How to Create a Dynamics 365 Follow-up Task from an Outlook Email
Jan23

How to Create a Dynamics 365 Follow-up Task from an Outlook Email

Never fail to follow up! Have you ever found it difficult keeping track of who has (and hasn’t) responded to your… Continue Reading Eric Anderson’s Article on their blog How to Create a Dynamics 365 Follow-up Task from an Outlook Email Have you ever found it difficult keeping track of who has (and hasn’t) responded to your emails? Most of us have. Fortunately, there’s a very simple trick that will ensure...

Read More
Add multi selection lookup to a SysOperation Framework dialog
Jan21

Add multi selection lookup to a SysOperation Framework dialog

First 2020 post! Happy new year! Yes, I know it’s already past mid January… When you add a field to a SysOperation Framework Data Contract the lookup that the framework creates (if the EDT has a lookup) is a simple, single select lookup. Let’s see how to create a multi select lookup in MSDyn365FO. The … Continue reading Add multi selection lookup to a SysOperation Framework dialog → The post

Read More

Batch Jobs; Take control of the executions

Dynamics 365 can be automated quite a lot with the use of batch jobs. With batch jobs, your Dynamics 365 solution becomes “alive”, and we can set up the system to automate many manually processes. Lets say to have the following “vanilla process”, and wants to automate as many steps as possible. This document covers the Batch jobs needed to be setup for this process to be as automated as… Continue Reading...

Read More
Not Ready for the Microsoft Unified Interface?
Jan16

Not Ready for the Microsoft Unified Interface?

How to reschedule your Dynamics 365 upgrade As announced last September, Microsoft is deprecating the legacy web client… Continue Reading Eric Anderson’s Article on their blog Not Ready for the Microsoft Unified Interface? Reschedule Your Upgrade! As announced last September, Microsoft is deprecating the legacy web client for Dynamics 365 CRM this year, and Dynamics 365 customers who are still using the legacy web client...

Read More
How to Create a System View in Microsoft Dynamics 365 for Sales
Jan09

How to Create a System View in Microsoft Dynamics 365 for Sales

Create an optimal experience for CRM users This time in Microsoft Dynamics Support, we’ll look at how to create a… Continue Reading David Marincic’s Article on their blog How to Create a System View in Microsoft Dynamics 365 for Sales Modifying an existing system view is the better option when you find a view that meets most of your organization’s needs but requires a bit of work to optimize. You can use the existing...

Read More
Options for Configuring User Legal Entity Restrictions in D365FO
Jan07

Options for Configuring User Legal Entity Restrictions in D365FO

By default, in Dynamics AX/365FO when assigning a user to a role, this access is granted across all companies/legal entities. What options do you have to restrict this? Assign Organizations Under System Administration -> Users you are able to see the roles assigned to a user. When you select a particular role you can then select Assign Organizations to restrict which companies/legal entities… Continue Reading Alex’s...

Read More
Create Financial Reporting App – Dynamics 365 for Finance & Operations LBD
Dec28

Create Financial Reporting App – Dynamics 365 for Finance & Operations LBD

Hi LBD enthusiastic,here I’m sharing the steps that we need to follow in order to install manually the Financial Reporting App.Walk through the MR Node and follow those steps:If present with error, delete the FR app from the Fabric or run the following command with 3 parameters:\fileserverAgentwpEnvironmentStandaloneSetup-xxxxxxAppsFRDeploymentFinancialReportingDeployer.exe… Continue Reading Denis Macchinetti’s...

Read More
Robotic process automation (RPA) Overview – Dynamics 365 for Finance & Operations
Dec28

Robotic process automation (RPA) Overview – Dynamics 365 for Finance & Operations

Hi guys,again happy Christmas!In those “holidays” days, I play around with UI Flows!Here the public link Intuitive robotic process automation that works for youYou are able to automate several tasks, also with the standard connectors.Last but not least, we can use UI Flow in the our Test Automation journey in combination with RSAT.Through UI Flow, you can create a Desktop or Web App (browser… Continue Reading Denis...

