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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Visit the post for more.  ( 9 min )

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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This week on the Dynamics 365 Finance and Operations blog roundup: Pin your user session to one specific AOS Automate ledger settlements in D365FO How to connect your Finance and Operation environment with Dataverse Interesting issue with the... Read the full text.  ( 13 min )

If you are partner, ISV, or anyone delivering custom code to end users in D365FO, there is a change in 10.0.31 that you need to know about. Issue If you have a customer that upgrades to 10.0.31 and the next time they try to check in a deployable package to their source control build pipeline […] The post Netmodule File Missing Error in 10.0.31 appeared first on Alex Meyer.  ( 14 min )

[German language podcast] Im Podcast mit Erik Kruidenier sprechen wir über seine Arbeit bei der Firma Camfil im IT-Bereich und … Continue reading →  ( 253 min )

The sales pipeline is a visual representation of where prospects are within the sales funnel. Managing the pipeline is one of the core activities of any seller; it helps sellers to stay organized and focused on moving deals forward. A seller who can successfully master the sales pipeline is likely to drive more revenue.  But mastering a sales pipeline is not easy, especially when sellers must balance multiple active deals, an array of contacts, and conversations across multiple channels, while trying to figure out when the next interaction will occur, what next steps are required, and which app or process will help accomplish the job.  The opportunity pipeline view in Dynamics 365 Sales is now available for public preview and offers an updated user experience by putting the seller at the c…  ( 15 min )

The sales pipeline is a visual representation of where prospects are within the sales funne The post Manage opportunities more effectively with the new sales pipeline view!  appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

What Is Dynamics 365 Project Operations? Microsoft Dynamics 365 Project Operations streamlines visibility and unifies the complex aspects of managing multiple projects of varying sizes. It can improve the accuracy of both resource booking and project estimates, as well as the consistency of your project management. An experienced Dynamics Partner like Encore can also integrate Project Operations with your financial solution... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

We are excited to announce direct access to Dataverse actions in Power Fx formulas as an Experimental release. 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 Dataverse…  ( 6 min )

In the lifetime of an Microsoft Dynamics 365 for Finance and Operations implementation project you will have the requirement to create a trace on an environment with more than one AOS. This is not a problem when you want to create the trace for your user session, but it is a challenge when you want … Continue reading Pin your MsDyn365FO user session to one specific AOS →  ( 254 min )

Automatically assembly / disassembly kit order based on the sales order state. The kit should have only one configuration. /// /// Manages Kit orders in correspondance with Sales Order lines informaiton /// final class VKKitOrderManager {     SalesId salesId;     ///     /// Constructor     ///     /// Sales id Instance of the calss     static VKKitOrderManager construct(SalesId _salesId)     {         return new VKKitOrderManager(_salesId);     }     protected void new(SalesId _salesId)     {         salesId = _salesId;     }     ///     /// Process Sales Order, will check sales order information and create relavant kit orders     ///     void process()     {   …  ( 3 min )

In the previous article, I explained how to create table field groups in dynamics 365 FO. In this article I will explain, how to make a field mandatory in dynamics 365 without customization or without writing any x++ codes. In previous versions of Dynamics 365 for Finance and Operations (D365F&O), making a field mandatory required a (small) customisation. With version 10.0.0.12 this is no longer the case. Now it is possible to make fields mandatory using personalisation. By using personalization, you can make a field mandatory writing a single piece of  x++ code. How to do this… In the following example, I would like to show you how to make Search Name field of Vendor form mandatory. To do this,  1. Simply right-click on the Search Name field of Vendor form.   2. Select the personalization option from the menu as shown in the below screen shot.     3. A black color popup menu will open, then tick the “Required” option from the menu.     4. Then Click on the Close button in the following popup.  Now Search Name field of Vendor form is mandatory, and you can see a red and marked with an asteriskswhen updating or saving the record without filling any value in the Search Name field. In the above example, I think it is very clear the concept,  how to make a field mandatory in dynamics 365 without customization, if this article is useful for you, please try to share this article with your friends who are looking for a career in dynamics 365. So happy coding with d365snippets Some Useful Tags Making a Field Mandatory in Dynamics 365 for Finance and Operations without Customization. How to make a field mandatory in dynamics 365 without customization. How to make a field mandatory in dynamics 365 without writing any x++ codes. How to set any Field mandatory without writing code in D365 Finance and Operations.  ( 35 min )

Dynamics GP – How to Do a Bank Reconciliation During this recorded webinar, we discuss how to do a Bank Reconciliation in Dynamics GP and share some tips and tricks throughout the process.  Intended audience: Dynamics GP users – all product versions Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 3 min )

How to Recover Hidden Windows Windows can sometimes open in places that the user cannot see. It is a frustrating issue, as you can see the window on the taskbar, but its location is unknown. This can sometimes happen if a monitor is removed or the screen opens where it was last used (sometimes by someone else using a RDS... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 4 min )

In today’s article, we will see how to create a worker using X++. Step 1: Create a class and define the global variable. Step 2: Create new method to insert Title in the master table. Step 3: Create a new method to enter first name, middle name and last name in the Dir party table.... Continue Reading →  ( 14 min )

Microsoft ecosystem supporting Dynamics 365 Finance "> Microsoft ecosystem supporting Dynamics 365 Finance

With the new Global Inventory Accounting Add-in, Microsoft Dynamics 365 Supply Chain Management now supports parallel cost accounting. The ability to perform inventory accounting using multiple costing ledgers enables organizations that do business internationally to easily comply with multiple accounting standards at the same time. Global organizations face complex accounting challenges International organizations face a complex accounting challenge when they produce and sell items across many countries. For each item they produce and sell, they must often calculate multiple representations of inventory costs to comply with local generally accepted accounting principles, statutory accounting principles like the International Financial Reporting Standards (IFRS), and internal management ac…  ( 14 min )

With the new Global Inventory Accounting Add-in, Microsoft Dynamics 365 Supply Chain Management now supports parallel cost accounting. The ability to perform inventory accounting using multiple costing ledgers enables organizations that do business internationally to easily comply with multiple accounting standards at the same time. The post Parallel cost accounting now available with Global Inventory Accounting Add-in for Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

In this article, learn how to use insert_recordset in D365. The insert_recordset keyword in x++ is used when you need to copy multiple records from existing tables to a destination table. It is extremely fast, because it generates a single SQL statement that is sent to the server one time. In contrast, developers sometimes write... Continue Reading → The post How To Use Insert_RecordSet In D365 appeared first on Dynamics 365 Musings.  ( 11 min )

It has been a long time since we could meet in person due to the Covid lockdown. I am happy to announce that we are going to have our D365FO Meetup at Microsoft headquarters in Graphisoft park, Budape...(read more)  ( 13 min )

When I installed the preview of Dynamics 365 Finance and Operations version 10.0.32, also known as the April 2023 release, it was noticeable the user interface got restyled slightly. Apart from this, also some navigation concepts have been changed. In this post, I will highlight the changes I noticed myself so far. One Dynamics One […] The post A restyled user experience for F&O apps in April 2023 release appeared first on Dynamicspedia.  ( 13 min )

In today’s article, we will see how to add filter in Dual write when syncing data from FinOps to Dataverse and vice versa. For Dataverse, we can use Odata filter expression using Dual-write but for FinOps, we have to use different techniques which can be later in this article. Step 1: Go Data management >... Continue Reading →  ( 13 min )

In Dynamics 365 F&O, we have HcmWorkerHelper class which gives much information about worker such as department, primary position, current legal entity and so on. The code to get worker’s current position. This gives current worker record. The code to get current worker manager. The code to get current worker department. The code to get... Continue Reading →  ( 13 min )

The code to get current user. The code to get current user worker. Option 1: Option 2: The code to get current worker name  ( 12 min )

Companies that operate in more than one channel or region must fulfill orders over networks of ever-increasing complexity. When supply shortages happenand they willhow do you make the best use of limited stock across your most important channels, customer groups, regions, and promotions? And once you decide that, how do you make sure the allocated stock is protected from any other use? With inventory allocation, a new capability of the Microsoft Dynamics 365 Supply Chain Management Inventory Visibility service. Inventory allocation allows you to virtually apportion your on-hand stock as part of the sales operational planning process before any actual sales are made. It has two purposes: Inventory protection (ring fencing): Protecting the allocated inventory from other allocations, reserva…  ( 15 min )

Companies that operate in more than one channel or region must fulfill orders over networks of ever-increasing complexity. When supply shortages happenand they willhow do you make the best use of limited stock across your most important channels, customer groups, regions, and promotions? And once you decide that, how do you make sure the allocated stock is protected from any other use? The post Inventory allocation ensures limited stock goes where it’s most needed appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Building an app requires capabilities to perform relational modeling between entities that are being used in the app. In the context of virtual entities, there will be scenarios where virtual entities and native entities in Dataverse must work together to enable the desired user experience. In this article, we will see the concept of relational... Continue Reading →  ( 17 min )

In order to get a feel of Preview version, it is available in Shared asset Library. If it is not found in the implementation project library, it can be imported from shared library . Click Import and then select the … Continue reading →  ( 12 min )

With global volatility and inflation impacting organizations across all industries, business agility has never been more important. Leaders turn to finance teams to get real-time insight into business performance and recommendations on future initiatives that will help them thrive amid disruption. But finance teams are overwhelmed with manual tasks, cobbling together data, and disconnected teams. Achieving game-changing business agility begins with augmenting the human ingenuity of your people with intelligent process automation. When it comes to reimagining processes with AI, automation, and analytics, many finance leaders don't know where to start. This year, at the third annual Finance Reimagined digital event, we will delve into real-world best practices from Microsoft and industry lea…  ( 15 min )

With global volatility and inflation impacting organizations across all industries, business agility has never been more important. Leaders turn to finance teams to get real-time insight into business performance and recommendations on future initiatives that will help them thrive amid disruption. The post Leap into the future of finance at Finance Reimagined 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

T-Mobile, one of the largest wireless carriers in the United States, has used Power Platform to save the company over $4M USD and 97,000 hours with a single Power Apps app. In addition, with Power Automate capabilities, they improved core process efficiencies by 12x while reducing errors from 7% to 0%.  ( 8 min )

Turn your Power Apps app into a native mobile app with our new wrap for Power Apps step-by-step wizard.  ( 6 min )

Si estás integrando Dynamics 365 Finance & Operations con terceros, y tu organización o la del tercero están usando un firewall, puede que te hayas encontrado en el escenario de que te pregunten «¿cuál es la dirección IP del entorno de producción/sandbox?». Pues bien, no lo sabemos. Sabemos que IP tiene ahora, pero no sabemos… Continue Reading Dynamics 365 F&O y firewalls: monitoreo de IPs de Azure ariste.info Dynamics 365 F&O y firewalls: monitoreo de IPs de Azure  ( 16 min )

Visit the post for more.  ( 9 min )

In today’s article, we will see how to create a customer in Dynamics 365 F&O using Power Platform. Pre-requisites: Canvas app Check below video for more details. If you like this article, feel free to share it with others who might find it helpful! If you have any questions, feel free to reach out to... Continue Reading →  ( 13 min )

The latest platform release notes for D365FO 10.0.31 has recently been made public, there were a couple security and audit related features I wanted to highlight. ‘Can Be Deleted From UI’ Security Role Property There is a new property on security roles called ‘Can Be Deleted from UI’. This setting controls where a particular security […] The post Security & Audit Features Added in 10.0.31 appeared first on Alex Meyer.  ( 14 min )

Service leaders face continual challenges in evolving the service organization to meet customer expectations, putting their brand value and customer loyalty at riskas a recent study shows, 96 percent of customers will leave a business after a bad customer experience.1 They feel either lost with disruptive changes in the contact center and customer service marketplace, or helpless on where to start, or confused on what to adopt and what to disregard, or fear being all over the map while making investments aligned with the business goals. Service sophistication model Assess and improve the effectiveness of your organization's current service experiences. Start the assessment Evolve service organizations to meet customer expectations The business goals differ across service organizat…  ( 16 min )

Microsoft Dynamics 365 Supply Chain Management release 10.0.32 introduces warehouse-specific inventory transactions. These transactions are optimized for warehouse operations, with important benefits for system performance and efficiency. Warehouse transactions offer important advantages over inventory transactions for warehouse operations We recommend using warehouse transactions for warehouse scenarios where they apply. Unlike inventory transactions, Warehouse transactions can operate on sets of items with different serial or batch numbers. Item sets can be reused, avoiding the need to record the same information multiple times. Warehouse transactions are only used in warehouse operations, which don’t have any financial impact. This significantly reduces the number of database fields, i…  ( 14 min )

