Dynamics AX = Denis Macchinetti: Upcoming Dynamics 365 Events
Dec06

Dynamics AX = Denis Macchinetti: Upcoming Dynamics 365 Events

Greetings, around the Microsoft Dynamics 365 ecosystem, there a lot of Events organized in the world that sometime is not easy to catch out! Thank you to @Andrè and @Vilmos that helped me to discover them!Therefore, below a list of upcoming events: Microsoft IGNITE Tour Learn new ways to code, optimize your cloud infrastructure, and modernize your organization with deep technical...

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D365 Business Central or Finance and Operations, which one fits your organisation?
Dec04

D365 Business Central or Finance and Operations, which one fits your organisation?

https://incrementalgroup.co.uk/2018/12/03/d365-business-central-finance-operations-part-2/

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Dynamics AX = Denis Macchinetti: How to handle a new TAG in the ISO20022 bank statements
Nov25

Dynamics AX = Denis Macchinetti: How to handle a new TAG in the ISO20022 bank statements

Hi All, In Microsoft Dynamics 365 for Finance and Operations, against the Advanced bank reconciliation Module, we can import electronic bank statements and automatically reconcile them. The article below will explain the set up processes for reconciliation. Advanced bank reconciliation setup process Days ago I spent some time in order to handle a new XML Tag. The link below explain the basic… Continue Reading Denis...

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D365F&O Retail: Combining important retail statement batch jobs
Nov19

D365F&O Retail: Combining important retail statement batch jobs

The Retail statement functionality in D365F&O is the process that puts everything together and makes sure transactions from POS flows into D365F&O HQ. Microsoft have made some improvements to the statement functionality that you can read here : https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/statement-posting-eod. I wanted to show how to combine these 3 processes… Continue Reading Kurt...

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A quick look at download Retail distribution jobs (CDX)
Nov18

A quick look at download Retail distribution jobs (CDX)

Commerce Data Exchange (CDX) is a system that transfers data between the Dynamics 365 F&O headquarters database based and retail channels databases(RSSU/Offline database). The retail channels databases can the cloud based “default” channel database, the RSSU database and offline databases that is on the MPOS devices. If the look at the following figure from Microsoft docs, this blog… Continue Reading Kurt Hatlevik’s...

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Set Up Email Notifications for Your Favorite Blog
Nov18

Set Up Email Notifications for Your Favorite Blog

Over time I have found myself going back to ten or twenty blogs related to Microsoft Dynamics 365 for Finance and Operations.  I am very active on Twitter, however it is convenient to forward posts from my phone to my colleges.  Using Microsoft Flow, I can set up a flow to send me an email and push notification whenever there is a new blog post. The Flow above can be imported into your… Continue Reading Dag Calafell, III’s...

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Project Management and Accounting – Project Quotation
Nov11

Project Management and Accounting – Project Quotation

Dynamics AX ( 365 for Finance and Operations) provides a robust business process which covers all phases of the project life cycle starting from project initiation, execution and control. For each phase, the system provides a wide range of functionalities as derived from the international standards. In this post, we will shed a light at a certain functionality in the initialization phase of… Continue Reading Mahmoud M....

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Which versions of Microsoft Dynamics will be Making Tax Digital compliant?
Nov08

Which versions of Microsoft Dynamics will be Making Tax Digital compliant?

https://incrementalgroup.co.uk/2018/11/08/making-tax-digital-compliance-microsoft-dynamics/

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Core Manufacturing capability in Dynamics 365 for Finance and Operations
Nov07

Core Manufacturing capability in Dynamics 365 for Finance and Operations

Manufacturing Capabilities in Dynamics 365 ” Incremental GroupDynamics 365 for Finance and Operations is Microsoft’s leading ERP solution. It builds on its predecessor, Dynamics AX’s strong manufacturing...

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Microsoft Dynamics AX and Making Tax Digital
Nov07

Microsoft Dynamics AX and Making Tax Digital

Microsoft Dynamics AX and Making Tax Digital ” Incremental GroupMaking Tax Digital (MTD) is a transformational approach to taxation in the UK from HMRC. The first change is coming...

