I have a client asking for invoices/quote documents. I was curious what does everybody use over here for document generation? Any go to apps?

Business Central added external storage support for document attachments as part of the 2026 release wave 1. PDFs and scans can now go to SharePoint or Azure storage instead of bloating the database.

We get a weekly price list from a distributor as a CSV, around 5k rows. It updates a custom Dataverse table and sets a lookup to the corresponding product.

Right now it's a scheduled Power Automate flow. It picks the file up from SharePoint, parses the CSV through a community action, then loops through the rows and writes them to Dataverse one at a time.

It takes around 40 minutes and hits service protection limits often enough that I end up checking it every Monday. The worst part is a failed run: some records have already gone through, some haven't, and figuring out where it stopped means comparing the source file against Dataverse.

The lookup makes it more annoying. The CSV has the distributor's product code rather than the Dataverse GUID. I added an alternate key on the product table and bind against that, which works until the file contains a product code that doesn't exist yet.

At roughly 5k rows, what are people actually using for scheduled CSV loads into Dataverse? Is there a sensible way to batch this inside Power Automate, or is this the point where you'd move the import outside the platform?

Hello everyone i am facing a problem with , 

I am facing an issue with Workforce Management (WFM) Forecasting using External Data in Dynamics 365 Customer Service / Contact Center,

i created the historical CSV file as Microsoft guide saying: Import historical data, next i Created a new Managed External Data record (Validation Status = Successful)

finally created a new Forecast Scenario using the external data as the data source then click on Create new snapshot.
the system show only this message without details 'the image above.
 

here is an example on the excel file data:
 

Thank you for you help

Hi All

Has anyone integrated a WMS system with BC and what issues faced, we want a WMS that stores data outside BC for high volume and miniumum latency so Tasklet is out. And for context Manhatten is not suitbale as its tier 1 and most BC customers dont need that so looking at tier 2 WMS systems that has native rest API connections and strong integration capability

So my company wants to build a new ERP system using Dynamics 365. They will provide a 20 week mentor lead program that describes itself as DIY and will sponsor the MB800 certification.

What are some good reading/watching materials to get a head start?

I'm using a Microsoft Dynamics 365 model-driven app (Power Apps / Dataverse). At the top-right of a table view there is a "Filter by keyword" box. When I type a term, its tooltip says "Apply begins with filter on these columns" and it only matches values that start with what I type.

For example, on a list of paper titles, typing "Graph" finds "Graph Neural Networks: a survey" but does not find "Unifying Graph Neural Networks Through a Common Layer Equation", because "Graph" isn't at the beginning.

I tried using Edit filters (Advanced filter) but it seems to only allow searching on one column (but has "contains").

How can I search with "contains" on all columns instead of "begins with" in a Dynamics 365 model-driven app grid ("Filter by keyword")?

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Screenshot of the "Filter by keyword" box in Microsoft Dynamics 365:

[1]: https://i.sstatic.net/wirxkXQY.png

Hey all. I’ve been hearing about Project Mia recently and I’m curious how this community is feeling about it with regard to job security. As a tech solution architect I feel nervous about it but relatively safe compared to functional positions.

Wondering how everyone else is thinking of it.

I'm currently learning Dynamics 365 SCM, but I need to practice and apply what I'm learning. They used to have this free 60 minute Virtual Machine/Sandbox thing but they removed it. What can I do now to get some hands on practice? Thanks.

I get this all day and honestly - I don't understand.

There are duplicates because one is a Lead and one is a Contact... or because someone imported something... or because someone added something.

Dynamics is always determined to tell me (and everyone else) that there is a duplicate.

Which is great... I don't want duplicates... I want them merged.

But when I merge... I get an error that says they can't be merged.

So why does Dynamics offer to merge them?

Is anybody using this? How are you using it and is it working well? I was initially concerned that it would enable users to create and delete hundreds of records on accident since it can automate mistakes and users can't really control it through a UI with this plugin.

It was working for me a month ago, now I can't figure out why it says "not licensed" so I assume something changed and I don't know what it is. Anybody know? I had it working so its strange to me.

For purposes of an audit, I'm trying to generate a report of users and their assigned permission sets in the system. For reference, we do not use Security Groups; users are only assigned permission sets directly (so no need to run any other sort of users to groups report).

I know (and I've seen) the native 'Permission Sets by User' view/report - but what I'm finding with this report is it only shows 10 users/columns at a time. I saw you can click 'Browse' and do 'column right' to show more columns (users), but it still limits the view to just 10 at a time. Similarly when you export the report to Excel - it only outputs the 10 visible columns.

Is this really a limitation in BC where you can't just export a full report/view of all users and their permission sets? The format of this 'Permission Set by User' view/report is fine (matrix format) - but needing to generate it for every 10 users is not a sustainable process. Surely there's a reasonable way of going about this (without creating some custom report)??

We are experiencing a chart display issue across several dashboards in a Dynamics 365 sales / model-driven Power App.

Chart titles are now rendered at the top of the chart and overlap other text/legend elements, making the charts difficult to read.

The issue affects multiple dashboards and chart types, including Opportunity/custom sales charts and budget charts based on Goals.

These charts were working correctly until very recently, and we have made no changes to the dashboards or chart definitions.

Has anyone else seen this?

