Hallo zusammen,
Ich hoffe auf Hilfe im folgenden Fall:

Wir befinden uns aktuell in der Situation, dass wir überlegen, unser System auf Microsoft Business Central umstellen wollen. Unser größter Pain-Point ist bisher die Angebots- und AB-Erstellung, da wir folgende Anforderungen haben:

Angebots- und Auftragsbestätigungserstellung
Aktuell ist die Erstellung von Angeboten und Auftragsbestätigungen mit viel manueller Arbeit verbunden. Die benötigten Informationen kommen teilweise aus unterschiedlichen Quellen und müssen anschließend zu einem vollständigen Kundendokument zusammengeführt werden.
Besonders herausfordernd ist, dass unsere Angebote nicht nur aus klassischen Positionen, Mengen und Preisen bestehen. Je nach Angebot müssen individuelle Texte, Beschreibungen und vor allem auch Bilder flexibel an unterschiedlichen Stellen eingebunden werden. Diese Inhalte können sich während der Angebotsphase mehrfach ändern.
Dadurch entstehen heute mehrere Probleme:
Informationen und Inhalte müssen teilweise mehrfach gepflegt oder übertragen werden.
Positionen, Preise, Texte und Bilder müssen manuell zu einem stimmigen Gesamtangebot zusammengesetzt werden.

Der Übergang vom Angebot zum Auftrag und anschließend zur Auftragsbestätigung ist nicht durchgängig.
Bereits erstellte Inhalte müssen teilweise erneut übernommen oder aufbereitet werden.
Die finale Erstellung eines optisch hochwertigen Kundendokuments benötigt entsprechend viel Zeit.

Unser Zielbild
Ideal wäre eine Lösung, bei der Preise, Positionen, individuelle Texte und Bilder zentral zusammengestellt werden können und daraus ein professionelles Angebot entsteht.
Wird das Angebot geändert, sollen die Inhalte möglichst an einer zentralen Stelle angepasst werden. Nach Beauftragung sollen die relevanten Inhalte anschließend ohne erneute manuelle Zusammenstellung in den Auftrag und die Auftragsbestätigung übernommen werden können.
Gleichzeitig brauchen wir weiterhin genügend Flexibilität, um je nach Angebot unterschiedliche Texte, Bilder und Inhalte an den passenden Stellen einzubauen.
Kurz gesagt suchen wir nach Ideen für eine technische Lösungsabbildung, die einen möglichst durchgängigen Prozess von der Angebotserstellung bis zur Auftragsbestätigung ermöglicht, ohne dabei die individuelle Gestaltung der Dokumente einzuschränken. Gewünscht ist am liebsten ein Szenario, dass man das Ganze wie in Word bearbeiten kann - wenn es eine andere / professionelle Lösung gibt, sind wir damit natürlich auch fein. Wichtig ist, das Ganze irgendwie in BC abbilden zu können.

Ich bedanke mich für jede Hilfe!

Hi all, please assist with the below.

I created a work order (Asset management), then from the work order created a purchase requisition because the item is not available in stock. Then I released the PR into a purchase order and received and invoiced the PO. However when checking on the Cost control screen on the work order, I cannot see any costs for these items purchased. Is there anything I am missing. Client seems to think they should show here the same as when posting an hour journal or item journal (I can see these)?

There is integration to Project and Operations as well as we use projects(they are not fully using the Project and accounting module available in F&O). Please see below the Activity number is not pulling through from the purchase requisition:

When I manually select the Activity number on the purchase order I get the below error? Not sure if there is any relation because according to the Microsoft material it is mandatory on POs or PRs. I am thinking that is why the costs are not showing on the work order cost control screen cause there is no link between the two. Or do I have it completely wrong?

Any advise welcome, thanks!!!!!