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Open in Excel v/s Export to Excel
Nov05

Open in Excel v/s Export to Excel

Open in Excel v/s Export to Excel This is a short post explaining the subtle difference between ‘Open in Excel’ and ‘Export in excel feature’ in Dynamics 365 FinOps. Open in excel When the ‘Open in Excel’ option is clicked on the data grid in Dynamics 365 FinOps, then the system opens the DYNAMIC excel sheet using ‘Data connector’. That DYNAMIC excel sheet is nothing but the ‘Data...

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Using Cloud POS as your retail mobile device
Nov05

Using Cloud POS as your retail mobile device

Handheld functionality for retailers is a question I get a lot. Then typical in the area of counting, replenishment, receive and daily POS operations. In version 8.1 Microsoft have taken a small step forward to make it easier to use any handheld device that supports a common browser. Because Cloud POS (CPOS) runs in a browser, the application isn’t installed on the device. Instead, the… Continue Reading Kurt Hatlevik’s...

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Automatically Prepare a Development VM for Microsoft Dynamics 365 for Finance and Operations
Nov05

Automatically Prepare a Development VM for Microsoft Dynamics 365 for Finance and Operations

When you deploy a VM, not only does it take some time, once you get your hands on it there are a slew of things that need to be configured, installed, and set up before you can truly be productive on the machine.  Considering this ‘wasted effort’ I created a PowerShell script to install useful third-party tools for development and testing on Microsoft Dynamics 365 for Finance and… Continue Reading Dag Calafell, III’s...

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Was “Hit Refresh” by “Microsoft Future Decoded 2018” – Part 1
Nov03

Was “Hit Refresh” by “Microsoft Future Decoded 2018” – Part 1

What a timing I must say, I just finished reading “Hit Refresh” by Satya Nadella and within a few days I received registration confirmation from Microsoft that I can attend the “Microsoft Future Decoded 2018” event. I was very much excited to attend the event as that was my chance to experience what I just finished reading in “Hit Refresh”. However, before I write about my… Continue Reading noreply@blogger.com (Sarang...

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Was “Hit Refresh” by “Microsoft Future Decoded 2018” – Part 2
Nov03

Was “Hit Refresh” by “Microsoft Future Decoded 2018” – Part 2

s mentioned in the previous post, with all those thoughts from “Hit Refresh” fresh in my mind, I just fully immersed myself into the event for the next two days. The keynote speeches, the HoloLens demo, Virtual reality demo, classroom sessions on various topics ranging from AI, Quantum computing to Augmented reality, PowerApps etc. were just amazing and fantabulous. with Will… Continue Reading noreply@blogger.com (Sarang...

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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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The Ultimate AX 2012 Table and Field ID Fix for Synchronization Errors
Oct30

The Ultimate AX 2012 Table and Field ID Fix for Synchronization Errors

It is very frustrating to have a table ID conflict which causes AX to drop a table with data that is needed.  As anyone with AX 2012 experience will tell you, these things can be a major pain, even with two developers writing code at the same time.  I think that over the years many people have shared SQL snippets, I have incorporated their ideas and added an additional step I have not… Continue Reading Dag Calafell, III’s...

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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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SysOperation Framework – Six years later where are we at with implementing it?
Oct15

SysOperation Framework – Six years later where are we at with implementing it?

It has been six years since the SysOperation framework was made available for development in Dynamics AX 2012.  The SysOperation framework replaced the RunBase Framework.  It promised to run faster by limiting which code runs on each tier of the system and limiting the network communication which became common with RunBaseBatch.  If you are curious, a good example of the SysOperation… Continue Reading Dag Calafell, III’s...

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Defragment indexes on D365 Finance & Operations Virtual Machine
Oct12

Defragment indexes on D365 Finance & Operations Virtual Machine

After downloading the Dynamics 365 for Finance and Operations 8.1 PU 20 VHD from LCS, I went about optimizing its performance.  So far I used it a bit without doing a full compile and it seems to run less than 15 GB of RAM, although I have allocated much more.  Some low hanging fruit is defragmenting the indexes in the databases. Check the index fragmentation (optional, interesting) 1…. Continue Reading Dag Calafell, III,...