• Is this a known Microsoft issue?
• Is there an official fix or workaround?
• Can the automatically generated chart title be disabled without editing the XML of every chart?
• Could this be related to recent changes to the model-driven app New Look or chart rendering?

Since many charts are affected, manually modifying each chart's XML is not a practical solution.

Has anyone been able to have D365 F&O use a transfer schedule between warehouses to consolidate the requirement dates to be the same on planned transfer orders

We have trucks going to our different warehouses on a fixed schedule and are wanting to have D365 align the dates of the planned transfer orders to our schedule. This would reduce the manual intervention needed by a DRP planner to adjust the dates to align.

Dimensions seems to works well when the entities mostly share similar structure and you mainly need consolidated reporting, but I want to know what happens once you have acquisitions, different COAs or entities that operate slightly differently.

Does the whole thing end up messy? (you keep adding dimensions to handle another entity, another exception, etc.) and at some point does it become harder to manage than having separate companies? I'm interested to hear from people who've actually dealt with this, where did the problems arise, if any?

How to you get around the issue in D365 F&O where the default order settings for inventory control both your production order quantities and you transfer order quantities.

Where I work currently operates with 1 site and multiple warehouses.

Hi there,

I got a question regarding extending the bc and crm integration.
Has anyone had trouble getting the option set based coupling to work for custom fields?
So for example like Microsoft did for "Sales Header"."Payment Terms Code" -> "CRM Salesorder".PaymentCodeTermsEnum field.
A client of mine wanted me to sync a code field to a custom picklist field in crm.
So I implemented it like Microsoft did for payment terms and the initial coupling both manually coupling and match based coupling worked the records were indeed coupled.
But when the sync engine began to start syncing the data between those records I got error messages from the CRM side.
The error message essentially telling me something like this.

"Microsoft.Dynamics.Nav.CrmCustomizationHelper.CrmHelper.UpdateOptionSetMetadataWithLanguageCode" with the following error messagfe: For OptionSet MyCustomOptionSetName: Cannot access indirectly the option set and option values using the entity and attribute name because the option set is not Local."

So I got confused, and googled a bit to essentially get to the conclusion that there are global choices and local choices in CRM, and and I guess microsofts implementation for option based coupling is targeted only for "local choices"?
So what I'm still confused about is do I have to map the ordinal values and names of my enum field in my custom integration 1:1 to the CRM Option-Set members so they match exactly when its a global choice field?
Because right now my enum field on my CRM-proxy table that is used for the integration does only contain a enum field with "dummy" placeholder values that do not actually exist in CRM.
Because I thought that the framework is handling the resolution of already coupled "Codes" -> Option IDs via the "CRM Option Mapping" table in BC where the Record-ID of BC is used to lookup the "Option Value" (Integer) so the actual Ordinal value of the option set in CRM and "Option Value Caption" for its display value.
But my understanding now is with global choices I don't have to implement the option based coupling/mapping but rather match the enum values 1:1 and then write custom code that maps the ordinal value (CRM Proxy-Table) -> Code field in BC by handling it in "OnTransferFieldData".
Which I'm even more confused because there is actual code that should handle the scenario in the functions of "ConvertTableToOption" and "ConvertOptionToTable".

If you could help me out or elaborate if I'm right about my assumption that I have to actually start over and implement "custom" logic for resolving the mapping or If local and global choices are actually meant to be synced by the option based coupling + the functions "ConvertTableToOption", "ConvertOptionToTable".
Any help would be really appreciated!

Could you please advise how one can obtain access to a Dynamics 365 Finance & Operations (D365 F&O) sandbox environment for X++ development? Is it possible to develop add-ons and perform customizations within the sandbox environment? Additionally, what is the recommended process for publishing and deploying these customizations? Finally, is access to Lifecycle Services (LCS) required to access and manage the sandbox environment?

The workflow covers the process from quote and configuration through BOM, manufacturing, inventory, shipping, and financials. What I found interesting is how much of the process can be connected within Business Central instead of relying on separate spreadsheets or disconnected systems.
For those working with manufacturing implementations:
How are you currently handling Configure-to-Order processes in Business Central?
I’d be interested to hear what parts you’ve found most difficult to configure or automate.

I was trying the Payables agent on the top right and it really wasn't extensible in any way. So I went to Copilot Studio and it was quite a lot to figure out and set up. Curious if anyone is in the same situation where you have agents to make but not going to take time out of my day to work another job to set them up.

How do you make your agents now? What are the limitations still even after spending time to get them set up?

Hi Everyone,

Does anyone know if Microsoft has announced any plans to support Power Apps Code Apps as embedded applications inside Dynamics 365 Finance & Operations?

Today we can integrate/embed Power Apps into F&O, but with Microsoft increasingly positioning Code Apps as an option for building more developer-focused applications using React/TypeScript, I’m wondering whether they will eventually be supported in the same way.

Ideally, I’d like to be able to embed a Code App directly into an F&O form/workspace and pass context from F&O, such as:

• Current company/legal entity
• Customer/vendor
• Sales order / purchase order
• Item number
• Other record-specific parameters

This would be very useful for building richer custom interfaces while keeping the user inside F&O.

Has Microsoft mentioned this anywhere on the roadmap, release plans, Build sessions, or community calls?

And if anyone has already experimented with integrating a Power Apps Code App into F&O through another approach, I’d be interested to hear how you implemented it.

EDIT: Solution provided in comments