Read More
Current State of User Licensing in D365FO PU31
Dec19

Current State of User Licensing in D365FO PU31

With D365FO PU31/10.0.7 now becoming GA, we get our first look at Microsoft’s new licensing model within D365FO. I wrote about the high level changes in this post, but let’s look to see how this new licensing model is implemented. First and foremost I wanted to try and find the association between the new license types and the menu items. I started by looking at menu item objects in the AOT… Continue Reading...

Read More
The Empowered Agent: A Customer Service Agent’s First Reflection On CRM
Dec18

The Empowered Agent: A Customer Service Agent’s First Reflection On CRM

Are your customer service agents empowered? My name is Dan Simpson and I am a new Azamba CRM Concierge. I facilitate implementation of Sage and Dynamics… Continue Reading Dan Simpson’s Article on their blog The Empowered Agent: A Customer Service Agent’s 1st Reflection on CRM Even if you have never worked in customer service or sales, you might be able to imagine the kinds of software an agent would use to help you...

Read More
LCS Database movement REST API
Dec17

LCS Database movement REST API

Since last October we’ve been able to try the preview of Microsoft Dynamics 365 for Finance and Operations Database Movement API which allows us to list and download DB backups and start DB refreshes using a REST API. If you want to join the preview you first need to be part of the MSDyn365FO Insider Program where you can join the “Dynamics 365 for Finance and Operations Insider Community“…. Continue Reading...

Read More
Static IP not guaranteed for Dynamics 365 for Finance and Operations
Dec13

Static IP not guaranteed for Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations offers a lot of flexibility and significantly reduced maintenance effort than the previous versions (AX).  Along with being a cloud-hosted SaaS solution, we had to modify our approach to making modifications, interfacing with the system, licensing and more.  One change which can be particularly challenging is that the IP address… Continue Reading Dag Calafell, III’s Article...

Read More
How to Create a Dynamics 365 Contact Record from Outlook Using the Dynamics 365 App for Outlook
Dec12

How to Create a Dynamics 365 Contact Record from Outlook Using the Dynamics 365 App for Outlook

Track contacts without disrupting your workflow This time in Microsoft Dynamics Support, we’ll look at how to create a… Continue Reading Eric Anderson’s Article on their blog How to Create a Microsoft Dynamics 365 for Sales Contact from Outlook Looking for a helping hand with Dynamics 365? Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including: unlimited diagnostic...

Read More
D365 – To exist or not, that is the question!(part 2)
Dec04

D365 – To exist or not, that is the question!(part 2)

Some years ago I created a free community solution for “Not-Exists Join“. Not exists join means that we can filter and search on data that does not have any relational records. This answers questions like; – Show me all customers that have no sales orders the last X days – Show me all items with no inventory transaction. Show me items with no movement last 30 days. – Show me all items that… Continue...

Read More
Create an ISV license from a cryptographic USB token
Dec03

Create an ISV license from a cryptographic USB token

This post is a product of not reading the full documentation. Lesson #1: read the docs thoroughly, or at least don’t stop reading when you think you’re done. Publishing an ISV solution One of the steps when you want to publish an ISV solution is generating the license for your customers. This license has to be signed  using an Authenticode certificate that will enable the solution, limit… Continue Reading Adrià Ariste...

Read More
Create LCS Hosted Build VM
Dec03

Create LCS Hosted Build VM

Create LCS Hosted Build VM 12/02/19 ALM Build Let’s walk through creating a standard Build VM Before we can get started, we must have the following complete: Create a generic servicing account for environment creation like DynamicsServicing@Contoso.com Add the generic servicing account to Azure DevOps (AZDO) Generate a… Continue Reading Nathan Clouse’s Article on their blog Create LCS Hosted Build VM Let’s walk...

Read More
Securing the Open in Microsoft Office Button in D365FO
Dec02

Securing the Open in Microsoft Office Button in D365FO

On some pages within D365FO there will be an Office button in the upper right hand corner that allows you to either export grid data to Excel or use Excel to easily update, create, or delete data. Security for these actions are controlled slightly differently than the normal menu item method instead they are controlled by security via data entities. Integration Points There are two different… Continue Reading Alex’s...

