Microsoft 365: Microsoft 365 Copilot refers collectively to Copilot experiences within Microsoft 365 applications.Development: The process of researching, productizing, and refining new or existing technologies.
146 questions
Microsoft Copilot
Microsoft Copilot
Microsoft terminology for a universal copilot interface.
323 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.
137 questions
asked 2024-10-03T07:27:12.7566667+00:00
Shivani Shinkar 40 Reputation points
edited the question 2024-10-03T09:00:04.9566667+00:00
Raja Pothuraju 6,825 Reputation points Microsoft Vendor
1 answer

Assistance Needed with Business Central API Authentication and Inventory Fetch

Hello, I am working on retrieving inventory from Business Central to update the data for each SKU in our database. To begin, I attempted to obtain an access token using the following…

Windows 365 Business
Microsoft Entra ID
Microsoft Entra ID
A Microsoft Entra identity service that provides identity management and access control capabilities. Replaces Azure Active Directory.
21,904 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.
137 questions
asked 2024-09-23T10:17:37.1266667+00:00
Paul Summers 0 Reputation points
commented 2024-10-03T06:34:47.6766667+00:00
Akhilesh Vallamkonda 9,840 Reputation points Microsoft Vendor
0 answers

How to add an user in a security group in dynamics sales 365?

Hello , Someone wants to add an user in a security group in dynamics sales 365. How should i do that ?

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.
137 questions
asked 2024-10-01T15:53:24.35+00:00
Andy-cedric Kouassi (AGL) 0 Reputation points
commented 2024-10-03T03:52:40.08+00:00
Kiran P 4,040 Reputation points Microsoft Vendor
1 answer

Azure Data Factory with Dataverse Sink (mapping data flow) Upsert broken?

Simple ADF data flow with a dataverse sink (Dynamics 365). Created an alternate key on a custom dataverse table and attempting to do an Upsert. I have the Alter row transform with "Upsert if" -> true() I have set the sink to Upsert…

Azure Data Factory
Azure Data Factory
An Azure service for ingesting, preparing, and transforming data at scale.
10,740 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.
137 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.
34 questions
asked 2024-09-30T19:16:42.8+00:00
Noah Gilbert 26 Reputation points
answered 2024-10-01T05:58:47.2333333+00:00
phemanth 10,740 Reputation points Microsoft Vendor