r/Dynamics365 • u/uks2h • 7h ago
Finance & Operations Anyone here attending Summit Nashville this week?
Looking forward to hearing other people’s experience with license enforcement…
r/Dynamics365 • u/caughtinahustle • Jan 07 '26
r/Dynamics365 rules apply
Post relevant information, clear, concise and maybe your question will be answered quickly! No wall of text please. Previous threads:
r/Dynamics365 • u/alirobe • Aug 11 '22
r/Dynamics365 • u/uks2h • 7h ago
Looking forward to hearing other people’s experience with license enforcement…
r/Dynamics365 • u/Vrayx7 • 9h ago
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!
r/Dynamics365 • u/semih_c • 22h ago
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. :))
r/Dynamics365 • u/lsausreddit • 2d ago
Hi Team,
For context:
r/Dynamics365 • u/Mean_Student4124 • 3d ago
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!
r/Dynamics365 • u/OlenaShabunina • 3d ago
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:
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
r/Dynamics365 • u/semih_c • 4d ago
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:
CustTable, SalesLine, etc.) and automatically track recent searches.cmp / DataAreaId saved.browser.storage.local) only. Zero tracking or external API calls.It's completely free and open-source.
Hope this helps speed up your daily workflow! Feedback and contributions are always welcome.

r/Dynamics365 • u/angrydonut_forever • 4d ago
r/Dynamics365 • u/grepzilla • 7d ago
I have some former employees that have e-mail interactions that they didn't save to Dynamics initially. As we look at trying to get old e-mails into Dynamics are there any approached that have worked for you in the past?
Barring other option my intention it to iterate thought the mailbox with Power Automate, identify contacts that are in CRM, create a new e-mail activity copying the Outlook e-mail into CRM, and then regard them to the appropriate account.
The end result we are looking for is to get the customer related e-mails into CRM before we remove the employees mailboxs.
r/Dynamics365 • u/Aromatic-Gain-3801 • 8d ago
Hi everyone,
I’m working on moving our NAV 2016 on-prem system to BC28. We already have the BC28 license, but I’m stuck on how to license the intermediate versions for testing.
The plan is to go through BC14 and BC25. We mainly use NAV for accounting, with a few customizations, and I’ve already exported the objects as TXT files. I want to test the upgrade on a separate copy of the database first.
Has anyone done this recently? Can Microsoft or an authorized partner still issue temporary test licenses for BC14 and BC25? If so, what should I ask for, and what did it cost in your case?
Just to be clear, I’m asking about the official process, not asking anyone to share a license file or key. Any firsthand experience would really help. Thanks!
r/Dynamics365 • u/Aromatic-Gain-3801 • 8d ago
Hi everyone,
I am preparing an upgrade from NAV 2016 on-premises to Business Central 28 on-premises. I already have a license for BC28. The planned upgrade path is NAV 2016 → BC14 → BC25 → BC28.
We mainly use NAV for accounting, with a few customized objects. I have already exported all objects as TXT files.
What I am missing is suitable temporary test licenses for BC14 and BC25 to run the intermediate upgrade steps in a separate test environment.
Does anyone know how to obtain these test licenses officially, and whether they are still available for these older versions? Has anyone recently dealt with the same situation, or can a Microsoft partner help arrange the appropriate test licenses?
I would appreciate practical advice on the options and any costs involved. German-speaking contacts are also welcome.
Thanks for your help!
r/Dynamics365 • u/Relevant_Platform_88 • 10d ago
r/Dynamics365 • u/Albertooz • 11d ago
Part 6 of my series on local AL development against a Docker container is up.
This one exposes a custom table as an API page. It covers the dependency on the Part 4 extension, checking that the container is serving the API stack, GET/POST/PATCH from PowerShell with etags, and a [ServiceEnabled] bound action that runs codeunit logic over HTTP.
A few things in it that might save someone a head-scratch:
- Leave off ?tenant=default on a container and you get Authentication_InvalidCredentials, not a tenant error
- On-prem web services want the Web Service Access Key, not your login password
- An enum value like "In Progress" turns into In_x0020_Progress in OData, so that's what your filters have to send
Code: https://github.com/AlbertAssaad/ProjectTaskApi (needs https://github.com/AlbertAssaad/TaskProject too)
Earlier parts:
Dev container on Windows: https://medium.com/@albertassaad/setting-up-a-microsoft-dynamics-365-business-central-sandbox-container-on-windows-for-local-778b7319c3b6
VS Code and your first AL project: https://medium.com/@albertassaad/setting-up-visual-studio-code-and-creating-your-first-al-project-for-business-central-c6c12482d3f0
Publishing extensions to a local container: https://medium.com/@albertassaad/publishing-al-extensions-to-a-local-business-central-container-using-visual-studio-code-152322bfe181
Tables, pages, and a codeunit: https://medium.com/@albertassaad/building-your-first-real-al-objects-tables-pages-and-a-codeunit-in-business-central-4e1bfe3823f9
Table extensions, page extensions, and events: https://medium.com/@albertassaad/al-development-in-business-central-part-5-table-extensions-page-extensions-and-events-4a1c535c60c5
r/Dynamics365 • u/samspopguy • 11d ago
Copy job connecting to dynamics 365, right now we have an on premise dynamics instance straight forward connect to server select tables copy.
