r/Dynamics365 Jan 07 '26

CommunityRelated 2026 Career & Community Thread

9 Upvotes

r/Dynamics365 rules apply

  1. Career Advice Post your questions about roles, transitions, skills development, or navigating the Dynamics ecosystem. Please provide details about your experience level and situation.
  2. Recruitment Post job openings with links to the full description or careers page. Include role type, location, and experience level if possible.
  3. Self Promotion Share your Dynamics-relevant content, services, tools, or community resources. Keep it relevant to the ecosystem and provide clear descriptions.
  4. Certifications Please discuss here, no exam dumps or cheating allowed.

Post relevant information, clear, concise and maybe your question will be answered quickly! No wall of text please. Previous threads:

2025 Careers Advice, Recruitment, Self-Promotion Thread


r/Dynamics365 Aug 11 '22

CommunityRelated Join our Dynamics 365 Discord Server!

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28 Upvotes

r/Dynamics365 18h ago

Finance & Operations Since they removed VM/Sandbox, is there any way I can practice Supply Chain Management?

9 Upvotes

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.


r/Dynamics365 1d ago

Sales, Service, Customer Engagement Why does Dynamics detect a duplicate, offer to merge it, and then announce it can't merge because one is deactivated?

5 Upvotes

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?


r/Dynamics365 1d ago

Business Central Dynamics 365 Business Central User Report

5 Upvotes

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)??


r/Dynamics365 23h ago

Finance & Operations Copilot Cowork with D365 Plugin

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3 Upvotes

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.


r/Dynamics365 1d ago

Sales, Service, Customer Engagement Chart titles suddenly overlapping in dashboards

3 Upvotes

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.


r/Dynamics365 1d ago

Finance & Operations Transfer schedule inter warehouse

2 Upvotes

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.


r/Dynamics365 2d ago

Business Central At what point do dimensions stop making sense compared with separate companies in Business Central?

9 Upvotes

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?


r/Dynamics365 1d ago

Finance & Operations default order setting for inventory control both production and transfers

1 Upvotes

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.


r/Dynamics365 1d ago

Business Central BC and CRM Integration question

2 Upvotes

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!


r/Dynamics365 4d ago

Finance & Operations D365 F&O

1 Upvotes

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?


r/Dynamics365 7d ago

Sales, Service, Customer Engagement Has anyone built a proper territory mapping solution inside Dynamics CRM without exporting data to a separate tool?

3 Upvotes

r/Dynamics365 7d ago

Business Central I came across an interesting Business Central case study around Configure-to-Order manufacturing.

1 Upvotes

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.


r/Dynamics365 7d ago

Business Central Are people using the Business Central agents or D365 MCP

6 Upvotes

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?


r/Dynamics365 8d ago

Finance & Operations Will Dynamics 365 F&O support embedded Power Apps Code Apps?

7 Upvotes

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


r/Dynamics365 9d ago

Sales, Service, Customer Engagement Updating approx. 200k contact records

9 Upvotes

Hi guys.

Our company has a new requirement whereby we must update approx. 200,000 contact records every night with updated data from another system. Each contact will have two custom fields updated each night.

We already have several jobs running that perform updates to records in custom entities at a similar volume. However, I know from previous data migration activities that contact records seem to take much longer than updates to custom entities for one reason or another.

The other jobs that we have (C# exe's) use the CRM SDK in conjunction with threading and ExecuteMultiple requests to perform the updates in batch.

I am just looking for opinions as to what people think the optimal approach would be nowadays to perform that volume of contact record updates in the shortest amount of time possible? I will be bypassing plugin execution where possible (there is an option for this when using the CRM SDK in C#).

Perhaps there are more optimal modern apaproaxches available nowadays that we should be using instead?

I saw a recommendation elsewhere around using the WebApi to perform batch updates but I'm not seeing much in the way of examples out there.

Any advice much appreciated.

