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A one stop shop where the Microsoft Dynamics ecosystem can learn, share, connect and network with others within the Community. Peer to Peer discussions , product demonstrations, blogs & videos.

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    How to Add Assets that Don’t Flow to GL | Dynamics GP There may be a scenario in Dynamics GP where you would like to add assets to the fixed asset module, but do not want it to affect your general ledger (no GL postings to be generated). There are various ...read more


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    If you take a look at your System Administrator CRM Utility Belt of super powers, make sure that Business Rules are included. Initially introduced in CRM 2013 and available in 2013, 2015, 2016 and Dynamics 365, Business rules allow you to apply form logic without needing JavaScript code or building plug-ins. System Administrators rejoice! Configuration above customization!

     

     

    Business Rules provide a simple drag-and-drop interface to implement and maintain fast-changing, commonly used rules. A business rule runs in real-time, so you will see the action as soon as a condition has been met (unlike a workflow that will run on form save). You can apply a business rule on a Main Form or Quick Create Form. They will work online, on Microsoft Dynamics 365 for Tablets and in Dynamics 365 for Outlook (supported in both online and offline modes).

     

    Here are the actions you can take by configuring a simple drag-and-drop Business Rule on a form:

    • Set Field Value
    • Clear Field Values
    • Set Field Requirement Levels
    • Validate Data & Show Error Messages
    • Show Fields
    • Hide Fields
    • Enable Fields
    • Disable Fields
    • Create Business Recommendations

     

    I use Show Fields and Hide Fields quite often. Here's a real-world example: A company sells both Residential and Commercial products. On the Opportunity form, there are some fields that are applicable if it is a Residential Opportunity. There are other fields that apply only for a Commercial Opportunity. If I have a field called "Opportunity Type" where a Sales Rep can select either Residential or Commercial, I can configure a simple Business Rule using the "Set Visibility" action to show/hide the appropriate fields:

     

     

    Another great Business Rule is the ability to set Field Requirement Levels. This allows you to keep a clean form and minimize required fields (enhancing user adoption) while setting field-level requirements only when appropriate. For example, perhaps once the Probability of an Opportunity is greater than 50%, we want Est Revenue and Est Close Date to be required. You can do this by adding a Business Rule with a "Set Business Required" action:

     

     

    Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing and Unified Communication Solutions.

    The post Microsoft Dynamics 365 Tips and Tricks: Use Business Rules appeared first on CRM Software Blog | Dynamics 365.


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    Have you ever started your day ready to conquer the world, only to realize your Microsoft Dynamics 365 for Finance and Operations development virtual machine is stopped ? Now you must find your way through...(read more)

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    Insight Works’ flagship WMS product, Warehouse Insight, is now available for Dynamics 365 Business Central, and can be found on Microsoft’s AppSource. Why is this a big deal? For starters, Dynamics 365 Business Central is a great solution for supply chain management, and given that our Warehouse Insight is quite the powerful warehouse management system, there is the potential for this to be a match made in warehousing simplicity heaven.

    But before we go into the ins and outs of what makes Warehouse Insight the perfect warehouse management product for your needs, let’s take a brief look at the changes Microsoft has implemented to make these kinds of processes possible.

    Apps, ERPs, NAV…Oh My!

    For many years, Microsoft has been offering Microsoft Dynamics NAV, an ERP that is not cloud-based, but for this year the software giant changed the name to Business Central (you’ve probably seen plenty of references to this in our blogs). Where some users have gotten confused – and rightfully so – is when Microsoft created a cloud version also called Business Central; so, what was once known as Dynamics NAV is now Business Central (on-premises), with the new cloud version known as Dynamics 365 Business Central.

    Here’s what’s important to note: The modern model for all things Business Central that Microsoft is going with is similar to Apple and Android, wherein there is a “base” system in which apps can be downloaded and installed. As such, Insight Works products are going to be available in app form as we join the forward march into modern day tech…a world that seemingly knows no boundaries and encompasses a nearly infinite number of applications and industries.

