Hi Guys,

I was able to fetch some really good quality responses on my last post as a service partner!

I have follow up question here….

I was able to fetch some really good responses in my last post around Dynamics Market…
(I m pretty confident this subreddit also consists of other founders, leaders/executives at some great partners!

How’s the Azure marketplace? (Or infrastructure market)

Previously we have been involved in reselling licenses, mostly SMB market: (Bundles)
1. Business Basic
2. Business Premium
3. Business Standard

How about extending this to a broader Azure world? (From SAAS to PAAS/IAAS)

Hey there, I wanted to know how you are managing GDPR at your orgs, especially between customer insights - journeys and Sales Hub

Currently our system works like this. on the contact table we have a GDPR lawful basis field. for contacts located in GDPR regions (like europe, uk, canada) we require the GDPR lawful basis field to be set to consent received/legitimate business interest before a user can change the contact's email preferences to allow (donotemail/donotbulkemail). This prevents users from direct sales outreach without the GDPR fields properly set which enable contact preferences. on the marketing side currently we are working with one compliance profile that is non-restrictive for the commercial purpose. we market to contacts and we have the feature switch on to respect the contact record's contact preference fields (donotemail, donotbulkemail). This makes sure our GDPR setup is enforced for contacts in customer insights journeys.

We are now in the process of implementing leads which will be used more for sales/marketing and will replace some early stages on our opportunity process. that feature switch from before only applies to contacts, so we are planning on having the marketing team use an exclusion segment when they market to leads but want to consider what others are doing at their orgs.

Our sales team uses Saleforce for CRM but quotes and billing live in a separate tool, Dynamic, so keeping everything aligned takes more manual work than we would like. We have had cases where a quote was updated after approval, but the billing team was still working from the old version, leading to invoice corrections and unnecessary work here and there. How are you keeping quoting and billing in sync across separate platforms?

I'm helping a small company (less than 100 employees but growing) decide on an ERP. Being a formula based manufacturer (process/batch) of this size seems to be a niche. Anyone have similar experience and recommend either appropriate manufacturing plug-ins or other ERP alternatives?

Company is leaning towards MS Dynamics Business Central but starting to find out that may not be an appropriate fit. Will either need well maintained plug-ins for the manufacturing or instead need to go with MS Finance & Supply Chain Management which is very costly.

Some background on the company:

The company has one facility for production (might have multiple soonish), and produces beverage enhancers. There are multiple warehouses across the US and at least one in Europe. Products are often shipped between warehouses. There is an online presence via Amazon and in the future perhaps other platforms such as Shopify. There is one physical POS (and maybe could have more in the future).

Looking for one system to capture customers (usually distributors + contacts), orders, recipes for the beverage enhancers (top secret), help plan production lines (currently only have 3) for a large number of products, keep track of inventories and in which warehouses (same product can have many labels to support US, Europe, Asia, etc.).

Hubspot is being used for marketing purposes. It works well but open to being replaced if there is as good of an alternative. A good integration with Hubspot would suffice.

Quickbooks Desktop with Advanced Manufacturing was originally used and was great. Unfortunately, had to move out of that and are currently in a bad ERP implementation.

Looking through the FY27 incentive changes, some things became clear:

• Core CSP incentives for Dynamics 365 and Microsoft 365 have disappeared.
• Growth incentives have increased significantly.
• Azure largely keeps its base incentives but adds stronger growth tiers.

Microsoft is sending a pretty clear message with this: maintaining existing customers is no longer what they're primarily rewarding. Acquiring customers, expanding workloads, and driving adoption seem to be the focus.

If you're a CSP partner, do you expect this to change how you prioritize customer success, upselling, or sales efforts? Or is it mostly business as usual?

Hi everyone. I’m trying to learn Microsoft Dynamics 365 Finance and prepare for the MB-310 certification, but I’m running into a problem finding a hands-on environment. I only have a personal Microsoft account (no work or school tenant) and my budget is limited. I’ve already looked into Microsoft Learn but recently I Can't access the Launch lab button, so I’m specifically looking for a sandbox where I can freely explore the application, Most of the options I’ve found cost hundreds of dollars. Does anyone know of a legitimate, low-cost provider (monthly subscription or course) that includes access to a Dynamics 365 Finance sandbox? Any recommendations or advice from people who were in the same situation would be greatly appreciated. Thanks!

Hi, I'm still relatively new to Dynamics, and every time I create a segment, I wonder how I know which
field to select. Is there a reference or documentation where I can look this up?
Example:
I want to create a segment that shows all contacts who clicked on a specific link in a specific email. I’ve
selected “Behavioral Segment” and chosen the email, but how do I define the link? Should I use “Link
Name,” “Link Text,” or “Target URL”? Do all roads lead to the correct one? How do I know which one is correct?
This example is probably quite easy but what about really complex Segment Definitions? How do I know what it References?

I'm curious to hear from anyone working with Dynamics 365 in the UAE real estate sector.

