7 Supply Chain Disruptions Solved by PLM-ERP Integration for Manufacturers This blog originally appeared here on To-Increase’s blog page.  As a manufacturing business, you could be utilizing PLM and ERP systems to manage and control different processes related to the engineering, designing, and transactions of your products. With both systems handling critical product data, not having them talk to each other puts you at risk... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

Today, we are announcing the Public Preview of the new enterprise application templates for Power Platform — a family of end-to-end solutions that simplify and automate core business processes for a range of common departmental use cases.  ( 8 min )

We are excited to announce that several key delegation improvements will roll out this month that should improve your app’s performance and correctness and significantly reduce formula authoring confusion. Today, when you author a Power Fx query expression to get data, for instance a Filter, Power Apps will show a double blue underline to indicate…  ( 6 min )

In Resource Scheduling Optimization, dispatchers can lock existing scheduled bookings to Resource, Time or Time Range, or Resource and Time based on their scheduling scenarios. What are locked options and why are they needed? Once a booking is created, a lock can be set on the Scheduling Lock Options field in the Resource Scheduling Optimization tab of the Bookable Resource Booking record. There are 4 options: Lock to ‘Time Range’. A repair work order is scheduled for tomorrow and a confirmation sent to customer stating that a technician will be arriving between 9am to 12pm in the morning. In case if this repair work order needed to be rescheduled as part of rescheduling or re-optimization process, RSO will need to make sure estimated arrival time for this booking still between 9am to 12pm…  ( 15 min )

In today’s competitive business landscape, maximizing the value sellers derive from sales tools is paramount. One key aspect of achieving this is the ability for customers to customize Viva Sales forms, enabling them to have the right business information at the right time. This blog post explores how the latest Viva Sales update empowers administrators to add relevant out-of-the-box or custom entities to enhance the Viva Sales experience, so sellers can reduce context switching across applications and instead focus on building stronger relationships with their customers to close deals faster.  We have integrated Viva Sales settings with the underlying CRM app, offering a more cohesive admin experience. When adding a new entity to Viva Sales, administrators now have the option to select an…  ( 15 min )

With the improved logic for locked bookings shipped along RSO 3.4.0.8, RSO will ALWAYS include locked bookings in the new proposed schedules, and schedule other bookings around. The post Maximizing efficiency in Resource Scheduling: Prioritizing Locked Bookings appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

In today's competitive business landscape, maximizing the value sellers derive from sales tools is paramount. The post Enhancing Seller Productivity: Customize Viva Sales Forms  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Update Your Dates & Voucher Numbers With Excel in D365 Finance & Operations When using the “open lines in Excel” function in Dynamics 365 Finance & Operations, the system provides one voucher number for the entire entry, no matter if you have 10 lines or 1000 lines. That can create a problem for clients who would like to use this feature for uploading credit card transactions from their... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

We are pleased to announce the General Availability of wrap for Power Apps wizard that can turn your canvas apps into mobile apps for Android and iOS in a few simple steps! Makers can use wrap wizard to create secure, custom-branded, standalone Android and iOS enterprise native mobile apps and distribute them through the app stores or…  ( 6 min )

In Dynamics 365 Finance version 10.0.34, a new feature Delete journal performance using batch is available. This feature allows the delete process to be scheduled. This lets users to continue other work instead of waiting for the delete processing to complete. To … Continue reading →  ( 12 min )

With a growing alignment between customer service and brand loyalty, companies recognize the increasing complexity and consequence of the service relationship. Those looking to evolve service delivery have sought new tools and technologies to improve the experience for both the customer and the employee. This includes everything from omnichannel engagement to self-service, automation, and AI-enabled technologies that can assist agents in faster resolution and increase customer satisfaction. But where should they start? To answer that question, Microsoft developed a service sophistication model that helps organizations assess their current service level and get guidance on evolving to the next level or beyond. Based on the aggregated responses from the assessment since its launch, we now ha…  ( 15 min )

With a growing alignment between customer service and brand loyalty, companies recognize the growing complexity and consequence of the service relationship. Those looking to bridge the divide have sought new tools and technologies to help evolve service delivery for both the customer and the employee. The post A report on Global State of Customer Service Sophistication appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

In the last couple articles, you learned what a data entity is, and how to create one. Now, learn how to test and use a D365 data entity to read or write data in Microsoft Dynamics 365 for Finance and Operations. Review Before showing you the steps to use a D365 Data Entity, as a... Continue Reading → The post How To Use A D365 Data Entity appeared first on Dynamics 365 Musings.  ( 15 min )

Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. We thank our community and users for the active engagement on the journey to modernize Power Apps. This blog outlines the modernization updates we rolled out or are rolling out on both…  ( 7 min )

Our latest update features a modern design that offers an intuitive and user-friendly experience. The new layout showcases the latest AI Copilot app creation flow, plus simplified “Start from” options, making it easier than ever for you to start creating apps to solve your business needs.  Key improvements to the new home page include:  A…  ( 6 min )

Microsoft Dynamics 365 Supply Chain Management offers a comprehensive Supply Risk Assessment feature that enables organizations to identify potential risks in the supply chain. By utilizing this feature, businesses can take proactive measures to prevent disruptions and maintain smooth operations. The Supply Risk Assessment workspace, in conjunction with supplier performance and risk analysis reports, empowers […]  ( 8 min )

Microsoft Dynamics 365 Supply Chain Management offers a comprehensive Supply Risk Assessment feature that enables organizations to identify potential risks in the supply chain. By utilizing this feature, businesses can take proactive measures to prevent disruptions and maintain smooth operations. The Supply Risk Assessment workspace, in conjunction with supplier performance and risk analysis reports, empowers […]  ( 8 min )

Requirement In the previous blog where we learned how to Import Tax (India GST) from Electronic Reporting. After Importing the Tax (India GST) from Electronic Reporting it is required to do the Tax setup in the Tax module of D365 Finance & O...(read more)  ( 13 min )

Users across Power Apps and Dynamics 365 apps rely on the timeline to quickly understand the history of a record, such as an account or a case. The timeline captures notes, appointments, emails, phone calls, and tasks in a single place to ensure that all customer interactions are tracked and visible over time.  We are excited to share the latest enhancements in the timeline control. Layout personalization and persistent filters to inline attachment and transcript views are designed to boost user personalization and productivity.  Personalize your timeline Pick your layout density We are introducing two different layouts to control the density of the timeline:   Roomy: The roomy layout provides more space between and inside the activity cards and shows activity-specific cards and the comman…  ( 14 min )

Layout personalization and persistent filters to inline attachment and transcript views are designed to boost user personalization and productivity. The post Boost your productivity with timeline enhancements appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

In this week's Microsoft Dynamics Partner News Roundup: Fujitsu and Microsoft announce global partnership to enable 'sustainability transformation' Bluefort launches free payment collection automation platform for Dynamics 365 Now available globally... Read the full text.  ( 13 min )

Chevron has been at the forefront of the energy industry for more than 140 years, and while there are many factors contributing to this success, it’s clear the ingenuity and creativity of its people continuously pave the way for innovation. The global company has always empowered its workforce to solve business challenges. A solid example…  ( 9 min )

Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share for Copilot, Tenant Isolation and the new device preview for makers.  ( 11 min )

Thanks to a recent upgrade of Microsoft Learn, you can now get an up-to-the-minute PDF version of release plans for Dynamics 365, Power Platform, and Cloud for Industry anytime you like, in any language we publish. Previously, you had to wait for us to create PDF files to share the release plans with your team, clients, or partners. And since we created PDFs just once a month, they were often out of sync with the published release plans. Our localized PDFs were even more tardy. Custom PDFs will be retired In the next two weeks, we’ll retire the custom PDF files we’ve been creating every month. After that, any links to PDFs on the release wave landing pages will redirect to the automated PDF option so that you have the most up-to-date information available. How to get live PDF release plans…  ( 14 min )

AI-powered experiences are changing the game of what’s possible for sellers, and generative AI with Copilot is here to assist sellers do their best work. Copilot in Viva Sales is quickly evolving and adding new features and experiences to make sellers’ lives better. The tools are there to help offload and automate those mundane sales activities, allowing a seller to spend more time with prospects and engaging customers at the right moment in the sales cycle. With email remaining a key channel in day-to-day interactions the recently announced General Availability of email features have received great feedback from salespeople helping them save time when connecting with customers. Let’s look at 5 ways Copilot in Viva Sales takes seller productivity to the next level: Use Copilot in Viva Sal…  ( 17 min )

Thanks to a recent upgrade of the Microsoft Learn platform, you can now get an up-to-the-minute PDF version of release plans for Dynamics 365, Power Platform, and Cloud for Industry on demand. The post Download live PDF release plans on demand appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

AI-powered experiences are changing the game of what’s possible for sellers, and generative AI with Copilot is here to assist sellers do their best work. The post 5 ways Copilot in Viva Sales takes seller productivity to the next level appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Dynamics GP Canadian Payroll July 2023 Tax Update A July tax update for Dynamics GP Canadian payroll users has been announced. All the details have not yet been released, but read below for the information available so far. Keep in mind that this information is subject to change, and this article will be updated as new information becomes available. Mid-Year Tax Update for... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )

Announcement I am thrilled to announce that after several years of writing blogs to share my expertise in Dynamics 365 Finance and Operations with the community, I am ready to embrace a new approach. As technology rapidly evolves, I am motivated to adapt my knowledge-sharing methods beyond the confines of traditional blogging. While it is […]  ( 9 min )

Announcement I am thrilled to announce that after several years of writing blogs to share my expertise in Dynamics 365 Finance and Operations with the community, I am ready to embrace a new approach. As technology rapidly evolves, I am motivated to adapt my knowledge-sharing methods beyond the confines of traditional blogging. While it is […]  ( 9 min )

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In an era marked by increasing interest rates, high inflation, and economic uncertainty, empowering CFOs with financial planning tools and data analytics (FP&A) has become essential. These resources aid decision-making by providing comprehensive financial analysis, forecasting, and budgeting capabilities helping organizations to consolidate and analyze financial data, and create accurate financial models. At Microsoft, we are dedicated to delivering advanced FP&A solutions that seamlessly integrate innovative new features with traditional capabilities, empowering CFOs with impactful tools tailored for the modern era. Our objective is to usher in a new generation of planning capabilities for CFOs by unifying data across business processes, delivering near real-time insights to anticipate th…  ( 16 min )

Microsoft is introducing a fully developed, customer-ready extended planning and analytics solution (xP&A). Our solution provides Microsoft Dynamics 365 Finance customers with user-friendly and rapidly deployable modern xP&A capabilities. The post Introducing extended planning and analytics for Dynamics 365 Finance appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Dynamics 365 Business Central Extensions: How to Download & Install Them There are many different Dynamics 365 Business Central extensions, also known as apps, that you can download and install to add functionality to your ERP. Follow the simple steps below to see how to download and install extensions in Business Central. Important Notes You and your Dynamics Partner should review potential extensions to determine what fits best... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )

This blog is about new feature which is available for us on budgeting module in D365 on enhancing experience on creating budget register line and populate default account structure based on Main account selected on the line. Pre-Requites: Enable feature from feature management. Now lets see how it works: Before enabling feature budget register entry: […]  ( 8 min )

This blog is about new feature which is available for us on budgeting module in D365 on enhancing experience on creating budget register line and populate default account structure based on Main account selected on the line. Pre-Requites: Enable feature from feature management. Now lets see how it works: Before enabling feature budget register entry: […]  ( 8 min )

It has been amazing to see how pipelines in Power Platform have been used over the past few months since the general availability (GA) release in March, saving companies like Lumen time and providing more accessibility to ALM. We are excited to announce that new features are now available in Pipelines! In this blog post, we’ll be going through the latest updates to the Pipelines experience and guiding you through the steps to making your deployments even more seamless than before.  ( 7 min )

In the evolving world of business applications, Microsoft Dynamics 365 has consistently played a pivotal role in empowering organizations to drive digital transformation. With a rich history of releases, each version of Dynamics 365 has brought about significant enhancements and introduced innovative features to streamline operations, improve customer engagements, and accelerate business growth. As we … Continue reading It’s Time to Increment Dynamics 365 to Version 11: A Focus on Dataverse and CoPilot Innovations  ( 11 min )

This is the part-4 of this blog series. You can read previous blogs here: Part-1, Part-2 and Part-3 Now in this blog I will talk about the next query type which is “Keyword search”. Evaluate source documents to determine whether they contain certain words. When you select this option, enter the words to look for […]  ( 9 min )

This is the part-4 of this blog series. You can read previous blogs here: Part-1, Part-2 and Part-3 Now in this blog I will talk about the next query type which is “Keyword search”. Evaluate source documents to determine whether they contain certain words. When you select this option, enter the words to look for […]  ( 9 min )

Updating existing data using Odata is not a new ask in any integration. Most of the entities which are exposed in D365FO would not have any issues during update. I`ve posted the CRUD operations for the entities here Update for … Continue reading →  ( 13 min )

This the part-3 of the Audit workbench policy configuration in Microsoft dynamics 365 finance and operations. Part-1 and Part-2 In this blog I will talk about another query type “Sampling” and how it can be used for Aduit purpose. Sampling:  Randomly select a specified percentage of the source documents to evaluate for policy violations. When […]  ( 9 min )

This the part-3 of the Audit workbench policy configuration in Microsoft dynamics 365 finance and operations. Part-1 and Part-2 In this blog I will talk about another query type “Sampling” and how it can be used for Aduit purpose. Sampling:  Randomly select a specified percentage of the source documents to evaluate for policy violations. When […]  ( 9 min )

Introduction Power BI Microsoft Power BI is a powerful and popular business intelligence and data visualization tool or suite developed by Microsoft. It enables users to transform raw data from various sources like Excel, SQL, OData, etc… into interactive and visually appealing dashboards, BI reports, and data visualizations. Power BI offers a range of features and functionalities that make it easier for individuals and organizations to analyze, explore, and share insights from their data. Tableau was considered one of the leading tools in the business intelligence world, but after introduced power BI by Microsoft, Power BI became more popular, this was due to its easiness of development and close integration with the Microsoft Office suite.  Key Components of Power BI: 1. Power BI Desktop…  ( 33 min )

This is the next part of Audit workbench module and its policies. In the previous part we discussed about “Duplicate” query type. If you have not read the previous part, you can read here: Part-1 Now in this blog we will discuss about “Aggregate” query type using the audit policies. Aggregate Query Evaluate multiple source […]  ( 9 min )

This is the next part of Audit workbench module and its policies. In the previous part we discussed about “Duplicate” query type. If you have not read the previous part, you can read here: Part-1 Now in this blog we will discuss about “Aggregate” query type using the audit policies. Aggregate Query Evaluate multiple source […]  ( 9 min )

When a Delete Action comes into the picture? Normally delete actions come into the picture when a user is trying to delete a database record. Delete actions are used to maintain the data integrity and consistency of the database. At the time of development, a developer must take care of the delete actions to implement in the project. In Dynamics 365 Finance and Operations (D365 FO), the delete action refers to the deletion of a record from a table in the database. When a record is deleted, it is permanently removed from the system and cannot be recovered. Therefore, it is important to exercise caution when performing this action and ensure that it is necessary and appropriate to do so. In D365 FO, the Deleted action can be performed using various methods, including: Using the "Delete" …  ( 34 min )

Layout personalization and persistent filters to inline attachment and transcript views are designed to boost user personalization and productivity. The post Boost your productivity with timeline enhancements appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

Business Requirement To configure the GST Setup for Indian Legal entity in new Sandbox Environment where there is blank in Tax configuration under Electronic Reporting workspace.  Note: The Tax engine functionality is only available for l...(read more)  ( 13 min )

Microsoft Annual Maintenance Renewal – FAQs In this article we will discuss the annual Microsoft maintenance and support plan and the frequently asked questions we get from our clients. 1. What is this annual maintenance & support plan we pay for each year? “Your Microsoft Dynamics Enhancement Plan service plan is what you need to stay compliant, competitive, and thrive in... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Microsoft Dynamics 365 F&O Supply Chain Management is a powerful enterprise resource planning (ERP) system that offers a range of modules to help businesses manage their operations. One of the modules available is the landed cost module, which helps businesses to calculate the total cost of a product, including all the additional costs incurred when importing goods from overseas. One of the key functions of the landed cost module is the over and under delivery tolerance function, which helps businesses to manage their costs and avoid unexpected expenses. The post Introduction to Over/Under tolerance feature during goods in transit process appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

In the Sales world, business success is often dependent upon effective communication with customers. The post Winning sales sequences: A/B testing guide appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Introduction:Microsoft Dynamics 365 F&O Supply Chain Management is a powerful enterprise resource planning (ERP) system that offers a range of modules to help businesses manage their operations. One of the modules available is the landed cost mod...(read more)  ( 12 min )

Introduction:Microsoft Dynamics 365 F&O Supply Chain Management is a powerful enterprise resource planning (ERP) system that offers a range of modules to help businesses manage their operations. O...(read more)  ( 15 min )

The blog post describes how D365FO batch framework handle errors and what kind of problems it may cause  ( 4 min )

Introduction Effective labelling processes and configuration play a crucial role in optimizing warehouse operations. There are several reasons why accurate labelling and configuration are important. Firstly, proper labelling and configuration enhance efficiency in a warehouse. When items are labelled and organized accurately, warehouse staff can quickly locate and identify products, reducing the time spent searching for items and ultimately boosting productivity. Furthermore, clear and accurate labelling also reduces the likelihood of picking or shipping errors, which can lead to improved customer satisfaction and decreased costs associated with returns and corrections. Lastly, proper labelling and configuration contribute to safety and compliance in a warehouse. By adhering to regulations…  ( 15 min )

With the preview of Copilot in Dynamics 365 Customer Service, it’s easy to bring next-generation AI to your customer support organization. Enable Copilot so your agents can start benefiting from these capabilities today:  Chat with Copilot. Agents can diagnose customer problems and find solutions with Copilot-assisted search of internal knowledge bases.  Generate live conversation responses. Built-in generative AI suggests appropriate responses faster than agents can type. Agents can handle more cases in less time regardless of how a customer reaches out for support.  Send expertly crafted emails. Agents can use predefined and custom prompts to create relevant and personalized email responses in seconds.  View the Copilot case summary. Agents can view a summary of case highlights on the de…  ( 16 min )