Given the myriad capabilities from the technology innovations and market categories, and the fact that service organizations are across the spectrum, what service leaders need is a convenient way to map them to different service levels of sophistication. Essentially, a service maturity model that groups major capabilities and maps them to appropriate levels in the spectrum. This allows service leaders to visualize where they are relative to the market and determine at what level they'd like to be based on their business goals, investment, and timeline. In addition, they can decide practically and prioritize on the capabilities that matter to themacross voice and digital channels, self-service, agent productivity and service operations. The post Evolve the service level of sophistication with Dynamics 365 Customer Service appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Microsoft Dynamics 365 Supply Chain Management release 10.0.32 introduces warehouse-specific inventory transactions. These transactions are optimized for warehouse operations, with important benefits for system performance and efficiency. The post Introducing warehouse-specific inventory transactions appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

This episode is sponsored by Evenica . Manufacturers have made a lot of progress on their e-commerce journeys in recent years, and Dynamics 365 Commerce offers some unique ways for these companies to achieve sales and broader customer experience... Read the full text.  ( 12 min )

There are scenarios where something cannot be fixed in Microsoft Dynamics 365 for Finance and Operations without running some code. In those cases you need to write and run a D365 Job. Until recently, in order to get this code into a Production environment, you needed to apply a package in Lifecycle Services (LCS). This... Continue Reading → The post How To Run A D365 Job In Production appeared first on Dynamics 365 Musings.  ( 14 min )

MB-310: Microsoft Dynamics 365 Finance Functional Consultant Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-310 Learning Path Module Week Configure and use the general ledger in Dynamics 365 Finance Get started with Dynamics 365 Finance 1 Configure currencies in Dynamics 365 Finance 2 Create fiscal calendars, years, and periods in Dynamics 365 Finance 3 Configure chart of accounts in Dynamics 365 Finance 4 Configure ledgers and journals in Dynamics 365 Finance 5 Perform general ledger daily procedures in Dynamics 365 Finance 6 Intercompany accounting in Dynamics 365 Finance 7 Configure ledger allocations and accruals in Dynamics 365 Finance 8 Configure and perform periodic processes in Dynamics 365 Finance 9 Configure and use cash and b…  ( 2 min )

Documentation https://learn.microsoft.com/en-us/dynamics365/marketing/overview Basic: Learn the fundamentals of Microsoft Dynamics 365 Marketing Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-220 Learning Path Module Week Set up Dynamics 365 Marketing and configure advanced settings Set up and manage Dynamics 365 Marketing 1 Advanced configuration for Dynamics 365 Marketing 2 Review domain authentication, email best practices, and GDPR in Dynamics 365 Marketing 3 Work with core features in Dynamics 365 Marketing Manage assets and content settings in Dynamics 365 Marketing 4 Manage customers in Dynamics 365 Marketing 4 Manage forms and pages in Dynamics 365 Marketing 5 Manage emails, segments, and journeys in Dynamics 365 Marketing 6 Manage content, event triggers, and journeys in real-time marketing with Dynamics 365 Marketing 7 Manage subscription centers and double opt-in in Dynamics 365 Marketing 8 Manage website visits, redirect URLs, and social postings in Dynamics 365 Marketing 8 Manage events in Dynamics 365 Marketing Create an on-site event in Dynamics 365 Marketing 9 Create a webinar event in Dynamics 365 Marketing 10 Promote events, manage registration and check-ins, and review results in Dynamics 365 Marketing 11 Advanced event management features in Dynamics 365 Marketing 11 Analyze insights in Dynamics 365 Marketing Evaluate marketing initiatives with analytics in Dynamics 365 Marketing 12 Access and interpret analytics with Dynamics 365 Marketing 13 Review the marketing calendar in Dynamics 365 Marketing 13  ( 1 min )

Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-300 Learning Path Module Week Get started with Finance and Operations apps Introduction to Microsoft Dynamics 365 1 Navigate Finance and Operations apps 2 Get started with Dynamics 365 Finance 3 Get started with Dynamics 365 Supply Chain Management 4 Get started with production control in Dynamics 365 Supply Chain Management 5 Get help and learn more about Finance and Operations apps 6 Use Lifecycle Services to design and plan an implementation of Finance and Operations apps Get started with Lifecycle Services for Finance and Operations apps 7 Design and plan an implementation of Finance and Operations apps 8 Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service 9 Configure your organization in Finance and Operations apps Plan and configure the global address book in Finance and Operations apps 10 Plan and implement legal entities in Finance and Operations apps 11 Plan and implement security in Finance and Operations apps 12 Set up batch jobs in Finance and Operations apps 13 Work with workflows in Finance and Operations apps 14 Design and build mobile apps for Finance and Operations apps 15 Personalize Finance and Operations apps 16 Implement common integration features in Finance and Operations apps 17 Feature management in Finance and Operations apps 18 Migrate data and go live with Finance and Operations apps Prepare data for migration to Finance and Operations apps 19 Work with data management in Finance and Operations apps 20 Perform user acceptance testing in Finance and Operations apps 21 Prepare to go-live with Finance and Operations apps 22 Configure and work with analytics and reporting in Finance and Operations apps Work with analytics and reporting in Finance and Operations apps 23 Configure electronic reporting in Dynamics 365 Finance 24  ( 1 min )

Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-500 Learning Path Module Week Introduction to developing with Finance and Operations apps Explore the ecosystem and main components of Finance and Operations apps 1 Explore the technical architecture of Finance and Operations apps 2 Explore design and deployment considerations for Finance and Operations apps 3 Manage Finance and Operations apps implementations by using Lifecycle Services 4 Work with performance and monitoring tools in Finance and Operations apps 5 Manage source code by using version control in Finance and Operations apps 6 Explore the test framework and tools in Finance and Operations apps 7 Explore reporting tools in Finance and Operations apps 8 Build Finance and Operations …  ( 2 min )

Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-700 Learning Path Module Week Architect solutions for Dynamics 365 and Microsoft Power Platform Becoming a solution architect for Dynamics 365 and Microsoft Power Platform 1 Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform 2 Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365 2 Work with requirements as a solution architect for Microsoft Power Platform and Dynamics 365 3 Perform fit gap analysis 3 Use Lifecycle Services to design and plan an implementation of Finance and Operations apps Get started with Lifecycle Services for Finance and Operations apps 4 Design and plan an implementation of Finance and Operations apps…  ( 2 min )

In the previous article, I explained how to set an Index on a Table. In this article, I will explain, how to create field groups and how to use them in Microsoft Dynamics 365 F&O. What are Field Groups? Field groups are Objects which can exist on tables, maps, or views, and that can group fields logically together into a single Object. These field groups you can use to appear on the user interfaces like forms, reviews, reports, etc. You should define a field group when several fields participate in a single function or are related in some way and are shown together on forms and reports. Example for Field Groups? In D365 F&O, the Customer Table contains many fields and field groups, The Credit field group contains fields that relate to credit like MandatoryCreditLimit and CreditRating. H…  ( 37 min )

In Microsoft Dynamics 365 Finance version 10.0.31, the Automate ledger settlements process feature is available in the Feature management workspace. You can enable the Automate ledger settlements process feature only if the Awareness between ledger settlement and year-end close feature has been enabled. Ledger settlement is the process of matching debit and credit transactions in the general ledger. […]  ( 9 min )

In Microsoft Dynamics 365 Finance version 10.0.31, the Automate ledger settlements process feature is available in the Feature management workspace. You can enable the Automate ledger settlements process feature only if the Awareness between ledger settlement and year-end close feature has been enabled. Ledger settlement is the process of matching debit and credit transactions in the general ledger. […]  ( 9 min )

Are you looking for a cost-effective way to increase efficiency and productivity in your warehouse operations? Warehouse workspaces in Dynamics 365 for operations (D365FO) can provide excellent overview on daily operations in the warehouse and alert supervisors when intervention is required. This is the first of two posts on warehouse workspaces. In these two posts&ellipsis;Read the full post »  ( 20 min )

Exam/Learning Path: https://docs.microsoft.com/certifications/exams/mb-300 Learning Path Module Week Get started with Finance and Operations apps Introduction to Microsoft Dynamics 365 1 Navigate Finance and Operations apps 2 Get started with Dynamics 365 Finance 3 Get started with Dynamics 365 Supply Chain Management 4 Get started with production control in Dynamics 365 Supply Chain Management 5 Get help and learn more about Finance and Operations apps 6 Use Lifecycle Services to design and plan an implementation of Finance and Operations apps Get started with Lifecycle Services for Finance and Operations apps 7 Design and plan an implementation of Finance and Operations apps 8 Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service 9 Configure your organization in Finance and Operations apps Plan and configure the global address book in Finance and Operations apps 10 Plan and implement legal entities in Finance and Operations apps 11 Plan and implement security in Finance and Operations apps 12 Set up batch jobs in Finance and Operations apps 13 Work with workflows in Finance and Operations apps 14 Design and build mobile apps for Finance and Operations apps 15 Personalize Finance and Operations apps 16 Implement common integration features in Finance and Operations apps 17 Feature management in Finance and Operations apps 18 Migrate data and go live with Finance and Operations apps Prepare data for migration to Finance and Operations apps 19 Work with data management in Finance and Operations apps 20 Perform user acceptance testing in Finance and Operations apps 21 Prepare to go-live with Finance and Operations apps 22 Configure and work with analytics and reporting in Finance and Operations apps Work with analytics and reporting in Finance and Operations apps 23 Configure electronic reporting in Dynamics 365 Finance 24  ( 1 min )

Marketers design customer journeys to provide the right message at the right time for customers to take the next step. However, with customers playing an active role in shaping their own experiences in how they engage with the brand, marketers are faced with the challenge of designing increasingly complex journeys. With more opportunities than ever for interactions, you must take care not to overwhelm customers with unwanted messages. That's why we're delighted to introduce advanced real-time marketing orchestration tools in Dynamics 365 Marketing that help you engage customers at key moments without bombarding them with spam.   Engage the right audience effortlessly with the new segment builder  Targeting the right audience is critical for creating highly personalized marketing campaigns …  ( 16 min )

Marketers design customer journeys to provide the right message at the right time for customers to take the next step. However, with customers playing an active role in shaping their own experiences in how they engage with the brand, marketers are faced with the challenge of designing increasingly complex journeys. The post Level up customer journeys with advanced orchestration features in Dynamics 365 Marketing appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

From time to time, we have all ended a subscription service. It happens - maybe the service doesn't meet your needs anymore. Perhaps it has gotten too expensive. Regardless of the reason, it is a common occurrence and Microsoft Dynamics 365 for Finance's Subscription billing module has a solution for terminating subscriptions. Now you are probably thinking, "Oh great, something complex to add to my never-ending duties..."  Nope! Terminating a Billing schedule in the Subscription billing module is easy, and I am going to walk through it.  "I'll be back... when I am ready to subscribe again" Terminating the Billing Schedule Within the Billing schedule, you may notice that there are options surrounding Terminations. When you initially set up the Billing schedule, a Termination type will default onto the Billing schedule header. This field can be modified. The three options are: Adjust schedule Bill remaining No adjustment The defaulted Termination type comes from the Recurring contract billing parameters found at Subscription billing > Recurring contract billing > Setup > Recurring contract billing parameters.  Recurring contract billing parameters Terminating Recurring Billing Once on the Billing schedule screen for your Customer, there is an option to Terminate in the Billing schedule tab on the ribbon. Once the Terminate dropdown is selected, there are options to:  Select a Termination date Select the Termination type Select the Credit option Choose to Prorate daily (or not) Select a Reason code Provide Termination notes Once the fields are populated, select to Terminate or Terminate with refund. All billing schedule lines will be terminated based on the date selected.  Once the Termination is complete, a notification will alert you to how many lines were terminated, and Termination can be removed from the account by selecting Remove termination in the ribbon.  ( 7 min )

This week a had the „honor“ to develop a quite simple SSRS report including a report data provider for Microsoft Dynamics 365 for Finance and Operations. After round about 30 min. I was able to run the first test and try to open the report from the menu. Unfortunately I was confronted with the error: … Continue reading How to solve the error “No report data table with name XYZ exists in report schema for data provider XYZDP” when developing a SSRS report for MsDyn365FO →  ( 10 min )