Hi All,

For the last month we have been noticing in the Dynamics 365 for Outlook App on the web and on mobile via the Outlook App we get intermittent “Can’t Connect to Exchange”. If we close the Addin and re-open it connects just fine and we can track emails just fine. It will than work for a few hours and stop again. We must than close the add-in and re-open. It’s almost like it doesn’t authenticate properly the 1st time and needs to be re-opened. We are on Dynamics 365 Online 100% with no on-premise infrastructure.
Strangely we don’t get this issue for users on Outlook Classic on Windows. We only see this issue on the following platforms:
1. New Outlook
2. Outlook on the web
3. Outlook on IOS
4. Outlook on Android
Workaround at the moment is to close the add-in and reopen and it works just fine.
Anyone else experiencing this?

Hi everyone,
Working with Dynamics 365 Finance & Operations often means constantly jumping into Visual Studio and navigating the Application Object Tree (AOT) just to check a standard table structure, field names, data types, or table relations.
Opening VS every single time can be quite time-consuming, especially when you just want to quickly verify a field name, check a relation, or map fields for an integration.
Are there any web-based portals, official documentation sites, or third-party tools where we can easily search and browse standard D365FO tables, fields, and their relationships online?
How do you guys usually handle this efficiently in your daily work? Any recommendations, tools, or tips would be greatly appreciated!
Thanks in advance!

How can reflect the unit price and Line amount for last few entries?

Hi, I'm looking for a way to trigger the Qualify button in the Sales Pro app when a user finishes the Business Process Flow (BPF).

Ideally, when the user completes the BPF and clicks Finish, it should execute the same actions as the Qualify button, including opening the quick create form and identifying potential duplicates.

I've tried using a workflow with QualifyLead, but it bypasses the duplicate detection process and proceeds directly with creating the Opportunity, Account, and Contact records.

Is there a way to trigger the standard Qualify button's behavior when the BPF is finished, rather than having to recreate its functionality from scratch?

Any help would be greatly appreciated. Thanks!

Hi everyone,

Writing repetitive boilerplate code for the SysOperation framework(Batch) (Contract, Service, Controller) over and over again has always been one of the most tedious parts of X++ development for me.

To speed up my own workflow, I built a lightweight Visual Studio 2022 extension called D365 Code Generator, and I just published it on the VS Marketplace.

• 100% Standalone: Works independently without requiring local Dynamics DLL dependencies or a local VM environment.
• Full Boilerplate Generation: Generates standard-compliant Contract, Service, and Controller classes in seconds.
• Flexible Parameters: Add parameters with custom EDTs, types, and labels (@SYS IDs or literal text).
• One-Click Copy: Easily copy class contents straight into your project.

You can download and install it directly from the Visual Studio Marketplace:

👉 Link Visual Studio Marketplace - D365 Code Generator

👉 Link Github - D365CodeGenerator

It’s completely free. I’d really appreciate it if you could give it a try and share any feedback, bug reports, or feature ideas to help improve it for the community!

Thanks

We use a third party AP tool, and load that activity into BC. We batch payments in the AP system and often have multiple invoices included in the same payment. it's super easy to apply those manually within BC, but we want to be able to do that within the data load instead. While it's easy to do, it's time consuming. is there any way to do that within the BC upload options? or would we need some kind of integration tool?

Hi everyone!

I'm looking for ERP implementation partners or solution providers who can help us get sandbox access to the following ERPs for product development and integration testing:

Microsoft Dynamics 365 Business Central

SAP S/4HANA

Oracle Fusion Cloud ERP

We're looking for a partner who can provide access to these environments.

If your company provides ERP sandbox environments or you're aware of any implementation partners who offer this service, I'd love to connect!

It would be helpful if you could share details about the availability, pricing, and access models.

Thanks in advance for your help!

Many ways to carve out revenue but without doing another financial dimension is there anything that could show up in Management Reporter when revenue is booked? We use business unit and line of business of course and a bunch of other crap, but we want to break out what being sold is hardware, software, support, etc

Announced at FabCon Europe on September 30th, the integration uses Fabric Open Mirroring to replicate Business Central data directly into OneLake, without relying on BC APIs or tools like BC2ADLS. It supports extension tables and deleted records, with updates arriving within minutes.

