Multicurrency in Dynamics GP There are a lot of things to think about when doing Multicurrency in Dynamics GP.  During these recorded webinars, find out how to setup multicurrency in GP, how to setup revaluations, currency, and rates, and about balancing at month end. Multicurrency Usage and Advanced Revaluations In this recorded webinar below, find out how to use... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )

Are you passionate about Dynamics365 and PowerPlatform? Want to be up to date with the latest news on these technologies? When faced with a challenge, you love to discuss the possible solution with fellow professionals and experts? Or you just enjoy exchanging ideas, knowledge, and […] The post NT Conference 2023: Let’s grow Dynamics 365 and Power Platform Community at Home! ❤ appeared first on Docentric AX.  ( 38 min )

We are proud to support the NT Conference, the largest tech-business event in Slovenia and the whole region, as sponsors, speakers, and attendees. NT Conference provides a great opportunity for learning, networking and the exchange of innovative ideas. And we'll be there in person and […] The post Meet Us at NT Conference 2023 in Portorož appeared first on Docentric AX.  ( 38 min )

The Power Automate Plugin for ChatGPT allows you to create and run flows directly from within ChatGPT. Use the new Skills connector and Run from copilot connector to author flows that can be called from ChatGPT that leverage the over 1000+ connectors in Power Automate.  ( 10 min )

Have you seen the business document workspace/feature in Microsoft dynamics 365? If yes then how frequently you use this now? Business documents are based on electronic reporting frameworks which allows business users to take the control of all the outbound documents e.g. Sales invoice, purchase order, collection letter etc… In this video I have explained […]  ( 9 min )

Have you seen the business document workspace/feature in Microsoft dynamics 365? If yes then how frequently you use this now? Business documents are based on electronic reporting frameworks which allows business users to take the control of all the outbound documents e.g. Sales invoice, purchase order, collection letter etc… In this video I have explained […]  ( 9 min )

"Enable simplified dimension entry" in Dynamics 365 Finance and Operations refers to a feature or setting that allows users to streamline the process of entering financial dimensions when recording transactions or posting entries in the system. The post Enable simplified dimension entry in Dynamics 365 Finance and Operations appeared first on Parag Chapre.  ( 8 min )

Pretty Good Privacy (PGP) encryption is widely used to secure sensitive information and maintain data privacy. If you’re looking to decrypt PGP files using an Azure Function App, you’re in the right place. Objective of this article : We will explore how to decrypt PGP files using an Azure Function App. Azure Function App allows … Lire la suite Decrypt PGP Files Seamlessly with Azure Function and Azure Logic Apps →  ( 18 min )

Overcome Barriers in Your Transition Planning to Dynamics 365 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. This article will address how clients can overcome these challenges in their transition planning. Encore’s priority is to provide guidance... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 10 min )

As Power Platform has grown in functionality, customers frequently navigate between capabilities across the Platform for building automations, applications, chatbots, pages, and more. We are also seeing customers benefit from the Environments within Power Platform, that gives them roles-based isolation to scale with confidence. Based on your feedback, we’ve made it easier than ever to navigate with a simplified left navigation pane and a more informative environment selection experience.  ( 9 min )

User can add values manually to Custom dimension attribute type only. For all other backing entities it should go via standard table creation, say, new CustTable record, etc. The easiest way to create a new Custom list dimension value is to use the standard service DimensionValueService as follows. Say, you need to create a new value by using _newProjCategory record fields. DimensionValueService dimensionValueService = new DimensionValueService(); DimensionValueContract dimensionValueContract = new DimensionValueContract(); dimensionValueContract.parmValue(_newProjCategory.Id); dimensionValueContract.parmDimensionAttribute(mgcDimHelper::getProjCategoryAttribute); dimensionValueContract.parmDescription(_newProjCategory.Name); dimensionValueService.createDimensionValue(dimensionValueContract); It creates the display value as its description.  ( 7 min )

We are excited to announce the public preview of Default Environment Routing, a new Managed Environments feature that allows Power Platform admins to automatically direct new makers into their own personal developer environment when they visit make.powerapps.com for the first time. Default environment routing offers new makers a personal, safe space to build with Microsoft Dataverse,…  ( 7 min )

Sustainability in businessSustainability is not a new topic, but for a lot of companies this has been overlooked or not prioritized in previous years. With all the impact from climate change in recent years however, it is coming more and more into focus, with shareholders demanding to see companies making tangible progress on reducing their overall impact on the environment through reduction of  ( 9 min )

Hello the Community ! This is for me the most important feature for Dynamics 365 F&O for several years ! Discover the big change on the DEV & Admin part. Unified developer experience is now there to unify the way we work every day with the convergence on Power Platform, Dataverse, and the journey of One Dynamics One Platform: ODOP. Discover how you can develop now locally !

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Over the last couple of years, customers have been increasingly seeking faster and low-code extensibility options to complement their core Dynamics 365 business software.  The answer is here. The post Announcing Unified Trial and Developer Environments for Dynamics 365 Finance and Operations apps  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Warehouse management only mode is a great way to enhance your warehouse management capabilities without having to overhaul your existing systems. It offers flexibility, efficiency, and scalability for your warehouse operations. Don’t miss this opportunity to try out this feature and see how it can transform your business. Try out the preview release today and get ready to experience the power of Warehouse management only mode. You can use lightweight source documents that are dedicated to inbound and outbound shipment orders to communicate between the systems. These documents focus exclusively on warehouse management, so they can replace multiple types of general-purpose documents (such as sales orders, purchase orders, and transfer orders) from a pure warehouse management perspective. The post Leverage Warehouse management only mode to optimize your business  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Something that was talked about for a long time is getting closer to reality. F&O development will no longer require those huge VMs with SQL Server and everything. Instead, you’ll just install some VS extensions, connect to Dataverse, download F&O code and metadata and start developing. The runtime (web server, database) will be in cloud, ... Continue reading ‘Public preview of the new F&O dev experience’ »  ( 4 min )

Business Central 2023 release wave 2 introduces regional formats for reports, which adds a new dimension of customization for reports. This feature gives you more flexibility to tailor how reports print, according to your unique needs. Addressing inherent limitations, such as the inability to customize region formats for specific reports, the absence of support for The post Adding Regional Formats to Reports in Business Central appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

[German language podcast] In unserem neuesten BizApps Podcast haben wir Tobias Menzel und Kathrin Gunawardena von HSO zu Gast. Neben … Continue reading →  ( 10 min )

This week, I attempted to import a bacpac file on my development machine using SQLPackage for Windows, but I encountered an error while reading the bacpac file. The error message stated: “File contains damaged data. Resolution: Download SQLPackage .NET Core software in your Development Machine. To extract the file by right-clicking on the file in Windows […] The post Import bacpac error: File contains damaged data appeared first on Parag Chapre.  ( 8 min )

How To Return Items with Directed Put-away and Pick in Dynamics 365 Business Central Using the directed put-away and pick process for creating a new sales return order in Dynamics 365 Business Central can be manually complex. This article will help users working in accounting, sales, customer service, etc. who use directed put-away and pick to better manage their customer returns and deal with errors. I will be discussing... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

Sellers are fundamental to any organization’s success—and despite economic headwinds, business leaders are concerned about keeping the talent they have happy and productive at their jobs. Today, we’re excited to share that Microsoft has been recognized again as a Leader within the 2023 Gartner Magic Quadrant for Sales Force Automation Platforms* for the thirteenth consecutive year. In this year’s report, Microsoft is positioned highest in Completeness of Vision. The post Microsoft is named a Leader in 2023 Gartner® Magic Quadrant™ for Sales Force Automation Platforms appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Join us at the second annual Power Platform Conference, sponsored by Microsoft, October 1-6 in Las Vegas! The post Extend your Dynamics 365 skills at the second Power Platform Conference this October in Las Vegas appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

It is with great pleasure that we introduce the public preview of Auto-claim for Power Apps licenses, a feature that empowers administrators to effortlessly set up policies within the Microsoft 365 admin center. These policies enable automatic license assignments to unlicensed users when they engage with Power Apps that require licensing.  ( 8 min )

We are pleased to announce the Public preview of mobile offline for canvas apps on iOS, Android and Windows devices. Mobile offline has been available in Experimental Preview since May 2023. We’ve been listening to your feedback and we’re excited to make this feature available by default for Power Apps makers. With this preview, you…  ( 7 min )

Alerts are a very popular functionality in D365FO, do you agree? However, let's be honest, D365FO could offer more alert-related features out of the box 😀. But here we are, stepping up the game again with your favorite free library 😎 Docentric Free Edition 🚀. […] The post Create Alert in a ⚡Single Click in D365FO appeared first on Docentric AX.  ( 41 min )

Learn how to set up DevOps-hosted Build and Deploy pipelines for Dynamics 365 for Finance and Operations in this detailed guide  ( 3 min )

In today's fast-paced sales landscape, staying ahead of the game is more crucial than ever. The post Streamline your sales workflow: How AI-powered Opportunity summaries transform collaboration appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

How to Assign Default Dimensions to GL Accounts in Dynamics 365 Business Central Default dimensions in Dynamics 365 Business Central can help you categorize and track your G/L accounts. Assigning default dimensions to your G/L accounts will save time on entries, as well as maintain consistency. With default dimensions, your dimensions will be automatically assigned when transactions are entered, or you will be thrown an error message as... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. You can find the July 2023 updates here. Modern controls updates in canvas apps In the month of August, there was critical progress made on the journey to modernize Power Apps with…  ( 7 min )

