How to enable Cross-Company Data Sharing in Dynamics 365?
Oct31

How to enable Cross-Company Data Sharing in Dynamics 365?

In the Thispost, we talk about import movement journal via excel. Some people thought counting cannot be imported because the system locks item for transactions and calculates the on hand online. In Fact, for the first point,  system lock item for transaction based on your setupso if you activate lock items during count so, if this parameter not activated, you can make any transaction during… Continue Reading noreply@blogger.com...

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HOW TO CREATE AGING PERIOD DEFINITIONS IN DYNAMICS 365?
Oct22

HOW TO CREATE AGING PERIOD DEFINITIONS IN DYNAMICS 365?

You can use aging period definitions to analyze the maturity of customer accounts and vendor accounts, based on a date that you enter.Note:: all reports in Dynamics 365 for six periods only, if you need more, you must make some customization  Click Accounts receivable > Setup > Collections > Aging period definitions. click new to assign code and description for the… Continue Reading noreply@blogger.com (Mahmoud Hakim)’s...

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How to Add custom dashboard banner in dynamics 365?
Sep18

How to Add custom dashboard banner in dynamics 365?

Go to Organization administration > Organizations > Legal entities. In the list on the left, select the legal entity for which you want to update the banner or logo. If it is already selected,  click edit and select banner from Dashboard company image type  Tip: The ideal resolution for a banner image is 1920 x 281 pixels. The ideal width for a logo image is 350 pixels. How to Add custom dashboard banner in dynamics 365? Blog...

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How to delete Custom fields without developer in Dynamics 365?
Sep17

How to delete Custom fields without developer in Dynamics 365?

In this post, I talked about custom fields and how to create it Take care from delete custom fields, because you will lose your data and no return back In Dynamics 365, you can not insert fields from GUI like userinfo table and you will get this message if you try to insert fields you can delete custom fields from custom fields form System administration/setup/custom fields  by default,… Continue Reading noreply@blogger.com...

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How to delete Custom fields without developer in Dynamics 365?
Sep17

How to delete Custom fields without developer in Dynamics 365?

In this post, I talked about custom fields and how to create it Take care from delete custom fields, because you will lose your data and no return back In Dynamics 365, you can not insert fields from GUI like userinfo table and you will get this message if you try to insert fields you can delete custom fields from custom fields form System administration/setup/custom fields  by default,… Continue Reading noreply@blogger.com...

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How to know field description in dynamics 365?
Sep10

How to know field description in dynamics 365?

You can find a description for fields in Dynamics 365 without going to the visual studio or any development task as the below: common / inquiries / field description  as a default option, no page selected just select page to show fields with the description for example, I will show fields in the cuttable page  you can enable include fields without description checkbox, to show all… Continue Reading noreply@blogger.com (Mahmoud...

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How set default record type for entities?
Sep03

How set default record type for entities?

when you create a customer, vendor, prospect, competitor,.. etc, you can set default record type from global book address parameters as the below navigate to organization administration / global book address /global book address parameters click General Tab and set record types as you need based your business let me create a new customer, prospect  to test my setup and create vendor… Continue Reading noreply@blogger.com (Mahmoud...

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How to Add multiple vendors to multiple legal entities in Dynamics 365?
Aug28

How to Add multiple vendors to multiple legal entities in Dynamics 365?

In dynamics 365, you can copy vendor from legal entity to another by using the Add vendor to another legal entity form  Go to Accounts payable / vendors / all vendor  and select your vendor and click Add vendor to another legal entity Note:: you must select vendors one by one (you can not add bulk vendors to another legal entity) select the target legal entity note:: you can not… Continue Reading noreply@blogger.com (Mahmoud...

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How to export data more than 10 K in Dynamics 365?
Aug07

How to export data more than 10 K in Dynamics 365?

Export data in dynamics 365 is one the most common tasks for users and consultants in this post , I talked  about export data by excel Note,The maximum number of rows by using export to excel functionality is 10 K only  to avoid this limitation, we have multiple approaches 1-you can use data entity as the below Go to data management workspace there are two views for this workspace  1-The… Continue Reading noreply@blogger.com...

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How to install DRA in Dynamics 365?
Aug07

How to install DRA in Dynamics 365?

Dynamics 365 for Finance and Operations offers a downloadable embedded application, known as Document Routing Agent (DRA) that you can use to enable network printing scenarios.  DRA can access both local and network printers that are connected to the computer running the Dynamics 365 for Finance and Operations application in the Cloud. How to install DRA? Go to Organization administration How to install DRA in Dynamics 365? Blog...