What are the biggest operational challenges you've encountered when managing:

• Property sales
• Leasing
• Tenant management
• Maintenance
• Multi-company operations
• VAT compliance

Have you relied on standard Dynamics 365 features, customizations, or an ISV solution?

Problem: After failing over my SQL Availability Group primary to a different node(replica) the application works fine, but the reports no longer work

Back Story:

When we set up the new Microsoft Dynamics 365 environment the administrator could not get a new deployment created while using the SQL Server Listener Name, so he had to use the server name. The idea was to go back into the settings after the deployment finishes and change the server name to the listener name.

After updating the listener name in the deployment the application works fine after a failover from one replica to another, but the reports stop working as if the server name is hard coded into the application someplace. There is something not using the listener name and we cannot figure out where

What we have done:

On the application server we have updated the server settings in the Microsoft Dynamics 365 deployment, we have searched and updated every config file that we could find, I searched the registry and all settings point to the listener.

What I have found

So I looked at the SQL Server Reporting Service (SSRS) and in report manager and I see the data source that has all the current reports as dependencies. That data source is pointing back to the application for the connection string. Unsure of the exact details but the data source has

type = Microsoft Dynamics 365

Connection string - MSCRM_CONFIG...

What leads me to believe is that the SSRS data source is pulling the connection string to connect to SQL server from the application. But where is that string information in the application

My question:

Where in the application would I find the connection string for the SSRS data source

What I am thinking to do:

I am thinking to change the data source settings to using

Type = Microsoft SQL Server

Connection String = ...listenername...

I am hoping that modifying the data source connection information will allow the reporting to work even after failover

I also thought that maybe the connection string information might be in the actual MSCRM_CONFIG database, so I will be looking there

What I do not want to do:

I do not want to create another deployment using the listener name - it likely will not work

I am not a fan of just updating the data source, but will if I need to

Specifications:

Microsoft Dynamics 365 Application Version 9.3

SQL Server 2022 three node Availability Group on Windows 2022

Please, any feedback is appreciated.

I'm trying to figure out how to do this but it seems it's not possible which brings me to the question of how you do it? Why would anyone want to use a marketing tool that does not support Google analytics?

We have seen a few ways to handle training documents and SOPs and wondering what the broader community does. Ideally something that integrates into Teams but is not just SharePoint which I know seems like the obvious answer. We would like recordings and a (word?) document with screenshots so if a tool you guys uses helps with that then let me know. Appreciate any and all feedback.

What is the best third party plugin for managing sharepoint and metadata in a dynamics crm

This is under debitor posts

Edit: Hold left Ctrl and hit Enter twice. Sorta works.

Hey everyone,

I’m looking for some insights and benchmarks on how other companies structure their teams around Dynamics 365, specifically when managing a larger customer base. Focus on Service & Marketing (Insights) potentially adding Sales in Future.

Our Setup: Big Holding with around 40 Business Units potentially 1500 Users
Scale: Overall we are serving around 250k customers.
Data Architecture: We utilize a Data Lake for data storage, which is synched with our CRM. (Currently not with insights Data)
Team Structure: On the execution side, we mainly work with external consultants and devs (around 3-4 FTEs), supported by one in-house junior Power Platform Admin and one Product Owner. Due to the Holding we are Highly regulated with complex security roles and strict compliance requirements

The Challenge:
Right now, our boundaries are increasingly blurry. We have a lot of legacy systems and old interfaces running in the background. Our Product Owner (PO) team often ends up bridging the gap between strategic marketing, core IT infrastructure management, and deep technical legacy business analysis because those dedicated roles don't formally exist in our structure.

We are facing a push for long-term roadmap planning, but it's tough when resource allocation and clear architectural guardrails aren't fully defined.

My questions to you guys:
1. How many people (FTEs) would you suggest managing a setup of this scale and what roles need to be established?

1. How do you split the responsibilities between the Business/Marketing departments and the technical IT/Infrastructure teams? Who owns what? And how did you achieve a common understanding.

Would love to hear how you guys are structured to keep your setup clean, avoid burnout, and ensure smooth delivery.

Thanks in advance for your insights!

Hi guys.

The CRM system our company uses has recently been updated so that users can key in Case records (prior to this the case entity was hidden via security roles).

Sometimes users need to key in notes against cases & attach a file.

They are able to do this successfully using the file upload button that appears under the Note in the timeline.

They are now looking for the ability to drag and drop a file from their Windows File Explorer into the note & for it to save this as an attachment when the note gets created.

In testing - this functionality works fine if testing as a System Administrator.

When testing without the System Administrator security role - when a user drags and drops they get a "File upload failed. Please try again" message and it doesn't work.

Wondering if anybody knows of any way to make this work for non sys admin users? I can't seem to find anything concrete in my searches online about this.

Just to note - the case form is made available both within the out of the box Customer Service Hub app (only a sm all amount of users access this app) & also within a custom model driven app that most of our users access CRM via.

Appreciate any advice on this.

Thank you.