For sales teams, the adage "time is money" is more relevant than ever before. Time wasted on low-value tasks literally leaves opportunities to sell and engage prospects on the table. At Microsoft, we want to use AI to help sellers focus time on what matters mostmaking meaningful connections, building trust, and creating long-term relationships. That's why I'm thrilled to announce the preview of a new generative AI-powered experience in Microsoft Viva Sales that helps sellers communicate more effectively with prospects and customers.  Viva Sales will now generate suggested email content for a variety of scenariossuch as replying to an inquiry or creating a proposalcomplete with data specifically relevant to the recipient, such as pricing, promotions, and deadlines. By auto-suggesting custom…  ( 14 min )

Starting Saturday, April 1, 2023, we will be deprecating the Microsoft Dynamics 365 Omnichannel for Customer Service application and encouraging customers to migrate to the Customer Service workspace application. This upcoming change will affect your multi-session agents currently using the Omnichannel for Customer Service application in Microsoft Dynamics 365 Customer Service. We have decided to consolidate our two multi-session customer service applications, Omnichannel for Customer Service and Customer Service workspace. This change is being made to ensure that our customers benefit from all Dynamics 365 Customer Service capabilities in a single multi-session application. To this end, we will be focusing our future developments on the Customer Service workspace application. Key Dates D…  ( 13 min )

We're announcing the preview of a new generative AI-powered experience in Microsoft Viva Sales that helps sellers communicate more effectively with prospects and customers. The post Microsoft boosts Viva Sales with new GPT seller experience appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Starting Saturday, April 1, 2023, we will be deprecating the Microsoft Dynamics 365 Omnichannel for Customer Service application and encouraging customers to migrate to the Customer Service workspace application. This upcoming change will affect your multi-session agents currently using the Omnichannel for Customer Service application in Microsoft Dynamics 365 Customer Service. We have decided toRead more The post Use the Customer Service workspace app for omnichannel interactions appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

I often hear/see the words deprecate and depreciate used interchangeably, both in reference to ERP features and functionality. There is a difference in the words, and it's not just the letter i! This is a tough one, because even when you search on the internet, you get mixed results between the two. Let's look at the differences.  This letter is not the only difference between these words! Deprecate - There are several meanings behind the word deprecate, but as it relates to ERP system features and functionality, it means that the use of features and functionality are actively being discouraged because they have been superseded, or replaced, with different functionality. It doesn't necessarily mean the functionality is going away, but it will no longer be supported, and users are often actively encouraged to stop using it.  Here is a link to D365FO's "Removed or deprecated features home page" - Removed or deprecated features home page - Finance & Operations | Dynamics 365 | Microsoft Learn Removed or deprecated features home page Depreciate - This is a term used in finance, typically with fixed assets as it relates to D365FO, to show the diminishing value of the asset over a period of time.  Depreciation profiles for Fixed assets in Microsoft Dynamics 365 Finance  ( 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. We…  ( 11 min )

Today, we’re announcing a public preview of the new model driven app experience and providing an update on new controls coming to canvas apps in the spring timeframe. Before driving into the details on what the new model driven app experience brings, I want to provide some context about the enhancements and our plans for…  ( 8 min )

Using continuous number sequences from Dynamics 365 Finance and operations in Power Platform can be cumbersome sometimes but in today’s article we will see how to use it. What is number sequence Number sequences are used to generate readable, unique identifiers for master data records and transaction records that require identifiers. A master data record... Continue Reading →  ( 14 min )

Some configurations that you should make for Visual studio in newly deplopyed FinOps environments. 1. Show line number Open Visual studio as Administrator right. Click on the Dynamics 365 drop down menu on the toolbar and select Options. Text editor -> X++ Show line number "> Show line number 2. Best practice rules Click on the Dynamics 365 drop down menu on the toolbar and select Options. In Dynamics 365, select Best Practices and select each of the following: Microsoft.Dynamics.AX.Framework.BestPracticeFramework.UIRules Microsoft.Dynamics.AX.Framework.CodeStyleRules Microsoft.Dynamics.AX.Framework.DataAccessRules Microsoft.Dynamics.AX.Framework.DataEntityRules Microsoft.Dynamics.AX.Framework.DataMethodRules Microsoft.Dynamics.AX.Framework.DepreciatedElementsRules Microsoft.Dynamics.AX.Framework.MaintainabilityRules Microsoft.Dynamics.AX.Framework.StaticCodeValidationRules 3. Build If you want to lower building time Click on the Dynamics 365 drop down menu on the toolbar and select Options. In Dynamics 365, select Build and select Build Modules in Parallel Build "> Build More information on this feature 4. Projects Click on the Dynamics 365 drop down menu on the toolbar and select Options. In Dynamics 365, select Build and select Organize projects by element type Synchronize database on build for newly created project Order labels in label file by their ID project "> project 5. Customize toolbars Right click on Toolbars, choose Customize toolbars-1 "> toolbars-1 Create a new toolbar named D365 toolbars-2 "> toolbars-2 Switch to Commands tab, Choose D365 in Toolbar toolbars-3 "> toolbars-3 Choose Add Command -> Extensions -> Add commands that you want toolbars-4 "> toolbars-4 Here are my favorites toolbars-5 "> toolbars-5 Now you can access them directly from toolbars, it will save you some clicks. toolbars-6 "> toolbars-6  ( 1 min )

The blog post tests various options for. restoring BACPAC files on local SQL Server.  ( 4 min )

[German Language Podcast] Im neuesten Podcast mit Matthias Schuster sprechen wir über inway Systems als deutschlandweit agierenden Microsoft Partner, der … Continue reading →  ( 9 min )

In today’s article, we will see what Key Vault is, why to use and how to use Key Vault using X++ code. What is Key Vault Azure Key Vault is one of several key management solutions in Azure, and helps to solve problems such as secret, key and certificate management. Why use Azure Key Vault There... Continue Reading →  ( 13 min )

Innovation is a fundamental element for businesses to remain competitive and achieve success. Innovation leads to increased efficiency and effectiveness and contributes to improved business performance. With the ongoing economic challenges and recession facing global economies, the importance of innovation is even greater. The finance team plays a vital role in this endeavor by incorporating innovation into its strategies and operations. CFOs must not only fulfill their responsibilities as the financial stewards of the business but also actively collaborate with other departments to foster innovation and prepare for potential disruptions. In this challenging environment, CFOs must accomplish more with limited resources; innovation is the key to achieving this goal. This blog post will expl…  ( 17 min )

Discover the power of innovation and automation at Finance Reimagined on February 28, 2024. Join us for a session specifically designed for CFOs to learn how low-code applications can help your finance team accomplish more with less. The post Finance Reimagined: Microsoft uses low-code and automation to streamline processes appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

There are very important notes : after restore backup to test from production  1- change the report server configuration 1- change the report server configuration 2- change Batch server to Test instance 3- Change the workflow batch group servers 4- Change due Date alerts to refresh the pending jobs like notifications and workflow alerts 5- if you face any errors in workflow and workflow instance stopped ctrl +D to open the AOT run it manual 6- client configuration :should be changed from live to test and refresh configuration Thanks  ( 19 min )

In March 2023 the public preview of integrated omnichannel media management features are planned, and I’m really looking forward implementing this feature at customers. In simpler terms, the new feature makes it easier for you to manage all the media assets (like product images, videos, and other documents) related to your online and in-store sales. … Continue reading D365 eCommerce : Image it !  ( 10 min )

We know how important it can be to see a product, test drive all its capabilities, and explore different features before you are ready to buy. With the Dynamics 365 Customer Service trials, you can quickly and easily experience the product for free. There is no credit card required or software to install! Here is what you get:  A tenant with preloaded sample data that you can modify, plus the ability to create new data   The ability to visualize the power of out-of-box analytics based on the sample data   A voice and chat channel experience for both the customer and the agent that simulates real contact center processes with no configuration  You’ll learn how these intelligent business applications go beyond traditional customer relationship management (CRM) systems to help you adapt, …  ( 15 min )

With the Dynamics 365 Customer Service trials, you can quickly and easily experience the product for free. There is no credit card required or software to install! The post Create a Digital Contact Center in seconds with the Customer Service free trial appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

In today’s rapidly evolving world business as usual is out and change is in. Welcome to a dynamic new world of digital finance where financial leaders are futurists initiating change rather than repor...(read more)  ( 12 min )

Submitted by Nathan Clouse on 01/26/23. How to Create an Azure Service Bus Queue This is a simple, straight forward How-To to create an application registration that can be used by Finance and Operations. At the end, you'll have an Service Bus Host name, a queue name as well as a primary connection string (data points 6, 5, and 3 referenced in other articles). Creating a Service Bus First, go to https://portal.azure.com. Next, search for Service Bus. Next, click on create. Next, fill out all of the required fields giving it a namespace name as well as a pricing tier. Standard pricing tier has lots of features but is very low cost. Click Next. Click Next. Click Next. Note that some organizations may provide defaults values here or you may have to provide some depending on policy. Click Create. Wait until the resource deploy then click Go To Resource. Record the Service bus host name in a safe place. This value will be referred to by other articles. Click on Shared Access Policies. Click on RootManageSharedAccessKey. Copy the value in Primary Connect String into a safe place. This value will be referred to by other articles. Close out of the SAS Policy. Create A Queue To Create a Queue in your Namespace, click on queues, Then click Queue, then give it a name. Record the name in a safe space. This value will be referred to other articles. Next, click Create. Your queue should look like this. That's all. View the discussion thread. Reported:  ( 3 min )

Submitted by Nathan Clouse on 01/26/23. How to Create an App Registration for F&O   This is a simple, straight forward How-To to create an application registration that can be used by Finance and Operations. At the end, you'll have an application ID as well as a secret value (data points 1 and 2 referenced in other articles). First, go to https://portal.azure.com. Next, search for app registrations and click on the first result Next, click "new registration" Next, give the app registration a name then click register. Next, record the application (client) ID in a safe place. This will be referenced later several other articles. After that, click on Certificates & Secrets. Next, Click on New Client Secret. Next, enter a description and set when this will expire then click add. Next, record the value in a safe place. This will be referenced later several other articles. This will only be visible right after adding the secret. That's it.   View the discussion thread. Reported:  ( 3 min )

You can read more about how to link environments here(read more)  ( 13 min )

With recently released features in LCS its now possible to connect finance and operations environments with existing dataverse environments. In this blog post we will go through the process of linking F&O enviornment with dataverse enviornment through LCS. The old process was described in this article (https://elearnd365.com/2021/11/13/link-newly-created-fo-environment-with-existing-dataverse-environment/ ) As a part of power platform integration, […]  ( 10 min )

Working with Dataverse is now becoming easier with ‘Developer environment’ that comes with premium capabilities, without any additional cost. You can work on Power Platform using Dataverse for building applications where now you can work with relationship modeling in Canvas applications, leverage Model driven applications, build virtual tables, Power FX, formula columns, ALM and much…  ( 6 min )

What Is Dynamics 365 Sales? Microsoft Dynamics 365 Sales functions as a high-powered Customer Relationship Management (CRM) platform, specializing in sales pipeline management and full transparency into relationship activities. It also offers powerful flexibility, allowing it to go far beyond traditional CRM functionality. Dynamics 365 Sales can be implemented to help your sales team manage their sales cycle, from lead... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

The basic comparation that helps you choose which solution is optimized for your company. Dynamics 365 Finance Operations Dynamics 365 Business Central Dynamics 365 Finance Operations applications that are specifically designed to connect individuals, procedures, information, and insights across various business areas such as finance, project management, human resources, supply chain, and commerce. It allows for flexible deployment options and the ability to adapt to new business priorities as needed. A all-in-one business management tool that assists small and medium-sized businesses in integrating their financial, sales, service, and operations teams through a single user-friendly application that can be implemented quickly. It is distributed, maintained, and expanded by specialized partner channels. Mid-market to large enterprises with 50 – 1000+ users Small to medium-sized businesses (SMBs) with 3 to 250+ users Organizations with in-house IT resources to support go-live and maintenance Businesses who need fast deployment and have limited IT resources to support Heavily invested in Dynamics AX and looking to move to the cloud Heavily invested in Dynamics NAV, GP, or SL and ready to move to the cloud Deep industry and vertical capabilities within applications Over 2000+ industry and horizontal apps on AppSource optimized for SMBs Individually deployable solutions for sales, service, customer insights, finance, projects, HR, supply chain, commerce, and more Single solution that supports finance, sales, service, projects, supply chain, warehousing, manufacturing, and more Centralized operating models, with a single deployment spanning multiple companies, entities, and/or countries Decentralized operating model, with separate deployments for each company, entity, and or country There is also an ability to use a hub and spoke model is provided, where Dynamics 365 Finance & Supply Chain is deployed in the main office and Business Central in subsidiary locations.  ( 1 min )

www.youtube.com/watch Presenters:  Lane Swenka - lane.swenka@microsoft.com Kenny Saelen - kenny.saelen@microsoft.com Aman Nain - aman.nain@microsoft.com Haytham Said - Haytha...(read more)  ( 11 min )