For this to work, BC and Fabric need to be in the same tenant, Fabric capacity is required, and you can select tables but not individual fields.

For those building BC reporting solutions, will this become the new default approach, or will you stick with API-based pipelines or BC2ADLS?

Hello, I’m asking for some help on Dynamics 365 - Customer Journeys for my work.

We are trying to automate more emails and I’m struggling to figure out the correct flow for our marketing emails. I’ve tried a few test journeys and nothing seems to work properly.

Example of the flow we need for 5 emails:

Customer Opens Email #1
-Two Week Wait Time-

Those who opened Email #1 receive Email #2
-Two Week Wait Time-

Those who opened Email #2 receive Email #3
-Two Week Wait Time-

Etc… for 5 emails

Can anyone please help me with how to set the journey up properly? I feel like something is wrong with either how I’m setting up the wait time or the trigger event.

Hi everyone,

I'm currently working on a small project to understand how Teams Phone integrates with a contact center.

I want to understand the actual call flow, starting from dialing a phone number to the call reaching the contact center and being routed to a queue or agent.

I'd also like to understand how PSTN calling works and the differences between Operator Connect and Direct Routing.

Is there any way to simulate an actual call and experiment with this setup without needing a full production environment?

I currently have free trials for Teams Phone and the contact center, so I'm looking for ideas I can try with the resources I have.

Any suggestions, tutorials, or sample setups would be really helpful. Thanks!

Hi everyone,

Has anyone worked with or have experience implementing an ALM pipeline for Dynamics 365 Customer Engagement on-premises?

Most of the resources I've found focus on Power Platform and Dataverse, so I'm struggling to find guidance that applies to an on-premises CRM environment.

I'm looking for a way to automate the export, versioning, and deployment of CRM solutions across environments, potentially using tools like Jenkins or Azure DevOps.

I've searched for examples and documentation but haven't found much specifically covering ALM for on-premises Dynamics CRM.

Any guidance, documentation, or real-world examples would be greatly appreciated. Thanks!

Looking forward to hearing other people’s experience with license enforcement…

Hello,

Writing a c# plugin that creates and cancels a quick campaign with more than 200 “members”(don’t remember the proper term) so blocking it is figured out the campaign is saved but quickly aborted. What I want to do next is create a new one that duplicates the aborted one after approval is set so essentially creating an approval process for those quick campaigns.

Am I going about this the wrong way or does anyone know how can accomplish this, I’ve tried the the c# script propagation but it’s not sending the emails.

Thanks!!! Looking forward to working with the community!

_______________________________________________________________________________
Update: Got it working! Thanks for the suggestions.

I’m using a plugin on Create of the Quick Campaign (bulkoperation). If the recipient count exceeds the limit, it stops the original campaign and creates a record in a custom approval-request table.

Once approved, a second plugin uses PropagateByExpressionRequest to create a fresh campaign using the recipient query and email content saved in the original campaign’s parameters. I’m not reopening the aborted campaign.

The key settings that worked in my testing were ExecuteImmediately = false, PostWorkflowEvent = true, and SendEmail = true.

I also added a name marker so the first plugin recognizes the approved campaign, removes the marker, and skips the limit check. Finally, the request is marked Completed, and subsequent runs check that status before creating anything again.

Emails are now sending successfully through the approval flow. Appreciate the help!

Hi everyone!

I published a post about D365 F&O's SysOperationFramework. I covered how to use it and broke down the key differences between it and RunbaseBatch. I'd love to hear your thoughts or feedback!