    Just to give you an idea of how all-encompassing this approach is, Microsoft’s App Store for Business Central includes solutions for:

    • Analytics
    • Artificial Intelligence
    • Collaboration
    • Customer Service
    • Finance
    • Human Resources
    • IT + Administration
    • Internet of Things
    • Marketing
    • Operations + Supply Chain
    • Productivity
    • Sales

    More About Dynamics 365 Business Central as a Premium Supply Chain Solution and Warehouse Insight’s availability on AppSource

    If you represent a company engaged in discreet manufacturing or distribution, you need to take a serious look at the Microsoft Dynamics 365 Business Central cloud solution and its myriad of modern digital technologies. With it, the processes of financial management, supply chain, inventory, warehousing, project management, manufacturing and CRM become uber-intuitive, allowing you to focus your efforts on gaining more profits.

    At-a-glance, Microsoft Dynamics 365 Business Central helps you to automate and secure your supply chain via:

    • Optimized Inventory Levels – Use built-in intelligence to predict when and what to replenish, and purchase only what you need with dynamically updated inventory levels.
    • Avoidance of Lost Sales and Reduced Shortages – Maintain the right amount of inventory by automatically calculating stock levels, lead times and reorder points; you can even suggest substitutes when requested items are out of stock.
    • Maximization of Profits – Get recommendations on when to pay vendors, use vendor discounts or avoid overdue penalties; you can also prevent unnecessary or fraudulent purchases through approval workflows.

    As a powerful warehouse management system now available on Microsoft’s AppSource, Insight Works’ Warehouse Insight improves warehouse accuracy and boosts efficiency, all with mobile device and barcode integration. Where inventory and warehouse managers once found themselves battling inefficient operations due to inaccurate warehouse transactions and time-consuming manual tracking, this all becomes a thing of the past with Warehouse Insight.

    What’s more, Warehouse Insight provides warehouse and production employees with full access to Dynamics 365 Business Central via barcode scanners and handheld computers, streamlining Business Central’s inventory and warehouse functionality to provide intuitive warehousing tools for inventory counts, shipping, receiving, picks, putaways, bin management and more.

    To learn more about Warehouse Insight’s potential and its availability on AppSource, click here.


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    With the release of Microsoft Dynamics GP 2018 R2, the following FICA totals have been added to the Payroll Check Register report: FICA Medicare = Employee FICA Medicare total + Employer FICA Medicare...(read more)

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    How to Set Up Statistical Accounts in Dynamics 365 Have you ever wanted to include information such as a departmental head count, hours, or units produced on your financial reports? If so, Statistical Accounts are what you need. Statistical Accounts ...read more


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    Today I got requirement to open new record form with prepopulated DateTime field. This article describes how to pre-set Date field: The following sample sets the Est. Close Date field for a new opportunity to January 31, 2011. The unencoded value for the extraqs parameter is “estimatedclosedate=01/31/11”. No single word about time component. Luckily I ...


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    Every year, Microsoft Partner Network members are required to renew their membership. This year, there have been some changes to the process as partners migrate to Partner Center—an enhanced experience that acts as the singular place for partners to manage their partnership with Microsoft.

    To make the renewal process easier, we’ve created a checklist for you. Follow these steps to renew on time and ensure continued access to your Microsoft Partner Network resources and offers.

    1. Check your membership expiration date and set a reminder

    Be prepared for your membership renewal. Find your membership anniversary date (aka the date your membership expires) in Partner Center. To access Partner Center, visit partner.microsoft.com, select “Dashboard,” and log in using your Azure Active Directory account credentials.

    To check when your anniversary date is, select “Membership Offers” in Partner Center. On the “Purchased” tab, you can see your expiration date as well as the status of your membership, auto-renewal options, and payment options.

