r/Dynamics365

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)??

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?

https://preview.redd.it/x41im3ab5dkh1.png?width=1031&format=png&auto=webp&s=bfb22d8cefc776672796c712fb7d85ca4ed837f4

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.

https://preview.redd.it/fx7ur3s5hbkh1.png?width=677&format=png&auto=webp&s=70d0d1135d53cb45408aa8df92f8fd38c18cdce9

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.

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.

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?

Hi everyone!

I’m currently a junior CRM developer and not sure what certifications I need to get. I was studying for the PL-900 but it’s not beginner friendly 😂 is there any recommendations for certificates I should get as a junior and working my way up. I do want to get the PL-900 but I want to be more prepared.

We have thousands of duplicate records in our Dynamics 365 CRM, and the native duplicate detection/merge options aren’t really helping us clean them up properly.

Some duplicates are exact matches, but a lot of them are slightly different, so they’re not always being picked up. Going through thousands of records manually isn’t realistic either, and I don’t want to delete anything that might have useful data or relationships attached to it.

What’s the best way to identify duplicate Dynamics 365 records and clean them up in bulk? Has anyone used a duplicate merge tool for Dynamics 365 that actually worked well for this?

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?

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.

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

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

Dear Hiring Manager,

I am writing to express my interest in the Microsoft Dynamics 365 Developer position.

I bring over 12 years of experience delivering Microsoft Dynamics 365 CRM/CE, Finance & Operations, Business Central, and Power Platform solutions for enterprise clients. Throughout my career, I have led end-to-end implementations, solution architecture, custom development, integrations, and modernization initiatives across Sales, Customer Service, Field Service, Finance, Supply Chain, and Power Platform ecosystems.

My expertise includes Dynamics 365 CRM/CE, D365 F&O, Business Central, Dataverse architecture, C#/.NET development, X++, AL, JavaScript, Power Apps, Power Automate, Power Pages, Azure Functions, Logic Apps, Service Bus, API Management, REST/OData integrations, Power BI, Azure DevOps, and CI/CD automation. I have successfully designed scalable, secure, and high-performance solutions while leading cross-functional teams and collaborating directly with business stakeholders.

Currently, I serve as a Dynamics 365 Solution Lead, where I drive enterprise architecture, integration strategy, DevOps governance, cloud modernization, and AI-driven business transformation initiatives.

I am excited about the opportunity to contribute my technical expertise and leadership experience to your organization. I would welcome the opportunity to discuss how my background aligns with your team's needs.

Thank you for your time and consideration. I look forward to speaking with you.

Sincerely,

Abid shakeel
Email: aabedshakeel9@gmail.com

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