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MB6-898 Describe the technology and integration of Dynamics 365 for Talent with other Dynamics 365 applications

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Microsoft Dynamics 365 for Talent is a cloud-based Software as a Service (SaaS) human capital management solution that helps organizations strategically attain, empower, and optimize their talent to achieve...(read more)

Hands On with Microsoft Dynamics GP 2018 R2: Install GP Web Resource Cache

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Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

The second element which needs to be completed after the configuration stage, is the installation of the web client help.

Click Install to begin the installation:

Microsoft Dynamics Web Components Help: Welcome

When the installation is complete, click Exit:

Microsoft Dynamics Web Components Help: Installation Complete

Click to show/hide the Hands On with Microsoft Dynamics GP 2018 R2 Series Index

Read original post Hands On with Microsoft Dynamics GP 2018 R2: Install GP Web Resource Cache at azurecurve|Ramblings of a Dynamics GP Consultant

5 myths about Dynamics 365 CE JavaScript development

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Hi Everyone,   I thought that I would take a few minutes to discuss a few myths that I have heard from people over the years on why they don’t want to become a Dynamics 365 CE JavaScript developer.   1. It is too hard Life is hard – but you still get out of […]

Uninstalling or Deleting Dynamics 365 Portals Solution

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Recently we wanted to remove the Community Portal Solution from one of our Development instances. Here, the solutions admin page doesn’t give the option of deleting or removing it. To remove it,...(read more)

Rewinding our CRMUG Summit 2018 Memories – Thank You friends!

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Well, can’t believe #UserGroupSummit is over and we are back home. Year on year it just continues to grow in numbers, groups, sessions and ofcoz more Dynamics friends and leads for us. It’s time...(read more)

Take company offline

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Today’s #TipTuesday is a feature that was introduced in GP 2013 R2: taking a company offline for maintenance or other periodic routines.

What is it?

This is a feature under the Administration page > System > Utilities area. The purpose of it is simply to prevent users from logging into one or more companies so that you can be working in it exclusively. Why might you do this? The most common reasons would be some kind of maintenance like running checklinks, or some routine like year-end close, or some kind of utility operation like using a Combiner/Modifier tool perhaps.

How to use it

First, navigate to the Administration page > System > Utilities > Take Company Offline.

Insert one or more companies from the left hand list of companies in your system, into the box on the right hand side of the window. In my example, I’ve moved over my Test Company. Let’s say I want to refresh the Test Company so I want to keep people from logging into it while I do that.

I could change the “Offline Message” but I chose not to for this example. This wording is what is displayed to the users selecting an offline company when they log in.

What happens if a user is already logged in?

If users are in the company(ies) you are trying to take offline, you will get this warning message:

At this stage, you can click Yes to open the Send Message window to send a message to those users who are logged in.

When you do this, it will automatically filter the window to the “Users in Offline Companies” so you don’t bother your other users. In this case, I typed out a custom message and clicked on Send.

After a brief delay (10-20 seconds perhaps?), my test user “jen” got the notification message as expected:

At this point, note there is no “automatic” anything, the user is not kicked out of the offline company, so it would be up to you, the administrator to ensure your users get out of the company you want to take offline. The pop message is simply an alert.

What happens if I try to log in?

Naturally, I wanted to test a couple of different scenarios to prove how this works with different settings. My “jen” user is a normal user inside of GP in terms of security (i.e. not a POWERUSER). However, that login did have “sysadmin” in SQL (server role).

So, when “jen” tried to log into GP, here is what happened:

First, the company shows “*Offline*” in the company drop down list for visual verification for users. I selected it anyway, and clicked OK.

I was prompted with this message: “Do you want to continue and log on to the company?”. I clicked Yes and sure enough, I could log into the offline company.

But wait a minute… there is no user set to have “offline” access in this company, so why did that work?

The simple reason is “jen” has the sysadmin server role in SQL so Dynamics GP must be looking at that and allowing those users to log in even with no specified “User with offline access” in Company Setup. That’s a good thing. If you don’t know which user has offline access, simply log in with ‘sa’ briefly or any other GP login that has SQL sysadmin rights in the back-end.

What does a regular user see?

Here is what message a normal user would see:

Normal users, i.e. users who are not sysadmins in SQL and not the user who has offline access, see this message with only “OK” as an option and no ability to log in.

That’s it for this one… pretty straight-forward!