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HOW TO SETUP BASIC BUDGETING IN MICROSOFT DYNAMICS 365?
Aug07

HOW TO SETUP BASIC BUDGETING IN MICROSOFT DYNAMICS 365?

In Dynamics 365, we have 3 boxed approaches for budgeting as the below to implement the budget in Dynamics 365, you need some prerequisites Prerequisites I suppose you have a chart of account and create the fiscal calendar, financial dimension ..etc 1- you must configure account structure  you can create one account structure with a financial dimension for budget  General ledger /chart… Continue Reading noreply@blogger.com...

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HOW TO IMPLEMENT VALUE ADDED TAX (VAT) IN MICROSOFT DYNAMICS 365?
Aug02

HOW TO IMPLEMENT VALUE ADDED TAX (VAT) IN MICROSOFT DYNAMICS 365?

Value Added Tax or VAT is a tax on the consumption or use of goods and services levied at each point of sale. VAT is a form of indirect tax Dynamics 365 supports many types of indirect taxes, such as sales tax, value-added tax (VAT), goods and services tax (GST), unit-based fees, and withholding tax. you can check overview here   This post discusses setup and transaction  A-… Continue Reading noreply@blogger.com (Mahmoud...

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How to implement Financial Dimension Default Template in Microsoft Dynamics 365?
Jul25

How to implement Financial Dimension Default Template in Microsoft Dynamics 365?

In the Thispost, we talk about import movement journal via excel. Some people thought counting cannot be imported because the system locks item for transactions and calculates the on hand online. In Fact, for the first point,  system lock item for transaction based on your setupso if you activate lock items during count so, if this parameter not activated, you can make any transaction during… Continue Reading noreply@blogger.com...

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How To Create alerts in dynamics 365?
Jul23

How To Create alerts in dynamics 365?

In the Thispost, we talk about import movement journal via excel. Some people thought counting cannot be imported because the system locks item for transactions and calculates the on hand online. In Fact, for the first point,  system lock item for transaction based on your setupso if you activate lock items during count so, if this parameter not activated, you can make any transaction during… Continue Reading noreply@blogger.com...

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How to refresh Data entity list in Dynamics 365?
Jul18

How to refresh Data entity list in Dynamics 365?

after updating our environment to update 15, I face the below error when export data by using data entity  “Configuaration key not enabled for the entity ‘####Entity’ “ when I check the data entities  I see the below warning  “entity list must be refreshed from the framework parameters ..etc” To solve the above error and avoid the warning  just go to framework… Continue Reading...

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How to Apply a package to a non-production environment by using LCS?
Jul10

How to Apply a package to a non-production environment by using LCS?

In the previous  post , I talked about how to create a deployable package The next step, apply this package to test environment and Live environment. Just log in  to LCS  and select your project Go to Asset library  click software deployable package and add your package set name & description for your package and click add file  browse your package and click upload  just wait… Continue Reading noreply@blogger.com (Mahmoud...

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How to manage security field in Dynamics 365?
Jul09

How to manage security field in Dynamics 365?

In this Post , we talked about how to create the security in d365…etc Many customers need to control some fields for users. for example:: user A can see the credit limit for customer and user B can’t see it   In AX 2012, you can do that by using override permission button for a specific role as the below just select your table and uncheck don override, then select your filed and assign… Continue Reading...

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How to merge multiple packages in LCS for Dynamics 365?
Jul09

How to merge multiple packages in LCS for Dynamics 365?

In Dynamics 365,  Application of a single package in an average environment requires about 5 hours of downtime. To avoid additional hours of downtime when you must apply multiple packages. just Go To LCS  and log in with your account and select your project  go to the asset library  you can create a single combined package that contains one package of each type. If you select a… Continue Reading noreply@blogger.com (Mahmoud...

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How to delete Model in Dynamics 365?
Jul09

How to delete Model in Dynamics 365?

In this Post , I talked about how to create or update the model in dynamics 365 Today, how to delete? take care from delete action and don’t forget to backup your work  you can delete model easily by delete model folder in this path “C:AOSServicePackagesLocalDirectory” for example, if you need to delete  Test Hakim model Stop AOS web service and the Batch Management Service and Go to… Continue Reading...

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How to import and export project in Dynamics 365?
Jul09

How to import and export project in Dynamics 365?

Sometimes, the developer needs to use the previous development in other projects, so To transfer elements to a different installation, you can use a project package file. to use a project package file , just export project  1-Export project Right-click on your project and click export set name and select the path that you need to save A project package contains all the elements from the… Continue Reading noreply@blogger.com...