Read More
Create Cloud Hosted Build VM
Dec02

Create Cloud Hosted Build VM

Create Cloud Hosted Build VM 12/01/19 Need an extra build box? Look no further for how to set that up. If you need an extra build box, those are easy to setup as a cloud-hosted VM. To get started, you’ll need to have performed the following: Create a generic servicing account for environment creation like DynamicsServicing@Contoso.com Add the generic servicing account to Azure DevOps… Continue Reading Nathan Clouse’s...

Read More
Get the T-SQL query from X++
Nov26

Get the T-SQL query from X++

As you might know MSDyn365FO’s data access layer pretty different from T-SQL. This means that if you copy a query on AX and paste it in SSMS it won’t validate in the 99% of the cases (the other 1% being a select * from table). The differences are specially obvious in the join clauses, for example in AX’s (not) exists join which translates to T-SQL as a WHERE NOT EXISTS (SELECT statement). To… Continue Reading...

Read More
How to Create a Dynamics 365 Email Template and Use it in Outlook Emails
Nov21

How to Create a Dynamics 365 Email Template and Use it in Outlook Emails

Ensure offline mobile Dynamics 365 access This time in Microsoft Dynamics Support, we’ll look at how to create an email… Continue Reading Eric Anderson’s Article on their blog How to Create a Dynamics 365 Email Template and Use it in Outlook Email Dynamics 365 email templates save you time by adding CRM info into pre-built messages for common email types. Learn how to create and use them in Outlook! Blog Syndicated with...

Read More
Microsoft Bookings and Microsoft Graph
Nov12

Microsoft Bookings and Microsoft Graph

One common feedback we get when implementing Dynamics 365 is the ability to handle appointments and booking. There are many very good 3’rd party solutions, but did you know that Microsoft have an easy to use booking system that works online and integrated with Outlook. It’s called Microsoft Bookings, and is worth taking a small look at especially if you have the need of booking your… Continue Reading Kurt...

Read More
Gaps in the Security Diagnostics for Task Recordings Feature in D365FO
Nov11

Gaps in the Security Diagnostics for Task Recordings Feature in D365FO

I have written in the past about how to use the Security Diagnostics for Task Recordings feature within D365FO to help determine the securable objects consumed during a recorded business process or task. But I found while diving deeper into using the tool that there are some gaps that you need to be aware of. The Gaps 1) The access required for the objects is not shown If we look at the… Continue Reading Alex’s Article on...

Read More
Searching Code in Dynamics 365 Finance and Operations Using PowerShell
Nov08

Searching Code in Dynamics 365 Finance and Operations Using PowerShell

You can search the Finance and Operations XML files (the X++ source code) using regular expressions by using PowerShell’s Select-String command.  This is a strategy that I’ve used many times and I wonder if others have realized the ease of approaching code searches this way. For some background, we’ll be using regular expressions which provide a very flexible approach for searching… Continue Reading Dag...

Read More
DevOps ALM automation in Microsoft Dynamics 365 for Finance and Operations
Oct29

DevOps ALM automation in Microsoft Dynamics 365 for Finance and Operations

I’ve already written some posts about development Application Lifecycle Management (ALM) for Dynamics 365 for Finance and Operations in the past: Dynamics 365 for Finance & Operations and Azure DevOps (part I) Dynamics 365 for Finance & Operations and Azure DevOps (part II) Setting up Release Pipeline in Azure DevOps for Dynamics 365 for Finance and Operations Set up the new Azure DevOps… Continue Reading Adrià...

Read More
Tool To Help Migrate D365FO Security Between Environments
Oct25

Tool To Help Migrate D365FO Security Between Environments

After a great week at Summit 2019 time to get back at it! One of the things I heard repeatedly throughout the sessions I did and numerous people who stopped by our booth was that moving/migrating D365FO security between environments is extremely difficult and not intuitive/user-friendly at all, which I have to agree with. You may remember I created the D365FO Security Converter Tool in the… Continue Reading Alex’s Article...

