Many base Microsoft events send an email. In this article, learn how to add a new D365 email notification type. Then associate the event with an email template so an email is sent when that event occurs.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #SendEmail #AddEmailEvent #NotificationType
https://dynamics365musings.com/d365-email-notification-type
It's all hands on deck around here as we go live with #D365 today. There are lots of rough edges, but so far so good.
Learn the steps for processing a return order in D365. Types include a physical return, a credit order, or a replacement report.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #D365 #ReturnOrder #RMA #ArrivalJournal #ItemArrival
https://dynamics365musings.com/return-order-in-d365
Learn how to send D365 emails using X++ code. The system can send an email, or an email form can be opened directly within Dynamics.
#Dynamics36 #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #SendEmails #EmailText
https://dynamics365musings.com/send-d365-emails
Sales orders in D365 can follow multiple processing paths, depending on the business scenario. In this article, you’ll learn how to create a call center order in D365 F&SC—a retail-focused workflow that applies channel-specific defaults, enforces a structured order completion process, and supports advanced pricing and payment features.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #CallCenter #CallCenterOrders #AddUserToCallCenter
https://dynamics365musings.com/call-center-order-in-d365

Business Rules vs. Client Script. Business Rules work on the Server (mostly). Client Script works only on the Form. If you import data via API, Client Script won't run. Business Rules (usually) will. For data integrity, always prefer Server-side logic.

#Logic #Architecture #D365

XrmToolBox "Attribute Usage Inspector." Ever wonder "Can I delete this field?" This tool tells you exactly how many records are actually using that field. If it's 0% populated, delete it. Keep your schema clean.

#DataHygiene #AdminTools #D365