Ya ha llegado esa época del año, ¡se acaban de publicar los planes de la Release Wave 1 2023 de Dynamics 365 y Power Platform! La Release Wave 1 2023 para Microsoft Dynamics 365 Finance and Operations se centra en mejorar la experiencia de desarrollo, administración y usuario mediante la eliminación de barreras, el refuerzo… Continue Reading Novedades de la release wave 1 2023 ariste.info Novedades de la release wave 1 2023  ( 13 min )

Today, Microsoft released the new plans for 2023 release wave 1. 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.  ( 13 min )

On January 25, 2023, we published the 2023 release wave 1 plans for Microsoft Dynamics 365 and Microsoft Power Platform, a compilation of new capabilities planned to be released between April 2023 and September 2023. This first release wave of the year offers hundreds of new features and enhancements, demonstrating our continued investment to power digital transformation for our customers and partners.  This release wave builds on our commitment to create applications and experiences that add value to every role by breaking down silos between data, insights, and people. New capabilities empower new ways to make informed decisions with AI-guided insights and suggested actions, easier ways to automate tasks and processes, and collaboration seamlessly integrated into the flow of work, plus, n…  ( 19 min )

Data is one of the key resources to making informed, contextual decisions. Without data, without being able to measure telemetry and usage, it's challenging to identify areas of improvement. But it's not just the data itself that matters, it's that this data is actionable, helping users understand not only the what, but also the how and why. With Dynamics 365 Sales product usage reports, we're happy to offer administrators and sales managers the ability to get data at their fingertips. The new feature allows sales managers and sales administrators to track the usage of Contacts, Opportunities, Leads and Accounts (COLA entities) by their sellers. With this information, they will be able to make critical decisions about the work processes within their teams. For example, they will be able to…  ( 14 min )

On January 25, 2023, we published the 2023 release wave 1 plans for Microsoft Dynamics 365 and Microsoft Power Platform, a compilation of new capabilities planned to be released between April 2023 and September 2023. This first release wave of the year offers hundreds of new features and enhancements, demonstrating our continued investment to power digital transformation for our customers and partners. The post 2023 release wave 1 plans for Microsoft Dynamics 365 and Power Platform now available appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

Data is one of the key resources to making informed, contextual decisions. The post Optimize Dynamics 365 Sales product usage with new reports! appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

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We are pleased to announce that IP based cookie binding in Dataverse is Generally Available (GA) for all our customers. This security feature will allow the administrators to safeguard Dataverse platform by blocking the cookie replay attack . IP cookie binding in Dataverse IP based cookie binding is a security technique that helps protect Dataverse against…  ( 6 min )

Dynamics GP General Ledger Close During this recorded webinar, we discuss the year-end General Ledger (GL) close in Dynamics GP. Closing the GL is usually done later in the first month of the new fiscal year.  The intended audience for this video is Dynamics GP users – all product versions. Contact us if you have any questions about finding fields... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 3 min )

Data entities within D365FO allow for external applications to interact with D365FO data. One data entity that I use both professionally and in my personal projects fairly regularly is SecurityUserRoleOrganization. This data entity is utilized to restrict a user role assignment to specific organizations within a D365FO environment. In most cases this is a legal […] The post Interesting Issue With the SecurityUserRoleOrganization Data Entity in D365FO appeared first on Alex Meyer.  ( 14 min )

The past couple years have been challenging for many customer service organizations. Meeting customers' rising expectations and adapting to their evolving needs within a volatile economic landscape has been a herculean effort. Businesses are investing more in measuring the impact of their customer service, and the investment is paying dividends. In fact, it's becoming more about the total customer experience and transforming the business models to create effortless experiences for both customers as well as employees. By 2026, Gartner predicts that 60 percent of large enterprises will use total experience to transform their business models to achieve world-class customer and employee advocacy levels.1 This growing acknowledgment is a positive indicator that service is finally recognized as …  ( 17 min )

By 2026, 60 percent of large enterprises will use total experience to transform their business models to achieve world-class customer and employee advocacy levels. This growing acknowledgement is a positive indicator that service is finally recognized as a core business value driver as support teams became pivotal in retaining customer loyalty and winning new customers throughout the pandemic. The post 5 customer service trends to watch in 2023 appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

In this article, we will see the difference and similarities between PowerApps Portals and Power Pages. PowerApps Portals PowerApps Portals are an extension of PowerApps that enables both citizen developers and professional developers to build external facing-websites that allow users their organizations to sign in with a wide variety of identities, create and view data... Continue Reading →  ( 13 min )

What Is Dynamics 365 Customer Service? Microsoft Dynamics 365 Customer Service is a business application that empowers service teams to provide fast, consistent, high-quality customer service and gather insights about customer trends and interactions. As one of Microsoft’s Dynamics 365 applications, Customer Service integrates with the rest of the Dynamics 365 stack, but can also stand alone. This article will cover... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

We are excited to see Microsoft named a Leader in 2023 Gartner® Magic Quadrant™ for Enterprise Low-Code Application Platforms for the fourth consecutive time. We believe this underscores our command in the market, materialized in amazing innovations built by more than 7.4 million monthly active developers of Microsoft Power Platform.  ( 7 min )

There might some cases when decimal places are already set up in Dynamics 365 F&O and you need to change directly in the portal without changing in D365 F&O. For example: SalesOrderedQty is already scale to 6 decimal places and used in many tables. You can’t change the decimal places. How can you change the... Continue Reading →  ( 13 min )

When you are working with PowerApps portal list which has column with long name for example vendor requested delivery date then your column split in 2 or three rows, and it doesn’t look good. You can’t resize directly in the portal. How to increase column width in PowerApps portal First, go to Web Files and... Continue Reading →  ( 13 min )

In today’s article, we will see how to export data to excel in PowerApps portal. Go to Dynamics 365 and open portal management. Go to your web pages Click on webpage and go to General tab. If you have already list available, then click on it otherwise select the list from the dropdown. Go to... Continue Reading →  ( 13 min )

In today’s article, we will see how to use Portal admin center for PowerApps portal. The Power Apps portals admin center allows you to perform advanced administrative actions on portals and the admin center is available when a portal is provisioned successfully. How to open PowerApps portal admin center Login to PowerApps and select your... Continue Reading →  ( 15 min )

In today’s article, we will see how to create a PowerApps portal and how to use Dynamics 365 F&O data with PowerApps portal. If you don’t see my previous article on PowerApps portal with Dynamics 365 Finance and Operations, then you can find here. Before we start, let’s see what options are available to connect... Continue Reading →  ( 15 min )

In today’s article, we will see what PowerApps portal is, when and why to use with Dynamics 365 Finance and operations. PowerApps portal was introduced by Microsoft in June 2019 to build low-code, responsive websites which allow external users to interact with the data stored in the Dataverse (Comman Data Service). PowerApps portal is a... Continue Reading →  ( 15 min )

ERP SOLUTIONS "> ERP SOLUTIONS ERP SOLUTIONS SERVICES "> ERP SOLUTIONS SERVICES CRM-SOLUTIONS "> CRM-SOLUTIONS AI-SOLUTIONS "> AI-SOLUTIONS COLLABORATION-SOLUTIONS "> COLLABORATION-SOLUTIONS POWER PLATFORM.png "> POWER PLATFORM

Taking time to speak with customers remains one of the best ways to build relationships and close deals faster. However, in a digital world it is often difficult to secure that moment of interaction. So when that moment happens, it is critical to focus on the conversation. Capturing valuable insights and next steps is a distraction at this precious time. Microsoft Dynamics 365 Sales conversation intelligence continues to harness AI technology to assist salespeople with just that it's there as your chief note taker. Master conversation follow ups by uncovering value from each call and gaining a deeper understanding of your customer interactions. We're excited to introduce two new features designed to save time and allow users to quickly access the most relevant and valuable insights from th…  ( 15 min )

Telemetry is a crucial tool in monitoring the performance of a system to generate actionable insights that can improve productivity and optimize users' experience. New warehousing telemetry data in Dynamics 365 Supply Chain Management helps provide insight into the activities and general health of your Warehouse Management tenants and devices, so that you can diagnose problems and analyze operations that affect performance. With Warehouse Management Application Insights telemetry, you'll be able to answer questions like these: What's the state of the Warehouse Management mobile app and the devices it runs on? Are battery usage and network communication latency where you expect them to be, and if not, why not? How are your warehouse processes performing, including the time it takes to rele…  ( 15 min )

Taking time to speak with customers remains one of the best ways to build relationships and close deals faster. The post Optimize sales conversation follow-ups in two easy steps appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Telemetry is a crucial tool in monitoring the performance of a system to generate actionable insights that can improve productivity and optimize users' experience. New telemetry data in Dynamics 365 Supply Chain Management helps provide insight into the activities and general health of your Warehouse Management tenants and devices, so that you can diagnose problems and analyze operations that affect performance. The post Warehousing telemetry now available in Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Bridge to the Cloud Promotion for Microsoft Dynamics The Bridge to the Cloud promotion is a multi-year path that can help you transition from your on-premises deployment of Dynamics 365 Business Central, Dynamics NAV, or Dynamics GP to Dynamics 365 Business Central online. Bridge to the Cloud includes discounted licenses as well as dual-access rights for your existing on-premises ERP and your new... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

Taking time to speak with customers remains one of the best ways to build relationships and close deals faster. However, in a digital world it is often difficult to secure that moment of interaction. So when that moment happens, it is critical to focus on the conversation. Capturing valuable insights and next steps is a distraction at this precious time. Microsoft Dynamics 365 Sales conversation intelligence continues to harness AI technology to assist salespeople with just that it's there as your chief note taker. Master conversation follow ups by uncovering value from each call and gaining a deeper understanding of your customer interactions. We're excited to introduce two new features designed to save time and allow users to quickly access the most relevant and valuable insights from th…  ( 15 min )

Taking time to speak with customers remains one of the best ways to build relationships and close deals faster. The post Optimize sales conversation follow ups in 2 easy steps!   appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

DynamicsCon Virtual will return on March 15 and 16 for a fifth edition, bringing back distinct features and introducing an expanded program focused on customer success. DynamicsCon Virtual is known for its open voting process to determine the bulk... Read the full text.  ( 12 min )

Microsoft Dynamics 365 Finance - GL open balances data migration - options for GL and sub-ledger accounts: Load GL balances without subledger controlled accounts and let sub-ledger accounts be popul...(read more)  ( 13 min )

Resiliency for retailers might best be understood by thinking about the delight consumers feel when they order that specific, thoughtful gift online for the holidays or when they come across the perfect gift while shopping at a store. To be successful with consumers in these moments, retailers must have the right products in stock at the right time and deliver them quickly and cost-effectively. This is what resiliency for retailers looks like, but how do you build resiliency into your supply chain? Microsoft Supply Chain Center Reduce supply and demand mismatches by running simulations using AI and real-time, advanced analytics. Try the preview McKinsey & Company found that 75 percent of consumer packaged goods (CPG) supply chain leaders prioritize supply chain digitalization, sug…  ( 18 min )

The path to retail resilience in today's competitive environment revolves around connectivity, agility, and sustainability. Brands should address disruptions and challenges with solutions that can exceed customer expectations, drive profitability, and improve sustainability. The post The Microsoft Supply Chain Platform enables resiliency for retailers appeared first on Microsoft Dynamics 365 Blog.  ( 12 min )

Integration Best Practices: Dynamics 365 CRM to Finance & Operations Integrating Dynamics 365 CRM applications and Dynamics 365 Finance & Operations (F&O) via Dual-write provides bi-directional data synchronization. Users across applications benefit from seamless, real-time sharing of information about customers, vendors, people, products, and operations. However, successfully implementing this integration requires system administrators and customizers to address some challenges and design constraints that are not... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 10 min )

It was required to add custom financial dimension such as OFFICE, COSTCENTER in FINOPS D365 to excel add-in in D365. I used standard documentation for this type of customization that has already been ...(read more)  ( 12 min )

