[Ivan Farafonov]

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Hi,

To make scheduling and resource use better in Dynamics 365 Field Service, there are some key features to use. One important tool is Resource Scheduling Optimization (RSO). This feature helps assign technicians based on their skills, availability, location, and the urgency of the job. It takes into account their work hours and where they are, making sure the right technician is sent out at the right time. This cuts down on delays and makes service faster. Another important part is the IoT connection. By linking equipment to IoT devices, you can find issues before they get worse. This means maintenance can happen proactively. It can even create service requests automatically, leading to faster response times.Technicians can arrive ready with the right tools and parts. Plus, IoT data helps them diagnose problems in real time. Fixing things the right way the first time saves everyone a lot of hassle. With Dynamics 365’s resource management, you can manage workloads and techs globally. This helps keep things flexible and consistent. By combining RSO, IoT automation, and resource management, you can make your operations smarter. You can cut costs and still provide great service everywhere.

But I recommend asking for help from Dynamics 365 Field Service Developers or Consultants https://www.hiredynamicsdevelopers.com/hire-microsoft-dynamics-365-field-service-developer/, cause there might be a lot of specific setups.

[Ivan Farafonov]

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Hi, have some suggestions that might help.

The first problem is that the NAV client freezes when using the Approver Chain workflow.

This might happen if the approval setup is too complicated. If there are a lot of approvers or if the chain loops back, it can cause delays or freezes. Make sure to check the Approval User Setup. It’s key to keep the approval chain simple. If the system is trying to work through too many approvers, or if there’s a mistake in assigning users, it could freeze when sending a purchase order for approval. Also, check the system’s performance. Issues like server limits or a big database could also be causing problems.

Now, for the second issue. If a purchase order goes into Pending Approval even though the amount is under the approval limit using the Direct Approver workflow, that shows a setup error. The system should only ask for approval if the total goes over the limit. If it’s marking orders as Pending Approval when they’re below the limit, then there could be a mistake in the Event Conditions or the Approval Limits. Make sure those are set up correctly. Check that the workflow is looking at the limits right. Fixing these should solve the problem.

Also you can order an analysis from Dynamics 365 Consultants https://www.hiredynamicsdevelopers.com/dynamics-365-consulting-services/, they might help you to find all mistakes and bottlenecks.

[Ivan Farafonov]

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Hello,

By default, D365 calculates prices with full precision. So, if you apply a 14% discount to $9.99, it comes out to $8.5914. This isn’t great when printed, since it might show four decimal places, and customers don’t like that. To fix this, you can change the rounding settings in the Price List Item. You control the rounding through the Rounding Policy in D365. You can choose Up, Down, or To Nearest, and set the rounding amount to 0.01. This will make sure all prices round to two decimal places. That way, your quotes will stay consistent, even with discounts.

You might also need to tweak the Sales Quotation report when printing. Often, the report shows too many decimal places because it’s using the raw price data. To fix this, change the formula for the price in the report to include a rounding command. You can use something like =FormatNumber(Fields!Price.Value, 2) to show just two decimal places. If you still have problems or need to adjust prices after discounts, think about using a Business Rule or Workflow. This can help automate things, reduce the need for manual changes, and make sure prices are rounded before they show up on quotes. This should make your pricing process smoother and better for your customers.

My colleges MD365 Development team https://www.hiredynamicsdevelopers.com/dynamics-365-development-services/ can provide some ideas to solve such issue.

[Ivan Farafonov]

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Hello,

Looks like it has to do with how the system is set up for these orders. In Dynamics 365, WMS-enabled warehouses handle things differently. Notes usually show up automatically in the pick list and shipping note when you start the first pick line. But for non-WMS warehouses, that doesn’t happen because of how the documents are set up.

To fix this, make sure the Notes you add to the Transfer Order are linked to the print management settings. Unlike Sales Orders, there isn’t a simple switch for Transfer Orders to automatically print Notes. You’ll want to check the Print Management setup for Transfer Orders. Ensure that the configuration for the pick list and shipping note includes Notes in the document layout. You might need to customize the Docentric templates used for printing.

If Notes still don’t show up in Docentric, it could be that the templates or data sources aren’t set up right. In that case, a developer may need to help adjust the print management or tweak the Docentric templates so that Notes are printed correctly from a non-WMS warehouse. Once that’s done, the Notes should appear just like they do for Sales Orders.

To get more information that might help, contact Dynamics 365 consulting experts https://www.hiredynamicsdevelopers.com/dynamics-365-consulting-services/.

[Ivan Farafonov]

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Hi,

Made some researches with Dynamics consulting team https://www.hiredynamicsdevelopers.com/dynamics-365-consulting-services/. This can happen when things get interrupted, leaving entries stuck in Work status. That can mess up your invoices. The error message you see, like “You can’t choose this document because it is part of a recovered batch or is still in the process of posting,” means that GP sees the batch as partly done but couldn’t finish it.

