Blogs

Get in the Know! Inside Look into Summit North America with MSDW

By Delaney Freer
MSDynamicsWorld.com is collaborating with Dynamic Communities to explore the upcoming  User Group Summit North America  conference, October 15-18 in Orlando, FL, in a series of preview articles. We’ve compiled the expert interviews that cover Microsoft Dynamics 365 for Finance & Operations and Dynamics AX into one place.  Happy reading! Master planning for Dynamics 365 for Finance & Operations and Dynamics AX Shelby Wright, Applications Manager Shelby Wright of Leatherman Tool Group Inc. is a subject matter expert with 10+ years of real-world Dynamics AX experience. Read about her involvement with User Group ...
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First sessions for D365 Focus Europe announced

By Delaney Freer
Discover the first sessions of our 2-day  D365 Focus Europe  event, taking place 22-23 October in Brussels. Registration is open and spots are filling up quick! R egister now. As many of you have experienced with our previous D365 Focus events, this conference offers great value to attendees. Focus Europe is the must-attend conference for Microsoft Dynamics 365 for Finance & Operations (AX) and for Customer Engagement (CRM) users, MVPs, partners and Microsoft experts.   "D365 Focus Europe is the major European event for D365 users where you can learn from experts in the field how to unleash the full power of D365. ...
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Data Entity Filtering in Dynamics 365 for Finance & Operations

By Alex Meyer
Data entities were introduced in D365FO to provide a way for external services to interact with business processes within D365FO without having to know or understand how the inner workings of that data was stored. It was built on top of the   OData protocol   which provides a standard by which we can consume those objects through RESTful APIs. But what I found while using these was that some of the syntax for these commands was not straightforward so I decided to let others know what I had found. In each of the next sections when I use the term <D365Url> this is the base URL you use to access your D365FO instance so for example: https://fp-d365fo.cloudax.dynamics.com. ...
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License Plate Tracking Removal

By Hrithi Sara
Hello All, We are working in D365 V10 and we use WMS process. Few Items after receiving from vendor goes to quality location (QMS) where license plate gets generated. Now Quality team is not happy with LP tracking and want to remove it. We cannot remove LP for existing QMS location because Inventory exists in that location. We created a new location with NO license plate tracking. (QMS_NonLP), then we tried to process the Item but still it is asking for 'TARGET LP' when moving Item from QMS_NonLP to final picking location. Explained below scenario for better clarity. Scenario: Receive Item A in Location X Move Item A from Loc X to QMS_NonLP for ...
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Step by Step Installation of Microsoft Dynamics 365 Finance and Operations on Premise by Umesh Pandit

By Umesh Pandit
Step by Step Installation of Microsoft Dynamics 365 Finance and Operations on Premise by Umesh Pandit https://www.linkedin.com/pulse/step-installation-microsoft-dynamics-365-finance-premise-umesh-pandit/ http://msdynamicsaxtips.blogspot.com/2019/07/step-by-step-installation-of-microsoft.htm
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Field Level Security in Dynamics 365 for Finance & Operations

By Alex Meyer
I’ve written in the past about   Least Privilege Security in D365FO  but one aspect I haven’t covered yet is the process of setting up field level security in D365FO. In D365FO, entry point security has changed slightly from AX 2012 and has simplified security by allowing menu item access to drive data source access.   I’ve written about this in detail in a previous post. But if you want to be more granular than allowing access to a particular form then field level security is the way to go. The idea of field level security is to restrict a users access to individual fields on a form. How to Determine Which Table Field Corresponds to the User Interface ...
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Get your Developer Feet Wet with D365 for Finance and Operations!

By Julie Deutz
We know users are coming to Orlando to learn and improve their D365 for F&O technical skills. We have built a great offering of sessions for Summit North America 2019 with just that in mind. Part of that offering is a unique hands-on developer opportunity with D365FO so you can learn how to customize and extend the software in a structured, procedural format with expert presenters.   Microsoft has worked hard to improve its Dynamics 365 trial experience. You can sign up to try most products free for 30 days; this will give you the ability to get a feel for the user interface and basic features. However, if you want to customize or try coding exercises ...
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Can Users Access D365FO With a License Type of None?