Effective labelling processes and configuration play a crucial role in optimizing warehouse operations. There are several reasons why accurate labelling and configuration are important, as highlighted below. The post Improve Labelling processes with new enhanced capabilities appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

With the preview of Copilot in Dynamics 365 Customer Service, it's easy to bring next-generation AI to your customer support organization. The post Transform your customer support organization with copilot AI in 30 days appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Top 9 Reasons to Stay Current on Dynamics GP Here are the top 9 reasons why it’s important to remain current on Dynamics GP. To ensure that you are current on Dynamics GP, you need to upgrade to the latest version if you are still using an old version. After upgrading to the latest version, you must keep up with at least one of... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

[German language podcast] Im Rahmen der DynamicsMinds Konferenz in Slowenien hatten wir die Möglichkeit mit Georg Glantschnig, dem Microsoft Vice … Continue reading →  ( 9 min )

In today’s blog post, we will discuss a highly significant and often overlooked feature in D365 that can provide a significant level of control for various types of documents. By leveraging audit policies, you gain the ability to evaluate expense reports, vendor invoices, and purchase orders, ensuring their compliance with policy rules that you define. […]  ( 9 min )

In today’s blog post, we will discuss a highly significant and often overlooked feature in D365 that can provide a significant level of control for various types of documents. By leveraging audit policies, you gain the ability to evaluate expense reports, vendor invoices, and purchase orders, ensuring their compliance with policy rules that you define. […]  ( 9 min )

At Microsoft Build 2023, we’re announcing new AI, low code, and data management capabilities that enable our Dynamics 365 customers to complete time-consuming tasks faster and gain more insights from their business data. We’re also introducing enhancements to Dataverse, our smart, secure, scalable, low-code data platform that 97% of Fortune 500 companies rely on. Together, these updates make it easier than ever for organizations to extend their Dynamics 365 enterprise applications and business processes across the Microsoft Cloud securely and compliantly. Unlock AI-enhanced productivity with your Dynamics 365 data Two months ago, we announced Microsoft 365 Copilot, a revolutionary new way of working that uses AI to enable users to get answers and perform tasks using natural language pr…  ( 18 min )

At Microsoft Build 2023, we're announcing new AI, low code, and data management capabilities that enable our Dynamics 365 customers to complete time-consuming tasks faster and gain more insights from their business data. The post New Dataverse enhancements and AI-powered productivity with Microsoft 365 Copilot appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Microsoft Dataverse is saving development teams time and money by accelerating data-driven application development and streamlining data insights on an enterprise-grade low code data platform you can trust.  ( 11 min )

Job to walk through all tables and fields and check where specific EDTs are used: using Microsoft.Dynamics.AX.Metadata.MetaModel; class VKTest {     Map     edtMap;     List    edtList;     str     edtListText;     str     fieldListText;     public static void main(Args _args)     {         VKTest vkTest = new VKTest();         vkTest.buildEDTList();         vkTest.tableList2();         vkTest.outputResults();         Info('Done');     }     public void outputResults()     {         Info(edtListText);         Info(fieldListText);     }     public void buildEDTList()     {         DictType    dictType = new DictType(extendedTypeNum(WeightBase));         edtList = dictType.extendedBy(true);         //Info(strFmt("EDT count: %1", edtList.elements()));         edtMap = new Map(Type…  ( 2 min )

We’re excited to share some fantastic news for Android users who use Inspection in Dynamics 365 Field Service: you can now easily select multiple pictures for upload during Inspections! This is especially useful where users are capturing photos during a work execution, and it works even in offline scenarios. Previously, only iOS could select and upload multiple photos at once, but now, Android users can do the same. This new feature is designed to speed up the Inspection process by allowing users to select multiple images at once, making it possible to upload all pictures in one go. Here’s how to use the feature: Navigate to an Inspection in Field Service Mobile, find a question that accepts files and hit “Choose file(s)” In your Android device’s file viewer, tap to highlight multiple file…  ( 15 min )

You can now easily select multiple pictures for upload during Inspections! The post Dynamics 365 Field Service Mobile: New multi-image attachment feature and tips to get the most out of Inspections appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Every year at Microsoft Build, Microsoft returns to its roots and puts developers at center stage. This year, Microsoft Power Apps is announcing a powerful set of next-generation AI capabilities and developer-focused features that improve productivity for all developers—including those who code.  ( 10 min )

This is the part-4 of this blog series where I am going to explain about the next disposition code “Return to customer”. If you have not read previous blogs, you can read here: Part-1, Part-2, Part-3 Return to customer disposition code: In this scenario item which customer wants to return is sent back to customer […]  ( 9 min )

This is the part-4 of this blog series where I am going to explain about the next disposition code “Return to customer”. If you have not read previous blogs, you can read here: Part-1, Part-2, Part-3 Return to customer disposition code: In this scenario item which customer wants to return is sent back to customer […]  ( 9 min )

Introduction   Account structures in Dynamics 365 Finance use a main account and financial dimensions to create a set of rules that determine the order and allowed values when entering account numbers in transactions. Once an account structure is defined, it must be activated. Historically, the account structure activation process has been time consuming. It was also difficult to view the activation progress or to view any errors with the new configuration. If an account structure configuration change caused an error, a user could not find the root error message on the account structure page, but rather needed to dig through batch job logs to find the error message to understand the problem with the new account structure configuration.   Feature details   In order to solve these problems, …  ( 13 min )

Introduction   Account structures in Dynamics 365 Finance use a main account and financial dimensions to create a set of rules that determine the order and allowed values when entering account numbers in transactions. Once an account structure is defined, it must be activated. Historically, the account structure activation process has been time consuming. It wasRead more The post Account structure activation performance enhancement  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

This is the Part-3 of this Disposition code for sales return order. You can view Part-1 and Part-2 Here. Now in this part I am going to talk about next disposition action which is Scrap and Replace, This disposition code allows us to give replacement to the customer against the return order. We can replace […]  ( 9 min )

This is the Part-2 of the sales return order series where we are talking about disposition codes and its impact on inventory and financials. If you have not visited Part-1, the click here to read. Now in this blog we are going to talk about Disposition Action Scrap: As per this disposition action we must […]  ( 9 min )

This is the Part-3 of this Disposition code for sales return order. You can view Part-1 and Part-2 Here. Now in this part I am going to talk about next disposition action which is Scrap and Replace, This disposition code allows us to give replacement to the customer against the return order. We can replace […]  ( 9 min )

This is the Part-2 of the sales return order series where we are talking about disposition codes and its impact on inventory and financials. If you have not visited Part-1, the click here to read. Now in this blog we are going to talk about Disposition Action Scrap: As per this disposition action we must […]  ( 9 min )

There are pre-defined datasource formats in F&O – XML, CSV, Excel etc. But there is no option of exporting the data as JSON using DIXF. Using this GitHub extension which convers xml to json, it is possible to achieve this. Download the file from github here As we are using XML as the source format … … Continue reading →  ( 12 min )

In D365F&O, if there are more than one legal entity ,there may be scenarios where both companies use the same set of data and they always need to be synchronized(CUD operations). For example, if both companies use the same list … Continue reading →  ( 14 min )

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Introduction Vendor Collaboration functionality enables vendor to view the Request for Quotations (RFQ) and Purchase Orders (POs) created by organization. Vendor can directly participate in the RFQ bid raised by company and review and accept the POs....(read more)  ( 13 min )

A key component of the Subscription billing feature is the Recurring contract billing module. Recurring contract billing allows customers to manage their recurring billing contracts through billing schedules which contain the financial details of a contract. Recurring billing contracts can be managed across one or many customers based on how a contract is drafted. The new feature Customer split allows Dynamics 365 Finance users to split billing schedules across multiple customers based on a percentage of the invoice. This feature reduces the risk of incorrect billing, as a single billing schedule can manage the billing for all customers that are to be billed. What is Customer Split Customer split allows a single billing schedule to be billed across multiple customers. For example, let's co…  ( 14 min )

The new feature Customer split allows Dynamics 365 Finance users to split billing schedules across multiple customers based on a percentage of the invoice. The post Split recurring contract billing across multiple customers  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

I have written in the past about using field level security to help secure sensitive information within your D365FO environment, but what if the field you want to secure doesn’t correlate directly to a SQL table field and instead is populated by a data method? Let’s see how you can still secure this!   Scenario […] The post How to Secure Form Fields Populated By Data Methods in D365FO appeared first on Alex Meyer.  ( 14 min )

As I sit down to pen this message today, my heart brims with a sense of joy and humility. Why, you may wonder? I’ve just crossed an incredible milestone that I scarcely dared to dream of when we embarked on this journey. My blog, my shared space of learning and exchange, is right now surpassing … Continue reading A Million Moments of Gratitude: Celebrating Our Milestone Together  ( 10 min )

1. Business Requirement In the vendor collaboration feature organization wants to PO auto-confirm when the vendor accepts the Purchase Order from its portal without any amendment so the organization does need not to confirm manually. This functi...(read more)  ( 13 min )

We are pleased to announce the Public Preview of the canvas offline feature for mobile application on iOS, Android and Windows devices. With this experimental feature, you can easily enable your Dataverse-centric canvas Power Apps for offline scenarios with simple switches and a simple canvas control. There is no need to use Power Fx SaveData/LoadData…  ( 7 min )

When a Delete Action comes into the picture? Normally delete actions come in to picture when a user is trying to delete a database record. Delete actions are used to maintain the data integrity and consistency of the database. At the time of development, a developer has to take care of the delete actions to implement in the project. Then"How is the database consistency maintained?". In Dynamics 365 Finance and Operations (D365 FO), the "Deleted" action refers to the deletion of a record from a table in the database. When a record is deleted, it is permanently removed from the system and cannot be recovered. Therefore, it is important to exercise caution when performing this action and ensure that it is necessary and appropriate to do so. In D365 FO, the Deleted action can be performed u…  ( 35 min )

In this blog series we will see how sale return works, what is importance or disposition code from finance and inventory. Disposition Action: For each disposition code that you define, you must select a disposition action. The disposition action determines the physical and financial implications of the disposition codes. For example, the disposition action determines […]  ( 9 min )

In this blog series we will see how sale return works, what is importance or disposition code from finance and inventory. Disposition Action: For each disposition code that you define, you must select a disposition action. The disposition action determines the physical and financial implications of the disposition codes. For example, the disposition action determines […]  ( 9 min )

One aspect of Dynamics 365 Field Service’s adaptability lies in the flexibility of its ‘status’ functionality, driving a meaningful work order lifecycle tailored to each organization. Field Service helps manage work orders and bookings across diverse use cases. This blog series explores critical status concepts:  System Status and Substatus for Work Orders  Booking Status and Field Service Status for Bookings  Booking Status Impact on Work Orders Across Single and Multi-Booking Scenarios  Grasping these concepts allows organizations to leverage the solution’s functionality, optimize field service processes, and ultimately provide better customer service.  This blog will expand upon many of the concepts discussed in the existing work order and booking status documentation: Work order life…  ( 16 min )

Continuing our 3-part series exploring Dynamics 365 Field Service’s adaptability using critical status concepts. We have viewed the following concept Work Order Status Concepts: System Status and Substatus  in our last blog. This blog explores the concept of: Booking Status and Field Service Status for Bookings  Grasping these concepts allows organizations to leverage the solution’s functionality, optimize field service processes, and ultimately provide better customer service.  Booking Status Concepts: Booking Status and Field Service Status  Before delving into the concepts of Booking Status and Field Service Status, it is important to understand the distinction between a work order and a booking in Dynamics 365 Field Service.   A work order represents a scope of work to be performed…  ( 15 min )

Completing our 3-part series exploring Dynamics 365 Field Service’s adaptability using critical status concepts. We have viewed the following concepts of Work Order Status Concepts: System Status and Substatus  and Booking Status Concepts: Booking Status and Field Service Status This blog explores the concept of: Booking status impact on work orders across single and multi-booking scenarios  Grasping these concepts allows organizations to leverage the solution’s functionality, optimize field service processes, and ultimately provide better customer service.  Booking Status Impact on Work Order System Status  In addition to the status concepts explained earlier, it is essential to understand how the status of a booking, defined by Booking Status and interpreted by the Booking Status’ Fie…  ( 16 min )

Work orders in Dynamics 365 Field Service have a column called System Status which helps organizations manage their field service processes efficiently. The post Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 1   appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

By mapping their custom Booking Status values to the Field Service Status values, organizations ensure seamless integration between their unique processes and the overall Field Service solution. The post Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 2   appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Start harnessing the power of Dynamics 365 Field Service's adaptable status functionality today to unlock your organization's full potential in managing work orders and bookings. The post Status-Driven Success: Managing Your Work Order Lifecycle through Statuses – Part 3   appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Live in Dynamics 365 Supply Chain Management Introduction Barcodes and shipping labels are essential components in the supply chain landscape. They play a vital role in ensuring accurate inventory management, product tracking, and streamlining processes. Shipping labels are particularly important for navigating shipments complex global supply chains while maintaining end-to-end traceability. QR codes have also become a valuable tool for companies to engage customers and track their products worldwide. With the 10.0.34 release, Supply Chain Management (SCM) has become even more robust, offering seamless integrations with third-party labelling solutions out-of-the-box. Microsoft has partnered with Seagull Scientific BarTender and Loftware NiceLabel to enhance core Dynamics 365 SCM labeling …  ( 14 min )

Over the past few months, the world has been captivated by generative AI and applications like the new chat experience in Bing, which can generate original text responses from a simple prompt written in natural language. With the introduction of generative AI across Microsoft business applicationsincluding Microsoft Dynamics 365, Viva Sales, and Power Platforminteractions with AI across business roles and processes will become second nature. With Copilot, Microsoft Dynamics 365 and Power Platform introduce a new way to generate ideas and content drafts, and methods to access and organize information across the business. Before your business starts using Copilot capabilities in Dynamics 365 and Power Platform, you may have questions about how it works, how it keeps your business data secure…  ( 18 min )

Barcodes and shipping labels are essential components in the supply chain landscape. They play a vital role in ensuring accurate inventory management, product tracking, and streamlining processes. Shipping labels are particularly important for navigating shipments complex global supply chains while maintaining end-to-end traceability. QR codes have also become a valuable tool for companies to engage customers and track their products worldwide. The post Printing Labels Using External Service with Dynamics 365 – Warehouse Management appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

With the introduction of generative AI across Microsoft business applicationsincluding Microsoft Dynamics 365, Viva Sales, and Power Platforminteractions with AI across business roles and processes will become second nature. With Copilot, Microsoft Dynamics 365 and Power Platform introduce a new way to generate ideas and content drafts, and methods to access and organize information across the business. The post How Copilot in Microsoft Dynamics 365 and Power Platform delivers enterprise-ready AI built for security and privacy appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

D365FO provides two primary sets of APIs, Recurring Integration APIs & Data Management Platform (DMF) package APIs, to support file based integration scenarios. These APIs allow DMF data files as well as data projects to be imported and exported from … Continue reading →  ( 13 min )

[German language podcast] Im neuesten Microsoft BizApps Podcast sprechen wir mit Juergen Bailey, der als Global Application Director bei Britax … Continue reading →  ( 9 min )

Let's look at some stats. So you want to get into integration between Dynamics 365 CE or Custom Power Apps and Dynamics 365 FO. The question is, which type of Public Data entities are to be used from Dynamics365 FO? As someone who's working on a list of integration approaches such as 1. Dual-write 2. Data integrator 3. Connector 4. API Should I use Customers V2, Customers V3, or Sales Quotation Header CDS entity? What is the difference between these entities and tables? It is always tricky to make decisions about which data entity to be used for the above-mentioned integration approaches, read on and I'll give you my thoughts. If you deep dive more into available Dynamics 365 FO Data entities whether named with CDS or not under the hood it is connected with business transactions or master …  ( 18 min )

Real-time analytics are critical for organizations that want to stay on top of their contact center operations. The ability to see what’s happening in real-time, and to focus on the metrics that matter most, enables supervisors to identify and address issues efficiently.   We built intraday analytics to help address this requirement. Intraday analytics uses an intermediary database to aggregate metrics from Dataverse and then use it to power the reports.  A better experience with real-time analytics  We received feedback from you about improvements you would like to see around supervisor experiences. Subsequently, we decided to build a feature from the ground up that improves upon the intraday analytics experience. Starting this April, we are providing Real-Time Analytics for Omnichannel …  ( 15 min )

Organization charts enable sellers to better understand their customers’ organizational structures and identify key decision-makers. This information helps sellers develop and execute targeted sales strategies, improve their sales effectiveness, and build stronger relationships with their customers. Additionally, having an org chart in a CRM system helps improve collaboration among sales teams and improves overall communication and coordination with the customer’s organization. With our new organization charts, you can build your entire org chart with ease and precision! Creating organization charts made easy The new feature in Dynamics 365 Sales makes building an organizational chart easier and more efficient, as users can create entire org charts with simple drag-and-drop actions. The li…  ( 14 min )

Real-time analytics are critical for organizations that want to stay on top of their contact center operations. The post How real-time analytics improve supervisor experiences in Customer Service appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Organization charts enable sellers to better understand their customers' organizational structures and identify key decision-makers. The post Boost your sales business with smart organization charts appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

[German language podcast] Im neuesten Microsoft BizApps Deutschland Podcast sprechen wir Robin Rosengrün von der Energie Baden Württemberg (EnBW). Robin … Continue reading →  ( 9 min )

Functionality Similarities and Differences | Dynamics GP and Dynamics 365 Business Central In this blog we’re going to delve into some of the most common functionalities in Dynamics GP, and compare them to the same or similar functionalities in Dynamics 365 Business Central. To learn about differences in licensing, hosting, extensions, and updates/upgrades, read our overall comparison of GP and Business Central. You’ll see that there are... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

