Utilization by role is blank – Dynamics 365 CE PSA
Jan04

Utilization by role is blank – Dynamics 365 CE PSA

Does your “Utilization by Role” chart look as blank as mine (see image below)!?? Well coming from an F ‘n’ O background I wasn’t sure of the issue at first but then I thought maybe the data is not being gathered… then I was curious if CE has the concept of batch jops like we do in Finance and Ops… VOILA it does!!! By going to Project Service>Settings>Batch Jobs: Then creating a… Continue Reading William Dorrington’s...

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Resource Allocation mode: Hybrid or Central?
Jan02

Resource Allocation mode: Hybrid or Central?

The smallest post I’ve ever produced: What on earth does “Resource allocation mode” mean on the Customer Engagement Project Services Automation Parameters? Well, it turns out it that the two choices of “Hybrid or “Central” are quite simple in meaning: Central: Only resource managers can allocate resources to projects. Hybrid: Resource managers, project managers, and account… Continue Reading William Dorrington’s Article on...

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Roll a Dice CanvasApp
Dec23

Roll a Dice CanvasApp

This Canvas App allows the user to roll a dice – it is perfect to copy and produce games and other uses from it. It utilises a range of time controls, variable controls, ROUNDUP & RAND formulas. The post Roll a Dice CanvasApp appeared first on TDG. Continue Reading William Dorrington’s Article on their...

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Teams: Immersive reader experience
Dec21

Teams: Immersive reader experience

So I stumbled across a pretty cool function that directory relates to accessibility within Microsoft Teams (currently kick Slacks ass mwahahahaha). Sooooooo you can use it as follows: Select a piece of text that you wish to utilise the “Immersive Reader” experience with, select the ellipsis then “Immersive Reader”: Then ***BOOM*** your reading is now immersed in awesomeness and you can have… Continue Reading William...

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Purchase Order Receipt and Follow Up
Dec18

Purchase Order Receipt and Follow Up

So recently I’ve had a few conversations with some of the community where we dived into the deep dark world of Accounts Payable. Some of conversations contained a point a little like this “it is a shame that we cannot see a list of Purchase Orders that are yet to have GRNs assigned to them…”, then suddenly “BOOM” I hit them with a fact of awesomeness and tell them about the… Continue Reading William Dorrington’s Article on...

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SharePoint capped at 500 records- Data Row Limit for non-delegable queries
Dec03

SharePoint capped at 500 records- Data Row Limit for non-delegable queries

So I was busy creating a nice Canvas App using the brilliant Patch command when my records stopped transferring across to SharePoint at exactly 500 records. Knowing that SharePoint can hold many more entries than this I was slightly confused – on deeper investigation I found the little gremlin blocking my patch commands (File>App Settings>Advanced Settings): When increasing this limit it… Continue Reading William...

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Making Tax Digital – Dynamics 365 FnO/AX 2012 R3
Nov29

Making Tax Digital – Dynamics 365 FnO/AX 2012 R3

Will typing out blog on a train: As we all know HMRC are bringing the tax that we all love… that is VAT into the modern age – well at least a step in the right direction and will make it mandatory for companies to submit their obligatory VAT returns automatically through to the HMRC system i.e. “MAKING TAX DIGITAL”. Random concerned user: But wait!!!!! I use Microsoft Dynamics 365 for… Continue Reading William Dorrington’s...

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Making PowerApps accessible
Nov12

Making PowerApps accessible

One item I have seen overlooked in PowerApps is the functionality around the “App Checker” ….”But William I use the App checker”…. I do not mean the formula app checker I am referring the “Accessibility” checker shown in the image below:   It is prodigiously important when creating apps, well anything actually, that it is made available for ALL people – this includes those that may have… Continue Reading William...

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Where does CE PSA fit if I have Finance and Operations?
Oct25

Where does CE PSA fit if I have Finance and Operations?

Updated last: 25/10/2018 This is a live blog post that will be updated with changes that are applied to the application – I’ll also update it with input from the community too.  Right, I thought it’d be best to write a quick post on this topic as it is a question I receive quite regularly which is along the lines of…. “Hey Will, I see you’ve been working on Customer Engagement… Continue Reading William Dorrington’s Article...

