What Is A D365 Data Entity?
What is a D365 Data Entity? Data entities allow outside systems to read and write data in Microsoft Dynamics 365 for Finance and Operations. For example, perhaps you read the product inventory levels in D365, and send these values to your website. Similarly, you may have sales order information entered on a website that you… Continue Reading → The post What Is A D365 Data Entity? appeared… Continue Reading...
Pricing management : Base price
To understand the logic of the new pricing management, you have to have always in mind the sequence of the price application. After having introduced the key concepts with component code, groupe attributes and trees, let’s focus on the base price definition. There is actually 4 ways to setup the base price, that we are going to detail in this post. You can use, with this priority order :
Pricing management : Introduction and key concepts
A real pricing engine. That’s exactly what Microsoft has been released and will be G.A soon (public preview since PU33 and April 2023). A brand new module developed by Microsoft allowing sales pricing to be setup per attributes. By gathering retail and sales price policy within a unique module, and adding new features, Dynamics 365 For Supply Chain Management is able to manage more complex… Continue Reading Yohann...
Excel add-ins – Config & set up – D365 F&O
Microsoft Excel can change and quickly analyze data. The Excel Data Connector app interacts with Excel workbooks and OData services that are created for publicly exposed data entities. The Excel Data Connector add-in enables Excel to become a seamless part of the user experience. The Excel Data Connector add-in is built by using the Office Web add-ins framework. The add-in runs in a task pane…. Continue Reading...
Priority Range methodology on Planning Priority Model with Planning Optimization
In the previous post I’ve introduced the new Priority base planning feature and how the priority is calculated with the percentage of maximum inventory method. In this post I will focus on the product range approach which can be applied instead on the Planning priority model. The priority is not calculated by a percentage but defined by thresholds. Source : Tech Talk As you can see above,… Continue Reading Yohann ROLLAND’s...
Spring 2023 – Presenting at Upcoming User Group Conferences
I’m excited to be speaking in-person at a couple upcoming conferences and sharing my knowledge and expertise! Here are two spring 2023 conferences I am speaking at! DynamicsCon Live! DynamicsCon Live! is being hosted in Scottsdale, Arizona from May 22nd – May 25th and looks to have an awesome line up of speakers and content! I am presenting two sessions at the conference, the first is D365FO… Continue Reading Alex’s...
D365 eCommerce – My personal copy-paste blog
This blogpost is meant for myself as a copy-paste of stuff I often use when working with Dynamics 365 eCommerce. If others can benefit from it just makes me happy. URL’s when working with D365 eCommerce sites: Depending on the URL, you need to add the prefix ‘?’ for the first parameter, and ‘&’ for … Continue reading D365 eCommerce – My personal… Continue Reading Kurt Hatlevik’s...
Utilizing Telemetry Data Within D365FO
I’ve written before about the telemetry data now available in D365FO, but is there a way to consume this telemetry data within the application itself? Let’s see how we could do this! Problem Statement In our case let’s see if we could automatically disable users that have not logged in within the last 90 days. We should be able to query the telemetry data, see which users have logged in within… Continue Reading...
Obtener productos y materiales de varios proveedores utilizando la Optimización de planificación
¿Tu empresa tiene un único proveedor para cada producto que utiliza en su cadena de suministro? Si es así, es posible que desees considerar la diversificación de tu red de suministro. La diversificación significa dividir el suministro de un producto específico entre diferentes proveedores, lo que puede ayudarte a ser más ágil y responder mejor a los cambios en el mercado. Una de las… Continue Reading Juan Bravo’s Article...
How To Use InsertDatabase In D365
In this article, learn how to use insertDatabase in D365 to insert multiple records into a table faster than calling the insert method on each record. There are several different ways to insert data into tables in Microsoft Dynamics 365 F&O. The most common is to call the insert method on the table buffer. However,… Continue Reading → The post How To Use InsertDatabase In D365 appeared first… Continue Reading...
Planned orders based on priority with Planning Optimization and Percentage of maximum application
Since the launch of Planning Optimization, even if some of the old Master Planning features are not fully yet retrieved, there is a lot of great new functionalities our customers were waiting for long time. Having planned orders sorted by a priority criteria instead of requirement date is one of them. Previously I have shared a blog post regarding the planned order sequencing but it has some… Continue Reading Yohann...
How to bulk expire & delete non-primary addresses – DIXF – D365F&O
We had a situation in one of our projects where the customer postal addresses were imported twice by mistake. The import was close to 10000 records and manually correcting them was impossible. There were few options left with us to correct the data in the system Restore the data using ‘Restore point-in time ‘ (or) Delete the address data from all the related tables (or) Explore a… Continue Reading...