First, check the batch status. If it’s stuck in Work, see if the payments were partially posted. You can try clearing the batch. Go to Payables Batches and delete any unposted transactions. Or, use the Batch Recovery process found under Tools > Routines > Recovery. This should help reset the status.

If the check number is marked as already used, it’s probably from that earlier posting issue. You can fix this by clearing the unposted payments and deleting the batches in Payables Transaction (go to Tools > Utilities > Delete Payables Transaction). Once that’s done, run Check Links and Reconcile to keep your data correct. After you clear the batch, re-enter the payments in the Manual Payment Entry window. Make sure to link them to the right invoices. When you post the batch again, it should go through fine.

Lastly, double-check that your system is syncing data with Dynamics GP correctly. Any mismatched fields, like check numbers or invoice numbers, can cause more issues.

[Ivan Farafonov]

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Hello,

The yellow banner in Power Automate shows you’re using a managed flow. This means any changes you make will go into an unmanaged layer. Managed flows are usually set up by someone else and have limits on how you can edit them. When you customize, those changes go to the unmanaged layer. It’s flexible, but it can lead to problems down the road, especially when the original managed flow gets updated.

You can edit the flow, but be careful. Your changes might mess with future updates. If the flow gets updated later, your edits might get wiped out or cause conflicts. This can be a bigger issue if you’re working in a team or across different setups, as it might create inconsistencies.

To avoid problems later on, it’s best to be cautious with your customizations or consult with Power Automate developers https://www.hiredynamicsdevelopers.com/hire-power-automate-developer/. If you can, think about making a copy of the flow to work on. You could also look for a way to make safer edits within a controlled solution. If you do decide to make changes, test them in a safe environment first to make sure everything works as expected. This will help you avoid issues while still getting the updates you want.

[Ivan Farafonov]

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Hi,

I agree this can be a bit frustrating, especially since Continia Document Capture is successfully matching the POs, receipts, and invoice amounts.

In Business Central, the open or released purchase orders (POs) are usually those that aren’t fully invoiced or processed yet. Just because an invoice is matched and posted doesn’t mean the system will automatically close or archive the POs. There might be a setting in Business Central that keeps POs in the open/released state until certain things happen. For example, it might wait until a certain percentage of the PO is invoiced or until the last receipt is processed before closing or archiving it.

There might be a mismatch between how Continia Document Capture works and how Business Central closes purchase orders. Continia is good at automating invoice matching. But Business Central may still require some manual steps or extra setup to update the purchase order status after an invoice gets posted.

If everything looks good but you’re still having problems, it’s a good idea to contact Business Central consultant https://www.hiredynamicsdevelopers.com/hire-microsoft-dynamics-business-central-consultants/. They can help you make sure everything is working as it should. They’ll guide you on how to change the settings or automate closing POs once invoices are matched and processed.

[Ivan Farafonov]

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Hello Debra, you can filter views or dashboards in Dynamics 365 Customer Engagement using URL parameters, like Project ID or Status. This way, you can set up one dashboard or view and adjust it based on the parameters you include in the URL. It saves you time since you won’t have to make a bunch of different custom views or dashboards for each project or status.

You can add query parameters to a URL to filter a dashboard or view. These parameters usually include things like Project ID or Status. In Dynamics 365, you can pass these parameters in the URL. This URL will filter the view based on Project ID and Status.

If you’re not a developer but know a bit of JavaScript, you can create these URLs and apply them to dashboards. For instance, if you want the URL to change based on user choices or preset filters, you can use JavaScript to modify the URL when the page loads. You can write JavaScript in a web resource or in form scripting to build the URL based on selected project or status. Then, you can redirect the user to the filtered dashboard.

Or the easiest way is to hire a developer to make it for you, cause there might be some limitations like, depending on the complexity of your filters and dashboard, this may require some fine-tuning to get everything working smoothly. Also, you can find Dynamics CRM consultant https://www.hiredynamicsdevelopers.com/hire-microsoft-dynamics-crm-consultant/ to help you with the research to find the right solution.

[Ivan Farafonov]

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Hi there,

According to microsoft documentation it is only possible to create templates per customer by default. With the help of Dynamics 365 Journeys you can create a group for your recipients and set up a customer journey to send your message. Once it’s ready, the journey starts sending out messages right away. You can check the results anytime by opening the customer journey. Both the group and the journey will have the same name as your email, so it’s easy to find them.

But,

There are some limitations of the quick send feature.

The quick send feature for marketing emails is simpler than the usual method. But there are some limits to it.

First, you can only send it to 30 contacts at once. You have to pick each one by hand, like a static segment.

Next, you can use dynamic tags in your message. But you can’t use relations. This means you can include just one level of info.

Finally, your message still needs to pass the usual error check.

But you can always make customizations in the system. You can ask for one of the Dynamics Marketing Consultants https://www.hiredynamicsdevelopers.com/hire-microsoft-dynamics-365-marketing-consultants/ for full research of your case and then hire BC Developers to create required Customization.