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Vendor or Customer Approval for field changes
Oct15

Vendor or Customer Approval for field changes

This video runs through the setup and functionality of the new Vendor/Customer records field changes approval – enjoy! The post Vendor or Customer Approval for field changes appeared first on TDG. Continue Reading William Dorrington’s Article on their...

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PSA – Journals
Aug24

PSA – Journals

Did you know PSA has journal functionality – this allows for a flexible approach to applying and pushing costs to your projects. You may ask “Will, you sound excited about this but why will I need Journals I use Time and Expenses to push through to Actuals which then show on the various tracking screens etc.” Well the great thing about Journals is they are flexible and out of the box when you… Continue Reading William...

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PSA
Aug17

PSA

I have recently embarked on a wild journey that is learning Customer Engagement for those who know me I am predominantly a Finance and Operations consultant – but PSA aroused my curiosity so I thought i’d take a dive head first into it. Here you’ll see videos I upload as I go through this adventure! Project Overview: [youtube… Continue Reading William Dorrington’s Article on their...

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PowerApps – Camera Integration Part 2
May09

PowerApps – Camera Integration Part 2

So we left the last article (Part 1 – if you have not read Part 1 please do before moving onto Part 2) with a glorious self app that involved putting a camera element into a new screen then configuring the ‘OnSelect’ command to capture the image from the camera and store it in a collection. Which looked a little something like this:   Please note I foolishly forgot to ‘Save’ my app (more a… Continue Reading William...

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PowerApps – limitations, requirements & configuration values
May09

PowerApps – limitations, requirements & configuration values

Here is some more great reference material lifted from Microsoft regarding PowerApps requirements, limitations and configuration values.   Supported platforms for running apps using the PowerApps app Minimum required Recommended iOS 9.3 or later iOS 10 or later with at least 2GB of RAM Android 5 or later Android 7 or later with at least 4GB of RAM Windows 8.1 or later (PC… Continue Reading William Dorrington’s Article on...

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PowerApps Formula reference for PowerApps
May09

PowerApps Formula reference for PowerApps

Formula reference for PowerApps When building PowerApps I have found the below from Microsoft incredibly really helpful, an index of awesomeness for all things related to PowerApp formulas. I have lifted this from the Microsoft page but kept all the hyper links to allow you to drill into each piece of functionality. A Abs – Absolute value of a number. Acceleration – Reads the… Continue Reading William Dorrington’s Article...

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PowerApps – Camera Integration Part 1
May03

PowerApps – Camera Integration Part 1

Part one of the ‘Those Dynamics Guys’ PowerApps Series. As promised via Linked-In I am going to publish a series of Blogs on how to start using PowerApps. PowerApps is part of the Dynamics 365 stack that allows a user to create various application that connect with not only Dynamics 365 Data Sources but a prodigious plethora of others such as: WordPress SharePoint Twitter Skype For… Continue Reading William Dorrington’s...

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Alerts
Apr25

Alerts

It is now possible to add alerts/notifications for events that have occurred within Dynamics 365 for Finance and Operations. This allows a user to create their own set of alerts to track various aspects of the environment that they wish to be alerted too. In this example we are going to track when a Customer is deleted from the system. Below shows these steps: Go to Accounts Receivable>… Continue Reading William...

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Create New Field – Personalisation
Apr24

Create New Field – Personalisation

Previously I mentioned how Microsoft had ‘In Development’ on their RoadMap the ability to ‘Create New Field’ which would allow a user via Personalisation to insert a new field onto a table. This has now been rolled out in the latest release of Dynamics 365 for Finance and Operations (8.0). The example I am going to provide is adding an “Awesome Factor” on the Customer Table (Accounts… Continue Reading William Dorrington’s...

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“Action Required: …Rotate the SSL Certificates” – LCS Environment
Apr24

“Action Required: …Rotate the SSL Certificates” – LCS Environment

So you’ve logged into your LCS, gone to the project where your environment sits and you are greeted with a beautiful array of red text: First of all, don’t panic, your environment is fine – but now we are in the world of cloud computing we have to ensure that all things stay safe and secure and one part of this is regarding SSL certificates this allows data to be secured via small data files… Continue Reading William...