Six months ago, we introduced Microsoft Dynamics 365 Copilot, the world’s first AI Copilot natively built for customer relationship management (CRM) and enterprise resource planning (ERP) applications. Since then, more than 63,000 organizations have experienced Copilot features in Microsoft Dynamics 365 and Microsoft Power Platform first-hand, empowering marketing, sales, and customer service teams in new ways to improve experiences across the customer journey. The post From Microsoft to global brands, Dynamics 365 Copilot is helping transform customer experiences across service, sales, and marketing appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

As we gear up for the holiday season, businesses that are agile and responsive will be poised to capture market demand and deliver an exceptional end-to-end customer experience. Adopting modern technology solutions can introduce agility to key processes overnight, and leaders should look across their supply chain functions to identify levers for maximum impact. The post 4 benefits of modern warehouse management solutions appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

I’ve written about D365FO data entities in the past and have had the opportunity to use them extensively from a ISV and consulting perspective. While working with them I have found myself at different times wanting to have a centralized source of information surrounding their metadata, the data sources used (both root data source and […] The post D365FO Data Entity Metadata appeared first on Alex Meyer.  ( 16 min )

Changes to Canadian Payroll for Dynamics GP Canada Revenue Agency will be announcing some required changes to Canadian Payroll for Dynamics GP users. There is not a lot of concrete information out yet, but we will update this blog as more information becomes available. What we do know is that the changes will involve the T4, T4A and possibly R1 and R1A.... 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 open-source Power Fx 1.0. “1.0” means that the language definition is now stable and breaking changes will be managed and communicated. It is now ready for you to integrate in your production work loads. It will be coming to Power Apps later this year.  ( 9 min )

Each time you build your code, iisexpress will reset AND then the wait begins for the page to load.Now some machines may be better than others, but windows defender seems to interfere and scan files which can cause considerable delays.So lets make this run faster! Windows Defender runs in the background and any files being … Continue reading Make your VM run faster →  ( 11 min )

This post is authored by Gerry Murray, Marketing and Sales Technology Research Director, IDC; and coauthored by Carlena Neely, Product Marketing Manager, Business Applications, Microsoft. Delving into the realm of customer-centric strategies, IDC analyst Gerry Murray casts a visionary light on the transformative influence of generative AI (Gen AI) on sales and service. Murray’s perspective The post IDC shares how generative AI transforms business processes within marketing, sales, and service  appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

In the last article, you learned how to read a file, and process the data in D365. Now, learn how to write a file in D365. There are several different ways you can get data out of Microsoft Dynamics 365 for Finance and Operations. You can use the data management framework, data entities, Odata, Excel,... Continue Reading → The post Write A File In D365 appeared first on Dynamics 365 Musings.  ( 13 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. We’ve got a great set of updates across for our makers, security and monitor improvements, and updates to model driven apps for end users.  ( 10 min )

Feature recommendation notifications under the hood For several years, Microsoft does have a dashboard with new and enhanced features that can be enabled by administrators to first evaluate the added value or impact on the current implementation. This will give organizations some time to choose when to enable new features. Features can also be turned […] The post How to reverse engineer feature management features appeared first on Dynamicspedia.  ( 15 min )

At the inspirit365 Vision Summit in Paris, I got to present details from the latest Gartner report, Hype Cycle for Retail Technologies, 2023. There are 4 areas I would like to relate to the Dynamics 365 Commerce offerings, where I think Microsoft have a very strong offering. I cannot share the Gartner report, but I … Continue reading 4 Commerce hypes from Gartner  ( 13 min )

The Released Products -> Released Product Details form is bound to the InventTableModule table (Inventory module parameters) in 3 different roles: Purch (Purchase), Sales (Sell) and Invent (Manage costs) – this table acts as 3 different data sources. The field InventTableModule.Price appears in the fast […] The post D365FO Released Product Details: How we fixed two bugs and find a workaround for creating alert rules appeared first on Docentric AX.  ( 41 min )

With more demand on integrating systems, it is time-consuming to get a clear picture of the inventory status . With the Microsoft`s Inventory visibility add-in for SCM, above issue is no more a challenge to get the real-time , accurate … Continue reading →  ( 13 min )

After we dealt with the waste problem in Asia (Indonesia) and Germany in part one, I would like to talk … Continue reading →  ( 11 min )

In short Ledger dimension it is Main account + default dimension. So, if you need to replace any attribute value in a given Ledger dimension, do not forget to get a Default dimension first. LedgerDimensionFacade::getDefaultDimensionFromLedgerDimension(ledgerjournalTrans.LedgerDimension); Then you can use this old good way. DimensionDefault newDim = DimensionHelper::setValueToDefaultDimension(hcmEmployment.DefaultDimension, DimensionAttribute::findByName(_dimensionName).RecId, _dimensionValue); BTW, the opposite thing works like that: LedgerDimensionFacade::serviceCreateLedgerDimension(ledgerDimensionMainAccount, inventTrans.defaultDimension); Supporting method public static DimensionDefault setValueToDefaultDimension(DimensionDefault _dimensionDefault, RefRecId _dimens…  ( 7 min )

At Microsoft Inspire 2023, we announced that we are bringing together Microsoft Dynamics 365 Marketing and Microsoft Dynamics 365 Customer Insights into one offer, enabling organizations to unify and enrich their customer data to deliver personalized, connected, end-to-end customer journeys across sales, marketing, and service. Today, we’re excited to share that the new Dynamics 365 Customer Insights is now generally available for purchase. The post Now generally available: The new Microsoft Dynamics 365 Customer Insights appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Supply Chain Management lets you manage, track, and verify compliance with export control restrictions prior to confirming, picking, packing, shipping, and invoicing sales orders. The new advanced export control functionality allows you to manage your export control policies using a native Microsoft Dataverse solution that interfaces directly with your Supply Chain Management instance. Supply Chain Management then enforces compliance with international trade regulations by consulting your export-control policies in real time. The post Keep track of your trade policies with advanced export control appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

This year we visited our relatives in Asia (Indonesia) for the first time after the Covid period. Having searched for … Continue reading →  ( 11 min )

Hello the Community ! Hope you had good summer holidays, starting next season articles, it was time for me to write this new article to explain again the convergence of the whole Dynamics Platform : on the Analytics part now !

On August 1, we announced the general availability of Microsoft Power Automate Process Mining. Today, we’re excited to announce the availability of new Copilot capabilities in Power Automate Process Mining (in limited preview—US only). You can try it for free with a Power Automate trial license.  ( 10 min )

Copilot analytics in Dynamics 365 Customer Service offers deep insights into the operational impact of an organization’s investment in AI-enhanced customer service. The post Analyze the impact of AI-enhanced customer service with Copilot analytics  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

We are excited to share with you the updated tables page experience, which is now generally available for all makers. With the new tables page experience, you will be able to create tables with the versatile options we recently introduced to the new home page, including conversation-based table creation and one-click table upload from your…  ( 6 min )

Microsoft’s ongoing dedication to automation and enhancing the user experience for Dynamics users is truly commendable. Following the automation of the collection process, the Collection Coordinator Workplace stands as a noteworthy addition. This new inclusion is poised to greatly assist collection agents in effectively managing their daily collection tasks, significantly reducing the time spent on […]  ( 9 min )

Which Path to Pursue: Finance or SCM for Your Role as a Functional Consultant? This Video is Designed to Assist You in Making That Decision! After receiving a positive reception to the previous video outlining the learning path for becoming a Microsoft Dynamics 365 Functional Consultant, I was motivated to produce the subsequent video in […]  ( 9 min )

Microsoft’s ongoing dedication to automation and enhancing the user experience for Dynamics users is truly commendable. Following the automation of the collection process, the Collection Coordinator Workplace stands as a noteworthy addition. This new inclusion is poised to greatly assist collection agents in effectively managing their daily collection tasks, significantly reducing the time spent on […]  ( 9 min )

Which Path to Pursue: Finance or SCM for Your Role as a Functional Consultant? This Video is Designed to Assist You in Making That Decision! After receiving a positive reception to the previous video outlining the learning path for becoming a Microsoft Dynamics 365 Functional Consultant, I was motivated to produce the subsequent video in […]  ( 9 min )

What is SSIS Integration Toolkit? SSIS Integration Toolkit for Dynamics 365 is a powerful tool that allows you to integrate and synchronize data between your Microsoft Dynamics 365 system and other applications or databases using SQL Server Integration Services (SSIS). It simplifies the data integration process by providing a user-friendly interface and a range of […] The post Installation of SSIS Integration Toolkit for Dynamics 365 F&O appeared first on Parag Chapre.  ( 9 min )

With the version 10.0.36, it is not possible to automate the import of Bank statement to Sharepoint folder. More details soon.  ( 12 min )

Applications Insights in an Azure service for monitoring of applications. Many Azure Services support it out of the box – you just connect, say, an Azure Function to Application Insights and it’ll automatically start collecting information about performance, failed requests and so on. Using Application Insights API from D365FO is possible and several people in ... Continue reading ‘Monitoring and telemetry in F&O’ »  ( 5 min )

When Microsoft releases new versions of Microsoft Dynamics 365 Finance and Operations, a lot of enhancements are listed on a workspace called Feature Management, where you can review the new features and decide which one would need to be enabled for your organization. The features can be a new module, new additions, enhancement of an […] The post Can you add your own features to Feature Management? appeared first on Dynamicspedia.  ( 15 min )

Stuck Batches & Posting Interruptions in Dynamics GP Have you ever attempted to post a batch in Dynamics GP, only to receive one of the following error messages? “A batch is held in the Posting, Receiving, Busy, Marked, Locked or Edited status.” “Batch Failed to Complete Posting. Use the Batch Recovery Window to complete the posting process.” “Your previous transaction-level posting session has... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )

Public preview of Power Automate integration with Azure Application Insights to enable customers to diagnose and monitor their cloud flow telemetry with the best-in-class APM offering from Azure  ( 9 min )

Power Automate for desktop comes with new additions in 2023 August’s release, including the introduction of a new logging action, a new setting to disable uploading error screenshots, and the ability to edit certain variable values during debugging.  ( 9 min )

Install the license file to a DEV/could hosted box: CMD Before using CMD - replace **axdbadmin_from_lcs** value in the command  - Make sure paths are correct - Correct the path/filename of the license file K:\AosService\PackagesLocalDirectory\Bin\Microsoft.Dynamics.AX.Deployment.Setup.exe --setupmode importlicensefile --metadatadir K:\AosService\PackagesLocalDirectory --bindir K:\AosService\PackagesLocalDirectory --sqlserver . --sqldatabase AxDB --sqluser axdbadmin --sqlpwd **axdbadmin_from_lcs** --licensefilename "K:\Licenses\1_license.txt"  D365FO.Tools Open PowerShell as Administrator Installation of d365fo tools: Install-Module -Name d365fo.tools Install license Invoke-D365InstallLicense -Path c:\Licenses\license.txt https://github.com/d365collaborative/d365fo.tools/tree/master/docs  ( 1 min )

Tier 2: Enable/disable D365 maintenance mode can be done from LCS: There are the following ways to enable/disable maintenance mode on DEV/could hosted boxes: SQL Query status: use AXDB; select * from dbo.SQLSYSTEMVARIABLES where PARM = 'CONFIGURATIONMODE'; use AXDB; update SQLSYSTEMVARIABLES SET VALUE = 1 where PARM = 'CONFIGURATIONMODE'; Execute DB sync Disable maintenance mode: use AXDB; update SQLSYSTEMVARIABLES SET VALUE = 0 where PARM = 'CONFIGURATIONMODE'; CMD Open command prompt as administrator. Enable maintenance mode (replace **axdbadmin_from_lcs** value): K:\AosService\PackagesLocalDirectory\Bin\Microsoft.Dynamics.AX.Deployment.Setup.exe --metadatadir J:\AosService\PackagesLocalDirectory --bindir J:\AosService\PackagesLocalDirectory\Bin --sqlserver . --sqldatabase axdb --sqluser axdbadmin --sqlpwd **axdbadmin_from_lcs** --setupmode maintenancemode --isinmaintenancemode true Disable maintenance mode (replace **axdbadmin_from_lcs** value): K:\AosService\PackagesLocalDirectory\Bin\Microsoft.Dynamics.AX.Deployment.Setup.exe --metadatadir J:\AosService\PackagesLocalDirectory --bindir J:\AosService\PackagesLocalDirectory\Bin --sqlserver . --sqldatabase axdb --sqluser axdbadmin --sqlpwd **axdbadmin_from_lcs** --setupmode maintenancemode --isinmaintenancemode false D365FO.Tools Open PowerShell as Administrator Installation of d365fo tools: Install-Module -Name d365fo.tools Query status: Get-D365MaintenanceMode Enable-D365MaintenanceMode Disable-D365MaintenanceMode https://github.com/d365collaborative/d365fo.tools/tree/master/docs  ( 1 min )

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Vendor Evaluation in Dynamics 365 Finance & Operations Vendor evaluation in Dynamics 365 Finance & Operations is a basic tool for comparing vendor performance. The Vendor evaluation tool provides users with data they need to make informed decisions about which vendor is the best choice for the procurement of goods. For instance, it can be used by the procurement team when entering and... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

With the version 10.0.36, Azure Active Directory applications have been changed to Microsoft Entra ID applications  ( 12 min )

Add licenses to deployable package - In the relevant branch create the Licenses folder - add all required license files to that folder (txt files). If you have a deployable package with licenses you can get txt files from that deployable zip package (AosService\Scripts\License) - find the existing " Add Licenses to Deployable Package" step in the pipeline or add it - step should be placed just before Publish Artifact: Packages step - modify " Add Licenses to Deployable Package" step Check workspace mappings ( Get sources step), in this case, it is getting sources directly to $(Build.SourcesDirectory): Therefore Search pattern should be: $(Build.SourcesDirectory)\Licenses\*.txt More about file matching options. Check Copy Files to: Staging Directory to identify the location: Go to a…  ( 2 min )

Overview Number sequences are used to generate readable, unique identifiers for master data records and transaction records. These sequences are normally one of the first things set up after a legal entity is deployed. When either implementing or migrating these number sequences between environments you can utilize either the ‘SequenceTables’ or ‘SequenceV2Tables’ data entities to […] The post Import Number Sequences via Data Entity appeared first on Alex Meyer.  ( 14 min )

Today, we are announcing the availability of Copilot for users of model-driven apps and a major expansion of Copilot control’s capabilities in canvas apps. Now, all Power Apps can be intelligent apps.  ( 7 min )

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In part 1, I explained about creating and training the model for document processsing. In this post, let us learn on using OCR(Optical Character Recognition) capabilities using AI model. AI Builder Text recognition is a prebuilt AI model that extracts … Continue reading →  ( 14 min )

As I have completed Microsoft AI builder challenge, it is time to share the knowledge with our community from the topics which I learnt as a part of this challenge. I am starting with Processing Custom Documents using AI Builder. … Continue reading →  ( 13 min )

If you’re interested in embarking on the path of becoming a functional consultant for MS Dynamics 365 Finance and Operations but are uncertain about the specifics of this role, this video has been created with you in mind. Whether you’re a seasoned professional seeking to shift into consulting or a recent graduate, this video aims […]  ( 9 min )

If you’re interested in embarking on the path of becoming a functional consultant for MS Dynamics 365 Finance and Operations but are uncertain about the specifics of this role, this video has been created with you in mind. Whether you’re a seasoned professional seeking to shift into consulting or a recent graduate, this video aims […]  ( 9 min )

By integrating the physical and digital worlds, mixed reality brings a modern approach to role-based training, support and service, as well as knowledge transfer. Microsoft Dynamics 365 Guides cultivates collaborative environments where people put knowledge into action.  The post 3 ways mixed reality empowers frontline workers appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

The era of AI is here, and it’s transforming how companies service customers in the field. The post AI at your service with Copilot in Microsoft Dynamics 365 Field Service appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Document Attachment Feature in Microsoft Dynamics GP The Document Attachment feature in Microsoft Dynamics GP allows users to attach documents to various records within the Dynamics GP system. These documents can include invoices, receipts, contracts, images, and any other relevant files. This feature enhances the visibility and accessibility of documents associated with specific transactions or records, making it easier to retrieve supporting... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

We are excited to announce that secure implicitly shared connections are in full preview (default on for new apps.) This preview feature defaults to on for all new apps in Power Apps. Many customers have asked for this feature, and it is now available in all commercial regions as Preview. Power Apps’ implicitly shared connections…  ( 5 min )

Some time ago, we wrote an article on how to merge PDF product specifications to printed Purchase orders. Read the article >> The solution presented in the above article is based on capability to merge PDF documents using Docentric Free Edition utilities. It enables you […] The post Print D365FO Reports Merged with Attachments to Network Printers appeared first on Docentric AX.  ( 42 min )

One – if not the – notorious error in Dynamics 365 related to production and warehouse management manifests itself at the “Production floor execution” terminal during reporting as finished (RaF). On the screen, the error message “An error occurred while processing the job…” is displayed. In the activity center, you receive […] The post Picking list journal: Inventory dimension Location must be specified appeared first on ER-Consult.  ( 8 min )

How to Easily Import Data into Dynamics 365 Business Central Learn how to import data into Dynamics 365 Business Central, or modify existing records, using the Configuration Package. This blog discusses the areas in Dynamics 365 Business Central that you can use this import functionality, outlines step-by-step instructions on how to import data, and includes a video with instructions at the end of the article.... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )

We are thrilled to announce General Availability (GA) of a few connector related features within the Power Platform ecosystem including custom connectors in solutions, environment variable secrets using Azure Key Vault secrets, as well as connector activity logs.  ( 6 min )

Ashley Francis is a Certified Public Accountant (CPA) with The Francis Group practice in Seattle. This story explores Ashley’s passion for Power Platform and how Power Automate with generative AI capabilities helped her quickly create sophisticated automations that significantly . She also is giving back to her accounting community by teaching others how AI and automation can help transform their practices.  ( 13 min )

Engineering Change Management in D365 – Why You Need it for PLM-ERP Integration? This blog originally appeared here on To-Increase’s blog page.  Integrating your PLM and ERP systems is a guaranteed recipe to enhance the productivity and efficiency of your manufacturing operations. At To-Increase, we help manufacturing companies gain this very benefit with a PLM-ERP integration solution that utilizes the Engineering Change Management module within Dynamics 365 Finance &... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

Delivering exceptional service is key for building customer preference and loyalty. But timely resolution can get challenging when fragmented tools make it hard to find the right information and service delivery gets delayed with lengthy data-entry processes. Today, we’re introducing Copilot in Microsoft Dynamics 365 Field Service, bringing the power of next-generation AI to service professionals on the frontline to speed time to resolution. The post Introducing Copilot in Dynamics 365 Field Service, helping your frontline deliver exceptional service with next-generation AI appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

The biggest Power Platform event of the year is here! Please join us for the second annual Power Platform Conference, sponsored by Microsoft, this October in Las Vegas! Discover, connect, and explore across keynotes, sessions, breakouts, and more – dedicated to all the goodness of Microsoft Power Platform. The conference will kick off October 1-2…  ( 6 min )