Llevamos mucho tiempo trabajando con las VM de desarrollo de F&O, sobretodo los partners de Microsoft que necesitan poder cambiar rápida y fácilmente entre diferentes entornos de clientes, y utilizar el VHD es un poco más complicado en ese escenario. Y por supuesto, usamos RDP para conectarnos a estas VMs. RDP es poco seguro, debido… Continue Reading Configura Azure Bastion para tus máquinas de F&O ariste.info Configura Azure Bastion para tus máquinas de F&O  ( 15 min )

I have played with ChatGPT, and when looking through social media, blogpost and videos, it seems we have now entered the early ages of AI and we can ask ChatGPT to generate almost anything we are asking for. I have started to start ask myself philosophical questions and what will be replaced by these systems. … Continue reading D365 – This blogpost is not written by ChatGPT  ( 10 min )

[German Language Podcast] Im ersten Podcast im Jahr 2023 sprechen wir mit Jochen Guttenberger, der als Lead Solution Architekt und … Continue reading →  ( 9 min )

Dear All,In this article will see how to create computed column in view. As we all know view are returning records from SQL from multiple tables, but some time we are getting requirement to create calculated column using the available column. Si...(read more)  ( 12 min )

As marketing leaders, one could say that your potential for success is only as good as the data you possess. But is that possession enough? To develop targeted, thoughtful, and inclusive customer experiences, acknowledging that today's data lacks representation, diversity, and reach is important. That's true whether you consider gender, race, age, cultural experiences, accessibility, and more. In today's data-driven business landscape, it's important to reflect on the fact that the traditional data sets you've come to rely upon only provide part of the answer. To get to the heart of your customers' decision-making, you need to not only consider data that's inclusive and representative of the customers you are trying to reach, but also take a fresh look at how you measure this data. The ind…  ( 17 min )

In today's data-driven business landscape, it's important to reflect on the fact that the traditional data sets you've come to rely upon only provide part of the answer. To get to the heart of your customers' decision-making, you need to not only consider data that's inclusive and representative of the customers you are trying to reach, but also take a fresh look at how you measure this data. The post The data bias challenge: Creating inclusive customer experiences appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

Here at the National Retail Federation 2023 conference, we are excited to share the immediate availability of Shared Device Mode (SDM) Public Preview for Power Apps on Android. Frontline workers will now be able to quickly, easily, and securely log in and out of their devices when handing off mobile devices or sharing kiosks. This…  ( 5 min )

VAR solution (existing field InventDimensionN) 1. create new table to hold dimension values, it can be linked to InventTable public class VKItemCSIDNumbers extends common {     public static boolean checkExist(VKCSIDNumber _csid, ItemId _itemId)     {         if (_itemId && _csid && !VKItemCSIDNumbers::exist(_csid, _itemId))         {             return checkFailed(strFmt("Inventory CSID number %1 does not exists for item %2", _csid, _itemId));         }         return true;     }     public static boolean exist(VKCSIDNumber _csid, ItemId _itemId)     {         return _itemId && _csid             && (select VKItemCSIDNumbers                     where VKItemCSIDNumbers.ItemId == _itemId  && VKItemCSIDNumbers.CSIDNumber == _csid                ).RecId != 0;     } } 2. new class deriving …  ( 2 min )

Recently, Microsoft introduced new feature Virtual tables creation wizard in Power Platform. With this feature, you can now create virtual tables directly from the SQL table, SharePoint and excel using a guided creation wizard. Virtual table enables to integrate data from external sources by representing the data as table in Dataverse without any data replication.... Continue Reading →  ( 14 min )

The Dynamics 365 and industry clouds release plan for the 2022 release wave 2 describes new features releasing from October 2022 through March 2023. You can either browse the release plan online or download the document as a PDF file. The PDF file also includes information about Power Apps, Power Automate, Power BI, Power Pages, Power Virtual Agents, Microsoft Dataverse, Microsoft Power... Continue Reading →  ( 13 min )

The Microsoft Power Platform release plan for the 2022 release wave 2 describes new features releasing from October 2022 through March 2023 for Power BI, Power Apps, Power Pages, Power Automate, Power Virtual Agents, and AI Builder, as well as Microsoft Dataverse, Power Platform capabilities for governance and administration, pro development, ISV experiences, and data integration. You can either... Continue Reading →  ( 13 min )

www.youtube.com/watch Presenters:  Srinath Sundaresan ssundar@microsoft.com Rob Bertram Robert.Bertram@microsoft.com ~ Learn best practices around development patterns when migrating from Retail...(read more)  ( 11 min )

In the previous article, I explained how to create a table in D365 FO. In this article, I will explain Set Indexes on The Table. As we know tables are the core objects used to store data in Microsoft Dynamics 365. A table index increases the speed of the retrieval of data from a table. So, while creating a table don’t forget to set the index for the table. An index helps Increase the speed of the retrieval of rows from a table. Indexes are used to improve the performance of data retrieval. occasionally an index helps to ensure the existence of unique records. In D365 FO like other database objects, indexes are synchronized with the database. Hence, Once an index is created, indexes are managed automatically by the DBMS every time a record is inserted, updated, or deleted. So here…  ( 23 min )

National Retail Federation (NRF) 2023: Retail's Big Show is here, and thousands of people are joining together in New York City to collectively envision what's next for the future of retail. The lessons and best practices to be shared have important implications for other industries as well. Retailers, operating in a highly competitive environment, are often the first to blaze the trail of innovation in customer experience. Elevating the consumer shopping experience requires companies to deliver more relevant, streamlined experiences throughout the retail value chain. That delivery starts with unifying disparate data from sources across the end-to-end shopper journey. Driving customer acquisition, retention, and business growth requires a connection between your customers, your people, and…  ( 16 min )

Jamie is an IT admin working on managing Contoso's IT services. Because his work is mission critical, he has a premier support account with the IT infrastructure provider. This includes direct technical support access to a specific support agent with deep knowledge of Jamie's setup and requirements.   Jamie is working on enabling a new service in production. He knows there is some risk that he may run into an issue in the process. It gives Jamie peace of mind that he is only one call away from contacting a domain expert with knowledge of his setup if needed.  Introducing direct inbound calling in Dynamics 365 Customer Service  Many customer contact centers have scenarios where the ability to contact a specific agent via phone is critical. Handling such setups via workstreams is very cumber…  ( 14 min )

Marketers today are rethinking their data strategies, looking for ways to take ownership of their customer data and to use that resource to create valued customer relationships in a time of tightening privacy legislation. Microsoft continues to make significant investments in helping organizations across industries fulfill customer demands for privacy and personalization while optimizing marketing return on investment (ROI). The post Transform retail customer experiences with the Microsoft Customer Experience Platform appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

The voice channel in Dynamics 365 Customer Service now provides the ability to configure direct callbacks with just a few clicks. The post Direct inbound calling: Premier support made easy appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

Have you tried creating a virtual table and found it too difficult? Do you wish you had an easy way to integrate external data from SharePoint and SQL into Dataverse? We are excited to announce that makers can now create virtual tables directly in the maker portal in just a few minutes using a guided…  ( 6 min )

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Microsoft created a summary of learning resources for Power Platform. These resources are from beginner to advance level. I am NEW, help me get started I have SOME EXPERIENCE For detailed information, please visit to this link https://aka.ms/PowerPlatformResources  ( 14 min )

I’m happy to announce the public release of my ‘D365FO Security Comparison Utility’ available on my GitHub! Solution Download The solution download is available here: https://github.com/ameyer505/D365FOSecurityComparisonUtility/releases The source code for the application can be found here: https://github.com/ameyer505/D365FOSecurityComparisonUtility Overview of Solution Install the Deployable Package Download the deployable package from GitHub: https://github.com/ameyer505/D365FOSecurityComparisonUtility/releases/download/v1.0/AMSecurity_1.0.0.0.zip Install the deployable package […] The post Comparing Security Between D365FO Environments Solution Released appeared first on Alex Meyer.  ( 14 min )

In the last tutorial, I showed you how to add validation to the parameters of a batch job. In this article, learn to add D365 SysOperation Framework mandatory parameters. Validation can be added to ensure a user cannot run the job without setting a parameter. However, code can be added to actually show the parameter... Continue Reading → The post D365 SysOperation Framework Mandatory appeared first on Dynamics 365 Musings.  ( 10 min )

Johnson Controls, a world leader in building smart, healthy and sustainable buildings, has more than 100,000 employees that require training which needs to be scheduled, tracked, measured, and analyzed. They saved 3,610 hours on backend process management and increased training throughput by 400%.  ( 6 min )

Here is the latest collection of data entities for 10.0.31 in both en-GB and en-US languages. 10.0.31 Data Entities – en-US 10.0.31 Data Entities – en-GB  ( 3 min )

This week on the Dynamics 365 Finance and Operations blog roundup: Dynamics 365 Finance invoice automation in simple terms Create and share workspace personalization in Dynamics 365 Finance and Operations Securing a menu item is not enough – form... Read the full text.  ( 12 min )

www.youtube.com/watch Presenters:  Vânia Ferramacho (Senior FastTrack Solution Architect)  ~ This how to video walks us through the process of creating Marketing emails using conditio...(read more)  ( 11 min )

Hi All,Here in this blog will see how to apply custom range on AOT query.Requirement: Add range on AOT query to get the records created before given days (createdDateTime - PriorDays)Steps 1 - Add new field in the parameters. Please refer below scree...(read more)  ( 13 min )

Customer Journeys in Dynamics 365 Marketing In Dynamics 365 Marketing, a Customer Journey is a curated, end-to-end customer purchase process, including all contact and decision-making points. With multifaceted campaign automation, it identifies leads and guides the target audience to move toward purchasing as they interact with your company. One of its core elements is communication automation, triggered by both specific audience... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

www.youtube.com/watch Presenters:  Rayne Zou raynezou@microsoft.com Severin Bock Severin.Bock@microsoft.com Kevin Giardini kgiardini@microsoft.com ~ Join this Tech Talk session to learn how to g...(read more)  ( 11 min )

Since the November 2021 launch in select geographic regions of the native voice channel in Microsoft Dynamics 365 Customer Service, we have been expanding worldwide to satisfy growing customer demand. We are proud to announce that we now support local country regions as well. As of November 30, 2022, the voice support channel is live in Canada.  Native voice support channel capabilities  The integrated voice channel allows customer service representatives to communicate with customers on the phone to resolve issues. The Canada launch includes all the features that the voice channel in omnichannel Customer Service environments supports today.  Self-serve voice support channel with Power Virtual Agents The Canada general availability launch also integrates Power Virtual Agents. Subject matt…  ( 13 min )

Ana is excitedly setting up her new smartphone when the screen goes blank. In dismay, she calls customer service. The estimated wait time is more than 45 minutes, and she is number 7 in the queue because all agents are busy handling holiday call volume. She decides to stay on the line listening to music on hold for 45 minutes. By the time she gets to speak to an agent, she is relieved but a bit angry. Her first support experience with the smartphone manufacturer is less than pleasant, and this is before she even has a chance to discuss her issue. If the company had implemented direct callback, now available in Microsoft Dynamics 365 Customer Service, Ana's first engagement with it would have been much more reassuring.  Introducing direct callback in Dynamics 365 Customer Service  Many cust…  ( 14 min )

Since the November 2021 launch in select geographic regions of the native voice channel in Microsoft Dynamics 365 Customer Service, we have been expanding worldwide to satisfy growing customer demand. We are proud to announce that we now support local country regions as well. As of November 30, 2022, the voice support channel is live in Canada. The post Customer Service voice support channel launches in Canada  appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

Ana is excitedly setting up her new smartphone when the screen goes blank. In dismay, she calls customer service. The estimated wait time is more than 45 minutes and she is number 7 in the queue because all agents are busy handling holiday call volume. The post Direct callback: Because nobody likes to wait on the phone appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

The Mensa high IQ society in Hungary has started a series of sessions dedicated for showing the various IT professions in detail on a career day. As a proud member of the society I have the pleasure t...(read more)  ( 13 min )

Dear Microsoft BizApps Community, Welcome to my next blog on Bank Credit Limit Tolerance Functionality in Dynamics 365 Finance and Operations. In many organizations the Treasury team or Finance Managers wants to put a control on Bank outgoing money, ...(read more)  ( 13 min )

community.dynamics.com/.../DTT106EXT2_Recording_12152022.mp4 Presenters:  Phillip Seaton pseaton@microsoft.com Jason Green Jason.M.Green@microsoft.com Kevin Honeyman Kevin.Honeyman@microsoft.com...(read more)  ( 11 min )