Make your Supply Chain Resilient and Agile with D365 F&O | Create Integrations with Top CAD and PLM Systems (Video) PLM Integration Solution, when used with Microsoft Dynamics 365 Finance and Operations, helps make your supply chain strong, agile, and resilient in fast-changing markets and customer dynamics. When you work with multiple software systems and platforms, one small error in the product’s lifecycle can cost you dearly. Getting the right information at the right time... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 22 min )

The Power Platform is an extremely powerful and versatile solution for businesses. Normally to use Power Apps you need an Azure AD account (aka work account) but what if you want to sign up for Power Apps with a Microsoft account (aka a ‘non work account’)? Let’s look at how this can be done! Note: […] The post How to Sign Up for Power Apps With Microsoft Account appeared first on Alex Meyer.  ( 15 min )

Power Apps is excited to share that makers can now proactively request licenses for their app users! Makers will see the option to request licenses for their users during the app share experience. Once a request is submitted, makers will see a confirmation message at the top of the page saying the request was successfully…  ( 6 min )

There are some useful code behind OfficeSharePointFolderSelectionDiaolog form; however, there is a limitation. Well, we can create a new folder via REST API call as follows. Take note that the access token is created in testSharePointConnection using Microsoft.Dynamics.Platform.Integration.SharePoint; using System.Net; using System.Net.Http; [Form] public class wzhSPFolderForm extends FormRun { str apiUrl; System.Exception ex; ISharePointProxy proxy; public void init() { super(); fNewFolder.text('_wzhNewFolder'); fServer.text('https://wzhServer.sharepoint.com'); fRootFolder.text('Shared Documents'); } public boolean testSharePointConnection() { str src = fServer.text(); boolean vali…  ( 7 min )

In this article, learn how to create a D365 Data Entity. Previously, you learned what a data entity is, and when they are used. In this lesson, walk through the steps of creating a data entity in Visual Studio. Then, see it within the Data Management workspace. Review Before learning how to create a D365... Continue Reading → The post How To Create A D365 Data Entity appeared first on Dynamics 365 Musings.  ( 16 min )

For example we need to tie following datasources: InventSum     InventDim         InventBatch InventBatch unique key index consists of ItemId and InventbatchId, therefore we need to link Invnetbatch with both InventDim and InventSum. However, if you try to do it using addLink method: qbdsInventBatch.clearDynalinks(); qbdsInventBatch.addLink(fieldnum(InventDim, inventBatchId), fieldNum(InventBatch, inventBatchId)); qbdsInventBatch.addLink(fieldnum(InventSum, ItemId), fieldNum(InventBatch, ItemId)); Invalid Field/Related field combination": There are a few tricks how this can be resolved: 1. Create a view from InventSum and InventDim and use it as a single data source and then join InventBatch to it. 2. Start query from Inventbatch data source and then join to it InventSum and InventDim. However, considering the example above in most cases it will not be logical. But it might work in your case. 3. Use extended ranges. The solution will have the following look: QueryBuildRange qbrItemId = SysQuery::findOrCreateRange(qbdsInventBatch, fieldNum(InventBatch, ItemId)); str itemIdRange = strFmt('(%1.%2=%3.%4)', qbdsInventBatch.name(), fieldStr(InventBatch, ItemId), _inventSum_DS_Query.dataSourceName(formDataSourceStr(InventOnhandItem, InventSum)).name(), fieldStr(InventSum, ItemId)); qbrItemId.value(itemIdRange); Additional query build extended range example  ( 1 min )

Many times, we have requirement to auto trigger email for some documents like Purchase order confirmation, Sales order invoices, free text invoices etc…So to do this we can use print management functionality of Microsoft dynamics 365 finance and operation to setup printing method as email and run the batch job for specific task. Print management […]  ( 9 min )

Many times, we have requirement to auto trigger email for some documents like Purchase order confirmation, Sales order invoices, free text invoices etc…So to do this we can use print management functionality of Microsoft dynamics 365 finance and operation to setup printing method as email and run the batch job for specific task. Print management […]  ( 9 min )

In this week's Microsoft Dynamics Partner News Roundup: Product Configurator 3.7 for Business Central now available Transparity acquires Microsoft data specialist DataShapa Linda Collins, president of Western Computer, announces retirement after... Read the full text.  ( 12 min )

This episode is sponsored by Microsoft.   FastTrack senior program manager Rachel Profitt joins us to talk about Dynamics 365 F&O migrations, the latest updates to the FastTrack program, and her team's newest achievement, the launch of new business... Read the full text.  ( 12 min )

Are you tired of constantly searching for the same knowledge articles in Dynamics 365 Customer Service? Say goodbye to wasting precious time and hello to the new favorite feature!  We are excited to announce a new knowledge management feature in Dynamics 365 Customer Service that allows you to mark knowledge articles as favorites.  With this new feature, you can easily save up to 50 knowledge articles that you frequently use as favorites. This allows you to access them quickly while you’re working on a case, without having to search for them every time.  To use this feature, your administrator will need to enable it and provide privileges to specific roles. Once enabled, you can easily mark an article as a favorite by selecting the heart icon next to it in the search results.  Using your …  ( 14 min )

We are excited to announce a new feature in Dynamics 365 Customer Service that allows you to mark knowledge articles as favorites. The post Get quick access to your most-used knowledge articles appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

Have you tried migrating your Dynamics 365 Human Resources (D365 HR) environment yet? We announced in early December the general availability (GA) release of the automated tooling, for the lift and shift migration of your standalone Human Resources environment.   Albert Einstein said, "The measure of intelligence is the ability to change" and that is how we feel about the merged and improved Human Resources on the Dynamics 365 Finance and Operations infrastructure.   As part of the infrastructure merge, all capabilities of the Human Resources application have been made available in Dynamics 365 Finance and Operations (Finance and Operations) environments. Customers can migrate their Human Resources environments using the migration tooling that is available in Microsoft Dynamics Lifecycle S…  ( 14 min )

Sequences in Dynamics 365 Sales is a valuable sales engagement tool for businesses looking to drive efficiency via standardized sales processes. When sellers engage with sequences, it's important to understand if they are supporting the process effectively. This is where sequence insights come into play. Sequence insights provide data on the performance of sequences and their steps. Businesses can use sequence insights to review and analyze the effectiveness of their current sequences by identifying bottlenecks, and take corrective measures. Also, they can update the wait times and steps to ensure that the overall process is efficient and working as intended. Additionally, sequence insights can help businesses identify best practices that are working well across the sales team. By analyzin…  ( 16 min )

Achieving supply chain excellence today requires orchestrating complex global operations with agility, adapting to rapid and continuous change, and navigating economic headwinds and ongoing disruptions. Yet only 22 percent of companies have a proactive supply chain network, meaning disruptions or shifts in supply or demand can quickly escalate into significant issues.1 To truly deliver a proactive, resilient supply chain, Chief Supply Chain Officers (CSCOs) need a clear digital transformation strategy that builds on top of existing investments in data to uncover new insights. At the same time, CSCOs must enable the adoption of new productivity tools, such as generative AI, to help organizations rethink the status quo.   At Microsoft, we recently introduced Microsoft Dynamics 365 Copilot to…  ( 17 min )

Have you tried migrating your Dynamics 365 Human Resources (D365 HR) environment yet? The post Migrating your Human Resources environment!  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Sequences in Dynamics 365 Sales is a valuable sales engagement tool for businesses looking to drive efficiency via standardized sales processes. The post Improve Sales process efficiency using sequence insights appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

To truly deliver a proactive, resilient supply chain, Chief Supply Chain Officers (CSCOs) need a clear digital transformation strategy that builds on top of existing investments in data to uncover new insights. The post Microsoft Dynamics 365 Copilot at Gartner Supply Chain Symposium Xpo™ 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

I`ve already given the post on generating a bearer token usins Postman. As there are various requirements using cloud concepts , in this blog I will show you on creating the token using ADF. Create a new Pipeline . Let … Continue reading →  ( 11 min )

Real-time analytics reports provide visibility into the overall support performance of an organization, so supervisors can monitor key operational metrics, make course corrections at the right time, and keep service levels high. Starting Monday, May 1, 2023, we are deprecating Microsoft Dynamics 365 Intraday Insights for Omnichannel for Customer Service reports and encouraging customers to move to Real-Time Analytics reports. This change is intended to ensure that our customers use our latest and best capabilities when it comes to real-time reporting. Key dates Disclosure date: April 28, 2023 We sent communications to affected customers that we are planning to deprecate the Intraday Insights for Omnichannel for Customer Service. Deprecation date: May 1, 2023 After this date, we are no longer going to invest in Intraday Insights for Omnichannel for Customer Service. End of support: October 31, 2023 After this date, we are no longer going to support the Intraday Insights for Omnichannel for Customer Service. End of life: April 30, 2024 After this date, Intraday Insights for Omnichannel for Customer Service will be taken out of service. Next Steps We strongly encourage you to move to Real-time analytics reports in Omnichannel for Customer Service. We will be focusing our future developments on them, and these reports are our recommended solution for all Dynamics 365 Customer Service real-time reporting needs. Real-time analytics reports provide information about the health and key performance indicators (KPIs) for your organization. Supervisors can use real-time metrics and review work distribution to adjust agent allocation. They can also drill down into agents’ ongoing conversations, view the customer sentiment, and join the conversation if necessary. Please contact your Success Manager, FastTrack representative, or Microsoft Support if you have any additional questions. The post Intraday insights are deprecated and replaced by real-time analytics reports appeared first on Microsoft Dynamics 365 Blog.  ( 13 min )

Starting Monday, May 1, 2023, we are deprecating the Intraday Insights reports and encouraging customers to move to Real-Time Analytics reports. The post Intraday insights are deprecated and replaced by real-time analytics reports appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

Acceptance Test Library (ATL) in F&O isn’t a new feature, but many people aren’t aware of it, therefore let me try to raise awareness a bit. ATL is used in automated tests written by developers and its purpose is to easily create test data and verify results. Here is an example of such a test: ... Continue reading ‘Acceptance Test Library’ »  ( 7 min )

Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share including Managed Environment Updates, new Variable and Collections experience, and improvements to offline on mobile!  ( 12 min )

I’ve received several inquiries about implementing Dynamics 365 eCommerce in a B2B context, with a recurring concern being the associated costs and efforts. In this post, I will share my experiences and recommendations for creating a B2B eCommerce site catering to both local and regional markets. The example presented here represents a medium-sized eCommerce implementation. … Continue reading D365 eCommerce implementation and costs  ( 14 min )

When I was trying to record using XBox Gamin bar, the ‘record’ option was disabled. So I tried uninstalling it using Powershell in admin mode and entered the following command Then went to Microsoft store to install the ‘XBox Game … Continue reading →  ( 10 min )

We are now familiar with the latest buzz on ChatGPT. In this post, I am giving a brief introduction on integrating ChatGPT with Excel. Excel is an incredibly powerful tool for getting meaning out of vast amounts of data. But … Continue reading →  ( 11 min )

Visit the post for more.  ( 9 min )

Hi All, Welcome to Blog.Today we are going to learn how to create new number sequence. But before we start let's understand about number sequence framework. Microsoft Dynamics AX has a number sequence framework to g...(read more)  ( 13 min )

Customer service agents in a digital contact center handle multiple customer queries simultaneously and work on several support requests in a day. Often, they might spend extra time creating support cases, catching up on past activities, or performing simple case management processes. This leaves them with less time to focus on customer queries, which affects customer satisfaction. Enhanced case forms in Dynamics 365 Customer Service provide a streamlined layout to help agents expedite the case creation process and find relevant information quickly.   With enhanced case forms, agents spend less time creating a case or finding required information and more time helping customers. As a result, agents reduce case handling time, improve productivity, and drive better customer satisfaction.    …  ( 14 min )

Enhanced case forms in Dynamics 365 Customer Service provide a streamlined layout to expedite case creation and show relevant information. The post Create and manage cases efficiently with enhanced case forms  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Introduction From same-day delivery to social commerce and self-service solutions, the modern-day supply chain is pushing retailers to keep pace with consumer expectations for near-instantaneous, omnichannel service. With Microsoft Dynamics 365 Intelligent Order Management, retailers can offer customers the best shipping and fulfillment options in real-time. Now, with the new Distributed Order Management (DOM) API, you can take advantage of the core capabilities of Intelligent Order Management well in advance of order orchestration in a platform-agnostic way. What capabilities does the DOM API unlock?  Call the DOM API from any platform. Get the fulfillment source and shipping options for an order or cart items in real-time by making a call to the DOM API from any e-commerce, ERP, or mark…  ( 14 min )

In today’s fast-paced business environment, contact centers need real-time analytics to provide top-notch customer support under pressure. One of the biggest challenges contact center managers face is the ability to react quickly to unexpected events. These events may include spikes in the volume of incoming customer interactions, longer call lengths, and agent absences. To address these challenges, we are excited to introduce Dynamics 365 Customer Service real-time analytics for omnichannel. This powerful tool provides contact center managers with real-time visibility into overall support performance. They can monitor key operational metrics, make course corrections at the right time, and keep service levels high.  Monitor customer interactions with real-time analytics Contact centers ne…  ( 14 min )

From same-day delivery to social commerce and self-service solutions, the modern-day supply chain is pushing retailers to keep pace with consumer expectations for near-instantaneous, omnichannel service. With Microsoft Dynamics 365 Intelligent Order Management, retailers can offer customers the best shipping and fulfillment options in real-time. The post New API for Distributed Order Management fulfillment optimization appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Dynamics 365 Customer Service real-time analytics give contact center managers visibility into overall support performance. The post Improve operations with real-time analytics in Dynamics 365 Customer Service appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Supply risk assessment for Microsoft Dynamics 365 Supply Chain Management lets you identify supply risks, so that you can act to help prevent supply chain disruptions. Enable feature : The Supply risk assessment workspace, together with the supplier performance and risk analysis reports, helps supply managers understand the risk of encountering sourcing shortages and delays. It enables […]  ( 9 min )

In this blog, I will be talking about the option available in (General ledger > Ledger setup. Parameters > Ledger > Accounting rule > Financial dimensions) where we see two options: So, these two options are basically for posting financial dimension for summary accounts (Control accounts) like Payable, Receivable etc… Let’s take one scenario of […]  ( 9 min )

Supply risk assessment for Microsoft Dynamics 365 Supply Chain Management lets you identify supply risks, so that you can act to help prevent supply chain disruptions. Enable feature : The Supply risk assessment workspace, together with the supplier performance and risk analysis reports, helps supply managers understand the risk of encountering sourcing shortages and delays. It enables […]  ( 9 min )

In this blog, I will be talking about the option available in (General ledger > Ledger setup. Parameters > Ledger > Accounting rule > Financial dimensions) where we see two options: So, these two options are basically for posting financial dimension for summary accounts (Control accounts) like Payable, Receivable etc… Let’s take one scenario of […]  ( 9 min )

How Are Upgrades Different in Dynamics 365? What exactly is an upgrade, and what makes a cloud upgrade in Dynamics 365 different than one with on-premise servers? Microsoft Dynamics 365 is known as software as a service (SaaS), and it means that you get billed on a monthly basis. As you consume it, you’re billed. This will be familiar to anyone using... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

In this post, I will give a brief walkthrough of handling the nested json data and extracting the contents from it. My sample file is as follows . If you notice , the file has nested contents in it. Here, … Continue reading →  ( 11 min )

Discover how Dynamics 365 helps customer experience leaders do more with less Leaders of organizations in every region and industry are cautiously navigating business decisions of 2023. The recent economic turbulence has forced companies to evaluate their internal processes, tools, and enterprise software to optimize for efficiency. Conversely, customer experience (CX) leaders see 2023 as the year of opportunity. By strengthening their customer experience strategy with technology, CX leaders can retain their most valuable customers, acquire new customers, and look to surpass their competitors. The good news is that you don't need more to do this. You can do more with less, utilizing the power of AI to optimize experiences for your sellers, marketers, and data analysts so they can deliver b…  ( 15 min )

You can do more with less, utilizing the power of AI to optimize experiences for your sellers, marketers, and data analysts so they can deliver better experiences for your customers. The post Optimize experiences for sellers and marketers with Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Recently while looking at feature management workspace (Which I try to do on regular basis) I saw this feature and was curious what exactly it is? because when it comes to adjustments its up to business to decide what adjustments they want to make. So, after enabling it looks like Microsoft is trying to streamline […]  ( 9 min )

Recently while looking at feature management workspace (Which I try to do on regular basis) I saw this feature and was curious what exactly it is? because when it comes to adjustments its up to business to decide what adjustments they want to make. So, after enabling it looks like Microsoft is trying to streamline […]  ( 9 min )

Organizations need subledger data, external data, and even internal 'notations' for managerial reporting and analysis on their accounting entries. But it's a struggle!  It's challenging to get to detailed data in the subledger data model and there isn't a solution for external data or internal notations. Organizations are adding more financial dimensions, concatenating data into the transaction descriptions, or using the document number to track this additional data within general ledger and none of these are presenting the results users desire.    These challenges are what prompted the Dynamics 365 Finance team to add the Financial tag feature. Financial tags allow an organization to track up to 20 user-defined fields on the accounting entries within general ledger.   Financial dimensions…  ( 14 min )

Organizations need subledger data, external data, and even internal 'notations' for managerial reporting and analysis on their accounting entries. The post Financial Tags: Flexible reporting and analytics capabilities without the overhead of dimensions  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

The Modern App Designer has been generally available since May 2022, and since then we’ve have been closely monitoring feedback from makers. Therefore, we are pleased to announce the release of a series of significant improvements to improve maker productivity when building in the Modern App Designer.   In summary, the app navigation is now…  ( 6 min )

Top Questions About Dynamics GP Versions Dynamics GP is a mature Microsoft product with many product versions. We often receive questions that relate to Dynamics GP versions, such as which Microsoft support policy applies, when Mainstream & Extended Support end, and which versions Encore supports. This blog will address frequently asked questions like those. Table of Contents Which version of Dynamics... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )

