Microsoft Sustainability Manager – Data Ingestion
After introducing the capabilities of Sustainability Manager, let’s dig a little bit into some key features. In this post I will deal with Reference data and Activity data, basically the inbound process for ingesting data in order to calcul the emission impact (which will be addressed in another post). As mentioned previously, the activity data are the extract of different sources of direct… Continue Reading Yohann...
Microsoft Sustainability Manager – Key concepts and overview
Available since June 2022, Microsoft has released quite recently a learn training course regarding this new tool. It’s quite interesting as you are able to run a trial environnent for 30 days so I had the opportunity to overview it. Customers and prospects challenge us more and more every day on Corporate Social Responsibility (CSR – or RSE in French) and tool associating within the… Continue Reading Yohann ROLLAND’s...
Sequencing planned production order within Master planning
In some manufactured contexts, you will need to consider scheduling production order sorted by some criteria. By default, master planning take into entry the requirement date issued from forecast, min/max or sales order entries. You can retrieve this by exploring any planned production order under the Pegging tab. Sometimes, you would like to sort using different criteria. Some industries… Continue Reading Yohann ROLLAND’s...
Usage of template for designing a vendor creation process
In this new post I will underline common functionalities regarding record template creation : creation, defaulted template value with or without a pop-up, deletion. It’s more dedicated to new consultants arriving on our D365 community. In a second part, I will focus on how to use vendor template combined with a standard workflow available out of the box for having an vendor approval process… Continue Reading Yohann...
Vendor identification process and collaborative access
In this post, we will deep dive on full D365 Supply Chain functionality regarding the process of identification and creation of vendors. This applies more on some service businesses when there is a lot of vendors to manage and when we would like to give to our vendors some access to the collaborative portail for them to be able to process purchase orders and manage requests for quotations. < p style=”text-align:…...
Réaliser des filtres et des Espaces de travail adaptatifs à l’utilisateur connecté
Dans D365, plusieurs objets possèdent des informations de collaborateurs « responsables », ou « intéressés » (Exemple : « Acheteur » / « Responsable des ventes » pour des commandes, …) Ces personnes ont un intérêt à pouvoir rapidement trouver les données qui les concerne dans l’ERP. Depuis D365, il est possible de créer de façon personnalisée des Espaces de… Continue Reading admin2897’s Article on their blog Réaliser des...
Rebate management : supplier approach
In this last post (see the previous here) I will focus on the supplier side. The new Rebate management allows us to use only one module to manage supplier and customer back rebates (except deductions which require to use Trade allowance management). Vendor rebate basis on Purchase order In this first scenario, I’m going to use only the purchase order to calculate the rebate amount. On the… Continue Reading Yohann ROLLAND’s...
Rebate management : retroactivity and usage of items
In this second post (see the previous overview here) on Rebate Management, I will focus in more details on different alternative scenarios regarding the rebate management module. Retroactivity Let’s test this scenario which can be very usefull : the retroactivation of the deal. In some industries, especially in agri-food industries, the back rebate are negociating during Q1 and activation… Continue Reading Yohann ROLLAND’s...
Rebate management overview
This new serie of posts are a quick and first approach of this new trade module available in public since Apr 16, 2021. You will find some microsoft documentation here and here. After activating the functionality, the module is available : Have a look on it : Not so much menu item, quite easy to use. We may have expected one workspace dedicated but there is not. This module is address to… Continue Reading Yohann ROLLAND’s...
User role based security
1. IntroductionUser security is a must in Dynamics 365 for Finance and during FiveForty projects we always have a lot of discussing about it and when to start thinking about it. Below we describe the main IT concepts to know behind this feature. We hope it will help you to… Continue Reading admin2897’s Article on their blog http://d365tour.com/en/microsoft-dynamics-d365o/user-role-based-security/ Blog Syndicated with...
Tips and tricks about Requests for quotation and vendor collaboration
Have you heard how to setup vendor collaboration ? And to be more specific make it work with requests for quotations, so the vendor is able to submit or decline a bid invitation ? Here is some tuto dealing with this topic : Process a Request for Quotation: D365 Finance and Operations | Dynamics-Tips The basic flow of an RFQ is we select our items we want to get bids for, the vendors we want to receive bids from and send the RFQ to the...
Premiers pas avec Project Operations : Création d’un projet et flux complet
English version available here Bienvenue dans la seconde partie (vous pouvez retrouver la première partie ici) de la vue d’ensemble sur Project Operations. Nous allons nous concentrer sur la création de projets et de contrats, et les liens existants entre PO et F&O. Projets et contrats Depuis Project Operations, une Unité d’organisation doit être paramétrée (obligatoire pour gérer… Continue Reading Yohann ROLLAND’s...
