Blogs

One of the questions I get quite often is now that I know that security created/modified from the AOT is stored differently than security created/modified from the user interface , what is the best way to move security between environments effectively and ensure the validity of the tested security in each environment? Treating Security as Code What I mean by this is that your security should go through all of the same testing, deployment, and version control processes you have for code… because it is code. Just like you wouldn’t let a developer make code changes directly in production, you should not allow your security to be modified directly in production ...

From breaking down silos between business processes and apps, to driving intelligent decisions that automate processes from end-to-end, Dynamics 365 is transforming the way organizations conduct business. So how does Dynamics 365 achieve this? Dynamics 365 is primarily built on three strong pillars: PowerApps, Flow, and the Common Data Model that make running business and driving transformation a breeze. PowerApps Imagine if you could create apps and workflows with little or no coding ? The underlying Common Data Model in PowerApps unifies and manages data entities from Dynamics 365, letting you quickly build web and mobile apps using a simple ...

Hi, In this post, we will see the basic setup and customization to implement the database consistency check feature.  Below are the steps: Step 1: Creating setup data: Created a new table by name SampleTable which has the fields like Id(primary key), Name, DueDate and loaded with some data.  SampleTable Created a new table by name SampleTrans that has fields RefId(foreign key), Description, TransId(primary key), Amount, DueDate and loaded with some data. Here RefId is the Id field from SampleTable and SampleTrans acts as child table.   Step 2: Develop consistency check class: We ...

Hello Community Members! We are almost at the end of the first month of 2020 and if you're like me, you may be wondering where it went. If one of your New Year's resolutions is to become more competent and confident in your D365 Finance and Operations product while growing your professional network with highly-skilled and passionate Community members then make no mistake, you've come to the right place.  But where to start? Here's some areas to check out:  1) Visit our  NEW   Getting Started pages   (geared towards end users, login if you are a Member)   - it's an awesome place to get a refresher on what the Community offers and perfect for those ...

While ERP solutions have become an integral part of enterprise operations, planning for successful implementation of the ERP is still a mammoth task. Selection of right solution, right implementation partner, and right implementation model, therefore, have considerable impact on the project. Choosing the right solution ensures streamlined business processes, maximized business opportunities, and greater capacity to drive innovation. Similarly, choosing the right implementation partner and model ensure timely implementation and no unpleasant surprise related to timelines, budgets, and resources during the implementation cycle. In order to save the organizations ...

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 ViewUserLicense and MaintainUserLiecense parameters, I found the BankAccountTable menu item display. It has a MaintainUserLicense of Operations and a ViewUserLicense as Universal (Team Member). This means that a user/role with Read access to the BankAccountTable menu item ...

When preparing consolidated financial statements that include a foreign subsidiary, the financial statements of the foreign subsidiary need to be translated to the reporting currency of the parent. There are two methods for currency translation, the current-rate method and the temporal method. The temporal method is used to translate integrated operations and the current-rate method is used to translate self-sustaining operations. Based on the parent’s relationship with its foreign subsidiary, the translation method attempts to reflect the parent’s exposure to exchange rate changes. How do you identify a subsidiary as integrated or self-sustaining? Integrated ...

On most Dynamics 365 for Finance and Operations projects, there is confusion around how to deal with unit prices where the decimal precision is greater than 2 (e.g. fuel $1.1638 per L). Many projects go down the road of customization to achieve this, but there is a standard feature intended for this purpose.  It allows any level of decimal precision. There is a field called "Price Unit" that indicates how many units the unit price relates to. By default, the price unit is 1, but it can be changed in the master record for the item or directly on a PO, SO, invoice, etc. If you want to enter a unit price for fuel of $1.1638 per L you would actually need to enter ...

One of the challenges when migrating legacy system data is: What do you do with your outstanding checks and deposits? You want them in your new system for your bank reconciliation, but you don’t want to re-create all of the associated invoices and payments, settle them, and reverse the ledger transactions. The easiest approach is to simply create a list outside of Dynamics AX. As you complete your first few bank reconciliations in Dynamics AX, check off the items from the list as they clear. When everything has been checked off, you’re done. This is a low tech solution, but it works. Many people don’t want to maintain a list outside of the system especially ...

I’ve seen a lot of posts on ERP data migration, but they typically discuss what historical data should (or shouldn't) be loaded and the various tools for loading data. What seems to be missing is a simple explanation of the logic behind executing a financial cutover. When you cutover from a legacy system, at a minimum you need to load the ending financial balances as well as the open transactions for each of the sub-ledgers. The figure below illustrates how to manage a financial cutover. The yellow box represents the trial balance from the legacy system and the blue boxes represent the open transactions for each of the sub-ledgers. Since the trial balance ...