This is an introductory course on D365 Finance and Operations with a focus on D365 FO technical and Functional, this is especially for beginners. Those who are already working on D365 might already be aware of these that are being discussed, I recommend looking at the topics covered in this course and enrolling only if you think you do not know those topics. Register Now Course Highlights 45 Hours of training with Real Time Scenarios. A soft copy of the materials was provided. Daily 1-Hour Classes. Resume Preparation. 100 + Real-time tasks provide. Interview Cracking Tips. Explain Customization. What you'll learn Students will have a basic understanding of Microsoft Dynamics 365. For Functional, Students will have a basic overview of Microsoft Dynamics 365 Functional Modules.  For Technical, Students will have a basic overview of Microsoft Dynamics 365 Technical Modules. For technical students, basic programming skills are required Register Now Requirements Students should have basic computer skills. Students should be able to use Browsers like Chrome, or any other Web Browser to access the internet. Topics covered in this course Introduction of MS-Dynamics 365. Basic Configurations. AOT(Application Object Tree) Introduction. Data Types(Primitive Data Types) & EDT. OOPS, Concepts. User Interface. SSRS Reports. Data Entities. Extensions. Chain of Commands (COC). We will share the syllabus Register Now  ( 24 min )

ZUGFeRD 2.1/ Factur-X 1.0 for Dynamics 365 FO ...(read more)  ( 16 min )

We are excited to announce the release of the common German-French electronic invoice ZUGFeRD / Factur-X in Dynamics 365 for Finance and SCM. This plug-and-play solution in its “Light” version does not require any customisation and can be easily installed in the standard Electronic Reporting module of D365. It supports the […] The post ZUGFeRD 2.1/ Factur-X 1.0 for Dynamics 365 FO appeared first on ER-Consult.  ( 9 min )

Personalization is one of the strong features available in Microsoft Dynamics 365 finance and operations which helps consultants and users to get the better user experience. As part of personalization workspace is one feature which as consultant, I suggest to all my end users because this provides lot of flexibility from managing day to day […]  ( 8 min )

Personalization is one of the strong features available in Microsoft Dynamics 365 finance and operations which helps consultants and users to get the better user experience. As part of personalization workspace is one feature which as consultant, I suggest to all my end users because this provides lot of flexibility from managing day to day […]  ( 8 min )

En esta ocasión, vengo a compartir una pieza de código que me ha sido muy útil a la hora de consumir entidades de datos de Dynamics 365 Finance and Operations, ya sean tanto entidades estándar, como entidades personalizadas, desde cualquier tipo de aplicación escrita en C#. En mi caso concreto, es una pieza de código… Read  ( 12 min )

[German Language Podcast] Im ‘Weihnachtspodcast’ haben wir Stefan Riedel aus Hannover zu Gast, der sich als selbstständiger IT Berater primär … Continue reading →  ( 9 min )

https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/filtering 1. Introduction 2. Filter expressions 2.1. Other frequent filter expressions 3. Filter Pane 3.1. When is the Filter Pane available? 3.2. What data does the Filter Pane work on? 3.3. What fields are initially shown in the Filter Pane? 3.4. Can I control the default fields that appear in the Filter Pane? 3.5. I don’t want users to be able to filter on a specific field or modify an existing filter. How do I accomplish this? 3.6. Can I control the fields that appear in the Add a filter field list in the Filter Pane? 3.7. How is the Filter Pane used? 4. QuickFilter 4.1. Why don’t I have a column selector in my QuickFilter? 4.2. Can I use the QuickFilter to filter other collection controls (such as t…  ( 7 min )

In my previous blog post, I talked about missing parts on forms when you only focus on granting permissions on menu items. This is mainly the case if you start privileges and duties from scratch to ensure a least permissions principle. Form parts are a type of form control where security can be managed with […] The post Securing a menu item is not enough – form controls appeared first on Dynamicspedia.  ( 15 min )

Dynamics 365 > Metadata Search Syntax: : [: … [ :]] is one of the acceptable filter names, and are comma separated (and possibly quoted) filtering values. Filter names: Name: Filter by element name. This is the default filter, meaning if you just type a filter value, it is assumed to be an element name. Each comma-separated value is an acceptable element name. Type: Filter by element type. Each comma-separated value should be the name of an element or subelement type (root type or subtype) (that is, table, class, field). Logic of filtering is: (roottype_1 OR roottype_2 OR … OR roottype_N) AND (subtype_1 OR subtype_2 OR … OR subtype_N) Model: Filter by model name. Each c…  ( 2 min )

Create and post general ledger journal: /// /// Helper class to reverse project invoice voucher transactions and match those, which relates to customer /// class VKProjectInvoicePostingHelper {     LedgerJournalTrans  paymLedgerJournalTrans;     ///     /// Entry point to execute reversal and matching process     ///     /// ProjProposalJour record     public void reverseTranasctions(ProjProposalJour _projProposalJour)     {         if (_projProposalJour && _projProposalJour.ProjInvoiceId)         {             ProjInvoiceJour     projInvoiceJour     = ProjInvoiceJour::find(_projProposalJour.ProjInvoiceId, _projProposalJour.InvoiceDate);             LedgerJournalTable  ledgerJournalTable  = this.createJ…  ( 2 min )

I have taken this explanation from Microsoft docs page and later part tried to create these scenarios in D365 see how actual transaction looks. On the Revenue and expense deferral parameters page, the options for deferral posting methods are Balance sheet and Profit and loss. The example in this article will help explain the differences between the two methods and […]  ( 9 min )

I have taken this explanation from Microsoft docs page and later part tried to create these scenarios in D365 see how actual transaction looks. On the Revenue and expense deferral parameters page, the options for deferral posting methods are Balance sheet and Profit and loss. The example in this article will help explain the differences between the two methods and […]  ( 9 min )

When subject matter experts in the Microsoft Dynamics community wrote about products, processes, and industries in 2022, they took a range of approaches, from product previews to customer best practices to industry outlook. Looking back through the year... Read the full text.  ( 12 min )

www.youtube.com/watch Presenters:  Evgeny Popov evgenypopov@microsoft.com Marek Rolecki Marek.Rolecki@microsoft.com Sandeep Kumar kumarsand@microsoft.com ~ Please join us in this session to lea...(read more)  ( 11 min )

Deal All,Today we are going to learn about how to set the count value on Tiles using x++ query. I came across this scenario during my resent customization. This will be helpful when you have requirement to filter tiles data count on the basis of unbo...(read more)  ( 14 min )

Microsoft dynamics 365 finance and operations supports importing exchange rates directly from external providers so that while making forex transactions users need not to worry about having latest exchange rates. Currently we have following three exchange rates providers: Out of these three providers, two providers can be configurated directly without any additional integration but for […]  ( 8 min )

Microsoft dynamics 365 finance and operations supports importing exchange rates directly from external providers so that while making forex transactions users need not to worry about having latest exchange rates. Currently we have following three exchange rates providers: Out of these three providers, two providers can be configurated directly without any additional integration but for […]  ( 8 min )

Hi All,Let's learn on how to add two different columns range on one column value of range in AOT Query.  Apply range on AOT Query: Only the point to be consider is we need to use parenthesis correctly and Proper enum name - DocumentSta...(read more)  ( 12 min )

Hi All,In this article will see how to create multi selection lookup on a form control.For this we need to create one AOT query like CustTablelookup. for that you can refer the documents provides by Microsoft docs.Expected Result is below: Step ...(read more)  ( 12 min )

Creating credit notes in accounts receivable against posted invoices is the normal activity and it can be due to multiple reasons like returns, wrong entry etc…. So, on of the request from receivable department is to have the reference of original invoice against which credit note is created and print the same information on document. […]  ( 8 min )

Creating credit notes in accounts receivable against posted invoices is the normal activity and it can be due to multiple reasons like returns, wrong entry etc…. So, on of the request from receivable department is to have the reference of original invoice against which credit note is created and print the same information on document. […]  ( 8 min )

www.youtube.com/watch Presenters:  Brian King Brian.King@microsoft.com Jodi Christiansen jchrist@microsoft.com Adeel Edhi adeeledhi@microsoft.com ~ Microsoft Dynamics 365 Subscription Billing al...(read more)  ( 11 min )

Settles customer transactions project invoice transaction with general ledger journal transaction     void settleTransactions(ProjInvoiceJour _projInvoiceJour, LedgerJournalTrans _paymLedgerJournalTrans)     {         CustTable custTable = CustTable::find(_projInvoiceJour.InvoiceAccount);         // find related transaciton         LedgerJournalTrans  paymLedgerJournalTransLoc;         CustTransOpen       invCustTransOpen, paymCustTransOpen;         CustTrans           invCustTrans, paymCustTrans;         // Given the payment LedgerJournalTrans, find the related CustTrans which has CustTransOpen         select firstonly paymLedgerJournalTransLoc             where   paymLedgerJournalTransLoc.RecId  == _paymLedgerJournalTrans.RecId             join    paymCustTrans             where   p…  ( 1 min )

Helper class to reverse financial transactions produced by project invoice posting: - creates general journal transactions based on project invoice voucher - posts general journal - settles customer transaction from project invoice with reversal transaction from general journal /// /// Helper class to reverse project invoice voucher transactions and match those, which relates to customer /// class VKProjectInvoicePostingHelper {     LedgerJournalTrans  paymLedgerJournalTrans;     ///     /// Entry point to execute reversal and matching process     ///     /// ProjProposalJour record     public void reverseTranasctions(ProjProposalJour _projProposalJour)     {         setPrefix("Invoice reversal process"…  ( 3 min )

In this blog, I will try to explain the new inventory value report storage. How we can configure, generate, and work with exported data. Many of us already know but there are many people out there who are new to system, it will help them. What is inventory value report? Inventory value report is the […]  ( 9 min )

In this blog, I will try to explain the new inventory value report storage. How we can configure, generate, and work with exported data. Many of us already know but there are many people out there who are new to system, it will help them. What is inventory value report? Inventory value report is the […]  ( 9 min )

www.youtube.com/watch Presenters:  Annette Bruer Annette.Bruer@microsoft.com Mohamed Aamer moaamer@microsoft.com Eric Pegors epegors@microsoft.com Severin Bock Severin.Bock@microsoft.com Himani ...(read more)  ( 11 min )

Visit the post for more.  ( 8 min )

Support Options for Dynamics AX 2009 and 2012 Microsoft’s “end of mainstream support” for Dynamics AX means that there will be no further Microsoft-generated system patches, security updates, or support from Microsoft. However, there are options that will protect your business, let you take advantage of your existing investment in Microsoft technologies, and preserve the skills and experience your team has built up... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 6 min )

In the previous article, I explained what Extended Data Types in D365 is and how to create Extended Data Types. In this article, I will explain how to create a table in Dynamics 365 FO. As we know tables are the core objects used to store data in Microsoft Dynamics 365. In Dynamics 365 FO before creating a form we need to create the tables first. By using visual studio, it is very easy to create a table. In Dynamics 365 FO, you can use primitive data types or Extended data types for adding fields to the table. Before creating a new Extended data type (EDTs), you should check whether the EDT is already existing in the system, if already exists in the system, you can re-use it. Another important thing to remember while creating a table is, don’t forget to index the table to enhance its perfo…  ( 27 min )

Microsoft Dynamics 365 Subscription Billing allows users to manage their recurring billings while tracking and managing key aspects of their customer and client contracts. Sessions include: ...(read more)  ( 11 min )

www.youtube.com/watch Presenters:  Scott Tucker Scott.Tucker@microsoft.com  Harish Jayaprakash hajayapr@microsoft.com Jarad Shannon jashanno@microsoft.com ~ Point-of-Sale is the heart of re...(read more)  ( 11 min )

In today’s article, we will see how to restrict an employee to view information only for those legal entities that they have access. Currently, an employee can see data from all legal entities but there are some cases when this should not be happened due to GDPR compliance. User should not see information from other... Continue Reading →  ( 13 min )

Dynamics User Group (DUG) has announced that DynamicsCon LIVE will return May 22 to 25, 2023 in Scottsdale, Arizona. The event will be bigger than the 2022 event, with an anticipated 700 attendees and more than double the sessions, from 51 at the last... Read the full text.  ( 12 min )

In this article, learn how to add D365 SysOperation Framework validation to ensure that parameters are set correctly. In a previous lesson you learned how to add parameters to a batch job. While adding parameters provides flexibility to the user, it may allow the user to run the batch job in a way it was... Continue Reading → The post D365 SysOperation Framework Validation appeared first on Dynamics 365 Musings.  ( 9 min )