Vendor multisourcing feature with Planning Optimization
Vendor multisourcing is a common need retrieved in a lot of contexts. Sometimes, customers want to select the appropriate vendor according to specific criteria such as evaluation, lead time, availability, or simply a key allocation. Until now the Master Planning didn’t offer such function, there were only the possibility to setup the default supplier on the item and schedule a planned order… Continue Reading Yohann...
ISV License Generator v0.6 released
Yesterday I released a new version of ISV License Generator with full support for the SHA-256 hash function after fixing an issue with it. What’s new in ISV License Generator? In this new version the support to generate Dynamics 365 Finance and Operations licenses using the SHA-1 hash has been removed, and it will use… Continue Reading ISV License Generator v0.6 released ariste.info ISV… Continue Reading Adrià Ariste...
Características Mandatorias – Dynamics 365 Supply Chain Management Ver. 10.0.32
Aquí les dejo un resumen especialmente de las características que vendrán activadas por defecto en la versión 10.0.32 y que NO pueden desactivarse: Inventario y Logística: Limite la cantidad de líneas de pedido de ventas por tarea por lotes: ayuda a optimizar el rendimiento del sistema al publicar confirmaciones, listas de recolección, albaranes y facturas al limitar la cantidad… Continue Reading Juan...
Electronic signatures feature
The electronic signatures need is more and more often on the table when discussing with customers and prospects. Regarding this topic you have to know that Dynamics 365 Finance & Supply Chain Management offers some capabilities to cover this. What is exactly the purpose of electronic signature? Some definition means that It helps guarantee compliance and accountability, and may be either… Continue Reading Yohann...
Shrink AxDB SQL transaction log
Recently the database transaction log of my D365F&O development environments grew too large and the service was down. When the service goes down all of a sudden, I troubleshoot by restarting the Batch service in dev environment first. If it doesn’t restart, then it is an alarm to turn our focus on latest code changes, model or build issues etc. Event Viewer is my trustworthy friend is… Continue Reading...
SalesOrderHeaderD365SalesEntity – Preview 10.0.32 -Part 2
In continuation to my previous post , this content lists the new Data Entities published on latest preview version SalesOrderHeaderD365SalesEntity : Label : Dynamics 365 Sales order headers < p class=”has-black-color has-text-color”>This entity contains information about Dynamics D365 Sales order headers which is used in CDS integration. The entity is aimed at providing additional information for Sales Order Totals...
Create a Dynamics 365 F&O encrypted field
Today we have a quick and easy X++ post where we’ll learn how to create an encrypted field in Dynamics 365 Finance and Operations. Creating an encrypted field in Dynamics 365 Finance and Operations is a simple process that can help secure sensitive information in your application. By using an encryption key to encrypt the… Continue Reading Create a Dynamics 365 F&O encrypted field ariste.info
Manufactured Execution System Integration feature
Today I will detail this interesting quite new feature (available since December 2021) which allows your Dynamics 365 for Supply Chain Management ERP to connect with external MES. Basically 6 standard processes are already pre-build and is a real time saving. You have also some D365 forms in which you will be able to monitor any messages and track issues. Let’s dive that. If you wish to… Continue Reading Yohann ROLLAND’s...
Import data in D365 FinOps via Azure Logic Apps
Back again with another article in the Azure Logic Apps and D365 FinOps integration serie, this time we will continue exploring the data integration scenarios within D365 FinOps, to see how to create and use Azure Logic Apps as an intermediate connector or data bridge between different systems in a data import scenario with D365FinOps. If you are interested to read more about an export… Continue Reading adalhix’s Article...
Getting started with Production Floor Execution
The Production Floor Execution is a useful embedded tool available within Dynamics 365 for Supply Chain Management for any employee who has time and attendance tasks to execute, or production route operations to follow up. Some customers require Manufacturing Execution System (MES) functionalities embedded with their ERP Project. There is an out of the box prebuild interface which will… Continue Reading Yohann ROLLAND’s...
Using Git in PackagesLocalDirectory
Submitted by Nathan Clouse on 02/23/23. Tags: Git Source Control How to use Git with PackagesLocalDirectory Git is a more modern source control system that has a lot of interest from Finance and Operations technical resources. There are a lot of potential benefits to use Git rather than TFVC. However, one of the… Continue Reading Nathan Clouse’s Article on their blog Using Git in PackagesLocalDirectory How to use Git...