Read More
Invent counting with AI Builder
Oct22

Invent counting with AI Builder

This past weekend I’ve attended my third 365 Saturday, this time in Barcelona, as a speaker. As you can see in the post title my session has been about creating inventory counting journals using AI with the Power Platform. The event has been great, but my session has left me with a bittersweet feeling because I haven’t been able to show the full app functionality due to stupid technical issues… Continue Reading Adrià...

Read More
F&O Data Expansion Tool: Error Tracing Not Started
Oct17

F&O Data Expansion Tool: Error Tracing Not Started

Tracing not started error?  Perhaps, like me, you recently rebooted the environment and it had not fully initialized before you tried to start recording on a new Data Expansion project. 1. Reboot the environment. 2. Create and build a runnable class (“job”) to call DataExpansionTraceControl::clear(true). 3. Run the class … Continue Reading Dag Calafell, III’s Article on their blog F&O Data Expansion Tool:...

Read More
Dynamics 365 Branding and Commerce (Preview) Firsthand experience
Oct11

Dynamics 365 Branding and Commerce (Preview) Firsthand experience

PS! Remember to read the last lines in this blogpost As I hope you have seen in your never-ending twitter/news feed is that Microsoft again adding lot’s of new apps and features to Dynamics 365. Microsoft are delivering on the communicated vision of Dynamics 365. We now have apps where we have a holistic approach to business processes. To solve business requirements users will be using a… Continue Reading Kurt...

Read More
F&O Data Expansion Tool: Recording Data Creation
Oct11

F&O Data Expansion Tool: Recording Data Creation

The Data Expansion Tool is a tool which will generate data in the current Microsoft Dynamics 365 for Finance and Operations environment. The tool itself is not documented and the video which demonstrated it has been lost because the Office Mix web site was retired. It enables you to record transactions which are occurring in F&O then recreate those in the same or another… Continue Reading Dag Calafell, III’s Article on...

Read More
October 2019 User Licensing Update to Dynamics 365 Finance & Operations
Oct10

October 2019 User Licensing Update to Dynamics 365 Finance & Operations

On October 1st 2019, Microsoft released a new licensing guide for the Dynamics 365 business application suite with a number of updates. This licensing update only applies to the cloud version of D365FO and does not apply to on-premise installs. New Licensing Model (as of Oct 1st 2019) The Operations level license is now split into separate modules: Finance Supply Chain… Continue Reading Alex’s Article on their blog October...

Read More
Setup Entity Store’s export to Azure Data Lake storage
Oct07

Setup Entity Store’s export to Azure Data Lake storage

It’s easy to start this post, because many people can ask: What’s a Data Lake? Fishing in a Data Lake. By cazapelusas. A Data Lake is not an Azure product but a term referring to a place where data is stored, regardless of whether it’s structured or unstructured. Its only purpose is storing the data ready to be consumed by other systems. It’s like a lake that stores the water of its… Continue Reading...

Read More
Upcoming Sessions at Dynamics Communities User Group Summit 2019
Oct01

Upcoming Sessions at Dynamics Communities User Group Summit 2019

With the calendar switching to October we are officially in the home stretch of the run up to Summit 2019 in Orlando, Florida. As always there is a wide variety of amazing sessions, presentations, and networking to be had. I have a number of sessions surrounding security, audit, and compliance that you shouldn’t miss! Can’t wait to see you all there!!! Pre-Conference Academy Dynamics 365 for… Continue Reading...

Read More
Manually deploy Retail packages for Microsoft Dynamics 365 for Finance and Operations
Oct01

Manually deploy Retail packages for Microsoft Dynamics 365 for Finance and Operations

First Microsoft Dynamics 365 for Finance and Operations Retail post! I hope more will come. As you might know, one of the setbacks of the database refresh from production in LCS is that some data doesn’t get copied. This is a safety feature that prevents, among others, that emails are sent or batches run accidentally after a DB restore. Remember that it’s a good idea to have a SQL query/script… Continue Reading Adrià...

Read More
Does Licensing in D365FO Consider the Deny Permission?
Sep27

Does Licensing in D365FO Consider the Deny Permission?