By Alex Meyer
I recently saw a question posted on a forum regarding what license Microsoft assigns a user that has no license requirement based on their entry point access. I didn’t really have an answer as I hadn’t ran into this scenario and I didn’t cover it in my my   earlier post about determining user licenses . In earlier versions of AX there was some uncertainty about which license would be applied so I ran a simple test in D365FO: 1. Created a custom object with no license information on either the ViewUserLicense or MaintainUserLicense properties in the AOT 2. Create a custom privilege and assign this object to it, then create a custom role and assign this ...
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Biggest Takeaways From Microsoft BizApp Summit 2019

By Alex Meyer
With Microsoft’s Business Application Summit 2019 wrapping up in Atlanta, I thought I would share my thoughts on the biggest takeaways from the conference in my opinion. New OneVersion Release Schedule Instead of doing 12 separate monthly updates, Microsoft is changing the F&O release schedule to include only 8 with the other months not having an update during those months. You can now pause up to 3 releases instead of 2 which means that you can theoretically get by with only updating twice a year if your update schedule requires that. Obviously Microsoft would like to keep you on the latest and greatest but not all industries allow for that. One ...
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Member Success Story: Serious Professionals with Serious AX Answers

By Delaney Freer
SSI SCHAEFER is the world-leading provider of products and systems for intra-company material handling and waste technology. With more than 70 operative subsidiaries and 10 global production facilities, SSI SCHAEFER develops innovative concepts and solutions for their customer’s industries. It’s during this process that SSI SCHAEFER shapes the future of intralogistics. AXUG never leaves its members in the dark Before Scott Tennant joined SSI Schaefer in 2015, he hadn’t experienced the community of AXUG in its entirety. During his time as a consultant with an AX Partner, he depended more on the network of consultants working with him in the office as ...
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Member Success Story: Simpson Technologies Finds Great Value in Reaching Out to Other Users in D365UG & AXUG to find answers.

By Delaney Freer
Two Offices, One ERP With over 100 years under their belt, Simpson Technologies is a fifth-generation family owned business specializing in the design and production of advanced process technologies and services for the global metal casting and chemical process industries. Simpson implemented Microsoft Dynamics AX 4.0 in 2008 at their Swiss office with the goal of having the U.S. office up and running on the same ERP solution soon after. Julie McMillin, chief information officer, shares, “The need for a new ERP was more pressing in the Swiss office as they had recently completed a major acquisition. We ended up waiting to implement in the U.S. until ...
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Register before the Early Bird deadline for User Group Summit North America 2019 in Orlando!

By Gwen Toay
Big news – registration is open for User Group Summit North America. This one-of-a-kind event for learning, sharing and connecting, is happening again October 15-18, 2019! Registration is open – so register now and take advantage of our $400 early bird discount!   Summit is the premier annual conference for Microsoft Dynamics 365 Finance & Operations and Dynamics AX (AX2012, 2009) and Power Platform (Power BI, PowerApps, and Microsoft Flow) users, partners and Microsoft experts. Connect with the community and gain vital knowledge to maximize your software performance and further your job role, career and product investment.   There are ...
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Engage with the Microsoft Admin Center Research team!

By Aditi Singh
​Hi There!!  I’m the senior research lead at Microsoft focused on the Power Platform products: PowerApps, Flow, Power BI, and the admin centers for each (as well as the admin center for Dynamics 365). I’m reaching out because of your engagement with the CRMUG community, which makes me think you might be  interested in engaging with my amazing research team to help us improve these products. As a research team, we collaborate with users of these technologies to learn about their current experiences and get feedback on new design ideas that have not been included yet in the Power Platform products. This gives them a unique opportunity to see features well before ...
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Why Adding an Undo Button to Unpublished Objects is Not Easy in D365FO