Too many government agencies are working with outdated systems and processes that frustrate teams and hinder productivity. Forward-thinking finance and operations leaders are looking for ways to moder...(read more)  ( 12 min )

Recently, Microsoft introduced Truncate entity list under data management in Dynamics 365 F&O. With this option, user can truncate all entities in Dynamics 365 F&O without writing any SQL script or x++ code. What is truncate entity list. Sometimes, while doing deployment or development we get an issue with the entity, and we need to... Continue Reading →  ( 13 min )

www.youtube.com/watch Presenters:  Rashmi Mansur rashmim@microsoft.com Mata Prasad Gupta matgupta@microsoft.com Dileep Raj Perugu dileepp@microsoft.com Akshat Singh Akshat.Singh@microsoft.com H&...(read more)  ( 11 min )

The year-end close process is a cumbersome, multi-step task that ensures an organization can provide accurate annual reports and financial statements for its stakeholders. It's critical to get it right, but the process can be intimidating and overwhelming. Trying to balance the workload among overstressed accounting staff can result in errors, multiple manual adjustments, and pressure on the finance department. The new Optimize year-end close feature in Microsoft Dynamics 365 Finance can help. Year-end close moves to a dedicated service with more visibility With the new optimization, the heavy processing moves to a dedicated service, reducing resource consumption on SQL and batch servers and allowing the process to run more efficiently. The time saved enables your finance team to react qui…  ( 13 min )

The year-end close process is a cumbersome, multi-step task that ensures an organization can provide accurate annual reports and financial statements for its stakeholders. It's critical to get it right, but the process can be intimidating and overwhelming. Trying to balance the workload among overstressed accounting staff can result in errors, multiple manual adjustments, and pressure on the finance department. The post Accelerate your year-end close process appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

The year-end close process is a cumbersome, multi-step task that ensures an organization can provide accurate annual reports and financial statements for its stakeholders. It's critical to get it right, but the process can be intimidating and ove...(read more)  ( 13 min )

The year-end close process is a cumbersome, multi-step task that ensures an organization can provide accurate annual reports and financial statements for its stakeholders. It's critical to get it ...(read more)  ( 13 min )

This episode is sponsored by NMB Solutions . Microsoft Dynamics 365 Finance and Supply Chain Management customers in Europe face unique challenges related to transportation and shipping. Our guest, Nathaniël Nguyen, Director of Sales at NMB... Read the full text.  ( 12 min )

While working with Dynamics 365 for Finance and operation implementation it’s a common requirement to take a database back up from tier 2 environments and restore it to Dev (Tier 1) environments. The standard procedure we follow to restore DB is get bacpac file from sandbox environments using LCS and use following command to restore […]  ( 10 min )

www.youtube.com/watch Presenters:  Annette Bruer Annette.Bruer@microsoft.com Mohamed Aamer moaamer@microsoft.com Eric Pegors epegors@microsoft.com Severin Bock Severin.Bock@microsoft.com Himani ...(read more)  ( 11 min )

This Dynamics 365 Finance TechTalk series focuses on planning activities, setup, and configuration required to optimize year-end close processes of Dynamics 365 Finance. The series includes a sess...(read more)  ( 11 min )

Your customers' email inboxes are like a firehose that never stops. How do you make sure they'll notice your communications in the flood? With personalized content tailored just for them. Generic, boilerplate emails make customers feel like they're just another number. Personalized experiences make your customers feel heard and understood. The post Engage customers using highly personalized content—easily, efficiently, and at scale appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Microsoft HoloLens 2 customers are using mixed reality to expedite the ways they ensure process compliance, improve efficiency, and learn on the job with step-by-step holographic instructions in Microsoft Dynamics 365 Guides. The post Holographic Microsoft Teams features empower hybrid collaboration in the industrial metaverse appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

What Is Dynamics 365 Marketing? Microsoft Dynamics 365 Marketing is an end-to-end marketing solution. It handles everything from email campaign automations to campaign cost and revenue attribution. This article will explain D365 Marketing’s most important features, main use cases, and how it’s licensed (differently than most other Dynamics 365 apps). It will also cover the limitations of this application, and... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 7 min )

[GERMAN LANGUAGE PODCAST EPISODE] In dieser neuen Ausgabe des BizApps Podcasts sprechen wir mit Jonathan Freischlad über die Firma Ordat, … Continue reading →  ( 9 min )

www.youtube.com/watch Presenters:  Andreea Bunduc abunduc@microsoft.com Corina Balan corinabalan@microsoft.com Lane Swenka - Lane.Swenka@microsoft.com Saurabh Kuchhal Saurabh.Kuchhal@microsoft.c...(read more)  ( 11 min )

One complaint I hear quite often and a huge gap in the current D365FO offering from a security perspective is that there is not a good way to compare security between environments. This becomes especially difficult when upgrading to a new D365FO version or when wanting to confirm that no new security changes have been […] The post Comparing Security Between D365FO Environments – Beta Solution appeared first on Alex Meyer.  ( 14 min )

Dynamics GP Fixed Assets During this recorded webinar, we share the monthly Fixed Assets process in Dynamics GP and explain how the Fixed Assets affect the General Ledger.  Topics discussed during this session include: Asset classification and tracking Types of Amortization Integration to Accounts Payable (AP)/Purchase Order Processing (POP) Entries recorded in the General Ledger (GL) Reporting using... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 19 min )

We are glad to announce the release of our final 2022 deliverable, the November update for Power Platform CLI, Azure DevOps, and GitHub actions. Once again, this month’s update has some great new features available, and I am happy to share them with you. Support for Managed Identities in Azure DevOps This has by far…  ( 7 min )

Educational institutions are looking for modern data solutions that improve their ability to accurately assess and quickly respond to students' and educators' needs. We designed the Microsoft Dynamics 365 education accelerator to help partners expedite the development of these solutions. The post Education accelerator gets new sample applications and updated data model appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

We have had a lot of requests to clarify best practices for using Power Platform Build Tools (PP.BT) for Azure DevOps and are delighted to share more about this in our post below. Username and password versus Service Principal When using Azure DevOps, the Power Platform Build Tools provides you options to either create service…  ( 8 min )

I’ve just checked the list of sessions proposed for DynamicsMinds conference (22–24 May 2023, Slovenia), where I’ll also have a few, and recognized many familiar names. It’ll be great not only to listen their sessions, but also to finally meet them again in person. The list is long, but to mention at least some names, ... Continue reading ‘DynamicsMinds conference speakers’ »  ( 3 min )

Hi All,Welcome to the second part of this series. In this blog will see how we can perform the auto click after auto populating values. This is required because in standard logic system is working like on first click it will fetch item id , then on s...(read more)  ( 13 min )

Hi All, I hope everyone is doing great and learning new things.  Here I am coming with a new blog to understand and guide everyone to learn the customization in Warehouse Management application. As you can see in the screenshot below, We have re...(read more)  ( 12 min )

www.youtube.com/watch Presenters:  Srinath Sundaresan ssundar@microsoft.com  Rob Bertram Robert.Bertram@microsoft.com ~ Learn best practices around planning and executing your migration fro...(read more)  ( 11 min )

Microsoft commissioned Forrester Consulting to investigate where companies are succeeding, struggling, and investing in their quest to move toward service-centric business models and project-based operations. Forrester Consulting explored how this trend impacts the global business landscape and associated business teams. The post Enabling rapid business model innovation and growth appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

Submitted by Nathan Clouse on 12/12/22. Tags:  performance VM Visual Studio Let's examine how to get the most out of Azure spend for Tier 1 machines. A while ago Denis Trunin wrote an article on Visual Studio performance for F&O. I thought it was a well written and researched article. However, I wanted to see what the limit was on performance per unit of money spent. I also wanted to see what the limits were, in general. If twice as more is twice as better, then 4 times as much must mean 4 times more better, right? We'll be using the DOOM Super Shotgun methodology of 2 is better than 1, and 4 is better than 2. I'll also be likening each part of the article to a map from classic DOOM (1993). For those of you DOOM fans out there, this should be fun. For …  ( 16 min )

After adding parameters to a SysOperation Framework batch job, you may want to set those parameters to start with an initial value. In this article, learn how to set a D365 SysOperation Framework default value. By setting a default value that is most appropriate for the data that the job will process, this can save... Continue Reading → The post D365 SysOperation Framework Default Value appeared first on Dynamics 365 Musings.  ( 9 min )

Protecting data from internal threats (users)  ( 6 min )

In this article, we will discuss the flash fill feature of Microsoft Excel. As the name mentioned, Flash fill executes tedious tasks in a flash, it is one of the amazing features introduced by Microsoft in 2013. Before introducing flash fill functionality in excel, Microsoft excel uses used complex formulas to do the required tasks easily. But after introducing the flash fill tool, it reduced the complexity and execution time. For example: before introducing the flash fill property, to split the first name from a full name excel users used a formula, To extract the first name “Sachin” from “Sachin Tendulkar” we need to use a formula = left (A2, search (“”, A2,1)) Similarly, users need to write another formula to extract “Tendulkar” from “Sachin Tendulkar”. Where is Flash Fill Located …  ( 24 min )

Do you feel that the of printing labels in Dynamics 365 is a bit difficult? The options we have in standard D365 is to learn Wave label printing. Or you can look into ISV’s as ISV Docentric. Labeling connects the transactional world with the physical world. We meet customer labels requirements for identifying products, pricing … Continue reading D365: BarTender and label integration using REST API  ( 12 min )

Visit the post for more.  ( 8 min )

1. What is Dynamics 365 Finance & Operations? Microsoft Dynamics 365 is a cloud-based business platform developed by Microsoft, which is designed as a cloud-based Enterprise Resource Planning (ERP) by Microsoft on the Azure Platform. The browser-based Microsoft Dynamics 365 Finance & Operations replaces the previous version on-premise version Dynamics AX.  The responsibility of a Dynamics 365 Developer is to develop new modules or customize the existing modules. As Dynamics 365 is a high customization system, a developer with significant knowledge in D365 development can deliver high-quality solutions.  The minimum Software requirements for Dynamics 365 Server is, It can be hosted locally or can use the Microsoft cloud platform, Microsoft Azure. A minimum of 16 GB of RAM and 2 CPU Cores ar…  ( 31 min )

Coca-Cola Bottling Company United used Microsoft Power Platform to automate on-demand shipment requests – reducing order validation time from half a day to seconds, and automate a complex multi-step SAP invoicing process to handle over 50,000 orders.  ( 7 min )

In this article, we will see what entity is, different types of entities and how to identify entities in Dynamics 365 and Power Platform What is an entity An entity is an abstraction from the physical implementation of database tables. It is a combination of multiple tables where you can combine data from multiple sources or single... Continue Reading →  ( 10 min )

With this new feature, it allows for efficient entry of employee and employment data. You can quickly update work history information for past, active, and future employees and contractors along with more intuitive navigation options. How to enable this feature Go to System Admin > Feature management Click on enable now Before you enable this... Continue Reading →  ( 10 min )

In partnership with Futurum, we surveyed 1,000 global business leaders, technologists, marketers, and data and customer experience professionals, and identified the challenges and opportunities that best-in-class data practices afford customer experience (CX) leaders today. The findings revealed what we had surmised going inthat companies are evolving their customer relationship management (CRM) technologies to meet changing customer expectations. The post Microsoft and Futurum research: Discover insights to create experiences that customers love appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

An email signature concludes an email with style, professionalism, and branding. Customer service agents need to use their signature when emailing customers. Each agent has a distinctive style, however, and enforcing a standard pattern can be a challenge. The post New email signature features in Customer Service improve agent productivity appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

Templates are a fast and easy way to send consistent, professional, preformatted email messages. They're a time-saving feature that agents loveexcept when they forget the name of a template or have so many that quickly finding the right one becomes a challenge. The post Find email templates faster in Customer Service appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

There is new feature available now in D365 finance and operation for vendor on hold for purchase order. Lot of times, customer used to ask if we can stop PO creation against vendor without stooping invoice and payments for existing transactions. Now this is possible with this new feature. This feature will enable putting a […]  ( 8 min )

There is new feature available now in D365 finance and operation for vendor on hold for purchase order. Lot of times, customer used to ask if we can stop PO creation against vendor without stooping invoice and payments for existing transactions. Now this is possible with this new feature. This feature will enable putting a […]  ( 8 min )