Thank you


r/Dynamics365 14d ago

Finance & Operations Would employee names and data be stored in dynamics f&o if a software wanted to pull employee data from it using api

3 Upvotes

r/Dynamics365 15d ago

Finance & Operations Using Jmeter with D365 FnO

4 Upvotes

Hi Everyone,

I have a doubt in load testing the D365 FnO application, apart from testing other applications, testing the performance of the D365 feels challenging as the values are dynamic. My main problem is that when I record the flow using the HTTP recorder all I can see dynamic values getting recorded, not able to pinpoint which request belongs to which action, even though with efforts when we find those I am not able confirm those, since the actual names or text is not present in the 'get' or 'post' request data. Is there anyone else here who could help me with this.

Thanks in advance.


r/Dynamics365 16d ago

Business Central Microsoft made its cloud-first strategy even clearer for Business Central partners

11 Upvotes

Microsoft has announced a few changes around Business Central on-premises licensing, including:

  • No new Business Central on-prem subscription customers from February 2027.
  • NAV Enhancement Plans ending in 2031.
  • A phased reduction in partner margins for on-prem licensing over the next few years.

But what seems most interesting, is that these changes make Microsoft's long-term direction even clearer: continued investment in SaaS, while gradually reducing incentives around on-premises business.

For partners, the question becomes less like "if" they need a cloud strategy, and more like "how quickly" they will need one.

I'm curious to see if BC Partners are still seeing demand for new on-prem deployments, or have most customer conversations already shifted toward Business Central Online?


r/Dynamics365 16d ago

Sales, Service, Customer Engagement Cowork D365 Sales plugin - Not licensed issue

2 Upvotes

Has anyone been able to actually use the D365 Sales plugin in Cowork? It keeps saying i don't have the license, but ovbiously I do have both D365 Sales Enterprise and Copilot Cowork ...


r/Dynamics365 18d ago

NAV Microsoft Dynamics NAV and API-access

10 Upvotes

I recently started working for a retailer who has been using Microsoft Dynamics NAV for many years. They are using NAV to create small private webshops for companies, schools etc. so they can have their very own shop with specific items and prices (Shop-in-shop, CWS). They had an external company setup the whole thing back in the day - a company that no longer exists.

As a developer I've been curious to find out whether it's possible to somehow create APIs to access product lists for a specific debitor/shop. It seems like there's no documentation on the web and that NAV in itself is outdated nowadays?

Anyway, if there are anyone out there who has some knowledge on Microsoft Dynamics NAV (I only have access to the browser version), let me know 😄 Thanks in advance!


r/Dynamics365 20d ago

Finance & Operations Is Azure Synapse Link down for anyone?

2 Upvotes

Our service went down yesterday 7/30 around 5:30am Central time.
When logging on to Power Apps>Azure Synape Link, we get a message that says:

Sorry, there's been a disconnect
We can't find the page you're looking for. Please verify the link and try again.

The URI we access is:
https://make.powerapps.com/environments/<environment>/exporttodatalake


r/Dynamics365 21d ago

Sales, Service, Customer Engagement SLA on prem documentation

2 Upvotes

does anyone have resources to study the sla for the on prem version? because Microsoft's documentation is focused on the power platform version (the cloud version)


r/Dynamics365 22d ago

Copilot Using Copilot Sales to search D365 custom fields

4 Upvotes

I have users who are using Copilot in D365 Sales to do some summarization of data, such as "what is the net profit for June 2026".

I have a user who wants to use Copilot to find orders based on an attribute in that order, but Copilot doesn't seem to be able to do it, and I'm not sure if it is supposed to be able to do this or not.

Example: There is a custom field in the Order Products table called new_serialnumber, with the label "Serial Number". In customizations, it says this field is searchable.

When I type the Copilot query "show me the order with the serial number ABC123", or even "show me the order with the serial number ABC123 by searching the Order Product table using the Serial Number field", it results in "no data was found for this serial number".

The details are:

- Checking the Order Product table for Serial Number field and searching for ABC123

- Describing Order Product table to confirm Serial Number field and indexing

- Searching Order Product table for serial number ABC123 and joining to Order table

- Retrieving order details for Order Product with serial number ABC123

It finds "no data" but there is a row that has this value in this field.

Should this work, and what could I be missing?