This article is sponsored by Bluefort. The world of subscription-based businesses can be cutthroat. Competition is fierce, and customers will leave on the turn of a dime. For organizations struggling to better manage their subscription business... Read the full text.  ( 12 min )

We're excited to return to Field Service Palm Springs from April 25 through April 27, 2023, at the JW Marriott Desert Springs Resort & Spa. We will showcase how Connected Field Service helps leaders: Move beyond the costly break/fix model to a proactive, predictive model. Unlock the power of data and use Internet of Things (IoT), machine learning, and AI. Transform their field operations and improve customer experience. This year, we are hosting a thought leadership luncheon with our partner Hitachi Solutions to discuss the benefits of a connected field service and how to use data to remain competitive, and continuously improve business performance and customer experiences in an increasingly challenging environment. Field service organizations manage hundreds of technicians with varying …  ( 15 min )

Pricing is one of the fundamental tools to boost supply chain profits by better matching supply and demand. Many businesses have started to reform their pricing strategies in recent years as a result of the growth of e-commerce and the constantly changing business environments in order to improve pricing transparency, supply chain agility and margin optimization. We are launching the Public Preview of Pricing management within Dynamics 365 Supply Chain Management from 10.0.33 to support sales managers managing and execute the attribute-based omnichannel sales pricing. Why attribute-based omnichannel pricing? Transaction to omnichannel pricing: Traditional business-to-business (B2B) organizations are increasingly considering switching to omnichannel sales and selling directly to end custo…  ( 14 min )

Your brand is the face of your business. And often, the live chat widget on your website is the first point of contact for your customers. Having a strong brand for your customer service products can build trust and credibility, differentiate yourself from competitors, ensure consistency in communication, and create a positive emotional connection with customers.   We are excited to announce our upgraded live chat widget that allows you to customize every detail of the widget to match your brand identity. From the font and color scheme to the iconography, you can now own every pixel of the widget and ensure that it represents your brand in the best possible way.  Three customized chat widgets, each representing a different branding style Style every component of the live chat widget to reflect your brand  When you update your environment with the latest release, you can use our live chat script tag customization to edit the design of the live chat widget through CSS-represented styling. It is easier than ever to create a branded look for your chat widget. You can choose the font, color, style, and size of every component of the chat widget to reflect your brand. The image below shows examples of chat widget components and the different ways you can change them. Editable elements in the default chat button and chat container Learn more Watch a quick video introduction. To update your chat widget and customize every detail, please check out our public documentation here to learn more.  For more advanced customization options, try the custom chat widget here, where you can customize the functionalities as well.   The post Drive brand loyalty with a customizable live chat widget in Dynamics 365 Customer Service  appeared first on Microsoft Dynamics 365 Blog.  ( 13 min )

We're excited to return to Field Service Palm Springs 2023 from April 25 through 27. We invite you to join us, along with our partners, to discover how Connected Field Service using Dynamics 365 Field Service and IoT can help create a seamless service experience that enhances customer satisfaction while boosting revenue. The post Field Service Palm Springs: Modernize service operations appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Pricing is one of the fundamental tools to boost supply chain profits by better matching supply and demand. Many businesses have started to reform their pricing strategies in recent years as a result of the growth of e-commerce and the constantly changing business environments in order to improve pricing transparency, supply chain agility and margin optimization. The post Manage attribute-based omnichannel sales pricing  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

We are excited to announce our upgraded live chat widget that allows you to customize every detail of the widget to match your brand identity. The post Drive brand loyalty with a customizable live chat widget in Dynamics 365 Customer Service  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

We are pleased to announce the public preview of Update forms and views feature in table designer. With this new experience, makers can now add columns to their forms and views on the fly, instead of navigating away from their table to update their forms and views manually. This also means when working with table…  ( 6 min )

Entity Relationship Diagram (ERD) is a structural diagram that is useful in database design. It shows how an entity is connected with one or more entities. To be precise, it helps us to understand the inheritance and the relationship between … Continue reading →  ( 11 min )

Last week I got to experience my first Microsoft MVP Summit in person since becoming an MVP in November of 2019. It was great to see old friends and meet new ones (face to face!) in the Business Application for D365FO space. So many great sessions, information being shared, and connections being made! I wanted […] The post My First Microsoft MVP Summit appeared first on Alex Meyer.  ( 13 min )

If you are a Power Platform user, you know how important collaboration is when it comes to building custom solutions with your fusion team. We continue to hear from our customers about the need for additional capabilities that improve maker collaboration, and we are dedicated to meeting this need. That’s why we’re thrilled to announce…  ( 7 min )

Creating variables and collections is an essential part of the app building process. Therefore, we are excited to announce the general availability of an improved, seamless experience that enables makers to see variables and collections directly in-line with the canvas designer! Gone are the days of switching between the app designer and backstage to set…  ( 6 min )

A couple months ago, Microsoft Azure Load Testing (MALT) was made generally available as a fully managed load-testing service that enables generation of high-scale load against our applications. ...(read more)  ( 16 min )

Personalization is an important aspect of Microsoft Dynamics 365 Finance and Operations. Removing or adding custom fields, setting default filter ranges, and changing the order of fields are some examples that make end users more productive. Next to what is visualized to the user, also the language and date format is helping the user to […] The post More options to personalize the date and time format – Dynamics 365 Finance and Operations appeared first on Dynamicspedia.  ( 14 min )

In the previous article  “Field Fixed Relation in D365 with Example “, you learned what is a Field Fixed relation and how to make a Field Fixed table relation in Dynamics 365 fo. Additionally, you learned an example associated with field fixed relations. In this article, you can learn, what is a PO, what is purchase order total value and How to Calculate the purchase order total value in D365 using X++ code. What is a Purchase Order? A Purchase Order is a document that represents a request to a vendor to supply goods or services at a specific price and delivery date. The purchase order includes details such as the quantity, unit price, and delivery date of the items or services requested, as well as the vendor's information and the buyer's information. A purchase order is typically create…  ( 35 min )

Ever been configuring and validating Dual-write health checks and then notice that one of your colleagues set up a new legal entity in Dynamics 365 FO and failed to sync company records moving to Dataverse and refreshing the Dual-write maps as a last option but nothing is working? On checking the error or behavior using the Plug-in registration tool, you see an observation that reads Company records are not to Dataverse. In this blog post, I will share my learning on how to troubleshoot company records sync issues with Dataverse when you have Dual-write infrastructure. What is a Legal entity or company record sync issue? Well, when you enable Dual-write infrastructure for your business processes to sync data between Dynamics 365 CE (CRM) and Dynamics 365 FO (ERP). Sometimes your Dynamics…  ( 19 min )

www.youtube.com/watch Presenters:  Amira Beldjilali - Sn FastTrack Solutions Architect Corina Balan – Sn Fast Track Solutions Architect ~ This TechTalk provides an introduction into Viva ...(read more)  ( 11 min )

We are excited to announce several new features that will help service organizations work more efficiently than ever before. The new not-to-exceed (NTE) feature ensures that work orders stay within budget, the trade and trade coverages features enable you to stay organized and efficient when providing groups of services to customers. In addition, significant performance improvements to the asset and functional location trees let you manage larger facilities and more complex assets. These features will streamline your workflow and save time, especially when working with vendors or subcontractors to fulfill jobs. Read on to learn more about how they work and why you should try them out today!  Not-to-Exceed functionality Phenomenal service starts with understanding customers' needs and expec…  ( 15 min )

For more than two decades, customer relationship management (CRM) and enterprise resource planning (ERP) software have been defined by manual entry and high-touch data processes. Since then, businesses have made strides in automating many manual transactions through various means but have largely reached a plateau. Our 2023 survey on business trends found that 9 out of 10 workers hope to use AI to reduce these kinds of repetitive tasks from their jobs.1 Supply chains have been a prime area for the application of AI, due to the vast amounts of critical business data and processes involved. Supply chains have evolved over the years, with emerging technologies and innovations that enable businesses to optimize their operations, reduce costs, and improve customer satisfaction. Yet, while stati…  ( 21 min )

The new not-to-exceed (NTE) feature ensures that work orders stay within budget, the trade and trade coverages features enable you to stay organized and efficient when providing groups of services to customers. The post Field Service Wave 1 2023 Features  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

For more than two decades, customer relationship management (CRM) and enterprise resource planning (ERP) software have been defined by manual entry and high-touch data processes. Since then, businesses have made strides in automating many manual transactions through various means but have largely reached a plateau. The post Applying next-generation AI to the Microsoft Supply Chain Platform appeared first on Microsoft Dynamics 365 Blog.  ( 15 min )

This feature enables configuring and using billing schedules with Projects. Billing schedules can be associated with a time and material project and invoiced using Project invoice proposals. This capability is supported for Project Operations for production/ stocked scenarios only. Read previous blogs here on subscription billing Pre-requisites: Enable feature and setup project stage rule Step-1: […]  ( 8 min )

This feature enables configuring and using billing schedules with Projects. Billing schedules can be associated with a time and material project and invoiced using Project invoice proposals. This capability is supported for Project Operations for production/ stocked scenarios only. Read previous blogs here on subscription billing Pre-requisites: Enable feature and setup project stage rule Step-1: […]  ( 8 min )

I created a small X++ wrapper to call XIRR function from the C# project provided by https://github.com/klearlending/XIRR (Thank you!)  You can test XIRR function in Excel, btw. using tmxExcelFinance; /// /// Implements various financial functions /// public final class mgcFinanceFunction { /// /// Calculates XIRR value /// /// List of containers kind [cashflow amount, its date] how many decimals to calculate Maximum rate XIRR value public static real calculateXIRR(List _cashFlows, int _decimals, real _maxRate = 1000000) { var cash…  ( 7 min )

With the latest PU release 10.0.33, a new feature is introduced which enables the users the post the GL across the multiple companies Go to Feature Management and filter for ‘Journal’. Click ‘Enable now’ and the feature is ready for … Continue reading →  ( 11 min )

It’s National High Five Day, and we’re excited to give a virtual high five to Matthew Devaney, one of our Microsoft Power Platform MVPs, for being one of the demo contest winners at the Microsoft Power Platform Conference 2022 (and for having an awesome career switching story too)!  ( 7 min )

Developers in Microsoft Dynamics 365 Finance and Operations (F&O) often ask how to learn X++ from the basics to advanced levels. In this article, I will share some resources, certifications, blogs and YouTube link which can be useful for the developers. Learning catalog for Dynamics 365 Finance developers from Microsoft Learning catalog for Dynamics 365... Continue Reading →  ( 14 min )

www.youtube.com/watch Presenters:  Priyanka Sinha prsinha@microsoft.com Edison Lai Edison.Lai@microsoft.com Rachel Profitt Rachel.Profitt@microsoft.com Tulsi Jhaveri tulsijhaveri@microsoft.com U...(read more)  ( 11 min )

In today’s unpredictable market conditions, companies are looking to do more with less, and delivering exceptional customer experiences is necessary to both acquire new customers and retain and increase the lifetime value of existing customers. Faced with a larger set of choices, customers expect the companies they do business with to know them, anticipate their needs, and deliver personalized interactions. To earn their loyalty, it's critical that every interaction, digital or in person, exceeds their expectations.  To win against their competitors, companies need to deeply understand their customers, personalize every interaction pre-sale and post-sale, and use data and AI to deliver proactive and continuous value to win the hearts and minds of their customers. Marketers and sellers must…  ( 16 min )

Discover how 2023 release wave 1 for Dynamics 365 Marketing and Dynamics 365 Customer Insights will help you delight your customers while increasing your team's efficiency. The post Use generative AI to drive customer engagement with 2023 release wave 1 for Dynamics 365 Marketing and Customer Insights appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

www.youtube.com/watch Presenters:  Priyanka Sinha prsinha@microsoft.com Edison Lai Edison.Lai@microsoft.com Rachel Profitt Rachel.Profitt@microsoft.com Tulsi Jhaveri tulsijhaveri@microsoft.com U...(read more)  ( 11 min )

[German Language Podcast] In der Podcast Ausgabe nach den Osterfeiertagen sprechen wir mit Jörg Lüthge, der als ‚Head of Business … Continue reading →  ( 9 min )

The challenge is: what is it? Keeping up-to-date with the latest & greatest features of Dynamics 365 family products is essential in today's fast-paced technological landscape. The other day, I revisited my programming journal, only to discover several new features, updates, and changes I hadn't seen before. Simply to stay current, I had to revisit new features of Dynamics 365 Project Operations and some features of Dynamics 365 FO. At work, I am often required to use new frameworks or features. Although I concentrate on learning new Dynamics 365 Project Operations features, I might still feel that I am missing the full picture of Dynamics 365 Finance business processes. In some cases, it's frustrating not to have a dedicated, managed or trial-integrated Dynamics 365 Project Operations or …  ( 19 min )

In this blog we will go back to our basics , for long time I was confused about column available on inventory on hand form. How these columns get impacted by every transaction. I have tried explaining this using new product and creating new transactions and showing up the impact. Note: If these is something […]  ( 9 min )

In this blog we will go back to our basics , for long time I was confused about column available on inventory on hand form. How these columns get impacted by every transaction. I have tried explaining this using new product and creating new transactions and showing up the impact. Note: If these is something […]  ( 9 min )

Reporting in Dynamics 365 Finance & Operations Dynamics 365 Finance and Operations (D365 F&O) is the cloud evolution of Dynamics AX, and how you access and report data from on-premise, versus accessing data from the cloud, has changed. The SQL database used to be on a server where the administrator could directly access the data to build a report. In a cloud-hosted... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

The role of the seller is evolving. Buyers expect a blend of digital and personalized experiences throughout their journey. To achieve this, sellers must be efficient and effectiveprioritizing who to engage, identifying how and when to connect, and spending more time becoming trusted advisors to their customers. Sellers can’t be overwhelmed trying to make sense of too much data and information; rather, they need the data to work for them by providing value in every customer interaction. With Microsoft Dynamics 365 Sales, sellers can improve their sales by prioritizing their best bets, collaborating with their sales team in the moment with Microsoft Teams built-in, knowing when they should engage with prospective customers, and then seeing how it went after ending the call. Sellers are give…  ( 16 min )

The role of the seller is evolving. Buyers expect a blend of digital and personalized experiences throughout their journey. The post Spend more time selling—new sales capabilities in 2023 release wave 1 appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Submitted by Nathan Clouse on 04/17/23. Last modified:  04/17/23 Need to Export a database for safe keeping? MSFT has had database movement APIs for some time but I haven't seen a lot of use of them. I thought I'd provide a simple Power Shell script to show what can be done. You can make this more user friendly or modern by putting it in Power Automate or using a Logic App. For reference, the API specs and available operations can be found at https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dat...   Request A Database Backup You can request a database backup on an environment like so: # Update these values for your situation https://login.microsoftonline.com/{DOMAIN}/oauth2/v2.0/token"        USER@DOMAIN.COM}' https://lcsapi.lcs.dynamics.com" # Install Azure PowerShell # Install D365FO.Tools # Install D365FO.Integrations Get-D365LcsApiToken -ClientId $ClientId -Username $Username -Password $Password -LcsApiUri $LcsApiUri -Verbose | Set-D365LcsApiConfig Invoke-D365LcsDatabaseExport -ProjectId $ProjectId -SourceEnvironmentId $SourceEnvironmentId -BackupName $BackupName -LcsApiUri $LcsApiUri -Verbose   Using that as a starting point, you can use this script to create a pipeline. All variables at the top of the script should be changed for your specific scenario. In a pipeline, they can be added as pipeline variables and secured within the pipeline. View the discussion thread.  ( 4 min )

www.youtube.com/watch Presenters:  Alejandra Cabrales Orozco Alejandra.Cabrales@microsoft.com Amar Kumar Kumar.Amar@microsoft.com ~ This TechTalk series will dive-in into the Cost Accounting mo...(read more)  ( 11 min )

What is a D365 Data Entity? Data entities allow outside systems to read and write data in Microsoft Dynamics 365 for Finance and Operations. For example, perhaps you read the product inventory levels in D365, and send these values to your website. Similarly, you may have sales order information entered on a website that you... Continue Reading → The post What Is A D365 Data Entity? appeared first on Dynamics 365 Musings.  ( 10 min )

Enabling this feature will allow an organization to post vendor and customer payments in separate vouchers but update the bank account in summary. New options are added to the journal name setup, allowing the flexibility to post payments in detail to the bank account for some journals but in summary for different journals. Payments included […]  ( 9 min )

Enabling this feature will allow an organization to post vendor and customer payments in separate vouchers but update the bank account in summary. New options are added to the journal name setup, allowing the flexibility to post payments in detail to the bank account for some journals but in summary for different journals. Payments included […]  ( 9 min )

In the two earlier posts, I talked about missing parts and controls when you would create privileges from scratch. In this post, I will continue explaining about reasons for missing elements on forms due to table permissions. Or maybe you would like to restrict certain fields from being visible to users. Missing fields As mentioned […] The post Securing a menu item is not enough – table permissions appeared first on Dynamicspedia.  ( 15 min )

Point of Sale does not support batch numbers, so the batch must default.  If the batch does not default below is a couple examples of an error you can see posting a statement Batch number group is not specified on the item Batch number is a primary input/output dimension and must consequently be specified To default the batch numbers in statement posting, set the following: Accounts receivable parameters Accounts receivable > Setup > Accounts Receivables Parameters > General>Sales default values Change Reservation to Automatic Change Auto batch reservation to Yes Create Batch number group and assign to Batch tracked products For Returns, a Batch number group should be specified on the item. Inventory management > Setup > Dimensions > Tracking number groups   This Batch number group sho…  ( 12 min )

In this week’s Dynamics partner roundup, Digia receives a municipal services contract, Ciellos names a new executive vice president, and Paymerang acquires KwikTag and Sypht. Digia receives municipal services contract Finnish partner, Digia ,... Read the full text.  ( 12 min )