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How to set startup object / project in visual studio?
Jul09

How to set startup object / project in visual studio?

To debug any project in visual studio,  you must set a startup object as the below error  you can set a startup object easily, just right click on your object and click set as a startup object  also, you can set the project as a startup project for your solution  right click on your project  and click set as a startup project   Or, right click on your solution and… Continue Reading noreply@blogger.com (Mahmoud Hakim)’s...

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How to put Dynamics 365 in maintenance mode?
Jul03

How to put Dynamics 365 in maintenance mode?

In AX 2012 in order to import a license file, just go to your license management form in system administration module and click on import, select the file and run a full sync. in Dynamic 365, this form is read-only and you can not edit until you put your system in maintenance mode. to apply the maintenance mode for sandbox just log in to lcs with your admin account and select your… Continue Reading noreply@blogger.com (Mahmoud...

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How to build model in dynamics 365?
Jul02

How to build model in dynamics 365?

to build a model in dynamics 365  just go to dynamics 365 Tab in Visual studio select the model that you need to build  also, you can build the referenced package if you need  you can see multiple options in the options tab  like build reports if you need, synchronize database during the build,,,, etc you can see more details about this options here  you can build… Continue Reading noreply@blogger.com (Mahmoud Hakim)’s...

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How to create security role from scratch in dynamics 365?
Jul01

How to create security role from scratch in dynamics 365?

When you understand the security architecture of Finance and Operations, you can more easily customize security to fit the requirements of your business. for more details, you can check this link  I talked about this topic before in this post, from visual studio view today, we can do this task, but from the user interface in Dynamics 365 1-create security role  Security roles are a… Continue Reading noreply@blogger.com (Mahmoud...

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how to use security diagnostics for task recording in dynamics 365?
Jul01

how to use security diagnostics for task recording in dynamics 365?

In AX 2012 we have Security Development Tool, for more details  Link Unfortunately, it’s not available in the current version and replaced by another useful tool called Security diagnostics tool. In the previous Post, we talked about using Task recording and how it works.  also, I talked about the  security from visual studio before in this postToday, how to use this recording in… Continue Reading noreply@blogger.com (Mahmoud...

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FACT NUM#ERS for dynamics 365
Jul01

FACT NUM#ERS for dynamics 365

This statistics for the last update Demo VM March 2018 (platform 8 and update 15) A  form is a window that you open from the Microsoft Dynamics 365 that shows information and enables you to perform actions, Tables are where your data live and flourish. Microsoft dynamics is built on relational database and normalization concept. This will make your data well-structured and… Continue Reading noreply@blogger.com (Mahmoud...

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How to use Task Recorder in Dynamics 365?
Jun28

How to use Task Recorder in Dynamics 365?

Task Recorder is able to record user actions in the client with exact fidelity. Task Recorder is able to capture the type of user action (such as a button click, value entry, navigation, etc.) for more details https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/user-interface/task-recorder Go to Settings > Task recorder. To create recording  just click create recording How to use Task Recorder in Dynamics 365?...

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How to implement vendor collaboration management in Dynamics 365?
Jun28

How to implement vendor collaboration management in Dynamics 365?

Microsoft Dynamics 365 for Finance and Operations is a web-based application,So you can allow vendors work directly in the Microsoft Dynamics 365  What can vendors do? review, accept and reject the request for quotations (RFQs) review, accept, reject, accept with the changes purchase orders (POs) perform vendor invoicing work with consignment stock just follow this steps to complete… Continue Reading noreply@blogger.com (Mahmoud...

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How To Reverse Fixed Asset Depreciation in Microsoft Dynamics 365?
Jun28

How To Reverse Fixed Asset Depreciation in Microsoft Dynamics 365?

In the Thispost, we talk about import movement journal via excel. Some people thought counting cannot be imported because the system locks item for transactions and calculates the on hand online. In Fact, for the first point,  system lock item for transaction based on your setupso if you activate lock items during count so, if this parameter not activated, you can make any transaction during… Continue Reading noreply@blogger.com...

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How to view related roles for all duties ,related objects and license for all roles in dynamics 365?
Jun25

How to view related roles for all duties ,related objects and license for all roles in dynamics 365?

1-you can view related roles for all duties in dynamics 365 from Dynamics 365 Tab in the visual studio the system will generate the below report in Excel Format, you can access this report in documents as you see, system view related roles for all duties. 2-you can view related objects and license for all roles in dynamics 365 from Dynamics 365 Tab in the visual studio the system… Continue Reading noreply@blogger.com (Mahmoud...

