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Sales forum Hide Insights tab from Contact form?

Last replied Posted on by University 17

Hi, Is there any way to hide the Insights tab from the standard Contact form ?  When you choose Hide it does not hide the Insights-tab.

3
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Sales forum New Business Unit in production Environment

Last replied Posted on by Nidhi Purohit 33

Hello all, My company is using d365 sales app, we need to work out the org structure, so we need to create new bu hierarchy, i have created new B...

1
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Sales forum How to update opportunity entity/table option set field value from programmatically.

Last replied Posted on by RS-20050729-0 2

I have a custom API, and I want to update the opportunity entity/table to have one option set(owner) field whenever the API calls this option set(owne...

1
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Sales forum default values for product property not inherited

Last replied Posted on by KoJaPD 109

It seems like a bug, but I want to be sure it's not a 'feature': I have a product family with a text property with a default value. In the produc...

3
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Sales forum Same Ribbon button visible two time on form level?

Last replied Posted on by Himanshu Kamboj 354

Hi All, I am facing a weird issue on opportunity entity, /check access/ button visible twice on form level. I have checked in the ribbon wor...

1
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Answered
Sales forum Price List Item View (no Created On or Modified By fields)?

Last replied Posted on by CA-29051858-0 3

Is it possible to create a system view of the Created On Date and Last Modified Date of the Price List item itself? It appears these two fields are no...

1
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Answered
Sales forum Actuals for a goal after a user selects recalculate does not reflect participating records

Last replied Posted on by AMGuy 4

I set up a goal for a user, I am the Goal Manager. Record set for Rollup is All. Rollup query has one condition, a Custom User Lookup field = Current ...

1
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Sales forum Email engagement enabled but emails not being followed!

Last replied Posted on by Inkey Solutions 1,632

Hello everyone! I have email engagement enabled on my instance. When I send email manually, the emails are followed, meaning the system tracks wh...

1
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Unanswered
Sales forum D365S - lookup field connection role not showing more than 25 rows

Last replied Posted on by ND-22051430-0 6

Hi,  we are using D365S and use connections between oob and custom entities.  One example are contacts that have a role /Stakehold...

4
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Sales forum How to use / match "Closed on" field of Quote as "Order Date" ?

Last replied Posted on by yvka123 162

Hi everyone,  we are currently trying to improve our Dashboards and therefore I have created a chart, that is supposed to show all Won quote...

4
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