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HR capability in D365 for Talent vs D365 for Fin & Ops
Oct10

HR capability in D365 for Talent vs D365 for Fin & Ops

HR capability in D365 for Talent vs D365 for Fin & Ops ” Incremental GroupMicrosoft launched Dynamics 365 for Talent using the core HR capability in Dynamics 365 for Finance and Operations and added new features to it. Dynamics 365 for Talent fully integrates with Finance and Operations but for users of Dynamics 365 for Finance and Operations you might be wondering whether you should now be managing HR from...

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Parse the Missing Values from Validate (DIXF)
Oct08

Parse the Missing Values from Validate (DIXF)

I like to validate the data as much as possible throughout the process of migrating data into AX.  Usually this means reviewing the input file, loading the file, and clicking “Validate all”  before actually running the data into the target table. During the “Validate All” you may receive a plethora of messages.  Sorting through thousands of messages can be a major drag.  I like… Continue Reading Dag Calafell, III’s Article...

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New book on Microsoft Dynamics 365 FinOps – “Microsoft Dynamics 365 FinOps – Fixed Price Projects Revenue Recognition In-depth”
Oct02

New book on Microsoft Dynamics 365 FinOps – “Microsoft Dynamics 365 FinOps – Fixed Price Projects Revenue Recognition In-depth”

I have released a new paperback book called “Microsoft Dynamics 365 FinOps – Fixed Price Projects Revenue Recognition In-depth” on Amazon about the fixed price projects revenue recognition last Thursday .i.e. 27th September 2018. In this blog post i am going to talk about the book and the motivation behind that. I knew basic fixed price projects revenue recognition and how to… Continue Reading noreply@blogger.com (Sarang...

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Report your bugs, free-riders! | Kurt Hatlevik – Dynamics 365 Blog
Sep28

Report your bugs, free-riders! | Kurt Hatlevik – Dynamics 365 Blog

Microsoft Dynamics 365 is the fastest innovation and most agile business software in the world. A very feature rich solution with a packed very fast moving roadmap. We see new possibilities and features coming monthly in platform update, fall/spring releases. if you look at the entire platform-stack including windows, office, and platform (power* apps) new features being made available on… Continue Reading Kurt Hatlevik’s...

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Dynamics AX = Denis Macchinetti: How to suspend RecId Sequence
Sep23

Dynamics AX = Denis Macchinetti: How to suspend RecId Sequence

Hi, as you know in D365FO now the sequences are handled by SQL and not anymore from the SYSTEMSEQUENCES table. From particular scenarios could be necessary to suspend the Recid assignement.In order to do that, issue the following command: appl.sysRecIdSequence().suspendRecIds(tableNum(TABLENAME)); Tale a look also to the standard AccountingDistributionProcessor… Continue Reading Denis Macchinetti’s Article on their...

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Dynamics AX = Denis Macchinetti: How to suspend RecId Sequence
Sep23

Dynamics AX = Denis Macchinetti: How to suspend RecId Sequence

Hi, as you know in D365FO now the sequences are handled by SQL and not anymore from the SYSTEMSEQUENCES table. From particular scenarios could be necessary to suspend the Recid assignement.In order to do that, issue the following command: appl.sysRecIdSequence().suspendRecIds(tableNum(TABLENAME)); Tale a look also to the standard AccountingDistributionProcessor… Continue Reading Denis Macchinetti’s Article on their...