How To Create a New Number Series in Dynamics 365 Business Central This blog will cover the set up for No. Series in Dynamics 365 Business Central including the number series used for EFT, Sales & Purchase Transactions, General Journal etc. Number series is used for numbering any Master Records and data transactions. No. Series can be used for a particular Master Record or transaction, and Business... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

I have been asked many times whether its possible to filter planned orders by pegging details, typical example is there is a large order coming for make-to-order items and planners would like to group and process them together. Another common ask is to be able to process separately orders that are pegged to open sales … Continue reading MSDyn365FO: Filter planned orders by pegging details →  ( 11 min )

For the third consecutive year, Microsoft has been named a Leader in the Gartner® Magic Quadrant™ for Robotic Process Automation. This year Microsoft is positioned furthest in Completeness of Vision.  ( 9 min )

Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. You can find the June 2023 updates here. Modern controls updates in canvas apps In the month of July, there is critical progress made with exciting updates on theming, releasing new controls…  ( 8 min )

Microsoft Release Planner will support the content in 11 new languages. The post Productivity Across Borders: Localized Content now on Microsoft Release Planner  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

The warehouse mobile app is a way for end users to have external devices (such as RF guns) to interact with D365FO to improve efficiency with warehouse tasks. I recently had the opportunity to do a deep dive into how this functionality was secured and wanted to give an overview and then a set of […] The post Warehouse Mobile Device Security Overview appeared first on Alex Meyer.  ( 16 min )

In Dynamics 365 Finance and Operations, the reporting options for human resources are integrated with the Human Resources (HR) module, which is part of the core application. The post Human Resources Reporting in Dynamics 365 Finance and Operations appeared first on Parag Chapre.  ( 10 min )

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In this presentation, our expert, Albin Lotrič, first explains the basics of Electronic Reporting and Configurable Business Documents (ER/CBD). Then, the process of customizing existing ER configurations by deriving them from the original Microsoft configurations is presented. The customization includes the changes in the configurations […] The post Electronic Reporting & Configurable Business Documents with Docentric Enhancements appeared first on Docentric AX.  ( 38 min )

The usual setup (documented by Microsoft) of version control for F&O is using Team Foundation Version Control and configuring the workspace mapping like this: $/MyProject/Trunk/Main/Metadata k:\AosService\PackagesLocalDirectory $/MyProject/Trunk/Main/Projects c:\Users\Admin123456789\Documents\Visual Studio 2019\Projects This means that PackagesLocalDirectory contains both standard packages (such as ApplicationSuite) and custom packages, i.e. your development and ISV solutions you’ve installed. This works fine ... Continue reading ‘F&O development with multiple version control workspaces’ »  ( 6 min )

Security is a big part of D365FO and in this article we will go over some particulars of checking user privileges/duties, which might not be immediately obvious. Usually security is taken care of, for the most part, by the security framework, which is utilized by […] The post X++ Tips and Tricks: Checking Security Privileges or Duties of a User in X++ appeared first on Docentric AX.  ( 41 min )

While adding standard command button you can opt for SelectAll to mark all records in a form grid. However, there is no such a command for the opposite - unselect all records. You can easily achieve it by using the following method and two usual button form controls. [Form] public class mgcDeleteForm extends FormRun { public void selectAll(boolean _select) { VendPaymFormat_DS.markAllLoadedRecords(_select); } [Control("Button")] class FormButtonControlSelectAll { public void clicked() { element.selectAll(true); super(); } } [Control("Button")] class FormButtonControlUnSelectAll { public void clicked() { element.selectAll(false); super(); } } }  ( 7 min )

It is difficult to say if your recent changes to an SSRS report design are really deployed. I suggest that any textbox be colored to visualize it (you can revert it in the end). However, sometimes previous design is stuck on the server, and you still see no changes deployed, nevertheless, you already restarted Reporting services. Fortunately, there is a direct way to delete such a stubborn report from the server. Open Report Server configuration manager as administrator and apply Portal URL setting if it is not done yet. Then go for your report and delete it. Next deployment should be OK.  ( 7 min )

The Procurement Copilot is an advanced tool that empowers users to efficiently manage and assess changes to purchase orders on a large scale. By providing insights into the impact and risk associated with these changes, it greatly enhances procurement decision-making. With this tool, users can swiftly identify high-impact or low-impact alterations, enabling prompt actions to mitigate potential risks. The post Make more effective procurement decisions with Dynamics 365 Copilot in Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Join us at the second Power Platform Conference this October in Las Vegas – sponsored by Microsoft  ( 9 min )

Resource Utilization Board in Dynamics 365 Project Operations The Resource Utilization Board in Dynamics 365 Project Operations helps Practice Leads and Team Leads visualize and keep track of the actual utilization rate of the resources in your organization. The Resource Utilization Board shows you all bookable resources’ time entries compared to their capacity and expected utilization rate. Once you have defined the expected... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Dynamics 365 Customer Service enables agents to create a new case or associate an existing case with notes they write on the customer timeline. The post Create cases, contacts, and accounts faster from notes on the timeline  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Effective communication is vital in building strong customer relationships and closing deals. The post Conversation intelligence unleashes the potential of your sales organization appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

We are excited to announce that the new Power Apps home page is now generally available for all users. The new home page 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…  ( 6 min )

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Introduction In 2021, Microsoft made an announcement stating that they would be combining the Dynamics 365 Human Resources (HR) module with Dynamics 365 Finance & Operations (F&O). As a result, customers currently using the D365 Human Resources application were instructed to transfer their standalone HR application to the Finance & Operations infrastructure by the end […] The post Get started with Dynamics 365 Human Resources migration appeared first on Parag Chapre.  ( 10 min )

Overview of Workflow in Microsoft Dynamics 365 Business Central Approval workflows is an advanced tool in Dynamics 365 Business Central that helps automate business processes, improve collaboration, and enhance overall user productivity. This blog will explore Business Central’s built-in workflow capabilities, from how it can be created and set up to what happens after it is enabled and utilized. Creation of Approval Workflows Before... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

Only months after announcing copilot capabilities in Microsoft Dynamics 365 and Power Platform, employees at more than 63,000 organizations—including brands like 3M, Prada Group, Campari, and Kraft Heinz—have had the opportunity to experience some of the AI-assisted features firsthand—and the reviews are pouring in. A common theme in the feedback we’ve received is a boost in efficiency and productivity, with employees able to reduce the time and effort spent completing common tasks. The post The early reviews are in: Dynamics 365 Copilot helps to reclaim time, drive innovation, and engage customers    appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Customer Service administrators can easily configure Copilot settings to include an internal knowledge base or SharePoint. The post Use Copilot with SharePoint knowledge to serve your customers  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

In 2021, Microsoft made an announcement stating that they would be migrating to the Dynamics 365 Human Resources (HR) module with Dynamics 365 Finance & Operations (F&O). As a result, customers currently using the D365 Human Resources application were instructed to transfer their standalone HR application to the Finance & Operations infrastructure by the end […] The post Dynamics 365 Human Resources migration appeared first on Parag Chapre.  ( 8 min )

Schedule Board in Dynamics 365 Project Operations The Schedule Board in Dynamics 365 Project Operations is great for managing resource availability and forecast utilization. Project Managers and Schedulers can look for team members that have the skills and availability to fulfill the resource requirements and accurately understand the team’s future workload. Once you’ve submitted a Resource Requirement request, the Schedule Board will... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Now announcing the Public Preview of Copilot-generated deployment notes for pipelines in Power Platform. Copilot comes to the pipelines deployment experience to help makers generate useful solution descriptions with AI, saving valuable time and providing accurate information in seconds.  ( 6 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. We’ve got a great set of updates across security, Power Fx, Collaboration and modernization of the end user experience.…  ( 11 min )

We are pleased to announce the general availability of Power Automate Process Mining, a new capability that helps you understand business processes in your organization, uncover inefficiencies and bottlenecks, and achieve process optimization.  ( 10 min )

Intercompany trade serves as a valuable tool in a multi legal entity trading setup. It not only handles basic intercompany transactions effectively but also demonstrates its capability in managing complex multi-leg intercompany orders. In this video, I attempted to explore a more intricate scenario related to this feature Scenario I covered in this video from […]  ( 9 min )

Intercompany trade serves as a valuable tool in a multi legal entity trading setup. It not only handles basic intercompany transactions effectively but also demonstrates its capability in managing complex multi-leg intercompany orders. In this video, I attempted to explore a more intricate scenario related to this feature Scenario I covered in this video from […]  ( 9 min )

With the enhancements in this release wave, Teams collaboration features (embedded chat, swarming, and Teams meeting integration) are even more robust. The post Customer service is a (Microsoft) Teams sport  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

How does connected field service improve your key performance indicators (KPIs), you ask? Let’s discuss seven KPIs that will improve with a connected field service. The post How to improve business KPIs with Connected Field Service appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

In the last tutorial you learned how to export data to excel. Now, learn how to update data from Excel in D365. There are some changes that can be made much faster in Excel compared to within D365. For instance, you can do a ‘find and replace‘ within Microsoft Excel. Specifically, push ctrl-H for the... Continue Reading → The post Update Data From Excel In D365 appeared first on Dynamics 365 Musings.  ( 11 min )

New updates for AI Builder available in July 2023, including availability of the GPT action and activity monitoring.  ( 10 min )

In my earlier post , I detailed about archiving Sales order with the latest feature management. This post is on archiving ‘Inventory transactions‘ data . As we are aware, InventTrans table keeps increasing and consume maximum database space . System … Continue reading →  ( 13 min )