Microsoft aims to make mixed reality accessible and intuitive for frontline workers everywhere. With Dynamics 365 Guides, deskless workers use step-by-step holographic instructions to ensure process compliance, improve efficiency, and learn on the job. In 2022, new Microsoft Teams capabilities in Guides combined anyone, anywhere, seamless collaboration with the “see what I see” magic of HoloLens 2. In real-time, participants on a call could see what the HoloLens user saw, annotate their colleague’s three-dimensional space, and share needed files easily. We've just released another set of features in Guides to make this new experience even more intuitive and reliable. Draw anywhere with digital 3Dannotations Imagine being able to draw on any object, any surface, or in thin air. With our re…  ( 14 min )

Microsoft aims to make mixed reality accessible and intuitive for frontline workers everywhere. With Dynamics 365 Guides, deskless workers use step-by-step holographic instructions to ensure process compliance, improve efficiency, and learn on the job. The post Mixed reality experience now more intuitive in Dynamics 365 Guides appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Dual-write Custom entity Maps: I bet, You're probably missing something. Roughly a year ago I had to create a complex Dual-write table map and I couldn't decide the approach to start with Dataverse first or Dynamics 365 FO. However, I knew I wanted to use a custom data entity with a custom table of Dataverse to complete the data mapping. So I began a process of table mapping using Dual-write. I could able to complete the data fields mapping process and try to start the map to initiate the data sync. However, it failed in testing due to some missing fields or columns. I had almost no experience with Dual-write troubleshooting to resolve the issue. The only option left with me was to step-by-step approach right from Dynamics 365 FO Data entity to Dataverse table fields. Real-world Dual-write…  ( 20 min )

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www.youtube.com/watch Presenters:  Alejandra Cabrales Orozco Alejandra.Cabrales@microsoft.com Amar Kumar Kumar.Amar@microsoft.com ~ In this first TechTalk, we will provide guidance on how to ge...(read more)  ( 11 min )

This is the part-2 of cash flow forecast series, click here to ready Part-1. In this blog we will see how different transactions gets created and calculate Cash inflow and outflow and it is presented on power BI dashboards. Before We start the scenario lets understand how end to end process works , it has […]  ( 9 min )

You can use the cash flow forecasting tools to analyse upcoming cash flow and currency requirements, so that you can estimate the company’s future need for cash. In this blog primary focus is to complete the configuration for cash flow forecast calculation. So, before we start the configuration lets understand the key drivers for cash […]  ( 9 min )

This is the part-2 of cash flow forecast series, click here to ready Part-1. In this blog we will see how different transactions gets created and calculate Cash inflow and outflow and it is presented on power BI dashboards. Before We start the scenario lets understand how end to end process works , it has […]  ( 9 min )

You can use the cash flow forecasting tools to analyse upcoming cash flow and currency requirements, so that you can estimate the company’s future need for cash. In this blog primary focus is to complete the configuration for cash flow forecast calculation. So, before we start the configuration lets understand the key drivers for cash […]  ( 9 min )

We’re pleased to announce some exciting updates to how makers can use untyped objects. ParseJSON() and untyped objects are very flexible, but we’ve heard your feedback that improvements are needed to require less code and make untyped objects easier to use. So today’s announcement is all about implicit type conversion, or coercion. For untyped objects…  ( 7 min )

What’s New in 2023 Release Wave 1 for Dynamics 365 Business Central Microsoft has released the new updates to Dynamics 365 Business Central in the 2023 Release Wave 1 and has improvements with how it integrates with the Power Platform. There are some new features and functions that could be helpful for your business. In this blog I’ll be sharing the Dynamics 365 Business Central update details... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

X++ to deduct days from date time:          utcdatetime dateTime;         date        datePart;         TimeOfDay   timePart;         int         monthPart;           // option 1         dateTime = DateTimeUtil::getSystemDateTime();         dateTime = DateTimeUtil::addDays(dateTime , -2);         info(strFmt("New date time is %1", dateTime));           // option 2         dateTime = DateTimeUtil::getSystemDateTime();         datePart = DateTimeUtil::date(dateTime) - 2;         timePart = DateTimeUtil::time(dateTime);         dateTime = DateTimeUtil::newDateTime(datePart, timePart);         info(strFmt("New date time is %1", dateTime));  ( 1 min )

Update recordset:     MyTable myTableBuffer;     update_recordset myTableBuffer     setting         field1 = 1,         field2 = fieldX + fieldY     where field1 == 0; Insert recordset     insert_recordset myTable (myNum, mySum)         select myNum, sum(myValue)             from anotherTable             group by myNum             where myNum <= 100;  ( 1 min )

This TechTalk series will dive-in into the Cost Accounting module in Dynamics 365 Finance and Operations, in order for you to get the best of this module for your business. We will go from underst...(read more)  ( 11 min )

If you are a customer service agent, you know how important it is to respond to your customers quickly and effectively. You also know how frustrating it can be to waste time searching for the right email template to use for each situation. That is why you need to use email template views while selecting an email template.  We have upgraded enhanced email template selection to help agents efficiently use email templates. With integrated record selection and email template views, finding the right email template is easier than before.  With email template views, just create a view with your choice of filters and then have it available when selecting the templates. Creating a view with your favorite or most used templates will help save a lot of time when working with emails.  In Customer S…  ( 13 min )

With integrated record selection and email template views, finding the right email template is easier than before. The post Insert templates faster with email template views appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

You asked for it and we're delivering: With 2023 release wave 1, Microsoft Dynamics 365 Business Central will expand the non-deductible value-added tax (VAT) feature to our customers worldwide. It's required by almost all countries where VAT is used and was previously available only to our customers in Belgium, Italy, and Norway. We're excited to make it available everywhere our Business Central customers are. VAT is a tax that businesses must pay when they buy things. They can usually recover the tax by buying goods and services relating to their business activities. However, there are some situations in which a business incurs VAT that can't be recovered and isn't deductible. The expanded functionality covers the most common scenarios and can be easily extended if you need more features.…  ( 14 min )

You asked for it and we're delivering: With 2023 release wave 1, Microsoft Dynamics 365 Business Central will expand the non-deductible value-added tax (VAT) feature to our customers worldwide. The post Non-deductible VAT coming to Dynamics 365 Business Central worldwide appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Make your Supply Chain Resilient and Agile with D365 F&O | PLM Integration Solution with ECM and Analytics Capabilities (Video) How can a manufacturing organization connect the diverse teams and activities to make the entire designing, building and supply chain processes work like a well-oiled machine? Discover how a PLM-ERP integration solution, together with engineering change management and analytics capabilities, connects your design and manufacturing functions, minimizes supply chain disruptions, and helps you make informed... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 18 min )

Oopstheres an Error! :) 😬 While using Dual-write infrastructure we encounter a wide variety of different types of errors. Often, these errors leave us scratching our heads. Nevertheless, we can learn what those errors mean by understanding why we get them. Our life will be a lot easier if we know how to solve or avoid them! With the Dual-write Alert capability feature, we can set up an error of type to happen in minute(s) and hour(s) for all the table maps. In today's blog, let's understand what the 'Types of Error' are. Why do we get those errors? And how are we supposed to avoid them? What is an error? Errors that prevent your data sync operation from performing smoothly. Whether it is uni-directional or bi-directional using Dual-write infrastructure. There are eight main types of err…  ( 22 min )

I’m excited to announce that Power Platform is now a connected service in Visual Studio 2022 Preview! Code-first developers will now be able to create both APIs and connectors from within Microsoft Visual Studio, thereby minimizing context switching when developing custom connectors for Microsoft Power Platform. Let’s explore how to create a simple Power apps…  ( 6 min )

www.youtube.com/watch Presenters:  Srinath Sundaresan ssundar@microsoft.com Pranav Kumar Kumar.Pranav@microsoft.com ~ The Dynamics 365 Commerce platform provides a rich online software developme...(read more)  ( 11 min )

Unlock Business Potential with the Microsoft Ecosystem Companies evaluating a critical business application like an ERP or CRM today often struggle to know how to make their choice. The truth is that from a low-level feature and function perspective, there’s very little to differentiate between most of the business applications on the market today. While no company should ignore those features and... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )

Generative AI has left its mark on computing, and it's only the beginning. The world of business applications will never be the same. For several years now, we have been iterating on and shipping copilot features in Microsoft Dynamics 365, and I'm pleased to announce our next wave of value. And it's coming out just in time. Today's customers demand tailored experiences that cater to their individual needs. They expect businesses to be responsive on all communication channels and to treat each individual with knowledge of their overall relationship and journey. For example, recent research from LinkedIn found that over two-thirds of customers say they're less likely to engage with sellers whose initial outreach isn't tailored to them and their role.1 On the heels of our Business Application…  ( 17 min )

Customer service agents in the digital contact center can handle a variety of cases that require specialized knowledge and personal attention. At the same time, they might also find themselves answering the same types of questions or having to send emails with a common theme. Email templates make it easy to streamline and consolidate these types of tasks. With email templates, agents spend less time writing the same content repeatedly and more time helping the customers. Email templates help agents to optimize their time, improve productivity, and ensure consistent messaging. This translates to quick resolution and happy customers. To ensure agents can create email templates easily, Dynamics 365 Customer Service offers an enhanced email editor that allows agents to use a variety of layou…  ( 13 min )

Generative AI has left its mark on computing, and it's only the beginning. The world of business applications will never be the same. The post Release wave 1: Transforming customer experiences with generative AI and Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

With email templates, agents spend less time writing the same content repeatedly and more time helping the customers. The post Create beautiful email templates with enhanced email editor  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

www.youtube.com/watch Presenters:  Satish Panwar sapanwar@microsoft.com Martin Walker Walker.Martin@microsoft.com ~ Microsoft Dynamics 365 Project Operations connects sales, resourcing, project...(read more)  ( 11 min )

In recent years, disruptions like COVID-19, geopolitical conflict, and natural disasters have challenged organizations to improve their supply chain resilience. A Microsoft-sponsored Harvard Business Review Analytic Services survey from October 2022 indicates that 94 percent of respondents view supply chain operations as a higher priority than they did three years ago. Moreover, 97 percent agree that a resilient supply chain positively affects a company’s bottom line.1 However, many organizations struggle to achieve this resilience due to technological challenges and a shortage of qualified talent. AI and related emerging technologies are helping businesses overcome these challenges by empowering teams with solutions that amplify and extend current capabilities. With this in mind, we’re ex…  ( 16 min )

In recent years, disruptions like COVID-19, geopolitical conflict, and natural disasters have challenged organizations to improve their supply chain resilience. The post Microsoft Supply Chain Platform at Hannover Messe 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

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I cannot find a particular term for this type of join; so I called it 'hanging left outer join'. Let's state the problem. We have two tables: - LedgerJournalTrans (trans) with a field mgcProjId, which is a reference to ProjTable. - mgcWarrantsDetails (details), which may have 0..N records for certain records from ProjTable. Examples of data in both may look like the following: If we apply standard outer join, the output will be as follows But we need to print all details records by 'hanging' them against the same projId, like this So, no duplicates from both tables must be present in the merged table. This is how you can achieve it.  /// /// Process report data. /// public void processReport() { Query query; …  ( 8 min )

Dynamics 365 SCM: Do not reserve in Inbound ...(read more)  ( 15 min )

You are going to have this error in Dynamics 365 Warehouse management, guaranteed. The error manifests itself at the production order picking or at sales order picking: the picking location is empty. Depending on the Location directive failures setup under the Warehouse management parameters this is going to either create a […] The post Dynamics 365 SCM: Do not reserve in Inbound appeared first on ER-Consult.  ( 8 min )

www.youtube.com/watch Presenters:  Amira Beldjilali - Sn FastTrack Solutions Architect Corina Balan – Sn Fast Track Solutions Architect ~ This TechTalk covers a comparison between feature...(read more)  ( 11 min )

Generic table methods:     ///     /// Find by natural key     ///     /// id for update VKTable record     static VKTable find(VKIdentifier     _id,                                   boolean           _forUpdate = false)     {         VKTable table;         if (_id)         {             if (_forUpdate)             {                 table.selectForUpdate(_forUpdate);             }             select firstonly table                 where table.Id == _id;         }         return interfaceSetup;     }     ///     /// Find by RecId     ///     /// RecId reference for update</par…  ( 1 min )

Business Scenario Company ABC (lessee) has taken Mercedese on lease for 10 years on annual lease payment. Lease details are as below: Discounted Rate/Interest Rate 12% Life of Asset/lease period in months 120 Annual Payment  2,00,000...(read more)  ( 13 min )

www.youtube.com/watch Presenters:  Nicole Gump ngump@microsoft.com Alejandra Cabrales Orozco Alejandra.Cabrales@microsoft.com Harshad Puthran hputhran@microsoft.com Johan Hoffmann johanho@micros...(read more)  ( 11 min )

We surveyed more than 500 CFOs and senior business leaders for our 2023 Future of Finance Trends Report and found that many organizations continue to struggle with lack of IT resources, overwhelmed employees, and disconnected systems. In fact, while 79 percent outlined that they were shifting to owning business model innovation and empowering transformation across the organization, 88 percent said they don't have the IT resources or tools needed to drive operational efficiency and minimize busy work for their teams. Finance, human resources (HR), and project operations leaders need to reimagine processes to help their teams achieve more, faster.  With the 2023 release wave 1, we are delivering enhancements across Microsoft Dynamics 365 Finance, Dynamics 365 Project Operations, and Dynamics…  ( 18 min )

With the 2023 release wave 1, we are delivering enhancements across Dynamics 365 Finance, Dynamics 365 Project Operations, and Dynamics 365 Human Resources that focus on helping our customers adapt faster, work smarter, perform better, and operate more sustainably. The post 2023 wave 1 releases AI, automation, and analytics in Microsoft Dynamics 365 Finance and Project Operations appeared first on Microsoft Dynamics 365 Blog.  ( 13 min )

This episode is sponsored by Mazars . Microsoft continues to support Dynamics 365 mixed reality applications to support training and remote work scenarios, and the products get even more interesting when viewed against the backdrop of the rest... Read the full text.  ( 12 min )

The acquisition of AXP will help To-Increase expand its business and strengthen its presence in the process manufacturing vertical .... Read More Read the full text.  ( 12 min )

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Basic Configuration Below is the few mandatory setup required to record the lease transaction. Apart from these, there are additional setup required as business requirement.  1. Asset Leasing Parameter 1A. Journal Name setup Below are the journ...(read more)  ( 13 min )

www.youtube.com/watch Presenters:  Markus Otte Markus.Otte@microsoft.com Uday Soni udaysoni@microsoft.com Johan Hoffmann johanho@microsoft.com ~ Discrete production is one of three production c...(read more)  ( 11 min )

The bundle item is part of Revenue recognition functionality.  This feature allows you to Allocate revenue, to help ensure that the appropriate revenue price is recognized, based on the value of the components on multi-element orders. A bundle master item will have component items.  When you add the master item to a sales order, when you confirm the order, the Bundle master item will automatically be exploded and add the bundle components to the sales order. When you add a bundle master item to a Call Center Sales order, this item will not be exploded to the sales line.  With a Call Center Sales Order, there is the added step of Completing the order and capturing the payment and the Confirm Sales order is not done. When adding a bundle item to a Call Center Sales order, you will receive the following error:                 “Enter a base sale price on at least one bundle component” Per the Revenue Recognition documentation: Revenue recognition, including bundle functionality, isn't supported for use in Commerce channels (e-commerce, POS, call center). Items configured with revenue recognition should not be added to orders or transactions created in Commerce channels. Currently, this is a limitation in the architecture for Call Center. See the following documentation:  https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/revenue-recognition-overview  ( 13 min )

We built Power Apps on Windows (General Available since June 2022) so that your apps can take advantage of advanced device capabilities and offline support from your PC or tablet. We’ve added some great new features that we’d like to share with you. What’s new? Recent and pinned apps. Find recent apps and pin favorite…  ( 6 min )

Introduction Asset leasing is an advanced capability for managing, tracking, and automating financial transactions for leased assets in Microsoft Dynamics 365 Finance. Asset leasing complies with International accounting standards (IFRS 16) and US GA...(read more)  ( 12 min )

Today we launched 2023 release wave 1 for Microsoft Dynamics 365 and Microsoft Power Platform, a rollout of new features and enhanced capabilities slated for release between April and September 2023. The updates include Copilot for Dynamics 365 and Copilot for Microsoft Power Platform, bringing the power of next-generation AI capabilities and natural language processing to business processes. Release wave 1 also introduces hundreds of new and updated user experiences to collaboratively solve challenges, streamline workflows, and help individuals and teams focus on what matters most. The 2023 Microsoft Business Applications Launch Event, available to view on demand, is a great way to get up to speed on the release wave and learn how organizations are already using these capabilities to tran…  ( 18 min )

Today we launched 2023 release wave 1 for Microsoft Dynamics 365 and Microsoft Power Platform, a rollout of new features and enhanced capabilities slated for release between April and September 2023. The post Release wave 1 expands agility, automation, and innovation across Microsoft Dynamics 365 and Power Platform appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

We are excited to announce the launch of the Dynamics 365 Implementation Portal. The implementation portal is a self-serve tool that helps Dynamics 365 customers and partners manage their project data, users, and reviews. It also provides access to tailored implementation guidance to help ensure a successful cloud deployment. Manage project data: Manage project data and users, profile projects by selecting the relevant Dynamics 365 products and features, and define other project characteristics. Execute project reviews: Identify potential risks, mitigation recommendations, and other best practices based on the Success by Design framework to support a successful go-live. Access tailored guidance: Access tailored implementation guidance, including feature and product documentation, TechTalks, training materials, and case studies. The implementation portal is based on Success by Design, a systematic approach for successful cloud deployment that was developed by Microsoft. Success by Design provides prescriptive guidance for designing, building, and deploying your new Dynamics 365 solution. Eligible customers may also collaborate with Microsoft FastTrack solution architects. The FastTrack team of product experts can help you validate the architecture of your solution, mitigate risks, and overcome deployment blockers. The Dynamics 365 Implementation Portal represents a significant step in equipping all Dynamics 365 customers with the necessary resources to go live with confidence. Next steps Sign up for the Dynamics 365 Implementation Portal: https://aka.ms/D365ImplementationPortal Learn more about the implementation portal: https://aka.ms/D365ImplementationPortal-Docs Not yet a Dynamics 365 customer? Take a tour and get a free trial. The post Dynamics 365 Implementation Portal now available appeared first on Microsoft Dynamics 365 Blog.  ( 13 min )