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How to import counting journal with Excel in Dynamics 365?
Jun25

How to import counting journal with Excel in Dynamics 365?

In the This post, we talk about import movement journal via excel.  Some people thought counting cannot be imported because the system locks item for transactions and calculates the on hand online. In Fact, for the first point,  system lock item for transaction based on your setupso if you activate lock items during count so, if this parameter not activated, you can make any… Continue Reading noreply@blogger.com (Mahmoud...

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How to troubleshoot The service in unavailable error in dynamics 365?
Jun25

How to troubleshoot The service in unavailable error in dynamics 365?

I am trying to login to dynamics 365 finance and operation but I face the below error I follow this steps to troubleshoot  this issue 1- login to LCS and check the environment is started https://lcs.dynamics.com/ 2- check the World Wide Web Publishing Service is running Windows Run command > services.MSC > World Wide Web Publishing Service  3- check the application pool for… Continue Reading noreply@blogger.com (Mahmoud...

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How to Clean up unused inventory dimension in Dynamics 365?
Jun25

How to Clean up unused inventory dimension in Dynamics 365?

Cleanup jobs in Dynamics 365 can help delete old data that is not needed anymore, and this reduction in database size can improve performance. In this post, we talk about clean up unused  inventory dimension, Click Inventory management > Periodic > Clean up > Inventory dimensions cleanup. this batch job to maintain the InventDim table. To maintain the table, delete unused… Continue Reading noreply@blogger.com (Mahmoud...

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How To Link inventory site to a financial dimension in dynamics 365?
Jun25

How To Link inventory site to a financial dimension in dynamics 365?

When you set up a link between a financial dimension and the site inventory dimension, your legal entity can calculate profit and loss figures for each site. For more details A-SETUP 1- Create the Financial dimensions General ledger / chart of acccounts / dimensions / Financial dimensions  click new to custom dimension and assign the name for example (Site) as you… Continue Reading noreply@blogger.com (Mahmoud Hakim)’s...

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How to run performance test for dynamics 365 ?
Jun25

How to run performance test for dynamics 365 ?

In the Thispost, we talk about import movement journal via excel. Some people thought counting cannot be imported because the system locks item for transactions and calculates the on hand online. In Fact, for the first point,  system lock item for transaction based on your setupso if you activate lock items during count so, if this parameter not activated, you can make any transaction during… Continue Reading noreply@blogger.com...

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How to Clear the AOD cache in Dynamics 365?
Jun25

How to Clear the AOD cache in Dynamics 365?

In the Thispost, we talk about import movement journal via excel. Some people thought counting cannot be imported because the system locks item for transactions and calculates the on hand online. In Fact, for the first point,  system lock item for transaction based on your setupso if you activate lock items during count so, if this parameter not activated, you can make any transaction during… Continue Reading noreply@blogger.com...

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How to view the installed hotfixes in Dynamics 365?
Jun25

How to view the installed hotfixes in Dynamics 365?

To view the installed hotfixes in Dynamics 365, just go to Dynamics 365 tab in visual studio and navigate addins , then click apply hotfix you can browse your hotfix to apply or view the installed hotfixes as you see, no hotfixes applied in this Demo. Continue Reading noreply@blogger.com (Mahmoud Hakim)’s Article on their...

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How to synchronize database in Dynamics 365?
Jun25

How to synchronize database in Dynamics 365?

In AX 2012, you can synchronize database from system administration  or from AOT as the below But in Dynamics 365, no menu available from GUI to synchronize database just open visual studio and go to dynamic 365 tab to synchronize  this action for full database synchronization Also, you can synchronize on the project buildgo to project properties    set synchronize database to… Continue Reading noreply@blogger.com (Mahmoud...

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How to hide field or button in Dynamics 365 form design by extension ?
Jun25

How to hide field or button in Dynamics 365 form design by extension ?

Sometimes, customers need to hide specific fields or buttons in many pages  like delete button ..etc you can achieve this task easily by creating an extension from your form and set the visible property  NO for this control For Example, we need to hide the attachment button group from the vendor page  just open the visual studio and create a new project. search on application explore about… Continue Reading noreply@blogger.com...

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How to create query in dynamics 365?
Jun25

How to create query in dynamics 365?

In Dynamics 365, you can create a query from Visual studio just open visual studio and create a project add new item select data model in dynamics 365 items and choose query item set query name and click the add button I create a query on  DirPartyLocation table right click on the data source and add new select your table and don’t forget to set the dynamic fields property to yes you… Continue Reading noreply@blogger.com...

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