    Note that in Partner Center, partners are able to renew starting the day after their renewal date and have 30 days to renew. So, if your renewal date is November 15, you can start the process on November 16 and have until December 14 to complete it. You will not lose access to resources during this window, but if you don’t renew during that window, you will lose your benefits and your competencies. Select “Learn More” (shown above) to find out more about this policy.

    2. Make sure your contact information is correct

    Microsoft will email you notifications to remind you to renew your membership. Check that your primary contact information is up to date by following these steps in Partner Center:

    • Go to the Settings icon and select “Partner Settings.”
    • Review your Partner profile and Organizational profile.
    • If you need to change the details of your legal address, your company may be contacted for verification. When you make changes to your legal details, it may affect your tax information. Make sure your tax information remains accurate. Contact support with questions.

    Also, these messages may end up in your spam folder, so be sure to check your spam regularly.

    3. Review your membership requirements and where you stand 

    As membership requirements can be subject to change, if you have a competency or plan to attain one, check the requirements in the Membership section of partner.microsoft.com.

    You can see your missing requirements by logging into Dashboard on the Microsoft partner site and navigating to the “Competencies” tab. Here’s an example of how to see what requirements you still need to complete to renew your competency:

    In this example, the partner has requirements to fulfill to attain or retain the Application Development competency. By selecting the competency, they can see the requirements they are missing.

    To learn more about how to view the requirements you need to complete, read these instructions.

    4. Create an Azure Active Directory (AAD) account if you don’t already have one

    When it’s time for you to migrate to Partner Center, you’ll log into the new experience using an AAD account. If you don’t have one, create one now to save yourself time during the migration process. Make sure it’s set up properly and tied to your organization, rather than individuals within your organization. Learn more about AAD.

    5. Time to renew? Log into the Dashboard on partner.microsoft.com to get started 

    The Dashboard is your gateway to renewing and managing your account.

    Microsoft is dedicated to providing the best experiences to its partners and we hope that this checklist is helpful. For more in-depth guidance on Partner Center, visit the Partner Center support page. If you’d like assistance, contact our dedicated support team by using the chat agent on partner.microsoft.com or call 1-800-MPN-SOLV.

    Stay engaged with the Microsoft Partner Network


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    We would get this below error if our search returns more than 10000 records for Quick Find Query. “There are more search results than can be displayed. Try adding more search terms (such as last...(read more)

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    In the third part of our webinar series, we’ll be demonstrating how to build a Power BI sales reporting summary from scratch. The sales dashboard will provide not only an overview of your business’s sales performance but also make it easier to drill into sales performance analytics. You will learn all the steps needed to connect your sales data from within Microsoft Dynamics and transfer it into Power BI. Watch us step-by-step as we show you all the calculations needed to make a sales reporting dashboard. By the end of this webinar, we'll show you how to create the following:

    1.Product
    2.Customer by Location 
    3.Sales by Customers 
    4. Top Salespersons

    Date: Wednesday November 14, 2018
    Time: 2:00PM-3:00PM EST

    CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!

    The post <center>Power BI 101 Webinar Series: <br>Sales Reporting Dashboard with Power BI</center> appeared first on CRM Software Blog | Dynamics 365.


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    Applies to: Field Service for Dynamics 365 (version 7.5.4.51) on Dynamics 365 9.0.x

    We’re pleased to announce the latest update to the Field Service and Project Service Automation applications for Dynamics 365. This release includes improvements to quality, performance, and usability, and is based on your feedback and requests.

    This release is compatible with Dynamics 365 9.0.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For details, refer to How to Install, Update a Preferred Solution.

