Dynamics 365 Community / Forums / Sales forum

Sales forum

Get help from experts and peers in forums.

Join a discussion

Topic
Replies
Unanswered
Sales forum Business unit manager access

Posted on by ContactFirstName6...

We want to provide read only access to business unit manager whenever an opportunity is created. 

ReplyReply
ShareShare
ReportReport
1
Replies
Suggested answer
Sales forum New User in Sales Missing Shared Content

Posted on by John Oberlin

I am setting up a new Dynamics 365 Sales user.  They can get into the Sales Hub site but they can’t see anything created by their colleagues?&nbs...

ReplyReply
ShareShare
ReportReport
4
Replies
Suggested answer
Sales forum How to Eliminate duplicate items using power automate ?

Posted on by Himanshu Kamboj

Hi All, I have a requirement, where I need to find the duplicate contact from dynamics and need to send the list of duplicate contacts to user.&n...

ReplyReply
ShareShare
ReportReport
1
Replies
Answered
Sales forum Delete a recreate a lead

Posted on by ContactFirstName6...

I can we delete a lead and create the exact one again in dynamics 365 sales? 

ReplyReply
ShareShare
ReportReport
2
Replies
Suggested answer
Sales forum Checked Subrid post to another subgrid

Posted on by Dimmzi

Hi all! Is there anyway to transfer the the checked posts to another subgride? Regards

ReplyReply
ShareShare
ReportReport
2
Replies
Unanswered
Sales forum Word template - conditions to group products by units

Posted on by ContactFirstName6...

Hi All I have a question I need to group products by unit. That is, I have products in units and products/services in hours and I need to di...

ReplyReply
ShareShare
ReportReport
1
Replies
Suggested answer
Sales forum Issues Publishing Products

Posted on by Jellew

We get an error when trying to Publish a product. We have a hierarchy as shown below:Product TypeProductSub Product It's only on the last /l...

ReplyReply
ShareShare
ReportReport
2
Replies
Suggested answer
Sales forum Making specific fields required when an opportunity is closed as won

Posted on by ContactFirstName6...

In Dynamics CRM, I have a field on the Opportunity form that I would like to make mandatory when the opportunity is closed as won. I have created a bu...

ReplyReply
ShareShare
ReportReport
4
Replies
Unanswered
Sales forum Email Engagement tracking not working with Quick Campaigns

Posted on by EBMRay

Hello,I have the Sales Enterprise License and configured the email engagement feature as per the below documentation.I tested the feature by sending a...

ReplyReply
ShareShare
ReportReport
2
Replies
Suggested answer
Sales forum An error occurred in Sales and SharePoint integration:getDataSetCapabilities is not a function

Posted on by ContactFirstName6...

 This is so strange, when I first visit this record, everything is normal, but refresh the page to check again, only to report errors, over and o...

ReplyReply
ShareShare
ReportReport
6
Replies

Helpful resources

Featured topics

Getting started

Known community website issues

Upcoming community website features

Product updates

Dynamics 365 release plans