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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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Split the On-account invoice transaction for Credit note
Sep17

Split the On-account invoice transaction for Credit note

When the project invoice includes just one on-transaction, then system does not allow the user to split that single transaction during the credit note. Single on-account transaction cannot be split during credit note  However when the project invoice involves multiple on-account transactions from the same and / or multiple projects / sub-projects, then the user can split the credit note and… 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 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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Dynamics AX = Denis Macchinetti: How to avoid Retail Module configuration reset
Sep16

Dynamics AX = Denis Macchinetti: How to avoid Retail Module configuration reset

Hi mates, if in your LBD implementation the Retail Module disappear after a Deployment, here how to avoid it. After a chat with Microsoft, to prevent DB sync from resetting the config keys (Retail in my case), issue the following command against the AxDB Database from sql server management studio: INSERT INTO SQLSYSTEMVARIABLES (PARM, VALUE, IPARM, IVALUE) VALUES (‘FirstSyncSuccess‘, 1, 20,… Continue Reading Denis...

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Latency Testing for Dynamics 365 for Finance and Operations
Sep16

Latency Testing for Dynamics 365 for Finance and Operations

Recently I went on a journey testing the latency of the Azure dark fiber backbone between data centers.  This is crucial for a global Dynamics 365 Finance and Operations (“FinOps”) implementation.  In general bandwidth can be purchased but latency is hard to influence. There are some resources online which provide latency numbers which seem to hold somewhat accurate still, but I… Continue Reading Dag Calafell, III’s...

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Reverting the SAME project transaction which is in ‘Selected for credit note’ back to ‘Invoiced’
Sep14

Reverting the SAME project transaction which is in ‘Selected for credit note’ back to ‘Invoiced’

I just now came to know a way of reverting the SAME project transaction which is in ‘Selected for credit note’ back to ‘Invoiced’. When the project transaction is invoiced, the ‘Transaction status’ is changed to ‘Invoiced’: When you select the transaction for credit note, the ‘Transaction status’ is changed to ‘Selected for credit note’ I was wondering how do i...

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Calculation Method and Balancing Fee Journal
Sep14

Calculation Method and Balancing Fee Journal

There are three calculation methods when it comes to fixed price projects, they are: None Markup percent total Markup percent estimate line This post is not about describing what each of the calculation method does but this post is the super summary of when does the system create the balancing fee journal and when it does not. This post is for the advanced users of revenue recognition… Continue Reading noreply@blogger.com...

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Financial Structure Series Part 5 – Financial Dimension Sets
Sep13

Financial Structure Series Part 5 – Financial Dimension Sets

In this post, which is the final in the financial structure series for Dynamics AX ( AKA 365 Finance and Operations), we are shedding a light on the importance of the financial dimension set which represents the essence of the whole financial structure illustrated throughout the previous posts. In the previous four articles, we have explained how to “build” the financial structure considering… Continue Reading Mahmoud M....

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Extensible Data Security (XDS) with Dynamics 365 Finance and Operation
Sep12

Extensible Data Security (XDS) with Dynamics 365 Finance and Operation

XDS is one of the sparkling features in Dynamics. It takes you beyond the forms achieving the ultimate data control. It is one of the key features that captivate the customer heart and mind. It is a great dramatic closing for your demos. So for example you have Buyer who only work with selective suppliers and deals on selective items, in such data security scenarios we… Continue Reading Amir Nazim’s Article on their...

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D365FO Financial reports (Management reports) error “The Operation could not be completed because the item no longer exists.”
Sep12

D365FO Financial reports (Management reports) error “The Operation could not be completed because the item no longer exists.”

Hi Guy – i hope you are doing great, Today i am sharing my experience on one of the problem i have faced recently on Financial reports in D365FO, when we edit the report it opens the designer and shown this error “The Operation could not be completed because the item no longer exists.” This environment we have created by replicating the data and code based from… Continue Reading Amir Nazim’s Article on their...

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Debug AIF Document Service within AX
Sep11

Debug AIF Document Service within AX

Sometimes it is a pain to create a .NET application and attach a debugger to the AOS service just to diagnose a problem with an AIF service.  It is possible to do all debugging inside of AX.  This example is for a standard AIF document service, however, you can also do the same for a custom service in a way which is even easier. As a prerequisite, the inbound port must have document… Continue Reading Dag Calafell, III’s...

