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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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    Microsoft Dynamics GPThis post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.

    The fifth new feature is Print and E-mail Sales Order Processing Documents. This feature changes the printing behaviour of the Sales Document Print Options window, accessible via Sales Transaction Entry (Sales area page » Transactions » Sales Transaction Entry) to both print and email the sales document:

    Sales Document Print Options

    When it was announced, I wondered if, in some way, this was related to the print remaining documents functionality, but I tested with 2018 RTM and that was how that version worked. This new feature goes against the 2013 R2 feature in that selecting both boxes will then both print and email the sales document.

    I’m not sure what the use case for this feature is. If you have an email address, you’d want to email the document, otherwise you would want to print it. This is exactly what the previous versions would do.

    Click to show/hide the Hands On With Microsoft Dynamics GP 2018 R2 New Features Series Index

    Read original post Hands On With Microsoft Dynamics GP 2018 R2 New Features: Print and E-mail Sales Order Processing Documents at azurecurve|Ramblings of a Dynamics GP Consultant

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    To manually add an applicant you click the +New button From there you choose if you want to add Individual or by Excel. If you wish to register an internal applicant you can search in the top box...(read more)

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    DateTime and Timezones seem to be the flavor of the month, so I thought I will take a crack at the problem as well. Coming from CRM background and spending a lot of time fiddling around the internal schema...(read more)

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    We have been popularily known as the clicks saving family .. after Click2Clone (One Click Solution to Clone your Dynamics 365 CRM records) and Click2Export (One Click Solution to Export your Dynamics 365...(read more)

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  • 12/06/18--04:17: Controlling grid line colors
  • Can see some folks have found the DisplayOptionInitialize event, still they are in doubt on how to control the displayOption settings based on the selected line.

    Here is the solution:

     [FormDataSourceEventHandler(formDataSourceStr(Form1, SalesTable), FormDataSourceEventType::DisplayOptionInitialize)]
    publicstaticvoid SalesTable_OnDisplayOptionInitialize(FormDataSource sender, FormDataSourceEventArgs e)
    FormDataSourceDisplayOptionInitializeEventArgs args = e as FormDataSourceDisplayOptionInitializeEventArgs;
    RecId currentRecId = args.record().RecId;
    int rgbValue = 255 - (20 * (currentRecId mod 2));
    args.displayOption().backColor(WinAPI::RGB2int(rgbValue, rgbValue, rgbValue));


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    I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing...(read more)

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    I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing...(read more)

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    I would like to share a consideration I take while designing Teams that you might need to make certain records shareable. I faced an issue once when users started to use Default Teams created on Business...(read more)

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    You're invited to join your peers at User Group Focus North America, located in Houston, Texas, March 11-12, 2019 for concentrated Microsoft Dynamics 365 for Customer Engagement & Dynamics CRM education. Register here.

    User Group Focus is a can't miss, deep-dive training event. Attendees will be able to:

    • Sharpen your skills and learn best practices to further your job role, career, and product investment.
    • Network with peers who are in similar roles and face the same issues on a daily basis.
    • Dig deeper into the topics most pertinent for success in your role. Each 90-minute session is taught by a technical or functional expert and features primarily intermediate-level content.

    Submit session ideas through December 14
    As an event built by users for users, the programming committee relies on the volunteer efforts of the community to provide the most relevant and useful deep-dive session topics. This year's Dynamics 365/CRM tracks are:

    • Advanced Functional - Use scenarios to help key users in an organization better utilize the application
    • Customizer- Topics to enable Dynamics 365/CRM to work for an organization, such as no-code customization
    • Deployment & Upgrades - How to plan, manage, and deploy your instance or upgrade scenario  
    • Developer - Advanced, custom extensibility and code-required modifications

    Submit Session Ideas



    You will also be able to attend Dynamics 365 for Unified Operations & Dynamics AX deep-dive sessions at no additional charge. Dive in deep and emerge the expert you always knew you could be! Save $100 on registration through January 15.