How to Create an Azure Queue Endpoint in F&O
Submitted by Nathan Clouse on 02/23/23. How to Create an Azure Queue Endpoint in F&O This is a simple, straight forward How-To to create an Azure Service Bus Queue endpoint in Finance and Operations. In order to do this, you’ll have to have completed the following steps and collected the required data points. Queue Name / Data Point 5:
How to create an Azure Key Vault for F&O
Submitted by Nathan Clouse on 02/23/23. How to create an Azure Key Vault for F&O This is a simple, straight forward How-To to create an Azure Key Vault that can be used by Finance and Operations. At the end, you’ll have an Azure Key Vault DNS URI name and a secret name (data points 7 and [4 or 9] referenced in other articles). Creating the secret names are explained in the article for… Continue Reading Nathan...
D365 Understanding limitations
As we know, the Dynamics 365 portfolio of apps and functionally is extremely rich and have vertical features for most industries. We also know that driving the Microsoft R&D with a tight coordination between the apps is difficult, and I also understand Microsoft want to provide new highly requested features and innovation quickly to the … Continue reading D365 Understanding limitations Continue Reading Kurt Hatlevik’s...
Potential Upcoming Licensing Changes in D365FO?
Going off of recent posts where I was looking for things that have been upgraded recently, I noticed in 10.0.30 and 10.0.31 that there were some changes to the LicensingServicePlansPrivilege table within D365FO. I started noticing the ‘Activity’ license showing up in this table, which hasn’t happened before: This of course raises a lot of questions that I had to performing some testing to… Continue Reading...
Supply risk assessment workspace
Today I will focus on probably the best workspace ever build by Microsoft product teams within Microsoft Dynamics for Supply Chain Management (in my opinion of course). The Supply chain risk assessment helps you analyse the supplier quality rate and procurement risk related to OTIF indicators. What’s OTIF ? On Time In Full : “On time in full (OTIF) is a supply chain metric that is… Continue Reading Yohann ROLLAND’s Article...
Netmodule File Missing Error in 10.0.31
If you are partner, ISV, or anyone delivering custom code to end users in D365FO, there is a change in 10.0.31 that you need to know about. Issue If you have a customer that upgrades to 10.0.31 and the next time they try to check in a deployable package to their source control build pipeline and they get an error similar to ‘Netmodule file missing: Dynamics.AX.<module>.<number>.netmodule’ like… Continue...
How To Use Insert_RecordSet In D365
In this article, learn how to use insert_recordset in D365. The insert_recordset keyword in x++ is used when you need to copy multiple records from existing tables to a destination table. It is extremely fast, because it generates a single SQL statement that is sent to the server one time. In contrast, developers sometimes write… Continue Reading → The post How To Use Insert_RecordSet In… Continue Reading...
Microsoft Sustainability Manager – Take reduction actions
In this last post of a series dedicated to Microsoft Sustainability Manager, I want to underline the features available which will help Sustainability Managers to take reduction actions in order to have a positive impact regarding carbon emission within the company. After having ingesting activity data and run calculations to generate emissions in Greenhouse gases, the analysis done in the… Continue Reading Yohann...
Quick look – Preview of 10.0.32 Dynamics F&O – Part 1
In order to get a feel of Preview version, it is available in Shared asset Library. If it is not found in the implementation project library, it can be imported from shared library . Click Import and then select the package to be imported to your LCS project. On clicking Pick,the deployable package will be added to the library. I applied this package to my… Continue Reading AnithaEswaran’s Article on their blog Quick look...
Dynamics 365 F&O and firewalls: monitor Azure IP ranges
If you’re integrating Dynamics 365 Finance & Operations with 3rd parties, and your organization or the 3rd party one are using a firewall, you might’ve found yourself in the scenario of being asked “which is the production/sandbox IP address?”. Well, we don’t know. We know which IP it has now, but we don’t know if… Continue Reading Dynamics 365 F&O and firewalls: monitor Azure IP...
Security & Audit Features Added in 10.0.31
The latest platform release notes for D365FO 10.0.31 has recently been made public, there were a couple security and audit related features I wanted to highlight. ‘Can Be Deleted From UI’ Security Role Property There is a new property on security roles called ‘Can Be Deleted from UI’. This setting controls where a particular security layer can be deleted via the D365FO user interface. The… Continue...
How To Run A D365 Job In Production
There are scenarios where something cannot be fixed in Microsoft Dynamics 365 for Finance and Operations without running some code. In those cases you need to write and run a D365 Job. Until recently, in order to get this code into a Production environment, you needed to apply a package in Lifecycle Services (LCS). This… Continue Reading → The post How To Run A D365 Job In Production… Continue Reading...
Microsoft Sustainability Manager – Analytics and Insights
In this post, I will detail how calculated emissions have an impact on analytics (views) available out of the box of Sustainability Manager and give insights to stakeholders. The impact of every calculation is visible on the available reports from the Analytics view of Sustainability Manager as long as there is any emission generated. For this scenario, I’m looking at the 2021 total emission… Continue Reading Yohann...