We are excited to announce the launch of the Dynamics 365 Implementation Portal. The implementation portal is a self-serve tool that helps Dynamics 365 customers and partners manage their project data, users, and reviews. The post Dynamics 365 Implementation Portal now available appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

Pacific Gas and Electric Company (PG&E) adopted Microsoft Power Platform saving them over 38.5 million US Dollars in two years and enabling over 1,300 digital creators.  ( 9 min )

www.youtube.com/watch Presenters:  Anne Krupke annekrupke@microsoft.com Beatriz Nebot Gracia Beatriz.Nebot@microsoft.com Anders Sorensen anderson@microsoft.com ~ This TechTalk will provide a re...(read more)  ( 11 min )

Microsoft Excel can change and quickly analyze data. The Excel Data Connector app interacts with Excel workbooks and OData services that are created for publicly exposed data entities. The Excel Data Connector add-in enables Excel to become a seamless part … Continue reading →  ( 11 min )

Welcome to the Power Apps monthly feature update! We will use this blog to share a summary of product, community, and learning updates from throughout the month so you can access it in one easy place. A variety of new and highly anticipated features are now available which we are very excited to share including…  ( 17 min )

The video is available in German language only. Please use an online translation tool or check it out with English … Continue reading →  ( 9 min )

Integrating Dynamics 365 Business Central with Dynamics 365 CRM Applications When Dynamics 365 Business Central is integrated with Dynamics 365 CRM applications such as Dynamics 365 Sales or Field Service, your business will benefit from having a single, reliable source of truth. For example, we’ve integrated Business Central and Dynamics 365 Field Service for a waste management company to make their whole customer lifecycle, from... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

Dear Microsoft BizApps Community, Welcome to my next blog on Post-Dated Cheque(PDC) End to End Setup and Process Demo on Microsoft Dynamics 365 Finance and Operations. PDC is a very interesting concept in FInance and in this Video I have tried to art...(read more)  ( 12 min )

Converting leads and opportunities directly contributes to the company's revenue. To increase conversion rate companies often need a number of factors to align. First, it's about matching the right seller to take the deal forward.  As a business owner or sales manager, finding the best seller to work on the new lead can really make or break a customer relationship. We need to look carefully not just at the seller with the highest close rate, but also balance that with their availability and expertise to attend to the customer’s needs and requirements.   Applying the right business tactic to close a deal at the right moment is the second key to success. We must recognize where the buyer is in their sales journey and employ the right action to engage. If we can use technology to help provide…  ( 16 min )

Converting leads and opportunities directly contributes to the company's revenue. The post Supercharge sales conversion in 3 easy steps to drive revenue and customer wins!  appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

I’m excited to be speaking in-person at a couple upcoming conferences and sharing my knowledge and expertise! Here are two spring 2023 conferences I am speaking at! DynamicsCon Live! DynamicsCon Live! is being hosted in Scottsdale, Arizona from May 22nd – May 25th and looks to have an awesome line up of speakers and content! […] The post Spring 2023 – Presenting at Upcoming User Group Conferences appeared first on Alex Meyer.  ( 14 min )

This blogpost is meant for myself as a copy-paste of stuff I often use when working with Dynamics 365 eCommerce. If others can benefit from it just makes me happy. URL’s when working with D365 eCommerce sites: Depending on the URL, you need to add the prefix ‘?’ for the first parameter, and ‘&’ for … Continue reading D365 eCommerce – My personal copy-paste blog  ( 11 min )

This episode is sponsored by Formpipe . Microsoft Dynamics 365 projects have the potential to impact organizations both in terms of the quality of internal operations and their customer-facing activities. On this episode, Formpipe’s Commercial... Read the full text.  ( 12 min )

Production order should not get Released on material shortage E...(read more)  ( 11 min )

There is an evergreen issue in Dynamics 365 material reservation for production: despite the policy “Require full reservation“, the production order is released even if there is a shortage of materials: The issue is very well known, I have been combating it since 2018. It has been reported to Microsoft on […] The post Production order should not get Released on material shortage appeared first on ER-Consult.  ( 6 min )

We are excited to announce enhanced security for implicitly shared connections in Power Apps. Many customers have asked for this feature, and it is now available in all commercial regions as Experimental Preview. Power Apps’ implicitly shared connections are ones that use a fixed credential such as a SQL Server connection string rather than the…  ( 5 min )

Since the November 2021 launch in select geographic regions of the native voice channel in Microsoft Dynamics 365 Customer Service, we have been expanding worldwide to satisfy growing customer demand. We are proud to announce that we now support local country regions as well. As of April 1, 2023, the voice support channel is live in India and Switzerland.  Native voice support channel capabilities  The integrated voice channel allows customer service representatives to communicate with customers on the phone to resolve issues. The India and Switzerland launches include all the features that the voice channel in Customer Service omnichannel environments supports today.  Self-serve voice support channel with Power Virtual Agents  The general availability launch in India and Switzerland also…  ( 13 min )

As of April 1, 2023, the voice support channel in Dynamics 365 Customer Service is live in India and Switzerland. The post Customer Service voice support channel launches in India and Switzerland  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

Following on from the launch of the new look for model driven apps, we’re making the same modern controls available to canvas apps through an opt in preview. The new controls bring the following improvements:  Modern – A focused and less cluttered design that supports richer interaction states and elevation, provides a higher usability baseline…  ( 6 min )

We are excited to announce the public preview of solution checker enforcement, a new feature in Managed Environments that gives admins much more control over the customizations in their environments! Solution checker enforcement allows you to block or warn on solution imports with critical severity violations, as defined in the solution checker rules. These violations…  ( 6 min )

The New Way to Do Bank Reconciliation in Dynamics 365 Business Central The upcoming 2023 Wave 1 update to Dynamics 365 Business Central will be changing the behavior of bank reconciliations. Read the 2023 release wave 1 details here. Stay tuned for an upcoming blog that will feature some other highlights from this list. With respect to the changes that will impact bank reconciliations, we recommend that... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )

If you've been using the custom help toolkits for Dynamics 365 finance and operations apps or Dynamics 365 Business Central, then change is coming your way. If you've never used either toolkit, you can stop reading now. What's changing The custom help toolkits started out as a way to connect your own help content to Dynamics 365 and to customize Microsoft's help content. But times change, technology changes with them, and we no longer recommend that you customize our content. Instead, we recommend that you create your own help content using any tools you prefer, and then let that override Microsoft's content. After April 11, 2023, the toolkits will be archived. We're also removing content from our contributor guides that encourages customizing our content. Everyone can still contribute to our documentation, but in English only. Why are you making this change? The custom help toolkits are being used less and less. We know custom solutions are still running on versions that are or soon will be unsupported. We expect those migration projects will be complex enough that existing custom help can't be easily reused. If you find that you need one of the tools in the archived toolkits, you can download a release package and extract the one you need. What about custom help? If you develop a solution that's based on Dynamics 365, you should continue to deliver documentation for its users. Use any tools you prefer. If your solution includes Dynamics 365 Finance, Supply Chain Management, or Commerce, and you need to connect your content to the in-product help pane, download the AzureSearchCustomHelp solution. Learn more at Connect a custom help website to the Help pane. Not yet a Dynamics 365 customer? Take a tour and get a free trial. The post Custom help toolkits for Dynamics 365 to be retired in April 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 13 min )

If you've been using the custom help toolkits for Dynamics 365 finance and operations apps or Dynamics 365 Business Central, then change is coming your way. The post Custom help toolkits for Dynamics 365 to be retired in April 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

I’ve written before about the telemetry data now available in D365FO, but is there a way to consume this telemetry data within the application itself? Let’s see how we could do this! Problem Statement In our case let’s see if we could automatically disable users that have not logged in within the last 90 days. […] The post Utilizing Telemetry Data Within D365FO appeared first on Alex Meyer.  ( 14 min )

Best Practices for Dynamics AX to Dynamics 365 Finance & Operations Upgrades The purpose of this article is to educate users on what to expect before, during and after an upgrade from Dynamics AX to Dynamics 365 Finance & Operations. This blog is geared towards company decision makers and Dynamics AX subject matter experts, and not meant as a technical resource. If you are interested in more... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

In this article, learn how to use insertDatabase in D365 to insert multiple records into a table faster than calling the insert method on each record. There are several different ways to insert data into tables in Microsoft Dynamics 365 F&O. The most common is to call the insert method on the table buffer. However,... Continue Reading → The post How To Use InsertDatabase In D365 appeared first on Dynamics 365 Musings.  ( 11 min )

As promised, please find the source code that generates the spreadsheets that contain the metadata for the Finance and Operations data entities here. If you find this software useful, or have a suggestion to improve it I would love to hear from you.  ( 3 min )

Hi All, Today we are going to see how to create table in email body without using email templates. Please refer below example.Note - Please make sure your email parameter setup is done and you able to send test email.Expected result: X++ Codeint...(read more)  ( 13 min )

How to Create a Sandbox in Dynamics 365 Business Central Dynamics 365 Business Central users are able to refresh sandboxes by copying the production environment. If you are an Encore customer and you need assistance, please submit a ticket to our Encore Care team through email or the portal, and our team can help you/have this done for you. Currently you are able to have... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )

[German language podcast] In der neuesten Ausgabe des Microsoft BizApps Deutschland Podcasts spreche ich mit Lisa Pulsinger und David Lu … Continue reading →  ( 9 min )

We had a situation in one of our projects where the customer postal addresses were imported twice by mistake. The import was close to 10000 records and manually correcting them was impossible. There were few options left with us to … Continue reading →  ( 13 min )

This is an exciting time in the evolution of AI, and you don't have to look far to see the headlines on ways it is changing the world. From advanced machine learning models to breakthrough natural language technology, new opportunities to use AI to improve the way we work are surfacing daily. AI innovation can free employees from mundane, repetitive tasks and allow them to focus on the work that matters most, increasing job satisfaction and pushing productivity to new heights. According to our recent survey on business trends, 89 percent of those with access to automation and AI-powered tools feel more fulfilled because they can spend time on work that truly matters.1 Microsoft Dynamics 365 Business Central brings the power of AI to small and medium-sized businesses with features that help…  ( 15 min )

This is an exciting time in the evolution of AI, and you don't have to look far to see the headlines on ways it is changing the world. From advanced machine learning models to breakthrough natural language technology, new opportunities to use AI to improve the way we work are surfacing daily. The post Introducing a new era of AI-powered experiences in Dynamics 365 Business Central appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

There some scenarios when Cost Price is zero for returned product in POS. 1. When you do a "Blind return". This means you 'Return product' in POS without any settlement to the original sales transaction. Then Cost price might be zero. 2. When sales and return transaction is in the same statement (even 'Return transaction' is used). Then Cost price might be zero. Using trickle feed feature, it should be only about 2% when the scenario of having the sales and return in the same statement can happen. (For this one we have a feature request # 15482192 to analyze and improve in future versions). In both above options we cannot find the original cost price. How to avoid zero cost price in Inventory transactions: When creating new product – you need to enter Default Purchase Price. If you do not do that in step 1, you can enable ‘Latest cost price’ on a Product:   When the parameter 'Latest cost price' is enabled, Cost price will be filled in with Latest cost price once Purchase Invoice is posted. Then this cost price will be automatically filled in Sales order return line in field ‘Return cost price’ and Inventory return transaction will be filled in with Cost price.   If above options are not accepted for your business scenario – you would need to create a customization.  ( 13 min )

Scanning barcodes is a critical part of many frontline worker workflows – whether you are managing shelves in a retail store, inventorying goods in a warehouse, managing assets on the factory floor, or accessing records in a hospital. We are excited to share the immediate general availability (GA) of the improved barcode reader control. Workers…  ( 6 min )

The first release wave of 2023 kicks off in just a few weeks! You're invited to get a sneak preview of what's new at the Microsoft Business Applications Launch Event, streaming live on April 4 at 9:00 AM Pacific Time. Tune in live, or on-demand after the live broadcast, for news and demos showcasing some of the hundreds of product features and innovation heading to Microsoft Dynamics 365 and Power Platform. Sign up for the event today for reminders, agenda updates, and instructions to tune in live from your desktop or mobile device. Business Applications Launch Event The latest updates across Microsoft Dynamics 365 and Power Platform Register for the event What to expect at the Business Applications Launch Event Featuring news and product demos, the event will cover updates launc…  ( 14 min )

Nuance Gatekeeper is a biometric authentication and fraud prevention technology that can be integrated with Microsoft Dynamics 365 Customer Service. It offers a streamlined verification process that allows contact centers to identify customers through natural conversation without relying on specific questions, security codes, or secret questions and answers.  This technology provides a secure and seamless way to verify customer identities so call center agents can focus their attention on serving these individuals. The results include increased customer satisfaction and reduced average call handling times. By using voice biometrics, Nuance Gatekeeper can quickly and accurately verify a customer’s identity, significantly reducing the risk of fraud and protecting customers’ personal data fro…  ( 14 min )

Businesses today are constantly facing new and bigger challenges. Technology is diversifying and evolving faster than ever to address these issues, giving industries across the board a growing number of solutions to sift through. The post See what’s new for Dynamics 365 at the Microsoft Business Applications Launch Event appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Nuance Gatekeeper is a biometric authentication and fraud prevention technology that can be integrated with Microsoft Dynamics 365 Customer Service. It offers a streamlined verification process that allows contact centers to identify customers through natural conversation without relying on specific questions, security codes, or secret questions and answers. The post Improve customer loyalty and reduce fraud with Nuance Gatekeeper appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Microsoft is a leader in enterprise low-code application platforms. We’re excited to announce that our first 18 learners have successfully graduated from the Microsoft Power Up Program, a 12-week skilling program designed to enable non-technical professionals to successfully advance their careers with low-code application development using Microsoft Power Platform technologies. Congratulations, graduates! Power Up Program popularity…  ( 7 min )

Businesses today are constantly facing new and bigger challenges. Technology is diversifying and evolving faster than ever to address these issues, giving industries across the board a growing number of solutions to sift through.  ( 7 min )

Managing purchase accruals has been a difficult task in Microsoft dynamics though we have accrual scheme but that doesn’t provide better reporting and control over accrual schedule. Now this has been resolved using the new module subscription billing and in this blog I am going to show you how we can manage purchase accruals in […]  ( 9 min )

Managing purchase accruals has been a difficult task in Microsoft dynamics though we have accrual scheme but that doesn’t provide better reporting and control over accrual schedule. Now this has been resolved using the new module subscription billing and in this blog I am going to show you how we can manage purchase accruals in […]  ( 9 min )

In 2019, we launched the Center of Excellence (CoE) Starter Kit – a set of templates that are designed to help you get started with developing a strategy for adopting, maintaining and supporting Microsoft Power Platform, with a focus on Power Apps and Power Automate. In the past three years we’ve continued to evolve and innovate as we learn from our customers. Today we’re excited to announce that the CoE Starter Kit can now use data provided by self-serve analytics as a foundation for inventory and telemetry, enabling rich insights built for scale.  ( 10 min )

Across Dynamics 365, Power Platform, and Viva Sales, we've introduced, and will continue delivering, a cascade of AI capabilities to help businesses and individuals achieve more. Earlier this month, we announced Dynamics 365 Copilot, a collaboration with OpenAI that uses large language models to provide AI-powered assistance across business functions. For instance, a smart news insights capability for Microsoft Supply Chain Platform alerts warehouse and logistics professionals to external events, such as weather or geo-political activities, that might trigger a disruptionand then proactively helps them plan their mitigation with Copilot-powered content.  GPT-4 will bring more powerful capabilities to Microsoft business applications The Azure OpenAI service uses large-scale, generative mode…  ( 14 min )

Our customers run Dynamics 365 Finance and Operations applications globally and must meet multiple tax compliance and other regulatory and local business practice requirements (we call them localizations). These requirements are complex and change frequently, especially in many countries within Latin America (LATAM). As a part of our continuous commitment to customers and partners and following our strategy of expanding the out-of-the-box country coverage, in 2023 release wave 1, we will ship localizations for seven additional LATAM countries: Chile, Colombia, Costa Rica, Nicaragua, Panama, Paraguay, Uruguay. Microsoft localizations for these new countries were built in collaboration with Finnie, S.A., an affiliate of Artware SRL based on their LATAM localization solution. To better align …  ( 14 min )

Across Dynamics 365, Power Platform, and Viva Sales, we've introduced, and will continue delivering, a cascade of AI capabilities to help businesses and individuals achieve more. The post How we can use GPT-4 to continually improve AI models in Dynamics 365 and Power Platform appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Our customers use D365 Finance and Operations to meet multiple tax compliance and other regulatory and local business practice requirements. These requirements are complex, especially in many Latin American countries. The post Dynamics 365 Finance and Operations extends out-of-the-box country coverage in Latin America appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

There is an error in standard SalesPackingSlipDP class:     protected SalesPackingSlipHeaderTmp createReportData()     {         this.initializeReportData();         custPackingSlipVersion  = custPackingSlipVersion::find(this.parmPackingSlipContract().parmRecordId());         custPackingSlipJour     = custPackingSlipJour::findRecId(custPackingSlipVersion.custPackingSlipJour);                  return this.createSalesPackingSlip();     } Regardless of which table record RecId report contract contains CustPackingSlipVersion record is selected. Even though the same class contains the following method:     protected CustPackingSlipJourRecId retrieveJournalRecId(SalesPackingSlipContract _salesPackingSlipContract)     {         RecId                       recId = _salesPackingSlipContract.parmRe…  ( 1 min )

A new Power Fx editing experience Today we are announcing a new Power Fx formula editing experience in Power Apps Studio.  The new formula editor is available an experimental feature that we encourage you to turn on in your apps and try out!  The new editor is based on the powerful Monaco shared code editor…  ( 7 min )

