Hi. We're on D365 Online CE v9x unified interface. I'm trying to create a security role to allow some users to use Export to Excel > Open in Excel Online to make changes to records and save them. I've assigned all the permissions that appear to be required, but when attempting to save...
#Finance #Admin #Functional #FinanceandOperations Does any of you have some best practices regarding GL-revaluation of opening transactions? The GL-revaluation considers all unsettled transactions, opening transactions included. And that will give a wrong balance amount in accounting...
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The fix for reindexing that I talked about on January 29 that was being rolled out worldwide just hit our region in North America this past weekend. We now have version 9.2.21021.144 and there was a 23% overall reduction in our database storage. "The opinions expressed are strictly my own and...
I thought I was doing that when I exported to online - I actually deleted the field itself and tried to save it back and would get the errors. BUT I suppose if I thought about it I could do just that... and remove the actual field then I can just create a new field and try again. thank you! I...
So if you are just trying to empty the field and are hitting errors, why don't you just delete the field itself? You will have to first remove it from any forms and views that you've added it to. -- Donal McCarthy Digital Marketing Administrator BrightWork Galway --
that's actually where I am getting errors at! I am trying to open my view in open to excel online and just remove anything with data in that field. yet every time I save and go back to CRM the import fails. Its soooo weird! I never had issues before. I don't know if its the size of the data? If...
Have you considered deleting and readding the column? -- Donal McCarthy Digital Marketing Administrator BrightWork Galway --
@Donal McCarthy I'm not sure what you mean by what type of column is it? sorry. I just created a text box called unique customer id. I then created a personal view and added that column in. I tried to populate that column for all active accounts A1, A2..... etc... most took but then a few...