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Tips and Tricks for using BYOD Database with D365 for Finance and Operations

By Mark Schurmann
We were an early adopter of D365 and for most of the time since going live I’ve been a vocal critic of the reporting capabilities of the application.  Microsoft initially pointed us to OData using Power BI or Excel. This has some limitations, most notably you can only retrieve data from a single legal entity.  Microsoft will next point you to a BYOD database solution.  When I initially looked at this as a solution, I continued to be frustrated primarily because the available data entities were still falling short of my needs.  This has improved over the past 6-9 months, and I am now able to use BYOD to get some answers.  This post is articulate what I’ve learned. ...
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Enabling third-party integration in D365FO using OData Services

By Nandita Nityanandam
Before the introduction of Dynamics 365, the earlier versions of Dynamics AX consisted of an Application Integration Framework that enabled seamless integration of AX with other applications. The feature – that allowed transfer of data in a SOAP format between applications – has since been deprecated from D365 Finance and Operations (D365FO). Instead, a new type of integration has been introduced in the form of OData Services. OData or Open Data is a standard protocol based on the Representational State Transfer (REST) for creating, reading, updating, deleting, and consuming data. By applying web technologies such as HTTP and JavaScript Object Notation (JSON), ...
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All you Need to Know about Multithreading in AX2012

By Nandita Nityanandam
Multithreading is a feature that allows simultaneous execution of any two or more processes or threads by maxing out the CPU. If you try to carry out an extensive task without threading, it will take a long time and can cause the screen to go into a non-responsive state. Although the batch job functionality allows you to run the process in the background, it tends to have some limitations. For example, you cannot read an Excel file from a batch. However, with threading, the process runs in the background, allowing you to simultaneously carry out other AX activities – you can read Excel data and perform business logic in the background. Please note that since ...
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Once Upon a Time in the West…An Implementation Tale

By Kimberly Jo Olson
For those of you following my blog series based off some of my favorite movies the title won’t come as a surprise. I am really hoping that by combining my experiences from the user perspective with the best film plots that it will be informative and entertaining. This month I wanted to circle back with you and give you an update on how our implementation has been going. We went live in April of this year in D365 from an outside legacy system and a handful of other small software programs. We kicked off our restart in January of 2018 and forced ourselves to go live on a compressed timeline of 12 weeks. For the record--I don’t recommend this to anyone! ...
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Moving D365FO security from user interface to AOT

By Alex Meyer
In a   previous post , I talked about how I created a tool to help generate D365FO AOT security files from the user interface security output. Now I wanted to show how you would use this tool to actually take changes made in the user interface and move them to your AOT. 1. Export user interface security changes from D365FO Go to System Administration -> Security Configuration -> Data tab -> Export This will export an XML file with all security customizations that have been done in the user interface. 2. Download the   D365FO Security Converter When you launch it the input file will be the exported file from the user interface. ...
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Converting D365FO User Interface Security Customizations Export to AOT Security XML Files

By Alex Meyer
In a couple of previous posts ( Setting Up Security in D365FO – User Interface   and   Setting Up Security in D365FO – AOT ) I described how the actual security elements are stored differently in D365FO depending on where creation/modification is done at. If a security element is created/modified in the AOT, it is stored as code in the context of whatever project you are currently in. If, on the other hand, you are in the user interface security gets stored as data in the database in what Microsoft calls the ‘security delta’. When the security framework looks to determine what a role has access to, it first goes to the AOT and then looks in the security delta ...
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AXUG Summit - AX 2009 & 2012 Users Find the Right Sessions For Your Role!