Power Apps is excited to share that users can now request a license from their admin – directly in product! If a user is trying to run an app that requires a license, they will see the option to ‘Request a license’, in addition to the buy a license or start a trial option (if…  ( 6 min )

We are happy to finally release our February update for the Power Platform CLI. For those of you who are new, our pattern has been that we release an update for the work done in the last month, in the current month. Usually, we each include some new capabilities, along with the usual fixes that…  ( 7 min )

If we refresh the data entities due to changes to our metadata, it has been taking a while before. Microsoft tried to address this by moving the process out to run in a batch job, but there are things...(read more)  ( 13 min )

It is a common task to move databases between a Microsoft-managed environment and a self-service machine. From Azure SQL we can only take a BACPAC export, which needs to be imported/converted into Mic...(read more)  ( 13 min )

I am happy to announce that I have been selected as a DynamicsMinds 2023 conference speaker. It is going to be one of the biggest events for Business Applications in Europe, with dozens of Microsoft p...(read more)  ( 13 min )

It has been no secret that Microsoft wanted to make something extraordinary by investing $1-billion in the OpenAI company. This was a message to the world that Microsoft is embracing AI. And in the pa...(read more)  ( 13 min )

We have  deployed a cloud-hosted environment in our Azure subscription which is of type Build/Test. When we wanted to remote in and use Visual Studio Team Explorer, we have noticed that the self-servi...(read more)  ( 13 min )

When we work with a Data Entity in D365FO, it can get tricky to track how transfers are going and how much is left. Here is a quick SQL snippet to query staging tables to figure out DMF TransferStatus...(read more)  ( 13 min )

In the previous article, I already explained the normal relations in d365 finance and operations. In this article I will explain field fixed relation in D365 is f&o. A table relation associates two tables that contain related information. Usually, the primary key field of one table appears as a foreign key field of the related table. The table with the primary key is called the parent table. The table with the foreign key is called the child table. A relation on a table can restrict the rows in the table or restrict the values that can be in a particular field. A common use of relations is to associate rows in one table with corresponding rows in another table. Relations enable many forms to display data from multiple tables. Some relations restrict the rows in the table by testing the v…  ( 37 min )

Over time, the inventory transactions table (InventTrans) will continue to grow and consume more database space. Therefore, queries that are made against the table will gradually become slower. This article describes how you can use the Inventory transactions archive feature to archive data about inventory transactions to help improve system performance. Only financially updated inventory transactions can […]  ( 9 min )

Over time, the inventory transactions table (InventTrans) will continue to grow and consume more database space. Therefore, queries that are made against the table will gradually become slower. This article describes how you can use the Inventory transactions archive feature to archive data about inventory transactions to help improve system performance. Only financially updated inventory transactions can […]  ( 9 min )

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Exporting trial balance from Dynamics 365 for Finance and Operations is a common ask for consolidation purpose by third party software’s like blackline ,Hyperion etc. I have uploaded a code sample for generating report in csv format on my github page. The following steps would help you to configure this project and a successful test. […]  ( 10 min )

We are thrilled to announce the public preview release of the Asset Management mobile app for Dynamics 365 Supply Chain Management. The app is available for all commonly used mobile platforms, devices, and form factors. The app enables maintenance workers to review their assigned jobs, mark tasks as complete, enter notes, and log the time and materials consumed. Other staff can use the app to quickly file maintenance requests by scanning a barcode, entering notes, and submitting photos. The Asset Management mobile app in action Jody, a production manager at Contoso Inc., is preparing a presentation and notices that the monitor cable in the meeting room is broken. She immediately launches the Asset Management mobile app so she can report this incident. She scans the bar code on the monitor…  ( 14 min )

We are thrilled to announce the public preview release of the Asset Management mobile app for Dynamics 365 Supply Chain Management. The post Introducing New Asset Management Mobile App for Dynamics 365 Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

If you are planning to learn Power Platform and not getting resources, then it is your chance to learn Power Platform in just 30 days. On the internet/YouTube, you can find many resources, but Microsoft Cloud Advocates created a series which can be very helpful for the beginner or those who want to start their... Continue Reading →  ( 14 min )

www.youtube.com/watch Presenters:  Pranav Kumar Kumar.Pranav@microsoft.com Meenu Laul meenulaul@microsoft.com ~ In Dynamics 365 Commerce, a call center is a type of channel that can be defined ...(read more)  ( 11 min )

The advent of next-generation Artificial Intelligence(AI) is ushering in a new era of heightened productivity and efficiency. This is spurring novel breakthroughs in the supply chain domain. With AI’s transformative influence, the conventional ways of operations managers collaborating with suppliers, vendors, and third-party service providers are being revamped to streamline the entire process. By collaborating with suppliers and utilizing state-of-the-art AI, Supply Chain managers can enhance supply chain performance and avert logistics disruptions triggered by diverse external factors. We're excited to launch Copilot in Microsoft Supply Chain Center,  which harnesses generative AI to assist Supply Chain managers in real-time communication with suppliers regarding specific news. Copilot …  ( 15 min )

Since first announcing new AI-powered experiences for Microsoft Viva Sales last month, we've given these capabilities a nameCopilot in Viva Salesand introduced new sales scenarios and updates. All of this is happening in conjunction with the introduction of Dynamics 365 Copilotthe world's-first AI copilot in both customer relationship management (CRM) platforms and finance applications enterprise resource planning (ERP). To date, tens of thousands of customers have used next-generation AI capabilities in Dynamics 365 Copilot and within Microsoft Power Platform.  Today's debut of Microsoft 365 Copilot powers even more ways to unleash creativity, unlock productivity, and uplevel skills. For sellers, the seamless integration of Copilot across Microsoft 365 and Viva Sales (as well as AI-powere…  ( 16 min )

The advent of next-generation AI is ushering in a new era of heightened productivity and efficiency, spurring novel breakthroughs in the supply chain domain. The post Optimizing Supply Chain Performance through Collaboration using Generative AI appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Since first announcing new AI-powered experiences for Microsoft Viva Sales last month, we've given these capabilities a nameCopilot in Viva Salesand introduced new sales scenarios and updates. We want to ensure that salespeople feel empowered to focus on what matters, which is deeper engagements with customers. The post Copilot in Viva Sales available as thousands of customers adopt next-generation AI in Dynamics 365 Copilot and Power Platform appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Ayer lancé una nueva versión de ISV License Generator con soporte completo para la función hash SHA-256 después de solucionar un problema con ella. Qué novedad hay en ISV License Generator? En esta nueva versión se ha eliminado el soporte para generar licencias de Dynamics 365 Finance and Operations utilizando la función hash SHA-1, y… Continue Reading Publicado ISV License Generator v0.6 ariste.info Publicado ISV License Generator v0.6  ( 15 min )

Today, we’re announcing a next-generation AI Copilot in Microsoft Power Apps that will transform how we build and interact with software applications. With the power of large language models, we are advancing to the next step in the evolution of code abstraction—moving from custom code, to low-code, to natural language authoring where human and machine work side by side to build applications together.  ( 8 min )

You’ve just refreshed data on your sandbox and now you can’t get DOM to work? There’s DOM logs on your sales orders, but it looks like it drops out when it comes to applying any...(read more)  ( 12 min )

Master company data sharing is back in Microsoft Dynamics 365 Finance and Operations it's as fresh as of today (March 15 2023), this feature enables sharing of data using a cross-company data...(read more)  ( 13 min )

The new Invoice Capture for Dynamics 365 Finance is an AI-based capability that allows you to receive, read and ingest vendor invoices. As of March 2023, this feature is still in public preview, but t...(read more)  ( 12 min )

Have you ever wondered how the AP automation works in Dynamics 365 Finance. Wonder no longer! This video gives a short introduction to how it works and there is an end-to-end process demo included.(read more)  ( 12 min )

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Projects can cross company boundaries. Users need to be able to access all the apps shared to them from any tenant on all of their devices. For these scenarios, Power Apps lets users share apps with guest users from other tenants. I’m happy to announce that now it is very easy for guest users to…  ( 5 min )

It's the dawn of a new era in customer experience where AI is transforming the way businesses connect with their audiences. Microsoft is proud to be at the forefront of this shift, using Azure OpenAI Service to empower marketers with new levels of efficiency and effectiveness. With Copilot in Microsoft Dynamics 365 Marketing and Dynamics 365 Customer Insights, marketers can now take advantage of the latest next-generation AI-powered tools to learn more about their customers, create targeted customer segments, and generate personalized content. These cutting-edge features increase productivity that could have taken hours or weeks to produce, empowering anyone on your team to uncover new data insights and create high-quality email content. At Microsoft, we believe every business should have …  ( 16 min )

With Copilot in Microsoft Dynamics 365 Customer Insights and Dynamics 365 Marketing, marketers can now take advantage of the latest generative AI-powered tools to learn more about their customers, create targeted customer segments, and generate personalized content. The post Deliver personalized customer experiences with Copilot in Dynamics 365 Marketing and Customer Insights appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

An article part of the One Dynamics One Platform convergence : on the Dev side : How to deploy a Dataverse C# Plugin for a Virtual Table of Dynamics 365 Finance Operations.

How to manage security for Open in Excel option in journal screens In Dynamics 365 F&O The open in excel option present on the journal screen you can create, update, and delete data very efficiently. For finance users it’s a go to tool for uploading and updating journal entries. When we design security roles, there […]  ( 11 min )

What Is Dynamics 365 Field Service? Microsoft Dynamics 365 Field Service is an agile asset-routing and optimization platform that provides advanced automation and tracking functionality. These integrated toolsets help organizations with the more complicated and time-sensitive aspects of field service, such as resource assignment agility, work order and invoice accuracy, optimized service scheduling, warranty and SLA compliance, and much more. We’ve... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

D365FO contains a special data entity which can be used for both DMF export/import and also in Excel Add-in, but...  There is an interesting InnerJoin inside of this data entity, which may be a hurdle for understanding why you still have no records exported; nevertheless, you have some in TaxRegistration table. In fact, when you create records in Vendor Registration IDs form, it does not tell you about this constraint. To get these records exported, you simply need to add it in Registration categories. and voila!  ( 7 min )

This TechTalk series covers functionality relating to the Production Control Module in Dynamics 365 Supply Chain Management. We will start with a high-level overview and then deep dive into the di...(read more)  ( 11 min )

www.youtube.com/watch Presenters:  Anne Krupke - annekrupke@microsoft.com Phillip Seaton pseaton@microsoft.com Sohaib Khan sohaibkhan@microsoft.com Johan Hoffmann johanho@microsoft.com ~ This T...(read more)  ( 11 min )

We're entering the era of next-generation AI that is driving new levels of productivity and efficiency, unleashing new innovations in the customer service space. AI is profoundly changing how customers engage with businesses and how agents provide exceptional service to them. From a service perspective, customers expect fast, accurate answers to their questions, and personalized help when they contact a business. Meanwhile, businesses are under pressure to provide exceptional customer service with fewer resources. Legacy ways of integrating multiple-point solutions for customer service do not work. The time to embark on a digital transformation journey is now. Choosing the right AI-powered customer service solution for that journey, empowering customer service agents with AI, and reducing …  ( 16 min )

We're entering the era of generative AI that is driving new levels of productivity and efficiency, unleashing new innovations in the customer service space. AI is profoundly changing how customers engage with businesses and how agents provide exceptional service to them. The post Revolutionize customer service with next-generation AI appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Recently the database transaction log of my D365F&O development environments grew too large and the service was down. When the service goes down all of a sudden, I troubleshoot by restarting the Batch service in dev environment first. If it … Continue reading →  ( 12 min )

Overcome Barriers in Your Transition Planning to Dynamics 365 (Video) Many Dynamics GP, NAV, and AX customers want to transition their businesses to a cloud solution like Dynamics 365 Business Central or Dynamics 365 Finance & Operations, but a few common barriers hold them back. During this recorded webinar, Encore and Microsoft experts present and discuss how clients can overcome these challenges in their transition... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 18 min )

When Is the Right Time to Upgrade from Dynamics NAV to Dynamics 365 Business Central? Many companies on Dynamics NAV plan to move to Dynamics 365 Business Central eventually – but when is the right time for your company? You need to consider several factors to determine your best timeline for an upgrade or reimplementation to Business Central: your NAV version’s Microsoft support lifecycle, your security and regulatory compliance needs,... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

Automating the deployment and configuration of Warehouse Management can be more efficient for big-scale deployments if you have a lot of devices to manage. One solution for this is using a mobile device management (MDM) solution such as Microsoft Intune, but not limited to it. To learn general information about using Intune to add apps, refer to the guide Add apps to Microsoft Intune. Mobile Device Management (MDM) Perquisites This article provides a demonstration of the practical deployment with Intune. It is imperative to ensure the availability of the following resources: Microsoft account, Google Account Azure Active Directory (Azure AD Premium P2 license) Microsoft Endpoint Manager admin center (aka Intune website) Certificate connector PFXImport Powershell and Visual Studio 2022 Ded…  ( 17 min )

Automating the deployment and configuration of Warehouse Management can be more efficient for big-scale deployments if you have a lot of devices to manage. The post How to mass deploy Dynamics 365 Warehouse Management – Mobile App appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

www.youtube.com/watch Presenters:  Satish Panwar sapanwar@microsoft.com Martin Walker Walker.Martin@microsoft.com ~ This TechTalk will cover the new features in Dynamics 365 Commerce that are ...(read more)  ( 11 min )

In continuation to my previous post , this content lists the new Data Entities published on latest preview version SalesOrderHeaderD365SalesEntity : Label : Dynamics 365 Sales order headers This entity contains information about Dynamics D365 Sales order headers which is … Continue reading →  ( 12 min )

Hoy traigo un post rápido y sencillo de X++ en el que aprenderemos a crear un campo encriptado en Dynamics 365 Finance and Operations. Crear un campo encriptado en Dynamics 365 Finance and Operations es un proceso sencillo que puede ayudar a asegurar información sensible en tu ERP. Mediante el uso de una clave de… Continue Reading Crear un campo encriptado en Dynamics 365 F&O ariste.info Crear un campo encriptado en Dynamics 365 F&O  ( 16 min )

Cards for Power Apps is a recent addition to the low code lineup, announced as public preview in September, that empowers business users and developers alike to create interactive, embeddable, data-driven, lightweight mini-apps that bring context and actions directly into Teams conversations. Today we are excited to announce that cards for Power Apps can be…  ( 7 min )

[German language podcast] Im Podcast mit Tomislav Karafilov sprechen wir über seinen Arbeitgeber “SoftwareOne”, der Kunden bei der Migration in … Continue reading →  ( 9 min )

Dynamics AX to Dynamics 365 Finance & Operations: Upgrade vs. Migration There are two different paths to move from Dynamics AX to Dynamics 365 Finance & Operations: upgrade and migration. It’s common to refer to any transition from AX to F&O as an “upgrade,” and we do so elsewhere on our website. But in this article we’re going to dive deep into the two different ways... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Creating credit notes in accounts payable against posted invoices is the normal activity and it can be due to multiple reasons like returns, wrong entry etc…. So, one of the request from payable department is to have the reference of original invoice against which credit note is created. I have written same feature blog for […]  ( 9 min )

Creating credit notes in accounts payable against posted invoices is the normal activity and it can be due to multiple reasons like returns, wrong entry etc…. So, one of the request from payable department is to have the reference of original invoice against which credit note is created. I have written same feature blog for […]  ( 9 min )

Change the default model for VS2019 under [user documents]/Visual Studio Dynamics 365/. Edit the "DefaultModelForNewProjects" entry in DynamicsDevConfig.xml. This posting is provided "AS IS" with no warranties, and confers no rights.  ( 12 min )

static public void initFromPurchTable(FormDataSource _formDS) {​ PurchTable currentPurchTable; Browser browser = new Browser(); for (currentPurchTable = _formDS.getFirst(true) ? _formDS.getFirst(true): _formDS.cursor(); currentPurchTable; currentPurchTable= _formDS.getnext()) {​ var generator = new Microsoft.Dynamics.AX.Framework.Utilities.UrlHelper.UrlGenerator(); var currentHost = new System.Uri(UrlUtility::getUrl()); generator.HostUrl = currentHost.GetLeftPart(System.UriPartial::Authority); generator.Company = curext(); generator.MenuItemName = 'PurchTableListPage'; generator.Partition = getCurrentPartition(); // repeat this segment for each datasource to filter var requestQueryParameterCollection = generator.RequestQueryParameterCollection; requestQueryParameterCollection.AddRequestQueryParameter( 'PurchTable', 'PurchId', currentPurchTable.PurchId ); System.Uri fullURI = generator.GenerateFullUrl(); browser.navigate(fullURI.AbsoluteUri, true); }​ }​  ( 7 min )

www.youtube.com/watch Presenters:  Jiacheng Xia - Software Engineer Yufei Huang - Senior Product Manager Hiren Naik - Senior Solution Architect ~ In this TechTalk session, we will introduce the ...(read more)  ( 11 min )

Introducing the world's first AI copilot in both CRM and ERP Today we announced Microsoft Dynamics 365 Copilot, providing interactive, AI-powered assistance across business functionsfrom sales, service, and marketing to supply chain. With Dynamics 365 Copilot, we're introducing the world's first AI copilot natively built-in to both CRM and ERP applications. Copilot brings the power of next-generation AI capabilities and natural language processing to Dynamics 365, working alongside business professionals to help them create ideas and content faster, complete time-consuming tasks, and get insights and next best actionsjust by describing what's needed. Copilot features are in preview across Dynamics 365 applications and Microsoft Viva Sales. View demos of the capabilities, as well as learn h…  ( 20 min )

Today we announced Microsoft Dynamics 365 Copilot, providing interactive, AI-powered assistance across business functionsfrom sales, service, and marketing to supply chain. With Dynamics 365 Copilot, we're introducing the world's first AI copilot natively built-in to both CRM and ERP applications. The post Introducing Microsoft Dynamics 365 Copilot, bringing next-generation AI to every line of business appeared first on Microsoft Dynamics 365 Blog.  ( 14 min )

