Blogs

Be the first person to like this.
I have a very interesting licensing scenario I recently ran into surrounding using the deny permission. With the move to D365FO, the deny permission allows for explicitly revoking access to an object, this in turn, should also impact the licensing to a user, role, duty, or privilege. To test this I set up the following scenario: 1. I found a menu item that has different licenses for the ViewUserLicense and MaintainUserLiecense parameters, I found the BankAccountTable menu item display. It has a MaintainUserLicense of Operations and a ViewUserLicense as Universal (Team Member). This means that a user/role with Read access to the BankAccountTable menu item ...
0 comments
Be the first person to like this.
Dynamics 365 V9 deprecated features Service Scheduling In this article , we will learn about Microsoft Dynamics 365 v9 Deprecated Features Service Scheduling. Below are the points we will cover in this video article Service scheduling in Dynamics 365 for Customer Service is deprecated The new experience lists the entities as follows, as compared to the legacy experience Dynamics 365 V9 deprecated features Service Scheduling Service scheduling in Dynamics 365 for Customer Service is deprecated The existing service scheduling functionality is deprecated and will be removed in a future major release. The new scheduling ...
0 comments
Be the first person to like this.
Many c ompanies that  currently process EDI transactions using a legacy translator-- and  are considering migrating  to a cloud-based ERP solution such as  Dynamics 365 for Operations and  Business Central --  face a decision. Should they keep their existing EDI solution, or move to a different EDI platform and vendor? There are many good reasons to want to keep an existing EDI system, including cost and risk reduction associated with EDI system replacement. However, many organizations find that the cost and risk of keeping a legacy translator far exceeds the cost of a replacement. Other companies move their ERP to the cloud for cost and a variety ...
0 comments
2 people like this.
The dust has settled from Summit North America, but the excitement and energy remain in the air! As we all return home to our normal schedules, we want to recognize members of the community who keep the buzz and energy going strong in our community. This week we are thrilled to recognize our most engaged CRMUG Member of the week, Rex Tan! He was engaged at Summit, and continues to stay engaged and active in the community! Many of you may have seen him present at Summit, or have seen his face and name around the online community. I hope you can find a couple of minutes to take in what he had to say about being an engaged member in the CRMUG Community.   ...
0 comments
Be the first person to like this.
My movie themed blog series is focused on implementing and surviving change during the transition from one or multiple systems into an integrated ERP system. I hope that this blog helps you in your implementation. The movie “The Jewel of the Nile” was the sequel to the movie “Romancing the Stone” starring Michael Douglas and Kathleen Turner. This movie was released in 1985 and although we didn’t have the technology we have today back then, the message of this movie applies to the implementation of D365. First, let me start by saying, in this movie it implies the jewel is a precious stone that the characters are trying to find. In the end, the jewel ends ...
0 comments
Be the first person to like this.
Leading Asia Pacific partner, IBIZ Consulting Services, powers customer support with Dynamics 365 All-Channel Solution Background: IBIZ Consulting Services is a leading consulting services company and a value-added reseller for strategic solutions across Asia Pacific. The customer support team supports more than 500 Enterprise and SMB customers using Dynamics 365 across multiple countries and time zones. The previous use of a myriad of different communications tools, not integrated with each other or D365, was hampering the customer support experience with customer interactions being missed, dropped or not being documented. IBIZ ...
0 comments
Be the first person to like this.
When preparing consolidated financial statements that include a foreign subsidiary, the financial statements of the foreign subsidiary need to be translated to the reporting currency of the parent. There are two methods for currency translation, the current-rate method and the temporal method. The temporal method is used to translate integrated operations and the current-rate method is used to translate self-sustaining operations. Based on the parent’s relationship with its foreign subsidiary, the translation method attempts to reflect the parent’s exposure to exchange rate changes. How do you identify a subsidiary as integrated or self-sustaining? Integrated ...
0 comments
1 person likes this.
On most Dynamics 365 for Finance and Operations projects, there is confusion around how to deal with unit prices where the decimal precision is greater than 2 (e.g. fuel $1.1638 per L). Many projects go down the road of customization to achieve this, but there is a standard feature intended for this purpose.  It allows any level of decimal precision. There is a field called "Price Unit" that indicates how many units the unit price relates to. By default, the price unit is 1, but it can be changed in the master record for the item or directly on a PO, SO, invoice, etc. If you want to enter a unit price for fuel of $1.1638 per L you would actually need to enter ...
3 comments
Be the first person to like this.
One of the challenges when migrating legacy system data is: What do you do with your outstanding checks and deposits? You want them in your new system for your bank reconciliation, but you don’t want to re-create all of the associated invoices and payments, settle them, and reverse the ledger transactions. The easiest approach is to simply create a list outside of Dynamics AX. As you complete your first few bank reconciliations in Dynamics AX, check off the items from the list as they clear. When everything has been checked off, you’re done. This is a low tech solution, but it works. Many people don’t want to maintain a list outside of the system especially ...
0 comments
Be the first person to like this.
I’ve seen a lot of posts on ERP data migration, but they typically discuss what historical data should (or shouldn't) be loaded and the various tools for loading data. What seems to be missing is a simple explanation of the logic behind executing a financial cutover. When you cutover from a legacy system, at a minimum you need to load the ending financial balances as well as the open transactions for each of the sub-ledgers. The figure below illustrates how to manage a financial cutover. The yellow box represents the trial balance from the legacy system and the blue boxes represent the open transactions for each of the sub-ledgers. Since the trial balance ...