By Alex Meyer
One question I’ve had throughout the releases of D365FO has been why there wasn’t an ‘Undo’ or ‘Remove’ for a security change made within the user interface. Before security changes go live into the system, they first go to a staging area called ‘Unpublished Objects’, on this screen there is currently a ‘Publish all’ and ‘Publish selection’ but there is no way to undo a change once it has been made. It is a feature that many users have asked about me about so I decided to look to see how feasible it was. The first thing to do was to figure out which form and SQL tables are being used for this functionality. After some digging I found the form was the ...
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How to Review & Update your D365UG/AXUG Privacy Settings & Discussion Signature

By Marghet Hager
Here on D365UG/AXUG, you can control what information shows to others on your D365UG/AXUG profile! Reviewing your D365UG/AXUG profile privacy settings periodically will allow you to understand what information of yours is viewable on our site and allow you to protect your information. To access your privacy settings, go to your D365UG/AXUG profile and click on MY SETTINGS>PRIVACY SETTINGS. What are my Privacy Setting options? You can set your information to four different settings: Public: This will allow anyone, even those who is not logged into D365UG/AXUG, to view this information Members Only: This will only allow people who have a D365UG/AXUG ...
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Things to Watch Out For When Developing D365FO Security Through the User Interface

By Alex Meyer
There are a couple questions I get/issues I see quite often around setting up security in the D365FO user interface so I figured I would make a post around things to watch out for. Security is still hierarchy based, and needs to be created in that way One of the things I’ve seen done quite often is a user trying to set up security where they assign just the access type to an object that a security layer should have (so assigning just Create like in the scenario below). If this is done, when the user tries to use this access later on they will get a permission error. The reason for this is that the user only has Create permission but not Read ...
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Extensible Data Security (XDS) Framework in D365FO

By Alex Meyer
The Extensible Data Security (XDS) framework is a feature in D365FO and AX 2012 that allows users to supplement role based security and allow access to tables to be restricted by a policy. This feature was an evolution of the record-level security that existed in previous versions of Dynamics AX. In simple terms, XDS is placing a WHERE (or ON) statement on any SQL SELECT, UPDATE, DELETE, or INSERT statement done to a table based on parameters from another related table. Data Security Policy Concepts Before we jump into how the functionality works we need to have an overview of some of the concepts and terms. In the below terms I’m going to use the example ...
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Moving an Overlayered Enum to an Extension in a Safe Manner in Dynamics 365 Finance and Operations

By Cruz Margaix
You’ve got it. Microsoft finally resolved your extensibility request and that enum, which was preventing you from removing all your overlays, is now extensible. You’re bursting with enthusiasm. Plus extending an enum is so easy. Your Dynamics 365 Finance and Operations (D365FO) solution will be in the extensions only world in a minute. I can imagine a broad smile on your face. I apologise for breaking that magical moment. But I must bring you back to reality and say that if you have a database which is already using the overlayered enum values, there are some precautions you will have to take to ensure you don’t end up with corrupted data after the data upgrade. ...
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Configuring Azure AD Group Security in D365FO

By Alex Meyer
In AX 2012 you had the ability to use Active Directory groups to help manage security within the application. The basic setup behind this was that you would: Create an AD group and put in the AX users you wanted to be controlled by that group Create the AD group within AX, that group would basically act as a user within the application Then create the users of that group as users within the application but assign them no security other than the System User role Configure the security for your AD group within AX, now anyone assigned to that group would automatically get assigned the roles assigned to that group Here is a great overview of the ...
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Automated Role Access Testing Using the SysTestSecurityAttribute in D365FO

By Alex Meyer
With the push in D365FO for automating everything from deployment to servicing to testing one of the questions I’ve heard numerous times is how do you perform/is it possible to perform automated role access testing? This comes into play for a number of reasons: With the quick releases of Microsoft D365FO I need a way to quickly ensure that my custom roles have the correct access even after updates I want to validate that the combination of roles have access to a specific table or field that allows a user to perform an action I want to validate that specific roles have access to custom objects I want to validate that the table permission framework is ...
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