Extensible Data Security (XDS) policies allow restraint access to D365FO data in a very flexible way. Business case: a user can see those purchase orders and their related confirmations only if he or she is Requester. The whole project can basically contain three objects: role, query, and policy. After creating a specific security role, we need to create a query with HCMWorker table so that it is filtered for the current user. All constrained tables should be added to the policy by referencing a particular relation (PurchTable, for example, has two relations with HCMWorker table; thus, we need to pick up the required one related to Requester field) Note: we can create a join expression if a required relation does not exist for a given table. Once the project built and synchronized, we can assign this new role along with some standard ones to a user. For example sake, I added Ada to my user.  ( 7 min )

Leveraging Power Platform in Dynamics 365 Finance and Operations for Customer Success The post Power Platform for Dynamics 365 FinOps Functionals and developers appeared first on Parag Chapre.  ( 9 min )

How to Set Up First Nation Exemptions in Dynamics GP Canadian Payroll For anyone using the latest version of Dynamics GP (currently GP 18.5) you might be interested to know how to set up First Nation exemptions in Canadian payroll. Follow these steps below to properly set this up for your organization. Update the TD1 Values on the Employee Card: 1. From the HR & Payroll page,... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Every warehouse manager is keen on improving the processes on the warehouse floor. But where to start? What to optimize? It is far from easy to discover the bottlenecks. This is where the Power Automate Process Mining comes really handy. In the 10.0.35 release we ship the integration of Supply Chain Management Warehouse module with Power Automate Process Mining. This integration gives some really valuable insight into the material movement in the warehouse.  The post Power Automate Process Mining empowers warehouses to boost their efficiency significantly appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Introduction to the New Up Next Widget in Dynamics 365 Sales In the 2022 release wave 2 of Dynamics 365 Sales, Microsoft added a new feature, the Up Next Widget. The Up Next Widget can help sales professionals perform guided actions and suggest the next steps based on sales sequences. Sequences are sets of steps that outline your sales process, like sending emails, making calls, or... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

How to use images in outgoing emails In general, there are 3 ways to embed images in your emails: Inline embedded CID images Embed an image using CID (Content-ID) in the HTML of the body, while attaching it to mail message (as Linked Resource). Cons: […] The post Support Images in Outgoing Emails in D365FO appeared first on Docentric AX.  ( 41 min )

Power Automate for desktop comes with new additions in 2023 July’s release, including the introduction of Office 365 Outlook actions, new actions for the scripting and work queues modules, a new tool to inspect and handle UI elements and a troubleshooter with certain diagnostics.  ( 9 min )

According to Gartner®, the top consumer goods technology trends in 2023 focus on customers, technology, and sustainability. Learn more. The post Deciphering consumer desires: Elevating customer journeys in retail CPG appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

There is a joke I’ve heard that goes something like this. What is the most widely used ERP (Enterprise Resource Planning) System? The answer: Microsoft Excel. By and large, the many forms in Microsoft Dynamics 365 for Finance and Operations allow the system to work with data in many ways. However, there are some scenarios,... Continue Reading → The post Export Data To Excel In D365 appeared first on Dynamics 365 Musings.  ( 11 min )

Miyu Takai from Tokyo, Japan, began her career with zero IT experience and is now in a technical specialist role that she never imagined possible for herself, thanks to the Power Platform and the power of AI. Miyu leveraged her existing Excel skills and used the GPT-powered Power Apps Ideas capabilities to easily generate Power Fx formulas and wire together logic for her Power Apps solutions.  ( 10 min )

Many times, during multi legal entity implementation we come across requirement where customer would like to maintain the cross company shared data which will help them to maintain the integrity and consistency across all the legal entities. In Microsoft dynamics 365 cross company data sharing helps us to achieve this requirement, it allows us: -Create […]  ( 9 min )

Many times, during multi legal entity implementation we come across requirement where customer would like to maintain the cross company shared data which will help them to maintain the integrity and consistency across all the legal entities. In Microsoft dynamics 365 cross company data sharing helps us to achieve this requirement, it allows us: -Create […]  ( 9 min )

Hey guys! Did you know that there is a hack how to skip next in an extended X++ method, wrapped using CoC (Chain of Command), which is NOT decorated with the Replaceable attribute? This hack works also inside a transaction (ttslevel > 0) 😀 WARNING: […] The post How to skip next in CoC of a method in X++ appeared first on Docentric AX.  ( 39 min )

How String.Split() works in C# Check the Microsoft documentation on String.Split() >> The optional parameter of type StringSplitOptions allows you to specify options such as whether to omit empty substrings from the returned array or trim whitespace from substrings. This enumeration supports a bitwise combination […] The post Improved strSplit() method in X++ appeared first on Docentric AX.  ( 44 min )

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D365 Finance & Operations: Build Automation Using Azure Pipeline and Microsoft Hosted Agent This blog will help guide you in automating the build release using Azure Pipeline and Microsoft-hosted agents. Normally, to create a build release, you would setup a cloud-hosted Build environment in Lifecycle Services (LCS). This is a Virtual Machine in Azure that costs money depending on the size of the machine and time usage. There... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )

Hoy vengo con un post sobre Dynamics 365 F&O, pero con el foco principal en la seguridad, concretamente en Microsoft Sentinel. Hace unos días se anunció que se había publicado una solución de Microsoft Sentinel para F&O que actualmente está en preview. ¡Vamos a aprender un poco sobre ella! A veces pasamos por alto los… Continue Reading Microsoft Sentinel para Dynamics 365 F&O  ( 18 min )

Microsoft recently introduced Dynamics 365 Copilot, the world's first AI copilot integrated into customer relationship management (CRM) and enterprise resource planning (ERP) applications in the cloud, that is designed to augment workflows, uncover insights, identify the next best actions, and reduce time spent on administrative tasks. The post AIM for the future with Microsoft: Future-proof your business in the cloud appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Copilot assists employees wherever they are working, surfacing valuable business data and delivering business insights so they can focus on the most meaningful parts of their jobs. And with this momentum in AI, there has never been a better time for our customers to move to the cloud. The post Reshaping the future of business with Microsoft Sales Copilot, Dynamics 365 Customer Insights, and a new cloud migration program appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

On July 18, 2023, we published the 2023 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform, a compilation of new capabilities planned to be released between October 2023 and March 2024. The post 2023 release wave 2 plans for Microsoft Dynamics 365 and Power Platform now available appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Adapting to evolving customer expectations: staying ahead in the new marketing landscape Customer experience has significantly transformed in recent years, moving away from linear buying journeys and one-size-fits-all approaches. Nowadays, customers expect digitally enabled, hyper-personalized experiences. To stay competitive, organizations must embrace a customer-first approach, bridging departmental gaps to deliver cohesive experiences. By harnessing the The post Transition to real-time marketing and transform your Customer Experience appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

As a seller, you know you need to focus on building relationships with your customers and getting the details you need to close the deal. The challenge is that like most sellers, you spend less than 30% of your time selling. The post Improve sales productivity and close more deals with Microsoft Sales Copilot appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

What is KingswaySoft KingswaySoft is a well-known integration solution provider that specializes in data integration and migration tools for Microsoft Dynamics 365 and other platforms. When it comes to Dynamics 365 Finance and Operations (formerly known as Dynamics AX), KingswaySoft offers a set of connectors and tools to facilitate data integration and data management tasks. […] The post Data migration with KingwaySoft & Dynamics 365 Finance & Operations appeared first on Parag Chapre.  ( 9 min )

In this post, I will give a quick walkthrough of accessing free dev environment with Visual Studio, SSMS and URL. This can be used for training/development purpose. Click this link using Microsoft Learn account. If the browser is already signed … Continue reading →  ( 13 min )

Today, Microsoft released the new plans for 2023 release wave 2. These plans will tell you about the short-term investments to be released by Microsoft for Dynamics 365 and the Power Platform. Microsoft is releasing these plans twice a year to indicate what they are working on. In this post, you will find the links […] The post Dynamics 365 & Power Platform – 2023 release wave 1 plans appeared first on Dynamicspedia.  ( 15 min )

There is a resolution to Advance Production order via handheld - Production Parameters issue, where Starting the production order from hand held device does not consider latest parameters. This is due to the cache and after AOS restart it will pick up new parameters, however, if you need to change those parameters frequently then obviously AOS restart will not suite you. Flush the cache: [ExtensionOf(classStr(WHSPostProdJournal))] final class NXRWHSPostProdJournal_Extension {     public static void prodStartUp(         ProdId                _prodId,         Qty                    _qty,         WHSUserId            _whsUserId,         BOMAutoConsump        _bomAutoConsump,         WHSWorkExecuteMode  _workExecuteMode)     {         xSysLastValue::FlushCaches();         next prodStartUp(_pr…  ( 2 min )

Resource Requirements in Dynamics 365 Project Operations The Resource Requirement functionality in Dynamics 365 Project Operations is great for streamlining your organization’s resource management process. It lets a Project Manager define what kind of team member they need for a project without having to decide exactly who will fill that need. In the early stages of planning a project, Project Managers often... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Choosing the right version control for D365FO customizations and development makes the life of any team easier. In this session, our expert Klemen Novak, CTO at Docentric, discusses how Git compares to TFVC, branching capabilities and strategies, and demonstrates in action how to use Git […] The post Multiple Projects on D365FO Onebox Using Git appeared first on Docentric AX.  ( 37 min )

Consignment inventory is inventory that’s owned by a vendor but stored at your site. When you’re ready to consume or use the inventory, you take over the ownership of the inventory. This topic includes information about how to physically receive vendor-owned inventory on-hand without creating general ledger transactions, how to start a production process where […]  ( 9 min )

