@srsmith said in Dynamics 365 issue - no idea how to fix:
Finally have a temporary solution for this issue. The MSP has put a temporary workflow in place that can be manually run on one or more work orders to generate the documents and attach them as notes to the record. Not ideal, but it works for now and surely beats having to manually create the documents by copying / pasting the data.
@travisdh1 said in Dynamics 365 issue - no idea how to fix:
have them open a ticket with Microsoft
Thanks again for the suggestion - since the MSP has determined that this issue isn't caused by our environment, user permissions, or templates, they did precisely that. Now we wait to see if this is a issue with an update or from something else going on...
Good luck! Microsoft "support" is always a pain with a go-between stuck in the process.