By Christen Anderson
Hello  all AX 2009 and 2012 users, Check out  these AX  2009 and AX 2012 opportunities that await you at Summit 2018 in Phoenix! AXUG is committed to serving all users, whether you are using AX 2009, AX 2012, or D365FO. The session agenda is available at  www.axugsummit.com , and contains over 90 sessions that address AX 2009 and AX 2012 functionality, and/or technical administration and project management!   Find the right sessions for your role now: Administrators and IT professionals   Education abounds for those AX professionals who perform installation, ongoing maintenance and configuration tasks. If this is you, and you are responsible ...
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Keynote Announcement & Final Call for Advanced Pricing for AXUG Summit Phoenix

By Christen Anderson
User Group Summit Phoenix is extremely excited to announce our keynote speaker , James Phillips! James Phillips is a Microsoft corporate vice president and leader of the company’s Business Applications Group – a product development organization with over 5,000 team members spanning the globe. His teams build and operate Microsoft’s business applications and services; and the application, integration and intelligence platforms beneath them – collectively powering the digital transformation initiatives of some of the world’s largest organizations. His product portfolio includes the Dynamics 365 family, the Power Platform (Power BI, PowerApps, Flow) and Microsoft’s ...
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Education Abounds for Administrators & IT Professionals at AXUG Summit

By Christen Anderson
AXUG Summit Phoenix schedule’s heating up! Our planning committee has curated what is promised to be the best content yet for legacy users and those thinking of the future. With over 90 sessions that are solely focused on AX 2009 and AX 2012 functionality, technical administration and project management, Summit Phoenix is the most impactful investment for you and your organization. Here’s a sample of what’s offered just for your role: Administrators and IT professionals Education abounds for AX professionals who perform installation, ongoing maintenance and configuration tasks. If this is you, and you are responsible for ensuring your systems operate ...
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Back to School

By Kenzie Jenson
What do you mean, Back to School ?   With August in sight, back to school is on everyone’s mind. Feel like you’re missing out? Have no fear – new Academy courses are here! The Academy team has been working hard to add additional and NEW courses to the 2018 schedule. With all the upcoming training opportunities, you can be certain you won’t feel out of the loop on the back to school vibe. So what exactly is Academy? Academy offers a variety of virtual – that is, online – classes that provide training on different business applications that people like yourself use every day. How does it work? You choose a class and time that works in your schedule, ...
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Whitepaper : Secure your future with IT modernisation: Realising the business value of IT optimisation and innovation

By Debbie Perry
By the end of 2018, business are estimated to spend nearly $1.3 trillion on digital transformation technologies.   The more ambitious organisations will know that transitioning can help them become faster and smarter in day-to-day operations as well as decision making and delivery.  Companies that fail to modernise risk falling behind their market competitors. Overcoming the challenges associated with implementing an IT modernisation strategy is a vital first step.   Download:  Secure your future with
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Bring Your Own Database(BYOD) in D365FO - Dropping Data entity

By Chaitanya Golla
Hi, In this post, we will discuss the process of dropping the published entity i.e. staging table gets deleted from the target Azure database. For demo purpose, I have selected vendor groups entity. Step 1:  Navigate to the entity publish page(Path: Data Management workspace > Configure entity export to database tile > Publish button) and select Vendor groups entity. Step 2:   Click on Drop Entity option on the action pane and a message appears stating "Drop job has been scheduled".Close the message. Step 3:   Refresh the page and mark the checkbox "Show published only" to see that the vendor groups entity disappeared from the published ...
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Bring Your Own Database(BYOD) in D365FO - Enabling Change Tracking

By Chaitanya Golla
Hi,  In my previous post, I demoed the process of exporting the data through full push mode and incremental push mode using BYOD from D365FO. In this post, will demonstrate the export of data with the help of advanced feature namely Change Tracking. Change Tracking is a feature helps us to push only the modified data from the tables that are part of the chosen entity. We have three options to utilize this feature namely Enable Primary table, Enable Entire entity and Enable custom query and here I will export the data from vendor group entity using the first option. Step 1:  Traverse to the entity publish page(Path: Data management workspace > Configure ...
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Bring Your Own Database(BYOD) in D365FO - Export data