Consignment inventory is inventory that’s owned by a vendor but stored at your site. When you’re ready to consume or use the inventory, you take over the ownership of the inventory. This topic includes information about how to physically receive vendor-owned inventory on-hand without creating general ledger transactions, how to start a production process where […]  ( 9 min )

In my previous post , the document upload was done by reading the file name and proceeding with upload. Here, I will give a walkthrough of uploading the attachment by scanning the contents in the file through AI builder and … Continue reading →  ( 13 min )

Note: This blog is in continuation of the announcement of modern controls coming to canvas apps & new look for model driven apps. You can find the May 2023 updates here. We thank our community and users for the active engagement on the journey to modernize Power Apps. This blog outlines the modernization updates we…  ( 7 min )

How to Run a Trial Balance and Aged Reports in Dynamics 365 Business Central In Dynamics 365 Business Central, we can check the AR and AP subledger accounts by using a report called Aged Accounts Receivable/Payable. This report shows the open transactions that currently have not been paid within the system. Similarly, we can also print the Trial Balance, which helps us to get the total for each GL... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

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Dynamics 365 Field Service Mobile is a robust and scalable mobile application created for your frontline workers. With the capabilities of Microsoft Power Platform and Dataverse, you can customize and configure the mobile application to meet your unique business needs. In this post, we'll explore the most important things you can do—and not do—to create the best possible experience for your frontline workers when you implement Field Service Mobile. The post Top 5 “dos and don’ts” when you implement Dynamics 365 Field Service Mobile appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Dynamics 365 Business Central for the Manufacturing Industry Manufacturing companies can take advantage of the advanced planning and scheduling functionality within Microsoft Dynamics 365 Business Central to run their businesses better. These features include up to 50 level deep Bill of Materials (BOM) per part, Routings that can be scheduled serial or parallel, and versioning in both the Bill of Materials and the... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

We are thrilled to announce the general availability of Collaboration spaces in Viva Sales, transforming the way sales teams collaborate The post Purpose built Collaboration spaces in Viva Sales appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

Following up on my previous post about deploying a local VHD of D365FO, I wanted to show how you can then update your environment when Microsoft releases newer versions. The first step is to download the update deployable package from LCS by navigating to the Shared Asset Library: Then navigating to the ‘Software Deployable Package’: […] The post Apply Environment Update to D365FO via Command Line appeared first on Alex Meyer.  ( 14 min )

Join Lori Lamkin and Nathalie D'Hers as they take you on an extraordinary journey through the development, deployment, and continuous improvement of Microsoft Viva Sales. In this exclusive Q&A session, they will share insights, experiences, and the remarkable story of Microsoft's journey in unlocking the full potential of Viva Sales. The post The power of AI in Viva Sales: Insights from Lori Lamkin and Nathalie D’Hers appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Hay una característica interesante en Dynamics 365 F&O que nos permite mandar notificaciones cuando se cambian, crean o eliminan datos: el framework de alertas. En este post, veremos cómo enviar las alertas como Business events, y enviar emails notificando a los usuarios usando un flujo de Power Automate. Cuando casi había terminado de escribir el… Continue Reading Alerta de F&O en Power Automate  ( 15 min )

COMING SOON… The post Print Management for the Curious appeared first on Docentric AX.  ( 37 min )

Recently I had chance to speak at  #D365UGIndia Community! on Landed cost impact on financial and inventory valuation. I am thank full to the organizers and all the attendees who attended the session Live. If you have missed than ,here is the recording of the same: Landed Cost Accounting: Landed cost accounting allows you to accurately […]  ( 9 min )

Recently I had chance to speak at  #D365UGIndia Community! on Landed cost impact on financial and inventory valuation. I am thank full to the organizers and all the attendees who attended the session Live. If you have missed than ,here is the recording of the same: Landed Cost Accounting: Landed cost accounting allows you to accurately […]  ( 9 min )

Power Platform with Dynamics 365 Finance & Operations The Microsoft Power Platform can be integrated with Dynamics 365 Finance & Operations to allow you to automate processes, build solutions, and analyze data. This blog will show you how to create, share and manage your apps, dashboards, flows and more while understanding the building blocks and how you can best use the Power Platform... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 14 min )

During the BUILD’23, we announced IP Firewall Public preview for Dataverse. We are pleased to announce that the Global rollout of IP Firewall public preview is completed and is available to all our customers across all the Geos starting July 7th, 2023. By using the IP firewall feature, you can apply the right access controls…  ( 7 min )

Finance teams’ roles have evolved—and expanded—into new realms. As economic pressures demand everyone deliver more with fewer resources, finance professionals’ plates are increasingly crowded with analysis, strategy, even supplier relationships—plus all the traditional finance processes they’ve long been responsible for.  The post 5 ways accounts payable automation drives digital transformation appeared first on Microsoft Dynamics 365 Blog.  ( 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…  ( 11 min )

There are two main ways to deploy D365FO for development and testing purposes, the more streamlined way is to deploy a preconfigured environment via LCS. While this is extremely straightforward it does incur Azure costs as the resources (virtual machine, networking, storage, etc) are deployed within your Azure instance. The other option is to deploy […] The post Step by Step Guide to Deploy a Local VHD of D365FO appeared first on Alex Meyer.  ( 17 min )

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[German language podcast] Im neuesten Microsoft BizApps Podcast sprechen wir mit Steffen Behnke, dem Head of IT bei der Firma … Continue reading →  ( 9 min )

Microsoft Dynamics 365 Commerce - Component Overview "> Microsoft Dynamics 365 Commerce - Component Overview

We are excited to announce the general availability of a set of new features and capabilities that will enhance the efficiency of the prospect-to-cash integration between Dynamics 365 Sales and Dynamics 365 Supply Chain Management. These additions to the prospect-to-cash integration aim to improve efficiency and cover several new features in Dynamics 365 Supply Chain Management 10.0.34, as well as a new Dual-write Supply Chain solution version 2.3.4.203. The post Boosting Productivity: Unleashing the Power of Dynamics 365 for Prospect-to-Cash Efficiency appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Shared Device Mode (SDM) is now supported in General Availability for Power Apps Mobile App on Android devices.  ( 6 min )

For DOCENTRIC, it’s a great privilege 🙏 to appear in TOP Slovenian magazine Finance. This is a big recognition for us as a company who’s started growing from a really small piece of software, while today we see it more as a valuable opportunity for […] The post Docentric story in Finance magazine: “Uspeli kot partnerji Microsofta” appeared first on Docentric AX.  ( 38 min )

How to Navigate Through the Dynamics 365 Finance & Operations Interface This blog will help you navigate through the Dynamics 365 Finance and Operations (D365 F&O) interface while providing some tips and tricks to ease your initial training when using the system. Note: Even though most customers, commentators, and consultants still call it Dynamics 365 Finance & Operations or D365FO, Microsoft now technically licenses it as Dynamics... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 12 min )

An answer to the question: How do I get started with AI in AL and Visual Studio Code? The post Get started with developing generative AI features for Dynamics 365 Business Central  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Microsoft is delighted to announce that the new Dynamics 365 Community is now live, marking a significant milestone in our journey of empowering users, fostering collaboration, and driving innovation.  The post Introducing the New Dynamics 365 Community – A Catalyst for Collaboration and Innovation  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Data grows over time and it is a good idea to archive it for the effective performance of the system. Latest feature in D365FO has the ‘Archive Set up’ solution which is simple to configure . This set up moves … Continue reading →  ( 13 min )

How to Deploy a Tier 2+ Environment in Dynamics 365 Finance & Operations Deployment of Dynamics 365 Finance & Operations cloud environment is self-service through Lifecycle Services (LCS). You can control when you need to deploy the environment and verify when it is already deployed. There is no remote desktop access to Tier 2+ environments but all operations that you need are available as self-service actions under the... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 5 min )

Today we are launching Release Channels for model-driven apps in public and sovereign clouds. Release channels provide more choice for adopting new features in model driven apps and Dynamics 365 apps.  Rather than only being able to receive updates twice a year during the wave releases, you can choose some or all users to receive more frequent updates through monthly channel.  ( 7 min )

If you are looking for a concise and simple explanation of Print management, this article may be just what you need. This is the first of two articles explaining some of the most common and some useful print management features. Those of you who want […] The post Print Management in Simple Words appeared first on Docentric AX.  ( 43 min )

Low value parts such as bolts, screws, gaskets, clamps, and other fasteners, as well as small electric parts, are rarely retrieved from the main warehouse in the precise quantities by production order. Instead, they are stored in surplus at the workbenches, typically organized in boxes of various sizes. The usage of […] The post Consumable “Kanban” parts in D365 Warehouse management appeared first on ER-Consult.  ( 8 min )

[German language podcast] Im neuesten Podcast sprechen wir mir Maik Schulz, dem Leiter im IT Bereich für Application & Business … Continue reading →  ( 9 min )

We are honored to be named a leader in The Forrester Wave™ Low-Code Development Platforms for Professional Developers Q2 2023. The Forrester report acknowledges Microsoft’s “best-in-class features for AI development”, track record of innovation, and unique approach to unifying across professional and citizen development as key advantages, saying, “the vision for the platform as the…  ( 7 min )

Since June 19, the new Microsoft Dynamics community platform is live. It has a new look, but it is also now built on another platform. A huge effort was done to build the new site and convert the history and all accounts. Unfortunately, some users, including me experience some login issues. In this post, you […] The post Experiencing the new Microsoft Dynamics community site appeared first on Dynamicspedia.  ( 12 min )