Microsoft Dynamics GP 2018 R2 - Allow partial purchase of quantity that originated from a Requisition

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When creating a Purchase Order from one or more Purchase Requisitions, you now have the option to purchase a quantity less than what was initially requested in the Purchase Order Preview window. The remaining...(read more)

Dynamics 365 Project Service Automation: Vlog covering Bookings and Assignments in PSA V3

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Tested on: Dynamics 365 version 9.2, PSA solution version 3.1, Unified Interface Version 3 of Dynamics 365 Project Service Automation has changed the way bookings and assignments work in PSA. As they are now only loosely coupled, Project Managers have more flexibility when it comes to resourcing. This vlog will cover resource bookings and assignments in PSA V3. Be sure to also check my previous article about the new Reconciliation View. Disclaimer: All my blog posts reflect my personal opinions...(read more)

GP Controller Series: Providing Consistency with Dates

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One of the most common causes for transaction problems in GP revolves around dates, especially posting dates. Users simply post transactions into the wrong period.  Keeping periods closed when not in use is helpful, however, there is always a time around month end where two periods are open. Date management in GP is just complicated enough that keeping dates straight requires a mix of setup, process, and training.

In GP, most subledger transactions can be posted at the transaction level or as a batch of transactions. A few transaction types, mostly banking related, can only post per transaction.

If batch posting is available, use batch posting. In many cases transaction posting ignores posting settings and doesn’t post through the GL, meaning it has to be posted twice, once in the subledger and once in the GL. Obviously, this is less than ideal. Additionally, posting via batch typically uses a single batch for the date making it easier to validate.

Most subledger transactions have two dates, a transaction date, and a posting date. In AP, for example, the transaction date (technically document date in AP) on a voucher is the date of the vendor’s invoice. This is used to age the invoice properly, regardless of when it arrived. For transaction posting, the posting date defaults to the document data and that’s typically not the appropriate date. The actual posting date is hidden behind an expansion button (blue arrow) where users often don’t see this setting to change the posting date. With subledger batch posting, the posting date is assigned at the batch level and applied to all transactions in that batch.

It is important to note that for GL transactions, the transaction date is always the posting date. There is no date on journal entry batches.

The keys to managing dates in GP are:

  1. Post by batch where ever possible.
  2. Disable transaction posting for items using batch posting to prevent rogue transactions.
  3. Train people to double check posting dates for transaction posted items.
  4. Review transaction or batch dates prior to posting.

Links to all the posts in this series can be found at http://mpolino.com/gp/gp-controller-series-index/

Microsoft Dynamics GP 2018 R2 and Year-End Update – Upgrading Microsoft Dynamics GP 2018 Web Client

Microsoft Dynamics GP 2018 R2 – Email Customer Statements from Customer Maintenance

How To: ERP Implementation Project Success – Part 2

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In a previous post, we discussed five key factors designed to set you up for success in the technical installation phase of your ERP implementation project. Those factors included setting and managing realistic expectations, defining a budget and schedule, and the importance of executive buy-in. Now let’s move on to the technical part of the installation and management of your project team.

Managing Your ERP Implementation Team - 5 Tips for Success

  1. Make the best use of your resources

Your resources are many, and the size and breadth of the ERP installation project will determine exactly what is needed. Your projects will demand more than just the technology systems. Your resources also include your team of experts: system developer, project manager, business analyst, etc. Making effective and efficient use of these resources can spell success for your project.

2. Proper scheduling of your team

It’s likely that your team will work on more than one ERP installation project at a time; there may be some overlap. Each client is important to the success of your business and your reputation, so it’s not a good idea to allow one installation schedule to be

sacrificed for the benefit of another. It’s also not a good idea to demand that your people be in two places at the same time. Be realistic about what your team can accomplish and set a reasonable schedule, so each installation receives quality work. Activity resource estimating will help project managers deploy resources in the most effective manner without risking overruns of the budget and timeline.

3. Project team positions

Beyond just assigning specific tasks to project team members, a project executive will also make use of a project manager, one or more subject matter experts, functional specialists, technical specialists, and software developers. Strategic management of these resources is crucial to success of the project.

4. Assign tasks and responsibilities

Each member of the project team should have a clear understanding of their role and should be held accountable for the successful completion of their tasks. A successful project requires that the project team participate, at some level, in the planning process, buy-in to the project plan, and be committed to each of the individual project tasks. It’s important that they know exactly what they are responsible for and who has the authority to make adjustments or changes and sign off on work completed.

5. Maintain Good Communication

Managing communications throughout the duration of the project is not always easy, but it is critical. It’s not enough to ask your team “how’s it going?”. Formal communication, scheduled frequently, will assure that everyone is on the same page and the project is on track. If there’s a problem, you’ll know about while it can still be fixed and before it derails the project. Set project communication expectations up front. In developing a communication plan for the project, the project team should agree as to how often and at what intervals they should meet on a formal basis to discuss the project status, who will be charged with emails and phone calls, who should be included, and what information should be detailed in written status reports?

