r/Dynamics365

Hi guys,

I think I can use a little advices from my peer community members here!

I am trying to establish D365 Practice at my Agency,
We have mostly been active on the PowerApps development/support over last few years…

Over the years though I have enjoyed building various business functions at my Agency!

Only regret is we didn’t leverage D365 much,
Instead went with 3rd party products like Zoho, Quickbooks, etc…. (Since we ourselves were a small team of 5-10 people, a small business mostly)

What team should we organise for the front end? I mean atleast one functional consultant for each business function? (Sales, Marketing, F&O, HR, etc)

Backed by Technical Consultants/Devs?

Any ideas/suggestions most welcomed, guys
PS: This is no hiring post!

We ourselves work mostly with freelancers/subcontractors, to keep our Opex low as we grow :)

I’ve noticed that many companies invest in Microsoft Dynamics 365, but implementation still becomes difficult for some businesses.

What do you think is usually the biggest reason behind failed or delayed Dynamics 365 projects?

Is it more about:
Poor planning?
Complex customization?
Data migration issues?
Lack of user training?
Wrong implementation partner?
Budget and timeline expectations?

Would love to hear insights or real experiences from people who’ve worked on Dynamics 365 projects.

Hey all, keeping up with BC release waves comes up a lot as a frustration in the BC community. The Microsoft Learn docs are thorough, but a lot to wade through when you just want to quickly know what's new & relevant.

So I wanted to share an app we built called Saindy365. It's free (but ad-supported) and designed for BC practitioners who want to stay on top of what's changing without spending an hour reading release plan PDFs. Main things it covers:

• Release waves — what's new in each BC wave, summarised and browsable
• BC topic learning — bite-sized content on core Business Central topics

It's genuinely free to use. We'd love honest feedback, including if something isn't working well or feels missing. If you can think of other apps you'd find useful in your BC workflow, we'd love to hear that too. :)

Download (available on Android & iOS)

Has anyone used Claude to automate sending purchase orders through Microsoft BusinessCentral?

Hi I needed to import a couple of thousand new records in a master data entity (suburbs). I exported the current records then added in my new records. I goofed up and instead of importing via csv file from the that entity screen with allow duplicates turned off, I imported from the Imports screen and it has resulted in duplicates. I just cant flush the entity and re-import them all them all again as many are already referenced in other records. I can identify which of the duplicates are my new ones based on the create date but what is the easiest way to bulk delete these records (there is probaby 2000)?

Hi guys, I just want to extract the user name, e-mail, business unit, and security roles. Can I know which xrm toolbox plugin can give me all the details? And please share any YouTube video explaining the process. It will be helpful for me. Thank you

hi all, i was wondering what is the best suggestion for a client for OCR invoice processing that only uses procurement categories (no items, products or catalog) to raise Purchase requisitions: is it PO invoice or PO header only invoice processing config in OCR? currently there are alot of errors at the OCR stage for my client. would the PO header route eliminate this? is this recommended?

Hi there,

New IT Support at a firm here, I've recently encountered an issue from my Accounting team regarding a sudden change in their daily usage of Dynamics + Excel.

They state that before they could've just open a file from D365 in Excel and the addin would automatically sign them and let them work directly with no additional action needed, now they reported they all need to manually click the Sign In button everytime they open an Excel in desktop from the browser D365 page.

I know it's silly and probably you think "can't you just let them know to click the "Sign in" button and leave it as an "new update from MS" thing ? " -- unfortunately no, it came straight from the CFO as a VIP ticket and I've looked into it for a while now but I'm stuck.

Funny how the user who rose the ticket started asking Claude about it and wrote the sollutions from Claude in the ticket (already tried 3 / 4, but for 1 and 2 I need to raise it to L3 engineers)

Leaving the statement here in case it helps.

Thanks for help if this even is worth looking into.

Ticket

"I have an issue with D365 F&O usage of open in excel add-in. Normally, when I use this functionality in F&O an excel file is downloaded and when I open it, I was signed in automatically.

Starting with yesterday, when opening the excel generated by the system we had this error . We solved it by sing out and sign it again. Then, each time we have to sign in for each use - this is time consuming.

Searched info on this issue and found this:

1. Conditional Access change (most likely culprit)

Microsoft improved how Conditional Access policies are enforced in Microsoft Entra ID starting March 27, 2026. This change addresses a security loophole in which policies targeting all resources with specific exclusions could be bypassed in certain authentication scenarios

2. Office SSO no longer works silently

The "Require approved client app" Conditional Access grant is deprecated and causes errors with NAA (Nested App Authentication) token requests. An admin must completely remove this policy and switch over to the "application protection policy" grant.