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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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Validate AX DLL Versions on Multiple Machines

List the versions for all DLLs which will load in AX using the Get-AxDllVersions. Download the PowerShell script.  Run this script against all machines running the AX client (RDP/Citrix/end-user) and servers. This is useful to confirm that all DLLs deployed match in file version. Example 1: Export DLL Versions for Local Machine Example single value: ComputerName : Server1FileVersion :… Continue Reading Dag Calafell, III’s...

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Financial Structure Series Part 4 – Advanced Rule Structure
Sep06

Financial Structure Series Part 4 – Advanced Rule Structure

In the previous posts of the financial structure series, we have covered the basic components of the financial structure in Dynamics AX, represented with the financial dimensions, chart of account and account structure. The purpose of this article is to shed a light on another essential component of the financial structure which is the Advanced Rule Structure. Advanced rule structure allows… Continue Reading Mahmoud M....

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Quick Post – Fixed Price project eliminate button and invoice posting date
Sep04

Quick Post – Fixed Price project eliminate button and invoice posting date

Everyday you learn, no matter what and that’s absolutely true. However more important is to retain what you have learnt today and reduce the time in re-inventing the wheel later. I just now learnt a very small thing but i still wish to put this in writing so that i remember it in future and also if it helps others then, nothing like it. If the project  is over and the ‘Eliminate’… Continue Reading noreply@blogger.com (Sarang...

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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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Recognizing the remaining “On-account” on T&M project by dimension
Aug31

Recognizing the remaining “On-account” on T&M project by dimension

Business case – A prepayment is received from the customer for an additional support contract for 35 hours on top of the actual core project. However the contract is such that whenever a consultant spends time on this engagement, that time is booked on the separate support project and a zero value invoice is raised against the project for the customer to know the hours spend till date…. Continue Reading noreply@blogger.com...

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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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Financial Structure Series Part 3 – Account Structures
Aug27

Financial Structure Series Part 3 – Account Structures

As we proceed with understanding the financial structure in Dynamics AX, as we have already covered both; chart of accounts and financial dimensions, this post will shed a light on the account structure concept in Dynamics AX. The account structure is basically the valid combination of main accounts and associated financial dimensions. What distinguishes Dynamics AX from other legacy ERP… Continue Reading Mahmoud M....

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AXAPTAMANIAC: Dynamics 365 FinOps workflow
Aug22

AXAPTAMANIAC: Dynamics 365 FinOps workflow

Workflows in Dynamics 365 FinOps are of two kind and they are: Company specific workflows Organization wide workflows These workflows are system designed and thats how they are. Details of which workflows are company specific and which ones are organization wide is available on technet. However you could also get to know this when you create workflows. If the ‘Association’ points to a… Continue Reading...

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Focus18 – EMEA – London
Aug21

Focus18 – EMEA – London

The User Groups for Dynamics 365, AX, CRM, BC/NAV, and Power BI road-trip named Focus is arriving to Europe and is making a stop in London from 5-6 September, 2018 featuring dive deep sessions covering advanced topics on D365 Finance and Operations and Customer Engagement. Additionally, specific topics to the Retail space including modern POS, inventory management, sales orders, ecommerce,… Continue Reading Kurt Hatlevik’s...

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Unable to Enable Warehouse Management II License Key
Aug21

Unable to Enable Warehouse Management II License Key

In AX 2012 R3 CU12, after disabling Trade > Warehouse and Transportation Management the Warehouse Management II license cannot be enabled in License information. “You can not add this license code because the following required license codes have not been entered: Warehouse management I” The fix was:1. Kick out other users2. Keep AOS online and AX open3. Backup business data SQL… Continue Reading Dag Calafell, III’s...

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Unreserve inventory – Dag Calafell, III, PMP

// Unreserves inventory static void unreserveInventTrans(Args _args) { InventTrans             inventTrans; InventDim               inventDim; InventDimParm           inventDimParm; ; setPrefix(funcName());   select firstOnly inventTrans where inventTrans.StatusIssue == StatusIssue::ReservPhysical join inventDim where inventDim.inventDimId ==… Continue Reading Dag Calafell, III’s Article on their...

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