    Register Today


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    Now Steve Endow is answering questions you didn’t even know to ask. eConnect Performance: Using GetNextDocNumbers vs taGetNext stored procedures

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    Since I am using “event” entity to actually work with the event registrations through the extra fields (see Part 3 of these series of posts ), I need some server-side logic to process those fields. In...(read more)

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    There are a number of ways to learn about Dynamics 365 and its family of products. Whether you are technical or business focused, a solution architect,  developer, product owner, business analyst or QA/tester. Microsoft and the community have a wealth more

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    IoT is Here to Stay

    Crowe recently completed an IoT and ERP project with Motis that provides the ability to read data from their machines receive alerts and maintenance updates and share some specific machine data with others in the cloud. Our solution involved adding sensors to a few “dumb machines” and connecting them to the Azure IoT Hub via Raspberry Pi and Arduino routers, as the video shows below:

    With this project's success, we wanted to share items of note when thinking of IoT for your own business and ERP platform:

    IoT Considerations:

    1. IoT is a massive buzzword

    So much data --what’s critical is key

    Customers and vendors all agree that IoT is on top of everyone’s mind and on many business agendas. Most of the IoT Technology and Solutions are in the “Peak of inflated Expectations” on the Gartner Hype Cycle, while some really important related technologies are past that point and truly are in use. Many forward-thinking organizations are adopting  it, giving them an advantage in the next 2-5 years in their industry. They will be at the forefront of disruption of some old industry models by investing and learning now. Therefore do not toss this aside as some fad; leaders should take note and take careful steps in embracing IoT within their ERP systems.

    1. Be Aware of the Cost

    Cost per machine is not necessarily the concern – its multiple machines that multiply the costs.

    Although many sensors are relatively cheap and easy to hook up, think about the actual cost of IoT from the beginning of the project through to the end. IoT is hard, dirty work, and getting data from old machines to your ERP is not easy. The physical installation of the sensors can be costly and time consuming from design, to setup, testing and final deployment. Some of it is repeatable, but many machines communicate differently which requires tweaks to software and data flow. Multiply this over the number of machines in a business, and the numbers add up. Also, be sure to keep equipment manufacturers aware of what you are doing, as it is possible to void a machine’s warranty because of the modifications.

    1. Leadership and Skills

    New skills and positive leadership required

    Others before have stated it -- the digital age requires different skillsets and leadership. About 80-90% of IoT can be covered with simple alarming and tracking while the other 10-20% requires the attention and involvement of a true Data Scientist -- often people with a PhD or Master’s degree who specialize in Machine Learning. This is not something you learn on the fly. The algorithms, frameworks and dataflow involved in some of these solutions require a new level of skills and knowledge. Organizations like Crowe are investing heavily in hiring and training the right people in order to have the right skillset to build effective solutions for our clients.

    Which brings me to leadership. While we are currently in “Industry4.0”, we are moving rapidly toward “Industry5.0” where we no longer just connect machines with each other but actually using smart technology to connect the human with the machine. This is happening at a pace of change we have not seen before. Leaders need to throw out their old way of thinking and get ahead of the curve, because their competition is all over it. Leaders need to prepare their teams for what is coming, not with fear but with encouragement to identify the opportunities that for many could change or improve their careers. They also need the ability to explain changes to stakeholders and shareholders who might fear having data in The Cloud. Increased interaction between humans and machines in Manufacturing and Distribution, utilizing the human cognitive and critical thinking skills brings change that requires careful guidance.

    1. Keep Pilot Programs Focused

    From what we have learned in our projects, it is very important to start out with a few small pilot programs before deploying an IoT project in a business. The pilots should be small and have a very specific focus on two - three KPI’s. Perhaps CDI’s (Critical Data Indicators), is a better term. While technology changes so quickly, it will be easy to fall into the trap of wanting to introduce the next shiny object to the solution, but resist the temptation or you’ll end up in a never ending Pilot Program without any results.

    Use the pilot programs to identify more about the business, the technology opportunities and possibilities. Depending on needs and size of the organization, there will always be another Pilot Program to push the organization forward, so it is important to keep the focus narrow for the current project, and deliver small wins. These wins will be the key to long-term success and ongoing support from both the Business owners as well as the people that use the new technology.