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Project Control & Analysis
Apr16

Project Control & Analysis

I’ve been putting together a presentation around Microsoft Dynamics 365 for Finance and Operations snapshot report functionality related to Project Management & Accounting and thought i’d present a few of the various rapid bits of analysis you can do to see the health of a project. Please note that all of these reports and queries are located within Project Management and Accounting>All… Continue Reading William...

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Advanced filtering and query syntax
Jan16

Advanced filtering and query syntax

Here is a quick copy and paste job from Microsoft’s documents site (https://docs.microsoft.com/) for reference to assist with advanced filtering and query syntax: Advanced query syntax Syntax Character description Description Example value Equal to the value that is entered Type the value to find. Smith finds “Smith”. !value (exclamation point) Not equal to the value that is… Continue Reading William Dorrington’s Article...

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Delegate your Item Workflow Approval – HELP I’m GOING ON ANNUAL LEAVE
Jan13

Delegate your Item Workflow Approval – HELP I’m GOING ON ANNUAL LEAVE

NOTE: THIS ARTICLE DETAILS DELEGATION OF APPROVAL (OF WORKFLOW ITEMS) NOT DELEGATION OF ENTERING REPORTS (TIME SHEETS, REPORTS ETC.) ON YOUR BEHALF. Finally the time has come, you’ve counted the days down, you’re going on Holiday – you can feel the golden sand in your toes and just about taste the cocktails on your lips. BUT, WAIT!!!!! Who’s going to approve the Time-sheets/Purchase… Continue Reading William Dorrington’s...

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Workflow – Email configuration from User Options to Batch Jobs.
Jan11

Workflow – Email configuration from User Options to Batch Jobs.

So you’ve setup some workflow for Dynamics 365 for Operations and Finance, now you get asked – “Will I receive an email when I have to approve something?” The answer is “If you want(!?)” This article will guide the user through the three necessary steps to setup Workflow email notifications (both on the User/Worker side of life and for the system to actually process through the… Continue Reading William Dorrington’s...

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Security Diagnostics: Part Two
Dec19

Security Diagnostics: Part Two

So, it’s happened, you’ve gone live after providing an awesome new Dynamics 365 for Finance and Operations system – Security Roles have been built and tested, everything is going smoothly and then you get an email from VSTS stating that a bug has been assigned to you. You open it and it’s concerning security – one of the users can not access a particular form/table etc. now you jump into… Continue Reading William...

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Keyboard Shortcuts
Dec11

Keyboard Shortcuts

You missed them, I missed them, we all missed them but guess what they are back! What is he talking about you ask? I’m referring to keyboard shortcuts for Dynamics 365 for Finance and Operations! See them in all their glory below:   Action shortcuts To do this Press Open action search Ctrl+’ or Alt+Q Move to the standard Action Pane Alt+M,A or Ctrl+F6 Open a tab on the Action Pane… Continue Reading William Dorrington’s...

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Microsoft Security Compliance
Nov10

Microsoft Security Compliance

So you occasionally login to the Microsoft Environments VMs (Sandboxes etc.) without a care in the world. However, there are some security compliance details that you must obey by otherwise Microsoft will enforce them: Acquiring that awesomely long password from the ‘Environment Manager Screen’ to gain access to the local admin account can be long and tedious- why not throw an RDP short-cut… Continue Reading William...

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User Options
Nov09

User Options

So you’ve finished going through your various sessions of UAT and now you’re sitting in front of your brand new, shiny, time-saving, live saving (you get the point-right) application but what really is bugging you is the fact the ‘theme colour’ is blue and you’re more of a Dark Green kind of person – not a problem here’s a 21 second video showing you various ‘User Options’ that I made...