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… Continue Reading Alex’s Article on...

Read More
D365 Retail – Buzz Alert !
Sep24

D365 Retail – Buzz Alert !

THIS IS COOL ! Microsoft is launching several new product lines for retailers. Dynamics 365 Commerce Empower your business to create exceptional, insightful shopping experiences for every customer with Dynamics 365 Commerce—built on our proven Dynamics 365 Retail solution. Commerce | Microsoft Dynamics 365 Commerce delivers a complete omni-channel solution that unifies back-office, in-store, and digital experiences to personalize...

Read More
D365F&O, Lots of new high value content on DOC’s
Sep17

D365F&O, Lots of new high value content on DOC’s

The Microsoft Dynamics team have been quite buzzy after the vacation producing a lot of valuable content to Dynamics 365. I would like to highlight some of the latest additions that is worth checking out and to share in the Dynamics 365 ecosystem. Just this year alone, 714 articles have been published, and just the last 2 months close to 300 articles are made available. With this amount of… Continue Reading Kurt Hatlevik’s...

Read More
Parse XML and JSON easily in MSDyn365FO
Sep17

Parse XML and JSON easily in MSDyn365FO

Some time ago I had to create an interface between MSDyn365FO and a web service that returned data as XML. I decided to use X++’s XML classes (XmlDocument,  XmlNodeList, XmlElement, etc…) to parse the XML and get the data. These classes are terrible. You get the job done but in an ugly way. There’s a better method to quickly parse XML or JSON in MSDyn365FO. .NET to the rescue There’s a… Continue Reading Adrià Ariste...

Read More
F&O Data Expansion Tool: The Execution Traces event publisher is not installed
Sep12

F&O Data Expansion Tool: The Execution Traces event publisher is not installed

The Data Expansion Tool is a tool which will generate data in the current Microsoft Dynamics 365 for Finance and Operations environment.  The tool itself is not documented and the video which demonstrated it has been lost because the Office Mix web site was retired.  It enables you to record transactions which are occurring in F&O then recreate those in the same or another… Continue Reading Dag Calafell, III’s Article...

Read More
The Spring 2019 Version of the Security and Audit Field Manual: Microsoft Dynamics 365 for Finance & Operations Has Been Released
Sep12

The Spring 2019 Version of the Security and Audit Field Manual: Microsoft Dynamics 365 for Finance & Operations Has Been Released

The Fastpath team recently released the spring 2019 version of our security and audit series for D365FO. The technical aspects of the book have been updated to reflect the OneVersion releases of D365FO. I would like to thank Mark Polino, Trish Boccuti, and Heather Robinson of the Fastpath team for helping in the process of getting this edited, formatted, and published. A quick overview of the… Continue Reading Alex’s...

Read More
Feature management: create a custom feature
Sep10

Feature management: create a custom feature

Feature management has been around in Microsoft Dynamics 365 for Finance and Operations for some time now. Before that features were enabled through flighting running a SQL query on dev and UAT boxes (and the DSE team would do it on production). Now we have a nice workspace showing all the available features and flighting is still around too. The main difference between flighting and features… Continue Reading Adrià Ariste...

Read More
Supply chain management in Dynamics 365 Business Central and Dynamics 365 for Finance and Operations
Sep06

Supply chain management in Dynamics 365 Business Central and Dynamics 365 for Finance and Operations

Supply Chain Management in Dynamics 365 ” Incremental Group How does Dynamics 365 Business Central compare to Dynamics 365 for Finance and Operations? And which one will fit my organisation best? This article focuses on comparing the supply chain management capability of both Dynamics 365 solutions. ( See our article on financial management) Download our guide comparing the features of Dynamics 365 for Finance and Operations and...

Read More
What F&O Tables do not have Data Entities?
Sep06

What F&O Tables do not have Data Entities?

If you are like me sometimes it can be hard to translate from technical name to the actual data entity name. As a Microsoft Dynamics 365 for Finance and Operations developer it is sometimes useful to use the cross reference to identify the proper entity to use, however some tables are used so often it can be a task to scroll through to find the right reference.  An example is… Continue Reading Dag Calafell, III’s Article...