0 comments
Be the first person to like this.
Ever wondered why Sales is one of the pivotal departments in an organization? It’s not easy to meet a stranger, talk about your service or product within a short span of time and convince him/her to reach into the pocket and shell out some money. The unique and important role of Sales is to bridge the gap between the potential customer’s needs and the products/services that the organization offers that can fulfill their requirements. And every organization has its own way of doing sales including approaching customers, making deals, selling products/services and involving a unique sales pipeline. Now in such a high pulsating environment, you can’t expect ...
1 comment
Be the first person to like this.
One has to be living under a rock for not knowing the versatility and the scalability feature of   Microsoft Dynamics 365 CRM   in today’s business environment. Compared to the other CRM products that are available in the market, Dynamics 365 stands out as a highly flexible and comprehensive solution provider. The product can be tailor-made as per the client’s requirements, industry or even the last-minute change that the Consultant might have thought of to provide ease of business. The size of the organization isn’t a challenge at all, because Dynamics 365 CRM fits like a glove everywhere. Most companies are looking for an ‘out of the box’ solution, ...
0 comments
2 people like this.
The whole idea of a user group is fundamentally simple: Find people who do what you do and share knowledge to better your workday. Thank you for building an incredible commonwealth of shared Microsoft Dynamics 365 for Finance & Operations and Dynamics AX experience and connections. Our Story The value of our user group communities is based on the official founding in 2004, when a small group of CIOs discovered great benefit in sharing knowledge and experiences about their ongoing system and business strategies. This was the birthplace of the Axapta User’s Group:  Over the last 15 years, together we’ve grown to 10+ user group communities ...
3 comments
2 people like this.
The whole idea of a user group is fundamentally simple: Find people who do what you do and share knowledge to better your workday. Thank you for building an incredible commonwealth of shared Microsoft Dynamics 365 for Customer Engagement and Dynamics CRM experience and connections. Our Story The value of our user group communities is based on the official founding in 2004, when a small group of CIOs discovered great benefit in sharing knowledge and experiences about their ongoing system and business strategies. Over the last 15 years, together we’ve grown to 10+ user group communities including the PowerApps User Group in 2018. What’s Next ...
0 comments
1 person likes this.
Possibly the only thing everyone in business agrees on, is that money talks. Whether you’re looking at turnover or profit, the end game is the same – to make the numbers better. What makes it incredible, is that so many businesses are happy to overlook obvious ways to boost those figures without having to chase more sales. Trust me – it’s not as unlikely as it sounds. Let’s talk about Data Quality I often hear people talk about   data quality, but in reality, its quality data we require . As the renowned quality expert, W Edwards Deming puts it. “Without data you are just another person with an opinion”. What we should actually be talking ...
1 comment
Be the first person to like this.
eXtreme365 is an unparalleled Partner opportunity On October 13 th , over 300 Partners of all types will attend eXtreme365 to build relationships, learn from real-world experiences, and dive into technology so they can stay a step ahead of the competition. Consultants, developers, executives and sales and marketing from partner organizations attend for sessions led by Microsoft and industry experts and to connect in a partner only environment. This year, eXtreme365 will have a special track dedicated to the ISV community.   Microsoft Executives Connecting Directly with Partners at eXtreme365 We are excited to have Toby Bowers delivering ...
0 comments
Be the first person to like this.
eXtreme365 is an unparalleled Partner opportunity On October 13 th , over 300 Partners of all types will attend eXtreme365 to build relationships, learn from real-world experiences, and dive into technology so they can stay a step ahead of the competition. Consultants, developers, executives and sales and marketing from partner organizations attend for sessions led by Microsoft and industry experts and to connect in a partner only environment. This year, eXtreme365 will have a special track dedicated to the ISV community.   Microsoft Executives Connecting Directly with Partners at eXtreme365 We are excited to have Toby Bowers delivering ...
0 comments
Be the first person to like this.
Getting ready for Summit in Orlando next week I decided to re-post some of my Movie themed blog series that may help you in your implementation and highlight some of the benefits I received attending summit as a user. Even though I am now on the partner side of the implementation house most of my experience is drawn from the same well as the rest of the User Group Community. Enjoy! Once Upon a Time in the West...An Implementation Tale Originally Posted Oct 11, 2018 Updated October 8, 2019 For those of you following my blog series based off some of my favorite movies the title won’t come as a surprise. I am really hoping that by combining my experiences ...
0 comments
Be the first person to like this.
Getting ready for Summit in Orlando next week I decided to re-post some of my Movie themed blog series that may help you in your implementation and highlight some of the benefits I received attending summit as a user. Even though I am now on the partner side of the implementation house most of my experience is drawn from the same well as the rest of the User Group Community. Enjoy! Groundhog Day: How Bill Murray and a Groundhog taught me to be resilient implementing D365 Originally Posted Feb 2, 2018 Updated October 7, 2019 Maybe you've seen the movie   Groundhog Day   where Bill Murray’s character is forced to relive the same day over and over until ...
0 comments
7 people like this.
Networking can be tough, especially when at an event where everyone seems to be doing something. Here are some tips for networking and engaging with others that have helped me in the past… Remember, you’re at the same event! Right off the bat, you have something in common with everyone around you. Ask people about their most recent experiences. This sounds complex but it’s really not. It’s a mix of closed and open ended questions that get people talking about the here and now. Take a minute to think about where you are and you’ll have a list of things to ask people… Did you travel in for the event? If so, where from? How long was the travel? How ...
1 comment