    1. There Are No Standards

    There is a need to Self-Regulate

    In a recent conversation with our Chief Data Officer, I was reminded of the importance of standards around Machine Learning. Standards provide a foundation for faster, repeatable, secure and reliable processes. It further protects our company’s reputation, by using our own approved standards and models. The industry itself has no specified standards resulting in a wide variety of solutions and ways of doing things. It is shocking to learn how many IoT solutions in place today have created a huge security risk through open ports and unsecured communication models. There is clearly a high requirement for self-regulation and standardization, combined with security for the IoT Industry. Therefore, I urge you to check with technology providers and partners about their methodologies and commitment to Security and Data protection.


    While there is still a lot of work to do – as is always the case when new technology presents itself -- I am actually very excited about all of this. I see enormous opportunities for our customers across multiple industries, with rapid evolving technologies and solutions. Feel free to reach out with any questions regarding IoT, Support, and ERP - I look forward to it!

    Ronald Haantjes

    Crowe, LLP

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    Workflows in Dynamics 365 can be used to send emails and even send on behalf of another user. This is used in our organization to notify teams about actions needed on their records via automatic or on...(read more)

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    Tested on: Dynamics 365 version 9.2, PSA solution version 3.2, Unified Interface In Part I of the Pricing Dimensions article series I covered the basic idea of what MDP is and how option set based Pricing Dimensions work. Part II of the series will focus on entity based Pricing Dimensions as well as on using fields that already exist in Dynamics 365 Project Service Automation as Pricing Dimensions. Entity based Pricing Dimensions Entity based dimensions give flexibility in scenarios where...(read more)

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    A series of Tips&Trick will be located in a  Tips&Tricks  page on the blog to be dedicated to publish every quarter of the year the last tips and tricks that illustrate a specific function on Microsoft...(read more)

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  • 12/06/18--13:01: Upcoming Dynamics 365 Events
  • Greetings,

    around the Microsoft Dynamics 365 ecosystem, there a lot of Events organized in the world that sometime is not easy to catch out!

    Thank you to @Andrè and @Vilmos that helped me to discover them!
    Therefore, below a list of upcoming events:

    1. Microsoft IGNITE Tour
      • Learn new ways to code, optimize your cloud infrastructure, and modernize your organization with deep technical training
    2. AXUG Summit EMEA - 27-29 March 2019 | RAI Amsterdam
    3. Dynamics 365 Saturdays
      • Dynamics 365 Saturday is a free Technical & Strategy Event Organised by the Microsoft Dynamics Community MVP’s For CRM and ERP professionals, technical consultants & developers. Learn & share new skills whilst promoting best practices, helping organisations overcome the challenges of implementing a successful digital transformation strategy with Microsoft Dynamics 365.
    4. Microsoft Business Applications Summit - June 10-11, 2019 Georgia World Congress Center | Atlanta, GA
      • All things Dynamics 365, Power BI, Excel, PowerApps, and Microsoft Flow under one roof. Meet the engineers behind your favorite tools, hang out with like-minded explorers, and get hands-on with immersive breakout sessions and workshops.
    5. Business Applications Partner Events
    6. Microsoft Dynamics 365 Community Events
    7. AXUG Local Chapters
      • Connecting great ideas and great people through education and networking in a local setting.
    Stay Tuned!

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    At Microsoft, everything we do is ultimately intended to benefit our customers. As a customer, you experience this in the form of new features in updates, or the custom solutions that our partners can...(read more)

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     Hi Readers,

    I am sure you have completed all Prerequisites, as listed in Customer Requirements article (first article in this series).

    Please Refer Table of Index for AL Dev.

    As promised in this article we will build the new table as per customer required.

    The customer requires a new table to set up master for Source of Sales. Below is the field list that we plan to have it on the table.

    Read Complete Article »

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    Introduction: If we want to calculate the Age in no of years using OOB Birthdate field in CRM we can use multiple ways here in this blog we tried to achieve this functionality using Microsoft Flow. ...(read more)

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