Project Operations getting sarted : Project creation and End to End process
Welcome to the second part (see first part here) of the Project Operations overview. We will focus on projects and contracts, and interactions between PO and F&O. Projects and contracts From Project Operations, an Organisation Unit has to be setup, it’s mandatory for managing contracts and projects. Then, creating a new contract is done from the Sales module. As you can see, the Contracting… Continue Reading Yohann...
Premiers pas avec Project Operations : Ergonomie et fonctionnalités Dual Write
English version available here Depuis que PO est disponible, j’ai enfin trouvé un peu de temps pour regarder ce nouvel outil de la suite Dynamics. L’objectif de Microsoft est que, à terme, Project Operations puisse remplacer le module Projet de l’ERP Microsoft Dynamics pour la Finance et la Supply Chain. L’impact est déjà visible d’un point de vue licence, puisqu’il existe… Continue Reading Yohann ROLLAND’s Article on...
Project Operations getting started : Ergonomy and synchronization
Since Project Operations has been available, I finally found some time to have a look on this new tool for the Dynamics suite. Basically, it aims to replace the Project management and accounting module embedded in MS Dynamics 365 for Finance and Supply Chain. It means every customer using the Project management and accounting module have to migrate by the years to come. The impact is already… Continue Reading Yohann...
Impact of work orders in asset management on production resources scheduling
When dealing with CMMS, you can address it by using Field Service Module or Asset Management Module embedded within MSDyn365 for Supply Chain. The big differences between those tools available in the global D365 Platform are : Field service applied for customer assets Field service can be interfaced with the ERP through Dual Wright but not directly Asset Management applied on the ERP’s own… Continue Reading Yohann...
Trois nouveautés utiles dans la gestion des fonctions
English Version available here En prenant le temps de regarder les nouvelles fonctionnalités disponibles dans le workspace Gestion des fonctions, voici ce que j’ai réussi à pêcher d’intéressant (liste non exhaustive bien sûr). Ce sont des petites fonctionnalités mais qui peuvent parfois améliorer signicativement l’expérience utilisateur et éviter des développements… Continue Reading Yohann ROLLAND’s Article on their blog...
Three new cool enhancements thanks to Feature management
Having a look on recent new features available within the Feature management workspace, I’ve raised 3 (non exhaustive list) new cool features which helps improve MSDyn365Fin and MSDyn365SCM user experience when running daily task. Add quantity ordered field to the Posting product receipt page Let’s start with this first one available since September 2020 about product receipts. Before… Continue Reading Yohann ROLLAND’s...
Issue : The service required to use this feature is turn off. Check your privacy settings
Error message : The service required to use this feature is turn off. Check your privacy settings Version : MSDyn365FO / O365 / MSDyn365SCM / MSDyn365FIN Module : All Localization : #NA Critical : Blocking when trying to work on data from Excel French message : Le service requis pour utiliser cette fonctionnalité est désactivé. Vérifier vos paramètres de… Continue Reading Yohann ROLLAND’s Article on their blog Issue :...
Understand Power BI Licences
There is a lot of licences and architecture possibilities when a customer wants Power BI for a company deploying BI solution. It’s not as simple as « Get me x Power BI licences ». You have to ask few questions before and then choose the appropriate solution. This post is mainly focus on compliance with MSDyn365FO. The questions are : How many users need to design Power BI… Continue Reading Yohann ROLLAND’s Article on their...
Gestion d’impression des documents et envoi par mail
English version available here La fonctionnalité de gestion d’impression des documents existe depuis quelques temps déjà, mais savez-vous combien de mails peut-on paramétrer pour être éligible à l’envoi automatique sur confirmation d’une commande fournisseur par exemple ? Regardons les options disponibles dans a gestion d’impression des documents. Tout d’abord, la première chose… Continue Reading Yohann...
Document print management and email option
How many emails can we retrieve automatically from a customer or a vendor to send documents like invoice or confirmation to them ? Let’s deep dive this function in the Print management setup within our favorite ERP. First this to setup is the Email parameter functionalities, as it’s described here. Whitout it, the system will not be able to send Email at all. After doing that, just a… Continue Reading Yohann ROLLAND’s...
Générer la DAS2
Bonjour à tous, Dans ce post je vais résumer les étapes à réaliser pour générer las DAS2 à partir du module « Comptabilité fournisseur ». Ce post s’appuie sur les échanges tenus sur la community dynamics et sur l’exceptionnel support d’Annaick Boudin. Une note importante : pour le moment le reporting prend en compte uniquement les transactions entièrement… Continue Reading admin2897’s Article on their blog Générer la DAS2...
