Blogs

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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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When I am trying to create a workflow, I got this error after installing the ClickOnce application. Then I checked the ADFS event viewer and the error was The received 'redirect_uri' parameter is not a valid registered redirect URI for the client identifier: '67ae0dc4-5f97-4c38-b132-65d38bbab8d1'. Received redirect_uri: 'dynamicsaxworkfloweditor/' After checking the Client   '67ae0dc4-5f97-4c38-b132-65d38bbab8d1' (The one mentioned in the error) it was the   Microsoft Dynamics 365 for Operations On-premises - Workflow - Native application.  I found that the redirect Uri has ...
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Denis Macchinetti, MVP and Technical Solution Architect & Delivery Manager at Deloitte,   will be on stage again at D365 Focus Europe in Brussels on 22-23 October 2019. He will present two sessions with topics that are top of mind of many Microsoft Dynamics 365 for Finance and Operations users: How to use the standard Flow/logic Apps connector in a Dynamics 365 F&O implementation Regression Suite Automation Tool (RSAT) in action !    Denis Macchinetti’s will guide you in his session “ RSAT in action” step by step on creating an RSAT Unit Test on both cloud and on-prem versions of Dynamics 365 for Finance and Operations. You will ...
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It’s that time of year again, and now that school is officially back in session we encourage you to get in on all the Back to School fun with AXUG Academy ! With webinars, virtual training courses, and Black Belt series, we know that we have the education you’re looking for. The best part? You can do it all from your own desk. That means no worrying about missing the bus for you! We See Your Hand Raised What is Academy, you ask? Great question. AXUG Academy offers an abundance of virtual training and education opportunities on Microsoft Business Applications that you and users just like yourself use daily. How Do I Get Involved? It’s easier than ...
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One new piece of security functionality in D365FO is the idea of having an explicit deny access level available to assign.   I’ve written about this access level permission in the past   and how it overrides any other grants made to this object when assigned to the user. This functionality did not exist in AX 2012 so the question is ‘How do I utilize deny permissions when setting up security?’ When to use Deny? It isn’t always straight forward when to use the deny permission.   Even if you are using task recordings to help set up security , this process will not identify when to use the deny permission to achieve your end goal as it is only looking ...
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Are you using the Catch Weight functionality in Microsoft Dynamics 365 for Finance and Operations? Microsoft added the CW functionality with warehouse management since version 10.0.0 of Microsoft Dynamics 365 for Finance and Operations and has been adding more functionality to it with every release.  Per Lynnerup, senior program manager who works mainly within the supply chain management areas of Microsoft Dynamics 365 for Finance and Operations, will dive deep on catch weight (CW) at Focus Europe in Brussels on 22-23 October 2019 .   By attending Per's session, you'll learn: Catch weight in Dynamics 365 for Finance and Operations The new catch weight ...
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Have you ever wondered if there is a better way to import large Excel files into   D365 Finance and Operations ? Using the standard Data Management workspace to upload files is relatively easy, but on the complexity of the import, it can take hours to get your data into D365. This is especially true for imports that touch many tables in D365 such as vendors, customers or items. Even worse, you may end up with a variety of error messages if even one of those fields contains a typo. After far too many unsuccessful imports of released products (Entity name “Released Products V2”) that were taking me 45 minutes, I decided there must be a way to expedite the process. ...
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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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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 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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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 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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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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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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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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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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