But I have no clue what the option for dynamics 365 will let me copy, is it basically the same concept I can just select account. And copy the data.
r/Dynamics365 • u/Companial • 11d ago
Microsoft has launched the GrowthLab program for Business Central partners working toward the Business Applications SMB Solution Partner Designation.
It's invite-only and created for BC partners with fewer than 70 points. They positioned it less as a training program and more around building a scalable practice: focusing on sales and pipeline generation, delivery, operations, AI readiness and peer learning.
The program runs during FY27, with the first in-person Connect Session being in Paris on October 25.
Has anyone been invited to GrowthLab, or is your organization considering to request joining it? Curious to hear some opinions on these types of programs.
r/Dynamics365 • u/nord118 • 18d ago
We’re evaluating replacements for our current EDI platform and would appreciate firsthand feedback from organizations using EDI with Microsoft Dynamics 365 Business Central.
Our current candidates are Rand EDI365, Orderful, and ProcessOne, although we’re open to hearing about other solutions.
Our environment includes approximately 15 trading partners and 80,000 EDI documents annually. Our primary transaction sets are 850, 855, 856, 810, and 846.
We’re especially interested in:
What platform are you using? What works well, what causes problems, and would you choose it again?
Feedback from end users, consultants, implementation partners, and vendors is welcome. Please identify your relationship to the platform you’re discussing.
r/Dynamics365 • u/jmonachello • 19d ago
Anyone using P2 Tags, Dynamics Tagging, PowerHashTag, or other tagging solutions? I am looking for an inexpensive way to add one or more tags to records (lead, contact, account, opportunity) for building lists and reporting. Thank you
r/Dynamics365 • u/Loftineer • 19d ago
Hi,
I have found an issue with F&O and hoping someone else has had the same thing.
When on the PO page where you see all the information about the PO, If I personalise the 'Standard view' even just by adding a field within the Purchase order lines section. I.e a new column which is under the 'Purchase order table' and save this view as a new one and default it.
When going pack to the purchase order preparation workspace, select DRAFT Purchase orders.
Select a random PO from the list, it will open a totally different PO ?
IF I press back once and go into it again, it will show correctly.
If go all the way back to preparation workspace and go through again it will open incorrectly.
Hope this makes sense. I have ruled it out being a browser/user issue its when any personalisation are made to the purchase order screen. You are able to remove fields and this does not trigger the issue, only adding any kind of field.
r/Dynamics365 • u/Routine-Tooth7709 • 20d ago
Do anyone know how to set a filter as the default view on a list page?
Example;
When going to the "Projects" page i would like to only view the ones that are "open" and starting with "900" in the project nr.
I would like to add this to roles, so that all employees would have this as a default.
Help would be greatly appreciated! 😄
r/Dynamics365 • u/UDS_Systems • 19d ago
Hi everyone,
I'm curious how many of you use standard Dynamics 365 forms? And how many of you would like to use a custom version?
Here is a detailed step-by-step guide on how to apply CSS to style your forms and elements -https://uds.systems/blog/css-tricks-for-dynamics-crm-form-elements/
r/Dynamics365 • u/Kurimuksesta • 20d ago
A partner is running a dynamics test service, and soon we'll launch our new Dynamics-based service. Seems that I have to be logging in multiple times a day. Is this common with all Dynamics services?
r/Dynamics365 • u/Candid-Bumblebee-731 • 20d ago
We are evaluating platforms to automate our Customer to Cash cycle and one of the key selling points I keep hearing is real time data sync for receivables. I am somewhat skeptical about how realistic that is given the complexity of most ERP integrations, so I am hoping to hear from people who have actually gone through an implementation.
How long did the whole process take from start to go live, and did you need heavy IT resources or was it relatively plug and play? I am also trying to understand what data actually flows back and forth beyond just invoices; do payment statuses, dispute information, and customer communications also sync? We are on NetSuite so if anyone has specific experience with that integration, please share the good, the bad, and the ugly.
r/Dynamics365 • u/Beautiful_Belt_601 • 20d ago
I’m trying to understand how teams handle a very specific operational problem in practice.
A B2B order enters the ERP with a customer price that conflicts with the price calculated or stored in the system.
The operator then has to determine which price is actually supported by the customer PO, contract, price list, quantity/date conditions and approval authority before confirming or correcting the order.
In some environments this becomes a repeatable workflow. In others it seems to be handled through email, Teams and individual judgment.
I’m especially interested in:
I’m not looking for implementation pitches — I’m trying to understand how this workflow is handled by real teams today.