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Security Diagnostic using Task Guides
Nov09

Security Diagnostic using Task Guides

Task Guides, the awesome new feature introduced by Microsoft in AX7/Dynamics 365 for Operations/Dynamics 365 for Finance and Operations Enterprise Edition (any more names that won’t fit on labels…. ). Now those who have had a chance to play with D365 for Ops will now that they really are a great familarisation, training and troubleshooting feature- guiding the targeted user through the… Continue Reading William...

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Process Data Packages, Data Packages, Data Entities- Data Management in Dynamics 365 for Operations. What does it all mean?
Aug17

Process Data Packages, Data Packages, Data Entities- Data Management in Dynamics 365 for Operations. What does it all mean?

This short article will provide a brief introduction of the various Data Management (DM) artifacts available Microsoft Dynamics 365 for Operations (D3654Ops). As can be seen from the Data Management workspace within D3654Ops and within the Lifecycle Services Tools Asset Library and Shared Asset Library there is various DM artifacts that can be used when importing and exporting data- this… Continue Reading William...

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Dynamics 365 for Talent –a review
Aug04

Dynamics 365 for Talent –a review

This blog gives a quick insight into the functionality offered by Microsoft’s new Dynamics 365 for Talent system! Attract module: The new ‘Attract’ module, allows you to list all new jobs currently hiring and add the potential employees applying (including Linkedin integration): An advanced profile can be built up of potential candidates, I’m pretty sure Chris is the right man for the… Continue Reading William Dorrington’s...

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Dynamics 365 for Talent – a review
Aug03

Dynamics 365 for Talent – a review

Microsoft have been advertising for some time now that they had in development their new Talent management system- this has now been released. In this, soon to be released, review I will go through the main functionality of the Talent system to see what it has to offer. WATCH THIS SPACE. What Microsoft state can be achieved: Develop a strategy for managing your Human Resources Retain and… Continue Reading William...

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How to enable/disable maintenance mode to turn on/off license configuration keys.
Jul27

How to enable/disable maintenance mode to turn on/off license configuration keys.

If you have tried to switch on/off your configuration keys but are greeted by the following message: “This form is read-only unless the system is in the maintenance mode. Maintenance mode can be enabled in this environment by running maintenance job from LCS, or using Deployment.Setup tool locally” then you’ve stumbled across the right article. Follow the instructions below to place your D365… Continue Reading William...

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How to perform a back-up of your Dynamics 365 for Ops environment
Jul11

How to perform a back-up of your Dynamics 365 for Ops environment

The article below details the necessary steps to back-up your environment. It should be a wiki post but it’s too crucial to not be shared as a blog! Stopping the Services: Login to the VM Machine via LCS Run Services.Msc Stop the following services: Microsoft Dynamics AX Batch Management Service Microsoft Dynamics AX Data Import/Export Framework Service Microsoft Dynamics Lifecycle Services… Continue Reading William...

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How to delete a Dynamics 365 for Operations Environment
Jun30

How to delete a Dynamics 365 for Operations Environment

This document details the steps to de-allocate and delete a Dynamica 365 for Operations Environment from within Lifecycle Services. Please follow the steps below to achieve this: Login to the focal environment and check online users (System Administration>Online Users) to see if any users is currently in the environment. Broadcast a message to the online users. Select “Message Online… Continue Reading William Dorrington’s...

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Not a Technical consultant but wish to apply the latest Application update to your D365Ops Environment? No problem!
Jun30

Not a Technical consultant but wish to apply the latest Application update to your D365Ops Environment? No problem!

Need to update a Dynamics 365 for Operations environment to the latest application release and there’s no Technical Consultant around!? Not to worry Microsoft has your back! By using a Software Deployable Package. A Deployable Package can be a binary update or other run-time components that is compiled as a unit of deployment. Microsoft push out all their updates as Deployable Packages to the… Continue Reading William...

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Icons and menu items missing from LCS?
Jun30

Icons and menu items missing from LCS?

I meant to publish this article a whilst back over a common issue I experience when accessing LCS via VM of an environment (although this can be experienced via using a browser on any machine to access LCS) . If opening an LCS project you notice missing icons and menu items (as shown in the images below) this is due to your browser’s security settings. LCS Project view (missing icons and menu… Continue Reading William...

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