3.Add-in version — check whether the Microsoft Dynamics Office Add-in in Excel was auto-updated (Insert → Add-ins → Manage). A recent update may have changed the authentication

4. Credential Manager (Control Panel → Credential Manager → Windows Credentials) — if there are expired or corrupted tokens for D365/Office, deleting them forces a clean re-authentication

https://preview.redd.it/ve3vbair5y0h1.png?width=340&format=png&auto=webp&s=cc3321f842253936b4f5efb53bad995ef12e460c

I’m the in-house accountant for a small manufacturing company and we’re still on a really old Dynamics NAV version (like pre-2015 old). This all hit my radar again last week when our external auditor politely joked that our system belongs in a museum. Day to day, it “works” but reporting is a pain, integrations are hacky, and every small change needs our IT guy to do some weird workaround. I was googling options last night and kept seeing people saying good things about dynamics nav in newer versions and various partners that can “rescue” old implementations, but I have zero real-world context for that. For those of you in industry: did you upgrade NAV and feel it was worth the money, or did you switch ERPs completely? How did it impact your close process, audit stuff, and random one-off reporting? Any horror stories or “wish I’d known this before signing the contract” type advice?
Maybe I’m overthinking this, but I’d love to go to my CFO with something more than “our system feels old, pls fix.

Wondering if anyone knows how to mass receive different invoices with different numbers against the same PO.

current situation: have 1 PO, 122 lines, 10+ invoices to receive. just worked thru 1 invoice that had about 14 lines but dynamics hit an error and i have to redo it now.

heres what im currently doing

go to PO> product receipt> enter invoice #> go through all 122 quantities and 0 them out> go down my invoice and get the part number off the invoice and scroll through all lines to find the corresponding line> set qty to match what vendor delivered> repeat until specific invoice is complete then start over.

is there a way to export my PO to excel, set all my qty delivered values to what they need to be and then reupload that excel sheet back to dynamics?

I am required to migrate a full transactional history from QuickBooks Online to Business Central. Has anyone completed this or know how to complete such a task?

I assume this will require uploads via the various journals and mapping to the new master data. I plan to use Claude to assist with the mapping process; however, I am unsure how to replicate the transactional history and which QuickBooks reports I would require.

Any insights and/or guidance would be appreciated.

Hello all,

First, let me preface: I have no idea what I'm doing.

Context: I currently work in the administration of a large university, doing a job that is largely analogous to tech support (just with bigger machines and a little more abstract in terms of problems). Our office uses Dynamics 365 as a CRM. I have absolutely no experience with Dynamics 365 or CRMs in general--my background is largely simulating the atmospheres of exoplanets in Python--but for some reason, I was assigned the following task:

1. Take a spreadsheet of "customers'"past interactions with our office, and import it into Dynamics. These spreadsheets typically contain the first and last name of the person, their university ID and email, what department they're in, and the nature/topic of the interaction (e.g, a specific research project we provided assistance to, software they've requested, etc). So far, I've been importing these spreadsheets using the Import from Excel option on the Possible Engagements tab.
2. Dynamics is also already plugged into the university database of faculty and researchers (under "Customers"), which allows us to search for a university employee by name, email/university ID, department, and job title. What I'd like to do is take the people that I imported in step 1, and cross-link their engagements with their corresponding entries in the university of database. Ideally, this would make it possible to analyze these records of past interactions by, say, which departments have had the most, which faculty members are most engaged with us, etc.

Is there a way to do this efficiently?

Thanks!

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Hello Everyone!

I have been tinkering around with some RDLC reports in business central, both creating new ones and modifying existing ones.

One thing I am curious about is about the Send to... functionality in report objects, the following options appear:

• PDF
• XML
• Word
• Excel (Data & Design)
• Excel (Data Only)
• Program...

I would like to know if any one has ever felt the need to add or remove an option from there, and If so did you have any luck?

Cheers!

I work on this ERP on the front end but would like to do more configurations and stuff. What is the best website where I can try configurations, etc

Hi everyone, does anyone know if it’s possible to not include a BOM line of BOM in the Master Planning for only one specific product?
Let me explain it better: I want the item to appear in the BOM, but instead of generating a production requirement, I want it to generate a purchase order, but just for a specific Product, in the oder case it has to work normally