r/Dynamics365

What are the interesting and the boring parts?

We’re a UK business finally moving away from a mix of spreadsheets, old accounting workflows, and separate project tracking. Finance wants Business Central, while ops are pushing for Project Operations because most of our work is project-based and billing gets messy fast.

We’ve got Infinity Group involved on the implementation side, but I’m trying to get my head around what we should clean up internally before the real build starts. Our customer records, project codes, cost categories, and approval flows are all a bit inconsistent.

For anyone who has done a similar Dynamics 365 setup, what caused the most pain later: bad master data, permissions/security roles, project costing structure, or trying to copy old processes into the new system too closely?

Hi, I'm totally new to Customer Insights - Journeys but I'm hoping to help my team here.

We create a segment of intended recipients, then remove recipients based on kill lists and communication consent lists etc. Then we send the email.

If I navigate to the Journey, I can pull a list of recipients from the details. Up to 50k rows. But if I have more than that I don't know how to get the list.

I've tried creating a segment that equals recipients of the email, but the numbers never match up exactly. Plus I need to do this many times and I'll have to create a lot of segments.

Is there an easy way to pull that list? Or up the number of rows beyond 50k?

Hi everyone, I did MB-800 exams and failed, can someone recommend studies materials and exam test sites for preparation??

I’m about to start a D365 BC Technical Consultant role (AL, integrations, etc.) and will also be working with Microsoft Fabric and Power BI.

Is this a future-proof career for the next 10–15 years? Does a Data Science background help, or would I be better off pursuing a more traditional data/AI path?

I’d love to hear from people already in the Microsoft ecosystem.

I keep seeing mixed opinions on Dynamics 365 Business Central. Some people say it works well once configured properly, others seem stuck fighting reports, workflows, permissions, integrations and messy processes.

My feeling is that a lot depends on the implementation partner, not just BC itself. I came across Infinity Group while looking at UK Dynamics providers, and what stood out was the focus on Business Central implementation/support rather than just selling licences.

For people already using BC, what were the signs that your setup needed fixing instead of replacing the system?

Hi I have been working as a Power Platform Developer for 2 years. And I had an interview with a US based company as a Power apps Developer. I have answered all of the question correctly and honestly the interviewer was also impressed.

However I called HR today regarding the status of the application and feedback and she mentioned that the interviewer is yet to discuss with the Senior Management over the decision.

I am confused whether it’s a rejection or it’s something that usually happens in the big companies or this is how the hiring looks like. Can anyone help and me out share the experience and guide what to do. One thing I am sure whatever he has asked I have answered and I have strong grip on the power platform.

Hi All,

We have Dynamics 365 Project Operations. We are not sure when it started however the issue we are having is we can’t mark a task as complete by simply clicking the radio button next to it. Normally we would be able to click the radio button and it would put a line through the task. Things that we have tried:

1. Incognito mode of Edge
2. Different Browser. Ie Chrome
3. Tried to create a new Project with one simple task called: Test
4. Tried changing start date and finish date so the window is a lot more broad for the project

Is anyone else seeing this issue where you can’t tick the radio button to complete a task in MS 365 Dynamics Project Operations?

I can do simple teams chat with that user but I don't know how to link a Teams chat with that user to an Opportunity

Hi guys,

I know in CRM right now there is a Teams Meeting radio button within the appointment form.

When this is set to Yes - on save of the appointment it will turn it into a teams meeting.

Is there a way to programmatically trigger this?

We have an upcoming requirement where we need to programmatically create some appointments & need the ability to make them Teams Meetings. It isn't clear to me how to achieve this programmatically (have tried setting isonlinemeeting to true programmatically but this doesn't create the teams meeting in the background so there must be a requirement to set some additional values somewhere in the save.

Thanks for any guidance on this.

One of the recurring concerns around AI-driven ERP scenarios is trust in the output, because it's hard to see which data supports the output.

The new deep link capability in the Dynamics 365 F&SCM MCP server directly targets this issue.

AI responses can now include direct links back to the underlying ERP records:

• single records open directly in the system
• multi-record results open filtered views
• users can validate the source data immediately

What looks like a small UX improvement is actually important for adoption.

Because in ERP, the challenge is rarely whether AI can produce an answer, it’s whether users trust it enough to act on it.

Traceability changes that:

From “here is the answer”
to “here is the answer, and here is exactly where it came from”

Curious whether others working with F&SCM see traceability becoming a baseline requirement for AI-driven processes.

Hi all,

I am working with Customer Insights - Journeys for the first time and need some help please 😅
I got assigned a ticket regarding performance issues of segments - but I do not really know how to approach this. Is there any best practice I can use to analyze the problems this app is running into?
In General, do you have any recommendations regarding learning material regarding CI or other Dynamics 365 Apps?
Looks like my company is throwing me in this direction and I actually don’t mind, the problem is nobody in the company has enough expertise to guide me 😅

Some tips would be much much appreciated!!

Thanks

Planning a Business Central migration and the consultants have given us a clean timeline with buffer hours built in. I believe in the plan.

I just don't believe a cutover has ever gone exactly to plan for anyone, ever. If you've been through one, what actually went sideways that the runbook didn't account for? Trying to mentally prepare the team rather than just hand them a Gantt chart and hope.

Anyone have success triggering an email to send when an API session modifies a field?

Im trying to automate sending an email with tracking information when a sales order tracking number is updated.

I've built out a trigger off of field validation that works well when a user updates the field (with a quick confirmation step before sending the email).

I want to duplicate the functionality so that my entra app can send a PATCH to update the tracking and trigger the same email to send.

But I keep getting a failed status in the email outbox that says "You are not authorized to access this resource: https://graph.microsoft.com/.default

Anyone run into this?

Hi,

I’m currently facing an issue at several customers concerning PowerAutomate flows with a trigger For a selected. When you trigger the flow, Working on it shows up. No possibility to press Run flow.

Is someone experiencing the same issue?

Hello all,

Is it possible to view and export the dates users were created and the date users were deleted?