One of the common asks I hear from customers is the need to handle revenue recognition differently for different phases of a project. An example of this is “Contoso Electronics is working on a NextGen EV Electronics Design and Prototype build project for one of its customers. This is a fixed price contract/project that has … Continue reading Multiple revenue recognition options/rules under one project in Dynamics 365 Project Operations Non-stocked/resource deployment  ( 18 min )

We are excited to introduce support for Copilot in Dynamics 365 Customer Service across multiple geographic regions, or cross-geo support. The post Take Customer Service to new heights with cross-geo support for Copilot appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Financial dimension names lookup to exclude system-generated financial dimension names:     ///     /// Look up to filter system generated financial dimension names     ///     ///     ///     [FormControlEventHandler(formControlStr(HRMParameters, VKAPDPayrollSystem_VKADPCostCentreDim), FormControlEventType::Lookup)]     public static void VKAPDPayrollSystem_VKADPCostCentreDim_OnLookup(FormControl sender, FormControlEventArgs e)     {         FormReferenceControl    formControl = sender as FormReferenceControl;         SysReferenceTableLookup sysReferenceTableLookup = SysReferenceTableLookup::newParameters(tablenum(DimensionAttribute), formControl);         Query                   query = new Query();         Query…  ( 1 min )

Busy sales account managers prioritize their activities by mining information from their accounts. But manually making sense of all that unstructured data is tedious and can lead to erroneous assumptions. They can end up focusing on the wrong activities, which results in a lower impact on business outcomes. The post Account-based seller insights improve sales account manager effectiveness  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Auditing Requirements After an ERP Implementation or Conversion The basic premise of an ERP system audit is to ensure that the data converted matches the previous system’s data at cut off. It’s also to document any changes made, system wise and security wise. I’ve been involved with all aspects of ERP implementations for the past 20 years. This article is based on my... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

In a previous article, I had shown how to add a cascade delete in Dynamics 365 finance and operations. In this article, I will show you how to add a restricted delete action in dynamics 365 Finance and Operations. 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 importa…  ( 39 min )

This is the next part of data template series, you can find Part-1 Here. In the previous video, I discussed default templates and the approach for exporting and importing data from one environment to another using data management. In this video, I will delve into the topic of creating custom templates and provide insights on […]  ( 9 min )

This is the next part of data template series, you can find Part-1 Here. In the previous video, I discussed default templates and the approach for exporting and importing data from one environment to another using data management. In this video, I will delve into the topic of creating custom templates and provide insights on […]  ( 9 min )

You can customize data models using data within Dynamics or external data to view metrics tailored to your needs. The post Customize data models to view your organization’s unique metrics  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

The use cases for Copilot in customer experience (CX) are endless. Let’s delve into how these copilot features came to be and highlight our generative AI roadmap moving forward. The post Copilot in Dynamics 365 Marketing revolutionizes marketing with query assist and content ideas appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

We are excited to announce direct access to Dataverse actions in Power Fx formulas as Preview feature (default on.) As a part of the Power Fx language, authors can now directly invoke a Dataverse action within a formula. A new Power Fx ‘Environment’ language object that authors can add to their app enables access to…  ( 6 min )

Power Automate for desktop comes with new additions in 2023 June’s release, including the introduction of work queue actions in preview and OneDrive for Business actions.  ( 8 min )

Customize the Profile Page in Microsoft Power Pages Microsoft Power Pages provides customers the ability to edit their Dataverse contact information with the profile page on the customer service portal. There are cases when the out-of-the-box (OOB) version of the profile page does not meet the company’s business requirements. Power Pages administrators may modify this form to meet these requirements, but not necessarily... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

Microsoft Power Platform admins can monitor certain types of security vulnerabilities using the static analysis tools and reports provided in the platform. Having an early and more holistic threat detection and the ability to apply preventative guardrails is crucial to enable frictionless productivity while minimizing cyber risk.  ( 8 min )

Microsoft Power Platform admins can monitor certain types of security vulnerabilities using the static analysis tools and reports provided in the platform. Having an early and more holistic threat detection and the ability to apply preventative guardrails is crucial to enable frictionless productivity while minimizing cyber risk.  ( 8 min )

Of all the questions that customers have, one of the most common is how Microsoft continually delivers new AI innovations at a rapid pace. If you are still running systems on-premises, it starts with application modernization in the cloud. The post Dynamics 365 application modernization on Azure: Envisioning the future appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Instead of manually typing in data, users can upload a file, then read a file in D365. I will show you how to use helper classes to do both of these things. This is especially helpful when you have many records to bring in. There are several other ways that data can be brought into... Continue Reading → The post How To Read A File In D365 appeared first on Dynamics 365 Musings.  ( 16 min )

When working with workflow in Microsoft Dynamics 365 Finance and Operations, the users should have proper permissions to be able to not only approve but also submit documents to the workflow. There is no easy guidance on which roles, duties, or privileges to use to ensure having the correct permissions. In case you build up […] The post Workflow security in Dynamics 365 Finance and Operations appeared first on Dynamicspedia.  ( 15 min )

In this upcoming video, I will be addressing two specific scenarios where systems generate additional vouchers/transactions for vendor and customer transactions with the type “Settlement.” It’s important to note that these additional transactions are not generated for every transaction, but only in certain specific scenarios. Stay tuned as I dive into the details and provide […]  ( 8 min )

In this upcoming video, I will be addressing two specific scenarios where systems generate additional vouchers/transactions for vendor and customer transactions with the type “Settlement.” It’s important to note that these additional transactions are not generated for every transaction, but only in certain specific scenarios. Stay tuned as I dive into the details and provide […]  ( 8 min )

Now when storage capacity report is available you may want to clean up some data. One of the top one’s to grow out of control is document attachment history. You have standard batch job for the clean up, but if… Continue reading →  ( 10 min )

https://learn.microsoft.com/en-us/power-apps/maker/canvas-apps/add-ai-copilot  ( 11 min )

Visit the post for more.  ( 9 min )

Dynamics 365 CRM: Workflows vs Power Automate vs Plugins vs JavaScript vs Business Rules When you want to automate some business activity in a Dynamics 365 CRM application like Dynamics 365 Sales or Field Service, you have 5 different options: Workflows, Power Automate Flows, Plugins, JavaScript, and Business Rules. Each approach has pros and cons. At Encore, we have used all 5 of these methods of customization and configuration... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 8 min )

Dear Readers, After 10 years, this blog has finally reached the end of the line. It has been great for me to share what I know about Dynamics 365 Finance and Operations and see how the audienc...(read more)  ( 13 min )

Dear Readers, After 10 years, this blog has finally reached the end of the line. It has been great for me to share what I know about Dynamics 365 Finance and Operations and see how the audience and community around the product has grown. I would like to send a BIG thank you to you, […]  ( 24 min )

Introducing the newest version of the Power Automate iOS mobile app.  ( 8 min )

[German language podcast] In der neuesten Ausgabe des Microsoft BizApps Podcasts sprechen wir Peter Linke, dem Vorstand und Gründer der … Continue reading →  ( 9 min )

Automating and Improving Business Processes When You Move to Dynamics 365 Finance & Operations When a user migrates from Dynamics AX to Dynamics 365 Finance & Operations, they may wonder if any of their regular business processes should be changed. Some manual processes may benefit from becoming automated, and some may need to be redesigned to become more efficient. An important distinction to begin with is the difference between... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 11 min )

Welcome to a new era in enterprise resource planning (ERP) systems. As businesses around the world embrace the power of AI to streamline operations, speed time to actionable insight, and drive innovation, a game-changer is taking center stage: generative AI. The post Introducing next-generation AI and Microsoft Dynamics 365 Copilot capabilities for ERP appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

This episode is sponsored by Esker . Integration a third-party solution with Dynamics 365 F&O remains a real challenge, and an ISV's architectural choices can make a bit difference for ERP customers weighing their options, especially as they plan... Read the full text.  ( 13 min )

We are happy to announce our new updates to our experimental enhanced component properties. As part of our effort to finalize this feature and make it ready for public preview, we’d like to solicit your feedback on these updates and the overall properties features. Improved UX and clearer concepts One of the main goals of…  ( 6 min )

Recently I faced an issue when trying to restore a bak file . Though the option ‘Overwrite the existing database (with Replace)’ was selected during restore process, error was not resolved. Instead of executing the ‘Restore’ from database level, I … Continue reading →  ( 13 min )

Dynamics 365 has made this vendor onboarding process even easier with Wave 1 2023 by introducing Tenant Switcher for Field Service Mobile. The post Guest Access with Field Service Mobile: Introducing Tenant Switcher for Field Service Mobile appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

Project Operations in Dynamics 365 | Which Version to Deploy? (Video) There are three different types of deployment for Project Operations in Dynamics 365. The right one for your company depends on your industry, your specific needs, and the other technologies you need Project Operations to connect with. Watch the video below to learn more about Dynamics 365 Project Operations:  Transcript below: Hello, my name... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 11 min )

Today we are excited to announce the private preview of the Microsoft Purview integration with Microsoft Dataverse. Microsoft Purview Data Map will enable automated data discovery and sensitive data classification.  ( 6 min )

We are excited to announce the General Availability for Power Platform Customer-managed key (CMK)! Microsoft Power Platform empowers you to do more with less by making it easier than ever to securely scale low-code adoption, increase organizational collaboration, and infuse AI and automation into all your business processes. Microsoft Power Platform comes with advanced risk and compliance…  ( 7 min )