It is with great pride that Microsoft shares its position as a Leader within the Gartner 2022 Magic Quadrant for Field Service Management for the third consecutive year. The post Microsoft is named a Leader in 2022 Gartner® Magic Quadrant™ for Field Service Management appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Microsoft Dynamics 365 Customer Service now offers voicemail as part of its omnichannel engagement capabilities. Currently in preview, voicemail can be a valuable component of your call queue management, as an overflow option on a voice queue or when a direct call to an agent goes unanswered. The post Add voicemail to your call queue management appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

Power Platform Pipelines aim to democratize application lifecycle management (ALM) for Power Platform and Dynamics 365 customers by bringing deployment automation capabilities into the product in a manner that’s more approachable for all makers, admins, and developers.  ( 7 min )

North American ERP solution provider announces acquisition .... Read More Read the full text.  ( 12 min )

In the previous article, I explained how to create a label file and to use a label file to display texts and titles on user interfaces. In this article, I will explain Extended data types (EDTs). What are Extended Data Types (EDT) in D365? Extended data types commonly referred to as EDTs are user-defined types, based on primitive data types like boolean, integer, real, string, and date, and the composite data type container. You can also base EDTs on other EDTs. An EDT is a primitive data type or container with a supplementary name and some additional properties.  For example, You can create one EDT named Description with the property StringSize is 100 characters, which is derived from a Base primitive data type string. This newly created EDT you can use anywhere instead of using the primi…  ( 26 min )

With recent addition of connectors in Logic apps, users can choose to use these connectors for configuring poll , approval and many more process. I am skipping the part of creating logic apps and given below the first step of … Continue reading →  ( 12 min )

Microsoft-focused IT and managed services firm WatServ has been acquired by global solution provider Centrilogic , the companies announced today. The move will strengthen Centrilogic's application management, cloud, cybersecurity, and strategic... Read the full text.  ( 12 min )

As companies across industries navigate a period of uncertainty, every investment in people and technology must be strategic and decisive to help people do more with lessless time, less cost, and less complexity. The post Essential ways Dynamics 365 and Power Platform help you do more with less appeared first on Microsoft Dynamics 365 Blog.  ( 11 min )

For many years, companies have based their supply chain strategy on lowering costs and increasing efficiency. Often this resulted in relying on one supplier for important subcomponents, sometimes based offshore where labor is cheaper. During the pandemic, the world discovered that "lower costs and increase efficiency" is not a resilient strategy. The post Increase your supply resilience with multisourcing in Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.  ( 8 min )

There are times when the default parameters created for a SysOperation Framework job do not function as desired. In this article, learn to override the D365 SysOperation Framework lookup to show different columns and data than are shown by default. All of this is accomplished by creating a fourth class that extends SysOperationAutomaticUIBuilder. Review Before... Continue Reading → The post D365 SysOperation Framework Lookup appeared first on Dynamics 365 Musings.  ( 11 min )

I am excited to share that the mailbox approval process can now be delegated to another user instead of always requiring a Global or Exchange admin.  Introduction  Server-Side Synchronization is a feature which enables Dynamics or Power Apps users to send/receive email and synchronize appointments, contacts, and tasks with Exchange. To enable a connection to…  ( 5 min )

Implementing the correct security is not only about granting access to menu items. You need to understand the full architecture and realize the menu item linked to a menu is only one option when Microsoft mentions user interface elements in their documentation about the security architecture. I will spend several blogs explaining more options that […] The post Securing a menu item is not enough – form parts appeared first on Dynamicspedia.  ( 15 min )

Microsoft Dynamics 365 Supply Chain Management now streamlines warehouse configuration, reducing the time it takes to set up, validate, maintain, and troubleshoot your warehouse management processes. The post Configuring Warehouse management is now simpler, easier, and more accurate appeared first on Microsoft Dynamics 365 Blog.  ( 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. We…  ( 8 min )

Marketers are often asked to do more with lessand do it yesterday. Every day, they need to quickly create compelling, unique email content that grabs the customer's attention in a sea of competing messages. Designing marketing email content can be incredibly challengingand often the toughest part is getting started. The post Engage your customers faster with AI-powered marketing email content appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

As part of a broad digitization strategy, Rabobank adopted Power Platform to streamline internal processes. Rabobank currently uses more than 2,500 Power Apps and Power Automate solutions, including solutions that reduced processing time from three weeks to three minutes.  ( 7 min )

Part 1: Security from External Threats In this blog series, we will be covering how to protect data in Dataverse from external and internal threats (both from internal users and Microsoft). In today’s post, we will focus on protecting data from external threats. Secure Data from Hackers and Malicious Intent How can I protect my…  ( 6 min )

Despite the fact that I built a Powershell module for maintenance tasks of AX 2009 and AX 2012 environments, I’m not much involved in d365fo.tools module. The credit goes to other people, especially Mötz Jensen. Nevertheless I’ve recently added a small feature to Get-D365Module that you might be interested in. Get-D365Module normally returns modules (packages) ... Continue reading ‘Get-D365Module -InDependencyOrder’ »  ( 5 min )

I know that rebuilding database index is a polarizing topic. Anyway I want to share with you what I´ve recently found. Over the last service updates the Microsoft Dynamics 365 for Finance and Operations database got some handy new stored procedures to e. g. rebuild indexes. You can use those stored procedures on Tier1 environments … Continue reading Rebuild your index on MsDyn365FO Tier1 and Tier2+ environments →  ( 10 min )

As a contact center manager, you need to ensure that customers are routed to the right agent while balancing factors like customer satisfaction, tiered SLA commitments, and agent satisfaction and utilization. Automated work assignment in Microsoft Dynamics 365 Customer Service can help. The post The right work assignment method can improve agent satisfaction and utilization appeared first on Microsoft Dynamics 365 Blog.  ( 9 min )

Hyper-personalized, self-driven, seamless interaction across any channel at any time is no longer a nice-to-have but a must-have as customers want to engage on their own terms and expect businesses to deliver even better experiences. The post 5 steps for transforming customer experience with Dynamics 365 Marketing and Customer Insights updates appeared first on Microsoft Dynamics 365 Blog.  ( 10 min )

Microsoft and the Project Management Institute (PMI) are partnering to announce the Microsoft Power Platform University Hub. The University Hub teaches students how to solve a wide range of business problems with low-code—one of the fastest growing technologies in the job landscape today.  ( 7 min )

The Apple Messages for Business channel is now available in Dynamics 365 Customer Service as part of our digital messaging offer, helping you reach even more customers. The post Apple Messages for Business channel added to Dynamics 365 Customer Service appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

There are times when you will want to pass your batch job some parameters to control what data is processed. In this article, learn how to add D365 SysOperation Framework parameters. Adding parameters to the user interface gives users more control and makes the batch job more useful. Instead of always needing to process all... Continue Reading → The post D365 SysOperation Framework Parameters appeared first on Dynamics 365 Musings.  ( 10 min )

/// /// Gets infolog content /// /// infolog string public static str getErrorStr(container _cont) { SysInfologEnumerator enumerator; SysInfologMessageStruct msgStruct; Exception exception; str error; enumerator = SysInfologEnumerator::newData(_cont); while (enumerator.moveNext()) { msgStruct = new SysInfologMessageStruct(enumerator.currentMessage()); exception = enumerator.currentException(); error = strfmt('%1 %2', error, msgStruct.message()); } return error; }  ( 7 min )

Finally, we have a solution for managing purchase accruals in D365 finance an operation which was not available as good solution for a long time. As we know we had two different methods Accrual scheme and periodic journal, but both had its own issue but now using Subscription billing Expense deferral we can solve this […]  ( 9 min )

Finally, we have a solution for managing purchase accruals in D365 finance an operation which was not available as good solution for a long time. As we know we had two different methods Accrual scheme and periodic journal, but both had its own issue but now using Subscription billing Expense deferral we can solve this […]  ( 9 min )

The basic comparation that helps you choose which solution is optimized for your company. Dynamics 365 Finance Operations Dynamics 365 Business Central Dynamics 365 Finance Operations applications that are specifically designed to connect individuals, procedures, information, and insights across various business areas such as finance, project management, human resources, supply chain, and commerce. It allows for flexible deployment options and the ability to adapt to new business priorities as needed. A all-in-one business management tool that assists small and medium-sized businesses in integrating their financial, sales, service, and operations teams through a single user-friendly application that can be implemented quickly. It is distributed, maintained, and expanded by specialized partner channels. Mid-market to large enterprises with 50 – 1000+ users Small to medium-sized businesses (SMBs) with 3 to 250+ users Organizations with in-house IT resources to support go-live and maintenance Businesses who need fast deployment and have limited IT resources to support Heavily invested in Dynamics AX and looking to move to the cloud Heavily invested in Dynamics NAV, GP, or SL and ready to move to the cloud Deep industry and vertical capabilities within applications Over 2000+ industry and horizontal apps on AppSource optimized for SMBs Individually deployable solutions for sales, service, customer insights, finance, projects, HR, supply chain, commerce, and more Single solution that supports finance, sales, service, projects, supply chain, warehousing, manufacturing, and more Centralized operating models, with a single deployment spanning multiple companies, entities, and/or countries Decentralized operating model, with separate deployments for each company, entity, and or country There is also an ability to use a hub and spoke model is provided, where Dynamics 365 Finance & Supply Chain is deployed in the main office and Business Central in subsidiary locations.  ( 1 min )

What Is Dual-Write for Dynamics 365? Dual-write is the Dynamics 365 integration technology that enables the flow of data between certain applications: the Dynamics 365 CRM applications and Finance & Operations. As a Dynamics Partner, we’ve used Dual-write to help businesses connect their quoting and customer service inquiries to their financial processes, warehousing, and production. That lets salespeople, finance teams, and... Read Next: 18 Warning Signs Your Business Need the Cloud This post first appeared first on Encore Business Solutions.  ( 9 min )

Recently, Microsoft released new feature called “Worker header control“. With this feature, it replaces the existing worker header in the Streamlined worker form, Person hub form and Employee self-service. The header contains key information about the worker, and also single-click actions such as emailing, calling, or messaging. The header can be modified by removing fields... Continue Reading →  ( 11 min )

Ana is excitedly setting up her new smartphone when the screen goes blank. In dismay, she calls customer service. The estimated wait time is more than 30 minutes. All the agents are busy handling the holiday spike in call volume. The post Call overflow management: A gift to callers and agents this holiday season appeared first on Microsoft Dynamics 365 Blog.  ( 7 min )

VITAS Healthcare is nation’s largest single-source provider of end-of-life care delivering meaningful hospice and palliative care to its patients and their families across 14 states and the District of Columbia. VITAS has used a Power Platform solution called “Emmy” to process 2 million patient visits – equivalent to 92% of all patient visits.  ( 6 min )

We are delighted to share our October update for the Power Platform Developer tools. With this update, we are releasing some capabilities that have been in high demand by the developer community. So let us get into it. Power platform Command line updates Model builder We are bringing the ability to generate C# classes for…  ( 6 min )

Detours in the Warehouse Management mobile app in Dynamics 365 Supply Chain Management allow a worker to temporarily jump into another flow and come back to exactly where they were to continue the interrupted process. We have enhanced the detour feature to enable the system to fetch data related to the current task automatically, and then use the data in the detour flow. The post Improve worker efficiency with automatic detour lookups in the Warehouse Management mobile app​ appeared first on Microsoft Dynamics 365 Blog.  ( 6 min )

With OData actions we are able to invoke operations in Data Management. This way we can start import and export jobs or query various data elements. This is useful when we want an external appli...(read more)  ( 14 min )

With OData actions, it is easy to execute data jobs in Dynamics 365 Finance and Operations.  ( 13 min )

Look up to display single financial dimension name values:     [FormControlEventHandler(formControlStr(AssetParameters, VKInterfacesGroup_VKFixedAssetBusinessUnitValue), FormControlEventType::Lookup)]     public static void VKInterfacesGroup_VKFixedAssetBusinessUnitValue_OnLookup(FormControl sender, FormControlEventArgs e)     {         #VKFinancialDimensions         FormStringControl   ctrl = sender as FormStringControl;         Args                args;         FormRun             formRun;         DimensionAttribute  dimensionAttribute;         select dimensionAttribute             where dimensionAttribute.Name == #FinancialDimensionName;         args = new Args();         args.record(dimensionAttribute);         args.caller(sender);         args.name(formstr(DimensionLookup));         formRun = classfactory.formRunClass(args);         formRun.init();         ctrl.performFormLookup(formRun);     }  ( 1 min )