This post is a flow up of my post from 2020, where I also described how to free up some space on a Microsoft Dynamics 365 for Finance and Operations development VM. I recently had the problem that I ran into capacity constraints on the C drive of my development VM. What I found was … Continue reading Free up some space on your MsDyn365FO development VM (Part 2) →  ( 10 min )

I recently had the problem in one of our Microsoft Dynamics 365 for Finance and Operations implementation projects that the installation of an add-in via LCS failed with the following error message: Validation failed. You must be an environment administrator in Microsoft Dataverse to perform this action After quite some research and also contacting Microsoft-Support, … Continue reading Validation failed when installing an add-in via LCS →  ( 10 min )

We are pleased to announce that admin-configured maker welcome content is now available for the Power Apps maker portal. Today, admins rely on sending welcome emails, creating wikis, and setting up internal portals to educate makers. Since this information can be presented in so many different places, makers may miss important communication. With the maker…  ( 6 min )

In this video we will go through a use case scenario demonstrating the use of Outbound sorting and using the setup and configuration that I had previously setup in an earlier video and blog post which...(read more)  ( 13 min )

In this series of 2 videos I will cover the Outbound Sorting functionality within Warehouse Management.  Outbound sorting allows workers in a warehouse to sort containers that has already been pa...(read more)  ( 13 min )

www.youtube.com/watch Presenters:  Febin Chiramel Febin.Chiramel@microsoft.com Pranav Kumar Kumar.Pranav@microsoft.com Praveen Kumar Srinivasan Rajendiran pravraj@microsoft.com Meenu Laul meenul...(read more)  ( 11 min )

Microsoft Dynamics and Power Platform customers planning for the long-term future of their systems will have a chance to hear Microsoft's latest guidance at the first-ever, global Microsoft Customer Success Day on March 16 . Microsoft has teamed up... Read the full text.  ( 12 min )

In our daily lives we engage across multiple communication channels depending on the time and place. It's no different when we engage in a sales conversation. Customers and prospects are busy people who don't always have the time to join a booked meeting, take a call or even engage via e-mail. Yet when the need arises, we want them to be able to get in touch with ease.  Now in Dynamics 365 Sales we have made connecting with customers even easier by adding an SMS channel communication for our users. This channel provides another option to the sellers 'kit bag' to aid connection.  It's a convenient and non-intrusive option to send reminders, provide quick updates, or respond to customer queries.   Today most of the customers are already collaborating with their key contacts and business deci…  ( 16 min )

In our daily lives there is a time and a place for all kinds of communication channels. The post How to engage customers with the right communication channels appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Lumen Technologies has cultivated an active community of “Lumen Makers” – over 800 professional and citizen developers across the company building Power Platform solutions, some of which have increased efficiency of their business processes by over 90%.  ( 9 min )

Part-1, Part-2 and Part-3 Till now we had line matching details rule (Two way and three way) but at header we did not have any detail matching option. Invoice total at header has five different components: So, if we wanted to have discrepancy in any one of the components then we did not have any […]  ( 9 min )

Part-1, Part-2 and Part-3 Till now we had line matching details rule (Two way and three way) but at header we did not have any detail matching option. Invoice total at header has five different components: So, if we wanted to have discrepancy in any one of the components then we did not have any […]  ( 9 min )

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A table relation associates two tables that contain related information. Usually, the primary key field of one table appears as a foreign key field of the related table. The table with the primary key is called the parent table. The table with the foreign key is called the child table. A relation on a table can restrict the rows in the table or restrict the values that can be fields. A common use of relations is to associate rows in one table with corresponding rows in another table. Relations enable many forms to display data from multiple tables. Some relations restrict the rows in the table by testing the values in each row against constant values. Other relations restrict the rows by comparing values in each row to values in a row in another table. In Microsoft Dynamics 365 there …  ( 31 min )

Dynamics 365 is a cloud-based software suite offered by Microsoft that provides a range of business applications including ERP, CRM, and other productivity tools.  Here are some of the pros and cons of Dynamics 365: Pros: Integrated suite of applications: Dynamics 365 provides a comprehensive suite of applications that can be seamlessly integrated with each other, providing users with a unified experience and a holistic view of their business processes. Scalability: The platform can easily scale to accommodate the changing needs of a growing business. Users can choose to add or remove applications and users as needed, without requiring additional hardware or infrastructure. Cloud-based: Dynamics 365 is a cloud-based platform, which means that users can access it from anywhere, at any tim…  ( 37 min )

We are pleased to announce that pipelines within Power Platform is generally available. Pipelines within Power Platform aim to democratize application lifecycle management (ALM) for Power Platform and Dynamics 365 customers by bringing deployment automation capabilities into the product in a manner that’s more approachable for all makers, admins, and developers.  ( 8 min )

Back again with another article in the Azure Logic Apps and D365 FinOps integration serie, this time we will continue exploring the data integration scenarios within D365 FinOps, to see how to create and use Azure Logic Apps as an intermediate connector or data bridge between different systems in a data import scenario with D365FinOps. … Lire la suite Import data in D365 FinOps via Azure Logic Apps →  ( 18 min )

How Dynamics NAV Users Can Prepare to Upgrade to Dynamics 365 Business Central A natural path for Dynamics NAV on-premise users is to move to Dynamics 365 Business Central. This article will help you with internal evaluation, planning, and preparation for upgrading to Dynamics 365 Business Central. Table of Contents Data Quality Historical Data Processes and Pain Points Customizations and Integrations Video: How Dynamics NAV Users Can Start... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

In this blog post we will see how to enable Data events in tier1 and tier 2 environments and how to subscribe to them using dataverse connector. In my previous post we saw what data events are! With new power platform integration capabilities now your Finance and operations enviornment is connected to dataverse environment. If […]  ( 11 min )

Retail businesses today are facing a unique set of challenges. They are expected to provide seamless omnichannel experiences to customers, keep track of inventory in real time, manage complex supply chains, and ensure compliance with data privacy laws. To tackle these challenges, many retailers are turning to technology solutions, such as Sitoo and Microsoft Dynamics. Sitoo is a cloud-based point-of-sale (POS) and unified commerce platform that allows retailers to sell their products online and in physical stores. It integrates with a variety of other systems, including Microsoft Dynamics 365, to provide a comprehensive retail solution. Microsoft Dynamics 365 is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications that help businesses mana…  ( 37 min )

We are excited and honored that Gartner has recognized Microsoft as a Leader in the 2022 Gartner Magic Quadrant™ for B2B Marketing Automation.* Today's buyers value authentic engagements and expect the companies they buy from to know them and to provide one-of-a-kind experiences. This past year, we continued to invest in solutions that help our customers meet these demands by delivering personalization at scale. Customers can automate buyer-centric experiences and processes using trigger-based journeys to respond to actions and signals in real time and easily optimize customer journeys with insights from across digital and physical channels. With configurable key performance indicators (KPIs), customers can use out-of-box machine learning templates or bring their own AI/machine learning mo…  ( 16 min )

We are excited and honored that Gartner has recognized Microsoft as a Leader in the 2022 Gartner Magic Quadrant™ for B2B Marketing Automation. Today's buyers value authentic engagements and expect the companies they buy from to know them, and to provide one-of-a-kind experiences. The post Microsoft is named a Leader in the 2022 Gartner® Magic Quadrant™ for B2B Marketing Automation appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

MSDW and MSCN Editors Jason Gumpert and Eamon McCarthy Earls discuss recent developments in the Microsoft community, highlighting recent news and features, as well as ongoing trends and upcoming Microsoft Dynamics events. Show Notes: Microsoft... Read the full text.  ( 12 min )

Submitted by Nathan Clouse on 02/23/23. Tags:  Git Source Control How to use Git with PackagesLocalDirectory Git is a more modern source control system that has a lot of interest from Finance and Operations technical resources. There are a lot of potential benefits to use Git rather than TFVC. However, one of the hurdles to larger adoption of Git from X++ Devs is how Git really likes you to make new repos from an empty folder. If i want to sync to a new repo, Git would like that new repo to be a new folder on my local file system. F&O VMs are created with the PackagesLocalDirectory already there and full of code. So what can we do? Bodge something together. We can use Powershell to move the repo into a directory once we've synced to an alternative location f…  ( 4 min )

Submitted by Nathan Clouse on 02/23/23. How to Create an Azure Queue Endpoint in F&O This is a simple, straight forward How-To to create an Azure Service Bus Queue endpoint in Finance and Operations. In order to do this, you'll have to have completed the following steps and collected the required data points. Queue Name / Data Point 5: https://www.atomicax.com/article/how-create-azure-service-bus-queue App Registration Client Id / Data Point 2: https://www.atomicax.com/article/how-create-app-registration-fo App Registration secret value / Data Point 1: https://www.atomicax.com/article/how-create-app-registration-fo Key Vault DNS URI / Data Point 7: https://www.atomicax.com/article/how-create-azure-key-vault-fo Secret Name for Service Bus Connection String / Data Point 4: https://www.atomicax.com/article/how-create-azure-service-bus-queue   From the Business Events page, click "new" Select "Azure Service Bus Queue", click next. Next, enter or paste in the required values. Click ok. View the discussion thread. Reported:  ( 3 min )

Submitted by Nathan Clouse on 02/23/23. How to create an Azure Key Vault for F&O This is a simple, straight forward How-To to create an Azure Key Vault that can be used by Finance and Operations. At the end, you'll have an Azure Key Vault DNS URI name and a secret name (data points 7 and [4 or 9] referenced in other articles). Creating the secret names are explained in the article for the resource you are making the resource for.  Start at https://portal.azure.com/ Search for "Key Vaults" and click on the Key Vaults option Next, click create Next, fill in the required sections. Confirm your user is in the access policies list. click next. Next, click on "selected networks" then "allow trusted Microsoft Services to bypass this firewall". Click next. Click next Click Create. Wait for the resource to deploy then click "go to resource". Record the Vault URI value for use later. Click on access policies. Click Create. Select "Get" and "List" in the Secret Management Operations section. Click next Paste in the App Registration Application (Client) ID, add that principal, click next. Click Next. Click Create. Next, click on Networking. Add your IP address to the firewall.  You can use https://www.whatismyip.com/ to get  your IPv4 address. Next, go to Secrets. Click "Generate/Import". Next, create a unique and descriptive name then paste in the secret. This is an example of creating a service bus connection string secret. Save the secret name assigned for later. Click Create. Confirm service was created. View the discussion thread. Reported:  ( 4 min )

In this fast-paced world, customers expect to be able to interact with brands in ways that extend beyond traditional channels. Brands are constantly competing for the attention of customers who are deluged with messages daily. Text messages and messaging apps like WhatsApp, Viber, and Telegram represent an opportunity to engage your customers where they're paying attention. Your customers benefit from increased and faster engagement with your brand through a real-time, personalized experienceand you're more effective in triggering a specific customer action or behavior. Curious about how you can integrate WhatsApp, Viber, Telegram, and many other channels in your journeys to engage your customers in the moments that matter? Discover Dynamics 365 Marketing custom channels With custom channe…  ( 14 min )

In this fast-paced world, customers expect to be able to interact with brands in ways that extend beyond traditional channels. Brands are constantly competing for the attention of customers who are deluged with messages daily. The post Extend and optimize your customer outreach with custom channels appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Kao Corporation has used Microsoft Power Platform to create digital solutions for frontline workers across their factories in Japan. A single citizen developer project resulted in an efficiency increase of 480 hours per month. This is one of the 250+ apps in use across ten facilities in Japan.  ( 8 min )

This blog is a bit different than my other blogs because it “only” publishes a post published by Michael Pontoppidan on LinkedIn. The reason behind is that on LinkedIn it´s kind of hidden and I recently got the question if I know the post where someone posted the evolution of X++ in the last year. … Continue reading Top 2022 favorite X++ features by Michael Pontoppidan →  ( 255 min )

Microsoft Dynamics AX customers face many questions as they consider a future that includes a Dynamics 365 cloud ERP solution. Does it make sense to re-implement or is a migration possible? How should their organization approach testing and change management... Read the full text.  ( 12 min )

As we know, the Dynamics 365 portfolio of apps and functionally is extremely rich and have vertical features for most industries. We also know that driving the Microsoft R&D with a tight coordination between the apps is difficult, and I also understand Microsoft want to provide new highly requested features and innovation quickly to the … Continue reading D365 Understanding limitations  ( 255 min )

Intelligent Order Management announced a truck load of new features in November 2022.  This article explores the core investment themes for the November Release enabling our customers and partners to explore and implement the relevant features for their business.   Prior to this release, IOM only contained broad functionality in certain key Order Management functions that span across the Supply Chain. This release focused on closing the gaps for these critical functionalities, while continuing to expand on IOM's core strengths which include the Provider Ecosystem, Fulfillment & Returns optimization, and the continued embrace of the low code-no code Power Platform.  Investments made to IOM focusing on improving 3 core tenets. These are:  Resiliency:  Will this investment reduce the time ta…  ( 15 min )

Intelligent Order Management announced a truck load of new features in November 2022. This article explores the core investment themes for the November Release enabling our customers and partners to explore and implement the relevant features for their business. The post Leverage the latest Intelligent Order Management features to accelerate your e-commerce business appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

In times of economic uncertainty, business agility is critical to meeting stakeholder expectations and delivering customer value. These challenging times put CFOs and finance teams in the spotlight as leaders across the business look to them to protect short-term financial health and long-term growth. Yet, many leaders struggle to get the insights needed to pivot quickly. Join us at Finance Reimagined on February 28, 2023 to see how automation, AI, and analytics can help you lead the way through disruption. While business intelligence (BI) and cloud analytics tools can provide actionable insights, a significant obstacle that hinders finance professionals and business leaders from maximizing the potential of these tools is the need for advanced technical skills to consolidate, manipulate, a…  ( 16 min )

We're thrilled to invite you to the first-ever Microsoft Customer Success Day, a free virtual conference for Microsoft Dynamics 365 and Power Platform users on March 16, 2023. This event is open to all community members, customers, partners, and enthusiasts, globally. Microsoft is committed to supporting your success, regardless of your company's size, industry, or location.    Microsoft Customer Success Day will include more than 20 sessions and panels across four tracks: implementation, adoption, optimization, and migration. In addition, we will have keynotes from thought leaders, and a lively discussion panel on women in technology. All the content is designed to support you in building your own success journey, driving user adoption, and realizing business value for your organization. …  ( 15 min )

Historically, finance teams have spent most of their time running accounting and financial operations, closing the books, and creating financial reports and statements. The post Deliver insights with Dynamics 365 Finance business performance analytics appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

We're thrilled to invite you to the first-ever Microsoft Customer Success Day, a free virtual conference for Microsoft Dynamics 365 and Power Platform users on March 16, 2023. This event is open to all community members, customers, partners, and enthusiasts, globally. The post Join us for Microsoft Customer Success Day—dedicated to realizing business value with Dynamics 365 and Power Platform appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Introducing the new and simplified Power Apps portal left navigation pane. Do you find it daunting to navigate through the menu items on the pane today? Do you wish you had a quick and easy way to pin items that are most used by you or get a quick glance of all the product features…  ( 6 min )

A warehouse workspace in Dynamics 365 for operations (D365FO) is a cost-effective tool, that can increase efficiency and productivity in the warehouse. Warehouse workspaces can provide excellent overview on daily operations in the warehouse and alert supervisors when intervention is required. This is the second of two post on warehouse workspaces. In the first post&ellipsis;Read the full post »  ( 263 min )

Microsoft’s Power platform has rich functionalities which can be used while working with Finance and operations apps. To unlock those features for Finance and operations customer Microsoft has provided power platform integration through LCS which gives us ability to use following features The above features provide a way of convergence of F&O with dataverse platform […]  ( 255 min )

One thing I appreciate about subscriptions is the automatic renewal process. It's nice to sign up for a subscription and not have to worry about manually renewing every time the contract period is up. This brings in automatic revenue for the company and keeps the hassle of manually renewing out of everyone's hands.  Fortunately, the process for setting up renewals in Subscription billing in Microsoft Dynamics 365 for Finance and Operations is fairly simple to execute as well. Let's dive in!  Renewing Subscriptions The process to renew a subscription set up in D365FO Subscription billing is done on the Billing schedule itself. When setting up your customer's billing schedule, there is a button to Renew automatically on the Billing schedule header. If this subscription should be renewed automatically, select this toggle and specify how many lines to add per renewal.  Set the toggle for Renew automatically and specify how many lines to add per renewal In my example above, I have a short billing cycle set for one quarter. I set the toggle for Renew automatically to Yes and Lines to add per renewal to 1.  Once I invoiced the period, a new renewal line gets added to the Renewal section in the Line details for the line being renewed. The line shows who renewed it, the date it was renewed, and that it is, in fact, a renewal.  See the renewals in Line details If I navigate to View billing detail on the line, there is now a new billing line to be invoiced. This is the first automatic renewal line!  Billing details now show a new line to be invoiced Automatic renewals allow users to set up a billing schedule and continually renew the subscription until the customer decides to terminate it.  ( 7 min )

Going off of recent posts where I was looking for things that have been upgraded recently, I noticed in 10.0.30 and 10.0.31 that there were some changes to the LicensingServicePlansPrivilege table within D365FO. I started noticing the ‘Activity’ license showing up in this table, which hasn’t happened before: This of course raises a lot of […] The post Potential Upcoming Licensing Changes in D365FO? appeared first on Alex Meyer.  ( 14 min )

Upload file and process with RunBaseBatch framework /// /// Class to delete bogus online refund records in VKOnlineRefund table /// class VKDeleteOnlineRefund extends RunBaseBatch implements BatchRetryable {     DialogRunbase   dialog;     Filename            filename;     private str         availableTypes = '.csv';     private const str   OkButtonName   = 'OkButton';     private const str   FileUploadName = 'FileUpload';     str                 textFile;     Set                 set = new Set(Types::Record);     SetEnumerator       setEnumerator;     int                    fileLineNumber;     container           currentLine;     container            storageResult;     #define.CurrentVersion(1)     #localmacro.CurrentList         filename,         storageResult …  ( 2 min )