Paramétrage des notifications par mail des workflows
English version available here Bonjour à tous, Ceci sera mon premier article à vos côtés. Nous allons aujourd’hui voir comment gérer les notifications des workflows dans D365. En effet, il existe 3 méthodes : Via le calendrier, via le centre d’action ou via des e-mails. Calendrier La première est la méthode de base, qui est visible directement sur l’écran d’accueil. Il… Continue Reading admin2897’s Article on their blog...
D365Tour Press Review – May 2020
D365Tour Newsletter – May 2020 #MSDyn365FO / #MSDyn365FIN / #MSDyn365SCM / #PowerPlatform BlogsChange the name of new configured security objectsMSDynD365FO Credit management –… Continue Reading admin2897’s Article on their blog D365Tour Press Review – May 2020 D365Tour Newsletter – May 2020 #MSDyn365FO / #MSDyn365FIN / #MSDyn365SCM / #PowerPlatform Blogs Change the name of new configured security objects...
How to setup email notifications on standard workflows
Hello Everyone, This is my first article with you. Today we’re going to see how to manage workflow notifications in D365 Supply Chain Management. Indeed, there are 3 methods that we will discover during 3 chapters: Via the calendar, via the action center or via e-mails. Via the calendar The first one is the basic method, which is visible directly on the home screen. The only condition is that… Continue Reading...
Apps & cyber sécurité
Dernièrement, nous discutions du futur de l’ERP. En imaginant cet avenir, que disait-on ? Simplement qu’il y avait des chances de voir de nombreux services connectés entre eux. Chacun remplissant parfaitement sa mission à la manière d’un vrai professionnel. Ceci étant, quant à l’utilisation d’applications cloud, à quels impacts doit-on s’attendre en matière de sécurité… Continue Reading admin2897’s Article on their blog...
Passage en revue de la couverture de l’article : stock de sécurité, Exécuter le minimum, Clé minimum et Clé maximum (2/2)
English version available here Dans ce second article (voir ici pour la première partie), je vais me focaliser sur les paramètres clés minimum/maximum, ainsi que sur le paramètre Périodes minimum du groupe de couverture. Clés minimum/maximum Ces clés sont paramétrables sous Planification > Paramétrage > Couverture > Clé minimum/maximum Comme c’est indiqué dans la doc officielle,… Continue Reading Yohann ROLLAND’s...
Item coverage deep dive : Safety stock, Fulfill minimum, Minimum key and Maximum key (2/2)
Version Française disponible ici In this second post (see the previous one) of this serie, I will focus on the Minimum/Maximum keys and Minimum periods. Minimum/Maximum keys You can setup a key under Master Planning > Setup > Coverage > Minimum/maximum keys. As it’s written here , you can use minimum keys to handle seasonal fluctuations in demand. I’ve used the wizard to default periods…. Continue Reading Yohann...
D365Tour Press Review – April 2020
D365Tour Newsletter – April 2020 #MSDyn365FO / #MSDyn365FIN / #MSDyn365SCM / #PowerPlatform BlogsPower Apps portalMB-330 – Supply Chain Management certificationFinancial… Continue Reading Yohann ROLLAND’s Article on their blog D365Tour Press Review – April 2020 D365Tour Newsletter – April 2020 #MSDyn365FO / #MSDyn365FIN / #MSDyn365SCM / #PowerPlatform Blogs Power Apps portal MB-330 – Supply Chain...
Passage en revue de la couverture de l’article : stock de sécurité, Exécuter le minimum, Clé minimum et Clé maximum (1/2)
English version available here Aujourd’hui je vais m’intéresser à des paramètres applicables à la planification, en particulier sur la couverture de l’article. Regardons de plus près les stocks de sécurité, les Clé minimum et maximum, ainsi que les périodes minimum sur la couverture de l’article. Stock de sécurité Je ne vais pas détailler chaque code couverture, mais le… Continue Reading Yohann ROLLAND’s Article on their...
Item coverage deep dive : Safety stock, Fulfill minimum, Minimum key and Maximum key (1/2)
Version Française disponible ici Today I’m going to underline some specific setup and functionalities regarding the master planning : let’s have a look on safety stock, Minimum key, Maximum key, Fulfill minimum and Minimum periods available on the item coverage. Safety stock It’s not about detailing the coverage code, but you have to know the Minimum field is available not only for… Continue Reading admin2897’s Article on...
MB-330 – certification Supply chain management
English version available here Il y a quelques jours j’ai passé la dernière certification Supply Chain Management, la MB-330. J’ai eu l’occasion déjà de passer plusieurs certifications Ax, depuis Ax 2012. Voici mon retour d’expérience sur cette certification disponible depuis 2019. Pour rappel, à présent il faut être certifié sur les certifications Core (MB-300) et Supply… Continue Reading admin2897’s Article on their blog...