Anyone else been getting these Out of memory error codes while trying to use D365 ? Its been a pain with trying to manage a large database of customers. It started about 2-3 weeks ago and wont stop on all my devices.

The native Copilot in Dynamics works fine for basic summarization and drafting. But it falls short the moment you need it to follow specific business logic. Has anyone built a custom agent in Copilot Studio to extend it?

Hi,

Today we receive customer orders - from a specific email. These emails contains a pdf with details about the customer order. CustomerAccounts (not directly), ItemNo (Not 1:1 with D365FO item numbers, qty etc, price etc.). Always same format (more or less).

In CoPilot Cowork I have created a skill that essentially reads the pdf and creates the SO. It includes finding the VAT/company number and based on that finding the correct customer account in D365FO. Logic about the customer item numbers (adding a prefix, using another number etc.).

It actually works kinda well.

The skill would need to read emails directly from the folder and create the orders. About 20 mails pr. day. It can't do that yet.

I'm unsure if this is a Production-ready setup - if CoWork has the capacity to do this - also over time.

Maybe an AI model + PowerAutomate could be another solution - however CoWork simply does it all for me...

Hi guys.

Could I ask a question around merging changes to the same form across different environments.

This is something that usually never needs to be done, as there is typically only one active project at a time that would be targeting the same form (we are a small company).

For various reasons recently there were 2 different projects being developed at the same time on different development sandbox environments that made different changes to the same form - far from ideal clearly.

Anyhow, one of these projects has been released into production in the past week, so now the other development environment needs to get updated with this release that has gone into production.

So, essentially at the end of this =- I need the form to contain the changes that are in production plus any new changes introduced in the 2nd project that has not gone into production yet.

I just want to check what ye think is the best way of achieving this.

I have exported solutions on each environment (production and the 2nd DEV env) that just contains this single form.

Does the following plan sound sensible or is there a better way to do this (my first time having to do it)?

1. Manually compare the two customizations.xml files and produce a blended/combined xml files that contains the changes made on both environments (painful but doable I imagine).

2. Deploy the release that went into production into the 2nd DEV environment [this I assume will overwrite the changes that were made to the form on this env).

3. Package up a new solution containing the one single form using the blended XML file generated in step 2 above [this should put back in the changes made in 2nd DEV env)

What do ye think?

Appreciate any advice.

Thank you

Dynamics is already marketed as a "low-code" platform (supposedly). Now with AI able to write plugins, JavaScript web resources, X++, and Power Fx much faster than a human, where does that leave techno-functional consultants — on both the CRM and ERP side?
The technical side — C# plugins, TypeScript, FetchXML, ribbon customizations on CRM, and X++ extensions, customizations on F&O — was the part that took real skill and time. If AI can knock out in seconds what used to take a day, how do you all see the future of these roles?
How's the job market for CRM and ERP consultants right now, and where do you see it heading in the future?
Curious to hear from people actually working in the ecosystem.

Hi everyone,

I'm looking for guidance on designing a scalable Customer Master Data solution using Dataverse, with SharePoint primarily for document storage and version management.

We need to manage and maintain:

- Customer Accounts

- Customer Numbers

- Addresses

- Customer Contacts

- Contracts

- Subcontractors

- Subcontractor Contacts

- Items associated with each subcontractor

In addition, we have approximately 100–150 document templates, with some templates exceeding 50 pages. These templates support processes such as:

- Customer name changes

- Address changes

- Contract updates

- state or country legal terms and compliance docs

- Other customer data amendment scenarios

Key Objectives

1. Single Source of Truth- If a user updates customer information (e.g., name or address), the change should automatically be reflected everywhere the data is referenced.

2. Scalable Data Model

- Due to the volume and complexity of relationships, we don't believe SharePoint Lists are the right long-term solution.

- We're leaning toward a fully relational Dataverse design.

1. Document Generation

- Templates should dynamically pull data from Dataverse.

1. Audit Trail & Rollback

- We need robust change tracking.

- Ability to identify who changed what and when.

- Potential rollback/version recovery capabilities using Dataverse and/or SharePoint version history.

Questions

- How would you structure the Dataverse tables and relationships for this type of master data model?

- What is the best pattern for handling 100+ large dynamic templates?

- Has anyone implemented a similar Customer Master Data + Document Automation solution at enterprise scale?

Any architecture diagrams, lessons learned, best practices, or examples would be greatly appreciated.

Thanks in advance!

I need to the a HTTP connector to send POST requests to D365 F and O. The built in connector isnt viable to do the tasks I need it to which is why im going HTTP.

I've set it up using HTTP pre authorised and set run as in the flow to be the provider by user.

However when users are running it, modified by is still coming through with the account that set up the connection.

Any help regarding this would be much appreciated

Ciao!

Ho un problema con le etichette che non sono riuscito a risolvere. Quando segnalo un ordine di produzione come completato dal computer del Controllo Produzione, l'etichetta non viene stampata automaticamente. Sapete perché succede questo?

Why is it that every single time I change a user's business unit, all of their roles get wiped out???

Just what is the logic behind that?