Read More
Set up the new Azure DevOps tasks for Packaging and Model Versioning
Sep05

Set up the new Azure DevOps tasks for Packaging and Model Versioning

During this past night (at least it was night for me :P) the new tasks for Azure DevOps to deploy the packages and update model versions have been published: The official @AzureDevOps task to deploy @MSFTDynamics365 F&O customizations is now added to our marketplace extension! Hot off the press! https://t.co/ExXJ3CKbUW https://t.co/q4qOScg6vv#FinOpsDevOps — Joris de Gruyter (@jorisdg) May… Continue Reading Adrià Ariste...

Read More
How To Utilize the Deny Permission in Dynamics 365 for Finance & Operations
Sep03

How To Utilize the Deny Permission in Dynamics 365 for Finance & Operations

One new piece of security functionality in D365FO is the idea of having an explicit deny access level available to assign. I’ve written about this access level permission in the past and how it overrides any other grants made to this object when assigned to the user. This functionality did not exist in AX 2012 so the question is ‘How do I utilize deny permissions when setting up… Continue Reading Alex’s Article...

Read More
Application Checker: enforcing better coding practices?
Sep03

Application Checker: enforcing better coding practices?

Unless you’ve been working for an ISV there’s a high percentage of probabilities that you’ve never cared about Dynamics Best Practices (BP), or maybe you have. I haven’t worked for an ISV myself but back when I started working with AX I was handed the development BP document and I’ve tried to follow most of them when writing code. But BPs could be ignored and not implemented without… Continue Reading Adrià’s Article on...

Read More
Call an Azure Function from Dynamics 365 for Finance and Operations
Aug30

Call an Azure Function from Dynamics 365 for Finance and Operations

In this example, F&O will directly call an Azure Function which can do some processing (usually integrating with other services). 1. Create a new Azure Function App in the Azure portal.  Once created, add an Azure Function with an HTTP trigger. (Psst: Application Insights should be deployed to enable logging for production and testing environments.) 2. Click on “Get Function URL”… Continue Reading Dag Calafell,...

Read More
Analyzing Cloud POS performance in Dynamics 365 for Retail
Aug26

Analyzing Cloud POS performance in Dynamics 365 for Retail

It is a constant requirement that systems retailers are directly interacting with should be Bigger, Better, Faster, Stronger (BBFS). In this blog post, I will dig into how the POS performance can be analyzed to better understand the transactional performance of the Dynamics 365 POS. What I’m specially interested in is how perceived performance is towards actual. What we think is good… Continue Reading Kurt Hatlevik’s...

Read More
Self-service deployments: the future is here
Aug23

Self-service deployments: the future is here

Right now Microsoft Dynamics 365 for Finance and Operations has an old style monolithic architecture, even it’s now in Azure’s cloud, what we really have is a single (or multiple for Tier 2+ environments) VM that runs everything: the AOS/IIS, Azure SQL Server, the Batch service, MR, etc. Exactly the same as AX 2009/2012. This is going to change in the coming months with the self-service… Continue Reading Adrià’s Article on...

Read More
Slow set-based operations?
Aug21

Slow set-based operations?

In Microsoft Dynamics 365 for Finance and Operations we can execute the CRUD operations from code in two different ways, record-per-record or set-based. Microsoft’s recommendation is to always use set-based operations, if possible, as you can check on the Implementation Best Practices for Dynamics 365: Performance best practices for a successful Dynamics 365 Finance and Operations… Continue Reading Adrià’s Article on their...

Read More
Dynamics 365 for Finance and Operations vs Dynamics 365 Business Central – Financial Management comparison
Aug21

Dynamics 365 for Finance and Operations vs Dynamics 365 Business Central – Financial Management comparison

D365 Finance and Operations vs Business Central – Financial Management comparison ” Incremental Group How does Dynamics 365 Business Central compare to Dynamics 365 for Finance and Operations? And which one will fit my organisation best? These are two questions we get asked on a daily basis, so we have created a guide and a series of article to help answer...

Read More