Good communication is a key to success and stakeholders will appreciate being updated throughout the project.

Projects always require hard work, but hard work alone will not ensure project success.  Taking time before the project begins to implement these key tips will help you avoid the most common problems that can lead to conflict, delay, and budget and timeline overruns.

Need assistance? Our project management certified experts are standing by.

Do you need assistance executing a software implementation project? At BroadPoint, we’ve developed a successful implementation methodology based on Microsoft’s Sure Step model.

Our team of project management certified experts has successfully implemented hundreds of technology implementations with clients across the U.S.  Contact BroadPoint and let us help with your next implementation project.

By BroadPoint Technologies, www.broadpoint.net

FlushAll catches in ax 2012

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server public static void FlushAll() { Args args; // Leave the "args" as null will skip the info messages normally shown when using menu items. SysFlushAOD::main(args); SysFlushData:...(read more)

Melanie Bois Joins the Board of Fenwick Software

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As Fenwick Software moves towards its forty-fifth anniversary we have been carefully planning what the make-up of the Board of Directors will be to take the company into the third decade of this century...(read more)

Upload CRM Documents to SharePoint – Store by Document Types

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The procedures and policies of how an organization stores documents uploaded from CRM to SharePoint vary between companies. Actually, the two most important parameters in storing documents in SharePoint are metadata and the folder structure where documents are stored.

CRM out-of-box (OOB) integration with SharePoint provides mechanism to upload documents from Dynamics CRM to SharePoint and save them in a folder structure related to the entity where the documents are uploaded from. No metadata is saved with the document in CRM OOB.

Dynamics SharePoint Organizer (SPO) provides variety of ways to configure folders and related folders to the entities where the documents are uploaded from. Each document is saved with metadata from the CRM record. Read here how Dynamics SPO is configured to save documents in SharePoint folders.

Saving documents in folders and related folders to the CRM entities is the most common way organizations upload documents from CRM to SharePoint.

A different approach is uploading documents from one Entity, and “navigate” the document to a location in SharePoint, based on Document Type. Some business processes are based on set of documents that need to be filled in, and submitted internally and by external users (applicants), and each document in this process can be categorised as one of the Document Types required in completing the process.
An example for such process is an application for a loan, which the applicant is required to fill the Loan Application form, provide proof of identity, sign the loan documents, and provide forms signed by guarantors. The whole process can be managed in one Loan entity, and documents are uploaded to SharePoint by their document type like Application, Proof of Identity, Guarantors, and similar. Each of such documents group is stored either SharePoint folder or in Document Library.

The new Dynamics SPO version release includes the feature to store documents in folders or document libraries, based on document type. Users can configure pick list values corresponding to SharePoint folders and document libraries. When the CRM user selects to upload a document to SharePoint, from attachments to Emails and Notes, and from the hard disk, the user can then select from the picklist options the corresponding document type. The document is then uploaded to the folder or document library where all documents of same type are stored.

 

 

Download Dynamics SPO Trial Version.

 

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The post Upload CRM Documents to SharePoint – Store by Document Types appeared first on CRM Software Blog | Dynamics 365.


Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited

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Originally posted on ReadyXRM : Summary The process to set up a workstation to create SQL Server Reporting Services (SSRS) reports for Dynamics 365 involves a lot of steps and causes some confusion. The...(read more)

Group Names to be Avoided in SysOperation Framework Data Contract

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Hello AX World, Data contract is one of the essential parts of SysOperations framework. Based on the groups and data members in the contract a dialog is automatically built. Dialog groups are defined by...(read more)

How to start and access your new Talent environment

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In Microsoft’s community I often see people having trouble with getting access to Core, and don’t know what to do or where to set it up, that’s why I wrote this blogpost. The first...(read more)

Using the Look Up Address Button on Quotes & Orders

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In a previous blog post I wrote about how to automatically populate the shipping and billing address for an Order. This isn’t the only way, so in this post I’ll focus on the Look Up Address...(read more)

ERPモダナイゼーション: 1 つのバージョンですべてのお客様に対応

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マイクロソフトは、世界中のお客様のデジタル トランスフォーメーションを推進するために、Microsoft Dynamics 365 の機能強化を継続的に行っています。機能強化やパフォーマンス強化を急速に進めていることに加え、アップデートの提供方法を最適化することによって、予測可能で一貫性のあるシームレスな方法でお客様の環境を常に最新の状態に維持したいと考えています。 ※本稿は、Microsoft...(read more)
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