By Chaitanya Golla
Hi, In my previous post, I explained about the data entity publishing to the target Azure database. In this post, I will explain about exporting the data from D365FO. For demo purpose, I considered vendor groups entity.  Step 1:   Before proceeding further we need to confirm whether the intended entity is published or not. In my case vendor groups entity is published. Also, we need to check the record count and before export to have a picture of data in D365FO.In my case, there are 5 vendor groups. Step 2:  Navigate to the Data management workspace, click on the export tile and create a new data project by selecting the Target data format as ExportDB. ...
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Bring Your Own Database(BYOD) in D365FO - Data entity Publish

By Chaitanya Golla
Hi, In my previous post, I explained about the process involved in setting up the Azure database through BYOD feature. We need to publish data entities for data push. In this post, I want to explain the process to publish the data entity for data push. For the demo purpose, I have selected vendor groups entity. Step 1:   Navigate to the data entity publish page(Path: Data Management workspace > Configure data entity> Publish) and before publishing the entities, mark the checkbox "Show published only" to view the list of published data entities. Step 2:  If the required data entity is not listed, unmark the checkbox "Show published only" and ...
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Bring Your Own Database(BYOD) in D365FO - Setup

By Chaitanya Golla
Hi, BYOD(Bring Your Own Database) is a feature in D365FO that helps us to push the data (either in full or incremental mode) to the external database that is hosted on the cloud. Data export is done with the help of data entities and replica of staging table is created in the target database. In this post, I would discuss the steps involved in the setup and connection enablement with the Azure platform from D365FO. Step 1:  I have a (basic) database by name d365DB hosted in the Azure platform to which I want to push data from D365FO. Step 2:  Navigate to the data management workspace and click on tile "Configure entity export to database". ...
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Intercompany Load Management and Automation

By Andrew Lencsak
Please Vote up this idea for automating and better managing Loads in Intercompany scenarios https://experience.dynamics.com/ideas/idea/?ideaid=557d6ff9-307a-e811-9cca-0003ff68ec32 Happy DAX'ing! #AX2012 #D365 #D365FO  ​​​​
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Dynamics 365: Upgrading vs. Re-Implementation

By Ellipse Solutions
Considering making the move to   Dynamics 365 for Finance and Operations ? You’re not alone! Most Dynamics users are currently planning for the migration or are already live on Dynamics 365. So… where do you begin? Upgrading vs. Re-Implementation Step #1 is figuring out if you should Upgrade or Re-Implement. This may seem to be a difficult question, but most customers we have worked with figure out their ideal path to Dynamics 365 for Finance and Operations rather quickly. While the reasons are numerous, here are some of the most typical decision points to determine if an upgrade or a re-implementation is the right path. Check out our most ...
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Don’t Miss: Upcoming Dynamic Communities and Microsoft Events

By Janet Lampert
Dynamic Communities and Microsoft are working closely together to bring you a series of great learning opportunities in the coming months. Here are two events we want to make sure are on your calendar:   AXUG Summit Phoenix Join us October 15-18 in Phoenix for  AXUG  Summit Phoenix .  Attend this event for over 200 dedicated sessions to Dynamics 365 for Finance/Operations, legacy Dynamics AX, and complementary Microsoft technologies like Power BI, PowerApps, and Flow. At AXUG  Summit , you’ll team up with user group peers, All Stars, and MVPs to turn your online support network into real-life connections! You’ll dive in to share your knowledge… ...
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Data Management Importing Tips for D365 for Finance and Operations: Part 2

By Chris Rusing
Authored by: Chris Rusing In part one of this blog, I discussed the important configuration setup that must be addressed prior to importing data through data management. If you haven’t done so already, please read this blog . Part two of this series will provide examples of errors you may receive while importing data and how to troubleshoot them. Before we get into the different types of errors you may encounter, I want to quickly demonstrate where to navigate to see these error messages. When an import fails, go to the top left corner and click View execution log . Once you are there, click on the Staging log details button in the top ...
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