Usage We can use pack-unpack methods in RunBaseBatch classes and all its descendants to save and/or store the state of an object, and then later re-instantiate the same object. We need it, for example, to use the user's input for any batch job: some parameters can be used when a batch job is executed on the server.  Documentation Microsoft doc article is here. Quote: "A reinstantiated object is not the same object as the one that was saved. It is just an object of the same class whose members contain the same information."  You need to teleport your objects without a fly or other bugs. Case examples Basics Basic example of such a class is Tutorial_RunbaseBatch. TransDate transDate; CustAccount custAccount; #define.CurrentVersion(1) #localmacro.CurrentList …  ( 9 min )

What is Power BI Desktop? Power BI Desktop is a powerful business intelligence tool developed by Microsoft. It is part of the Power BI suite, which includes other components like Power BI Service (cloud-based service) and Power BI Mobile (mobile app). Power BI Desktop allows users to create interactive visualizations, reports, and dashboards from various data sources. With Power BI Desktop, you can connect to a wide range of data sources such as databases, Excel files, CSV files, SharePoint lists, cloud services, and more. It provides a user-friendly interface for data transformation and modeling, allowing you to shape and clean your data before analysis. You can apply various transformations, such as filtering, merging, appending, and creating calculated columns. Power BI Desktop offe…  ( 32 min )

Data templates in Dynamics 365 Finance and Operations can be a highly valuable tool for effectively managing configuration migration between environments or legal entities. When there is a need to transfer configuration from our primary Gold environment to another environment, ensuring consistency throughout the process can be challenging. However, this is where data templates come […]  ( 8 min )

Data templates in Dynamics 365 Finance and Operations can be a highly valuable tool for effectively managing configuration migration between environments or legal entities. When there is a need to transfer configuration from our primary Gold environment to another environment, ensuring consistency throughout the process can be challenging. However, this is where data templates come […]  ( 8 min )

‘Offline-first’ with the Dynamics 365 Field Service Mobile application offers many advantages for frontline workers. The offline-enabled application will allow frontline workers to perform functions while they are in the field, without depending on an internet connection. This keeps them productive even in environments without high quality network coverage, which can be a common problem in rural locations or even remote urban areas where network coverage is poor. In this blog post we will share details on recent enhancements to the Dynamics 365 ‘Offline-first’ as well as some new capabilities to help your organization debug customizations with the offline application. Let’s go! Wave 1 2023 enhancements With the release of Wave 1 2023, frontline workers will have a faster sync experience an…  ( 15 min )

The offline-enabled application will allow frontline workers to perform functions while they are in the field, without depending on an internet connection. This keeps them productive even in environments without high quality network coverage, which can be a common problem in rural locations or even remote urban areas where network coverage is poor. The post Fire up your mobile field service game: offline enhancements for a seamless user experience appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

In this blog , let us have a walkthrough of uploading the attachments to FO using PowerAutomate. This approach can be used in logic apps also. In my instance, the files uploaded in one drive are read and imported to … Continue reading →  ( 12 min )

In this week's Microsoft Dynamics Partner News Roundup: Repay integrates AP functionality into Microsoft Dynamics 365 Business Central Insight Works announces MxAPS 4.7 for Dynamics 365 Business Central: Advanced scheduling 365WineTrade and Solver... Read the full text.  ( 13 min )

Customer service agents in a digital contact center interact with multiple customers daily through live chat, phone calls, and social media channels. During customer interactions, often they find themselves searching for relevant information on various screens or other systems, resulting in increased wait time for the end customer. Also, they want to quickly capture or update the information about their conversation, in real time without having to create or link a case to a conversation. Recent enhancements to the Active Conversation form allow agents to access and edit relevant information without any screen switching.   Now, agents have all the relevant information at their fingertips, so that they spend less time looking for information on different screens or systems and help customers…  ( 15 min )

Organizations in different industries need to visualize their customer interactions in different ways. With customized columns in the conversation table, organizations can enable agents to quickly summarize the purpose of the interaction, and they can associate conversations with leads. The ability to customize the conversation table improves agent productivity and creates positive customer outcomes.   Improve agent productivity and CSAT with conversation table customization  When agents converse with customers, the Active Conversation form helps capture the details of the interaction. And consequently, supervisors and other agents can easily understand it.  Ana is a customer service agent at Contoso who works tirelessly, juggling multiple customer problems over chat throughout the day. Af…  ( 15 min )

Recent enhancements to the Active Conversation form allow agents to access and edit relevant information without any screen switching. The post Customize and access the improved Active Conversation form  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

With custom columns in the conversation table, organizations can enable agents to quickly summarize interactions and associate conversations with leads. The post Customize the conversation table for your business needs  appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Visit the post for more.  ( 9 min )

We are excited to announce the public preview of an easier than ever import from Excel experience. You can now upload your Excel files and turn them into full functional Dataverse tables as well as responsive canvas apps in a one-stop experience. Moreover, when Copilot is enabled, it will assist with your table creation by…  ( 7 min )

D365FO Table Browser is a utility form that shows the records from a D365FO table or view specified as the URL parameter. Since this form contains a regular grid showing the opened table records, users can search, filter and sort the data, export to Excel, […] The post Improved D365FO Table Browser appeared first on Docentric AX.  ( 39 min )

Support agents often have to manage complex and lengthy conversations and cases. These require a lot of time and attention to understand and resolve. Wouldn’t it be great if there was a way to quickly get the gist of what’s going on without having to read through every single message or all the information linked to a case?  Now agents can use Copilot to ramp up fast. Copilot summarization automatically generates concise and informative summaries of conversations and cases in simple, intuitive natural language. Agents can read these summaries in seconds and get up to speed on the most important details.  Conversation summarization Conversation summarization is available for any digital messaging or voice conversation that involves a virtual agent handoff to live support, an agent consult, …  ( 15 min )

Hello to the Project Service Automation (PSA) Community! Back in November 2022 we announced the availability of the second phase of Project Service Automation to Project Operations upgrade, making it possible to upgrade projects with up to 500 tasks.  If all projects in your environment contain 500 tasks or less, we strongly encourage you to start your upgrade process as soon as possible so you can take advantage of many new Project Operations features such as:  Integration with Project for the Web with many new advanced scheduling features Project Budgeting and Time-phased forecasting   Date Effective price overrides  Revision and Activation on Quotes    Material usage recording in projects and tasks  Subcontract Management  Advances and Retained-based contracts  Contract not-to-exceed  Task based billing  Multi-customer contracts  Learn more Curious to know details about the upgrade process? Please check this link and learn more about it!    Want to learn more about Project Operations? Check this link and navigate to our detailed documentation!  Want to try Project Operations? Click here and sign up for a 30 days trial!  Thank you The Microsoft Project Operations Product Team  The post Upgrade Project Service Automation to Project Operations appeared first on Microsoft Dynamics 365 Blog.  ( 14 min )

Copilot summarization automatically generates concise and informative summaries of conversations and cases in simple, intuitive natural language. The post Accelerate support ramp-ups, handoffs, and wrap-ups with Copilot summarization  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Back in November 2022 we announced the availability of the second phase of Project Service Automation to Project Operations upgrade, making it possible to upgrade projects with up to 500 tasks.  The post Upgrade Project Service Automation to Project Operations appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

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 )

Introduction: In this blogpost we are going to dive into the exciting features and capabilities of  2023 release wave 1  for the Warehouse Management module. Get ready for a sneak preview of the cutting-edge features that will revolutionize the implementation experience and streamline your warehouse operations. In this release, we’re thrilled to showcase several major themes that will take your warehouse management to new heights. From label printing enhancements to a modernized user experience for setting up your warehouse, and even innovative methods for importing data while maintaining configuration, this release is packed with game-changing improvements. Let’s dive in and uncover the possibilities that lie ahead in the world of warehouse management. Warehouse groups Warehouse groups ar…  ( 19 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 this release, we're thrilled to showcase several major themes that will take your warehouse management to new heights. From label printing enhancements to a modernized user experience for setting up your warehouse, and even innovative methods for importing data while maintaining configuration, this release is packed with game-changing improvements. The post Accelerate Warehouse management implementation with new pain-free experience appeared first on Microsoft Dynamics 365 Blog.  ( 12 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 )

Postman is useful to test the behavior of different OData class from/to D365FO. In this post we will see the steps to setup Postman with D365FO. Step 1: Register D365FO in Azure Platform. Please refer to previous post to view the steps for App registration.  Application registration of D365FO with Azure  Step 2: Launch Postman and create a new collection and give a name (say) Devbox. Step 3: Click on the three dots and click on Add request of type POST and name the request as Authorization. Step 4: Capture the TenantId from the Azure portal and POST command would be https://login.microsoftonline.com/tenantId/oauth2/token Step 5: Select tab Body and click on form-data radio button. Step 6: Provide below details in the Body tab KeyValue client_Id                          ClientID value from Azure portal after App registration. grant_typeclient_credentials resourceD365FO URL client_secretClient secret value from Azure portal after App registration Step 7: Click on Send button to receive the access token with status as 200. This completes the Postman setup with D365FO. Reference: https://dynamics365musings.com/setup-postman-to-call-d365-data-entities/  ( 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 )

The new Docentric version 3.4.6 is out, with the cool new features you asked for! PDF/A Compliance is the central feature of this release, and we are excited that we manage to support it for all reports regardless of whether they are generated with Docentric […] The post Docentric AX 3.4.6 Released appeared first on Docentric AX.  ( 38 min )

Version 3.4.6 Change Log Release date: 2023-04-25 NEW FEATURES PDF/A Compliance – Full Edition: – Generating PDF documents as PDF/A-compliant is supported by both Docentric Generator and SSRS Reporting Services. – Supported PDF/A standard versions: PDF/A-1, PDF/A-2 and PDF/A-3. – Supported PDF/A conformance levels: a, […] The post Version 3.x Change Log appeared first on Docentric AX.  ( 90 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 S