(The article is in Turkish, but you can easily understand it via translation. After all, our X++ language is the same. :))

Hi Team,

For context:

1. We use Dynamics 365 Customer Enterprise
   
2. Storage model using the legacy storage model
   
3. Plenty of storage. We have over 400GB database storage free. (Not used). We are only using 49GB.
   
4. In the legacy model all storage for Database, Files, Logs where added together and you needed to ensure any additional DB purchase was greater than this amount. Have checked this. Again we have over 400GB free.
   
5. In our Australia region we receive updates every Friday night.
   
6. This morning when logged into Outlook I see there is a banner which now appears above the Addin. I also checked on Outlook Classic, Outlook Web and Outlook Modern and the Dynamics 365 Outlook App has the same banner reporting we only have less than 15% available storage remaining.
   In the past when we approached database capacity issues Microsoft would always at least send us an email once a week however we have not seen any email.
   I also logged into PowerPoint Platform Admin Centre and there are no errors in there about being anywhere close to our storage limits. We actually have around 90% free.
   I am including a screen shot which has been marked up on my phone. It appears the same on Desktop, Web and Mobile. I suspect with the overnight patch they have introduced a bug in Dynamics 365 Outlook App.
   Anyone else seeing this?

​

Hey everyone,

I'm currently working on setting up a data integration between Business Central and Dynamics 365 Sales utilizing Dataverse as the backbone.

I want to make sure I am mapping everything correctly and avoiding common synchronisation pitfalls. Is there anyone here who has hands-on experience with this specific integration architecture and would be open to answering a few questions or sharing best practices?

Any tips on initial setup, custom table mappings, or handling data conflicts would be highly appreciated!

Thanks in advance!

Dear community, I'd appreciate hearing about your experience with a challenge I'm facing in Dynamics CRM (Customer Insights - Journey).

In CRM, we have contacts that interact with our company from different roles: partners, alumni, donors, event attendees, newsletter subscribers, etc.

And they have different emails for different roles - corporate emails, private emails, etc.

So, in the end, we end up with duplicates, which I can merge, of course, but it raises the following questions:

• What will happen with their consent/subscribtions?
• How do I distinguish in segments/journeys which email I should use for different communications?
• How should I behave with forms? For example, if I have different emails for different roles in a related table, how would I match them with existing contacts
• And if I match them with that contact with flows, then, for example, with event forms, I will need to send them an email confirmation, and Journey is set up to send this to emailaddress1.

So, for forms, I assume the obvious approach is to use leads, not contacts, but then I will need to create an event registration for a lead, not a contact? How would I then see this history?

Thank you to everyone who finds time to answer it

Hi everyone,

A few years ago, I built a lightweight browser extension called D365 F&O Show Table Browser to eliminate the hassle of manually constructing SysTableBrowser URLs across different environments and companies.

It has been amazing to see around 1,500 weekly active users relying on it! Based on recent user feedback and daily development needs, I’ve fully revamped the extension and brought multi-browser support for Edge and Firefox alongside Chrome.

Key features:

• Environment Management: Save and switch between your Dev, UAT, and Pre-Prod base URLs.
• Favorites & Recent Searches: Pin your most used tables (CustTable, SalesLine, etc.) and automatically track recent searches.
• Auto-Remember Company Code: Keeps your last used cmp / DataAreaId saved.
• 100% Local & Private: Uses local browser storage (browser.storage.local) only. Zero tracking or external API calls.

It's completely free and open-source.

• Google Add-Ons: https://chromewebstore.google.com/detail/d365-fo-show-table-browse/figcljfgdlbihegdcckegeakgbgdeiil
• Edge Add-ons: https://microsoftedge.microsoft.com/addons/detail/d365-fo-show-table-brows/cfkljcgijkfgdaindddfbdenfafmeche
• Firefox Add-ons: https://addons.mozilla.org/tr/firefox/addon/d365-show-table-browser/
• GitHub: https://github.com/semihcelikol/d365-table-browser

Hope this helps speed up your daily workflow! Feedback and contributions are always welcome.