    Field Service enhancements (v7.5.4.51)

    Bug Fixes

    • Fixed: Missing some localization labels.
    • Fixed: HasUserPrivilege and HasTeamPrivilege should always execute using SYSTEM user context.
    • Fixed: Update the default Lookup View of the Service field on the Work Order Service.
    • Fixed: Localize Incident Type field on form Incident.
    • Fixed: Improvements to solution deployment and upgrade process.
    • Fixed: FS admin does not have required privilege for performing "Find Availability" action on Schedule board.
    • Fixed: Script Error on Work Order form in UCI Web.
    • Fixed: 'Create Work Order Product Journals' workflow is failing with error ''msdyn_workorderproduct' entity doesn't contain attribute with Name = 'msdyn_workorderproduct'.'

     

    Jason Cohen
    Senior Program Manager
    Dynamics 365 Engineering


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    Applies to: Field Service for Dynamics 365 (version 8.2.0.286) on Dynamics 365 9.1.x

    We’re pleased to announce the latest update to the Field Service and Project Service Automation applications for Dynamics 365. This release includes improvements to quality, performance, and usability, and is based on your feedback and requests.

    This release is compatible with Dynamics 365 9.1.x. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For details, refer to How to Install, Update a Preferred Solution.

    Field Service enhancements (v8.2.0.286)

    Enhancements

    • Enabled the ability to upgrade from previous versions of Field Service to Field Service version 8.
    • Numerous performance improvements.
    • Unblocked Inventory Journals to allow the manual creation scenario of “Manual” type Inventory Journals to open up user adjustment and integration driven scenarios that requirement adjustment of Inventory.
    • Enhanced Incident Types to enable the creation of Incident Types that require multiple resources by adding an Incident Type Requirement Group record.
    • Enhanced Agreements to support creation of Agreement Booking Setups which require multiple resources by associating an Incident Type that carries a Requirement Group Template.
    • Enabled initial Field Service crew uptake scenario where Crew bookings related to a work order auto automatically set to cascade and accept crew changes to ensure that a crew leader can drive the whole crew’s bookings.
    • Improved UI to provide user information about background processes delaying visibility of sub-records after work order creation with primary incident type.

    Bug Fixes

    • Fixed: Retail and signed tool won't run in some machines.
    • Fixed: Work Order Service Task – ‘Mark Complete’ sub-grid button is failing.
    • Fixed: Invoice Paid and Cancel Invoice ribbon commands throws business process error for FS invoices in a non-admin Role.
    • Fixed: ‘Change’ button on the Geo Code dialog is disabled if either latitude or longitude gets auto corrected with an address.
    • Fixed: Add back deleted web resource msdyn_/Invoice/Invoice.Library.js

     

    Jason Cohen
    Senior Program Manager
    Dynamics 365 Engineering


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    Reading the October ’18 Release Notes I got interested in the new Playbooks functionality. Since the release is rolling out I started playing around with Playbooks. Jukka Niiranen wrote an excellent...(read more)

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    Dynamics Ax 2012 Interview Questions: Interview Questions: 1. Difference between following condel :- Use condel to delete one or more items from a container. confind :- Use confind to locate a...(read more)

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    Navigating to the D365 Instance Picker from the O365 or missing D365 Admin Center still a hassle? Use the below link to directly navigate to the instance picker. Or maybe bookmark the link, perhaps....(read more)

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    Most of the time during record creation, dynamics ax throws error. “Cannot create a record, the record already exists” There could be multiple reasons for this issue. This post is targeted...(read more)

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    Cumulative Update 49 for Microsoft Dynamics NAV 2015 Cumulative Update 49 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2015...(read more)

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    Introduction: Microsoft Flow is the best thing ever happened to citizen developers. The flexibility to perform some actions and the ease at which those actions can be configured is the deal breaker...(read more)

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    Today, I will be discussing about how to enable workflow approval on payment journals in AX and enterprise portal . Let's say we have a requirement where our client want to submit payment journal from...(read more)

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    Introduction: Summary: The bar code scanner scans the bar code. The Item No. against which the bar code is assigned should be populated on Sales Line Subform. Requirement : The mouse cursor is...(read more)

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