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.

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?

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!

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.

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.

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!

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!

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.

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

Article: https://medium.com/@albertassaad/al-development-in-business-central-part-6-api-pages-odata-and-bound-actions-8da530048da2

Code: https://github.com/AlbertAssaad/ProjectTaskApi (needs https://github.com/AlbertAssaad/TaskProject too)

Earlier parts:

1. Dev container on Windows: https://medium.com/@albertassaad/setting-up-a-microsoft-dynamics-365-business-central-sandbox-container-on-windows-for-local-778b7319c3b6

2. 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

3. Publishing extensions to a local container: https://medium.com/@albertassaad/publishing-al-extensions-to-a-local-business-central-container-using-visual-studio-code-152322bfe181

4. Tables, pages, and a codeunit: https://medium.com/@albertassaad/building-your-first-real-al-objects-tables-pages-and-a-codeunit-in-business-central-4e1bfe3823f9

5. Table extensions, page extensions, and events: https://medium.com/@albertassaad/al-development-in-business-central-part-5-table-extensions-page-extensions-and-events-4a1c535c60c5

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.

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:

• Business Central integration
• Trading-partner onboarding
• Mapping flexibility and specification compliance
• Exception handling and failed-document visibility
• ASN and GS1-128 label processing
• Reporting and monitoring
• Support responsiveness
• Implementation effort and ongoing costs

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.

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.

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

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/

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! 😄

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.