Microsoft Sustainability Manager – Data Calculation
Let’s keep going on digging Microsoft Sustainability Manager. If you wish to review the two first posts please go : Microsoft Sustainability Manager – Key concepts and overview Microsoft Sustainability Manager – Data Ingestion Now let’s see the tricky part which is the process of emission calculations. What is important to introduce is some terminologies quite well explained in the learn… Continue Reading Yohann...
Tips after restoring backup from production server to Test server in Ax 2012
There are very important notes : after restore backup to test from production 1- change the report server configuration 1- change the report server configuration 2- change Batch server to Test instance 3- Change the workflow batch group servers 4- Change due Date alerts to refresh the pending jobs like notifications and workflow alerts 5- if you face any errors in workflow and workflow instance… Continue Reading...
D365 eCommerce : Image it !
In March 2023 the public preview of integrated omnichannel media management features are planned, and I’m really looking forward implementing this feature at customers. In simpler terms, the new feature makes it easier for you to manage all the media assets (like product images, videos, and other documents) related to your online and in-store sales. … Continue reading D365 eCommerce : Image… Continue Reading Kurt...
How to Create an Azure Service Bus Queue
Submitted by Nathan Clouse on 01/26/23. How to Create an Azure Service Bus Queue This is a simple, straight forward How-To to create an application registration that can be used by Finance and Operations. At the end, you’ll have an Service Bus Host name, a queue name as well as a primary connection string (data points 6, 5, and 3 referenced in other articles). Creating a Service… Continue Reading Nathan Clouse’s...
How to Create an App Registration for F&O
Submitted by Nathan Clouse on 01/26/23. How to Create an App Registration for F&O This is a simple, straight forward How-To to create an application registration that can be used by Finance and Operations. At the end, you’ll have an application ID as well as a secret value (data points 1 and 2 referenced in other articles). First, go to https://portal.azure.com. Next, search for app… Continue Reading Nathan...
2023 Release Wave 1 plans: what’s new?
It’s already that time of the year again, the Dynamics 365 and Power Platform 2023 Release Wave 1 plans have just been released! The 2023 release wave 1 for Microsoft Dynamics 365 Finance and Operations is focused on improving the development, administration, and user experiences by removing barriers, tightening integrations, and enhancing cross-platform capabilities. This… Continue Reading… Continue Reading Adrià...
Interesting Issue With the SecurityUserRoleOrganization Data Entity in D365FO
Data entities within D365FO allow for external applications to interact with D365FO data. One data entity that I use both professionally and in my personal projects fairly regularly is SecurityUserRoleOrganization. This data entity is utilized to restrict a user role assignment to specific organizations within a D365FO environment. In most cases this is a legal entity or organization hierarchy… Continue Reading Alex’s...
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...
On-account on a T&M project and dimensions
Dimensions when the customer advance is posted comes from the Project. Dr AR – Dimensions from Project – 1000 Cr DeffRev – Dimension from Project – 1000 When the transaction is posted, dimensions come from the respective records like employee or manually selected. Dr Cost – Dimensions different from project – 200 Cr Payroll allocation – Dimensions different from project – 200 When… Continue...
Configure Azure Bastion for Dynamics 365 F&O VMs
We’ve been working with the F&O development VMs for a long time, specially Microsoft partners that need to be able to quickly and easily change between different customer environments, and using the VHD is a bit more complicated in that scenario. And of course, we use Remote Desktop Protocol to connect to these VMs. RDP […] ariste.info Configure Azure Bastion for Dynamics 365 F&O… Continue Reading Adrià...
D365 – This blogpost is not written by ChatGPT
I have played with ChatGPT, and when looking through social media, blogpost and videos, it seems we have now entered the early ages of AI and we can ask ChatGPT to generate almost anything we are asking for. I have started to start ask myself philosophical questions and what will be replaced by these systems. … Continue reading D365 – This blogpost is not written by ChatGPT Continue Reading Kurt Hatlevik’s Article on...
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...
Comparing Security Between D365FO Environments Solution Released
I’m happy to announce the public release of my ‘D365FO Security Comparison Utility’ available on my GitHub! Solution Download The solution download is available here: https://github.com/ameyer505/D365FOSecurityComparisonUtility/releases The source code for the application can be found here: https://github.com/ameyer505/D365FOSecurityComparisonUtility Overview of Solution Install the… Continue Reading...
D365 SysOperation Framework Mandatory
In the last tutorial, I showed you how to add validation to the parameters of a batch job. In this article, learn to add D365 SysOperation Framework mandatory parameters. Validation can be added to ensure a user cannot run the job without setting a parameter. However, code can be added to actually show the parameter… Continue Reading → The post D365 SysOperation Framework Mandatory appeared… Continue Reading...