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Financial Services Industry forum Business Events not triggering a Power Automate

Posted on by Siopold123

Hi Guys,  Hope someone can help here. I have read through the Business Events (BE) and Power Automate (PA) triggering issues in the forum and several blogs etc. and have tried all that was mentioned. I feel sure that I am missing something fu...

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Financial Services Industry forum Getting error while submitting a salesorder for approval.

Posted on by AmitKumar3631

I am getting this error while submitting a salesOrder for approval. when I am clicking on the submit button of workflow. the following error occours "Error executing code:formrun method does not have method 'RefreshWorkflowIcon' "...

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Financial Services Industry forum Currency pending rounding threshold.

Posted on by trtrt

When i try to post the PO Invoice i am getting below error could you please provide some solutions for this issue. Thanks in advance. The unit of -105,547.6126000000000000 BHD being posted to account 215050~23B-00~23B-03~~SINFRA~IT~~~1110~VEN-0...

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Financial Services Industry forum How do I reverse an ACH payment that was returned by the bank?

Posted on by Susan Gladden

When a check is returned, we use Cash & Bank module and select check reversals. Is there a way to reverse a single ACH payment?

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Financial Services Industry forum Consolidat work orders

Posted on by REEBAS

Hello everyone, I am asking of any way that merging multiple work orders for the same customer, same date, same warehouse and same vechial. Thanks in advance  Roaa 

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Financial Services Industry forum Unable to setup the Onboarding App properly in Powerapps

Posted on by CORIZANCE

Hi, We have installed the onboarding app (US/UK Preview) under the 'Microsoft Cloud Solution Center - Financial Services'. However, we are unable to insert any data into the app since we are unable to link to external tables for data stori...

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Financial Services Industry forum what is annual cost to maintain Office365 + Dynamic 365 full suite

Posted on by CpCi

i run a small business as a merchant service provider . I need CRM, business manager, Office suite that will manage my sales, prospecting , marketing and all other business benefits and features required to operate . What is the annual maintenance...

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Financial Services Industry forum Dynamics 365 Financial Services Industry Solution deployment fails with correlation ID - 5458685a-5922-40ab-8c03-4aaffdefddba

Posted on by ablemind

Hi, after completing all the steps mentioned in the documentation here https://learn.microsoft.com/en-us/training/modules/training-environment-preparation/4-deploy-cloud - the solution deployment fails with the following error. what may be the rea...

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Financial Services Industry forum For commercial loan brokers, tracking multiple lenders progress on multiple clients' loans as ongoing CRM

Posted on by Jeff at Unique Capital

What is the best way to build or companies that have already built templates for CRM to track multiple lenders progress on each of clients' multiple loans?   Also ability to interface with Clients to upload tailored do...

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Financial Services Industry forum LCS on-prem service update (10.0.22 - 10.0.30) DBSync failed

Posted on by SIMAH ERP

[DbSync: 7.0.30566.0] [Platform: 7.0.6592.94] [SourcePlatform: 7.0.6592.94]: Full sync did not complete successfully. Error: AggregateException:One or more errors occurred. at Microsoft.Dynamics.AX.Data.Management.ManagedSyncWorkerManager.SyncAll(...

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