Blogs

 
Utilizing Lifecycle Services & Business Process Model Management LCS Business Process Modeler Overview Lifecycle Services, a cloud project lifecycle management platform, allows for multiple user personas through a wide range of services and tools. Among these different offerings, the most applicable tool for end users and functional consultants is the Business Process Modeler. The Business Process Modeler (BPM) allows users to build out business process libraries for their specific end-to-end scenarios through the incorporation of business hierarchies. Building & Utilizing Hierarchies Business process hierarchies are defined by users or consultants ...
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You can now register for AXUG Summit 2017 Pre-Conference Academy courses! Due to popular demand, space is limited in all Pre-Conference Academy courses - so add on a Pre-Conference Academy registration today to save your seat. Make the most of your trip to Nashville by taking advantage of focused, instructor-led classroom training before Summit 2017 officially kicks off. This training, delivered by AXUG Academy on Monday and Tuesday, October 9-10, is designed to provide in-depth product education in an interactive, hands-on setting.   Click here to view the Pre-Conference Academy 2017 course information, including titles, speakers, descriptions, ...
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Please mark your calendars to attend a summer-long AXUG Webinar Series on D365 for Operations Planning. If you’re considering an upgrade or migration to the new cloud-based AX platform, these sessions will provide insight and information on a host of subjects. We will discuss, in part, the stakeholders in your cloud-based implementation, using Lifecycle Services for your deployment, and the various tools and programs Microsoft has available to assist you. Webinars have been scheduled through June. Additional sessions will be held in July and August to help you plan your security infrastructure, as well as plan your code and data migration path.   These ...
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I'm one of those that leans a little closer to customer satisfaction than others in the technology sales business. I always find myself saying "there must be a way" to delivery leaders because it's me that gets the first phone call when something doesn't go right. Me the person who told the customer we listened, we can do this. But that's what we all say. Right?  So how can we make this true every time? Let's start with understanding who 'we' is. At the "How To Pick Your Partner" session at AX Focus (packed wall to wall) user panel leader, Barr Snyderwine, Director of Information Systems and Technology at Hargrove, Inc., pointed out, "When you hire a consultant, ...
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CONVINCE YOUR BOSS SO YOU CAN GRAB YOUR BOOTS Howdy! In case you haven't yet, don't forget to brand your calendar for Summit Nashville , October 10-13 at the iconic Gaylord Opryland Hotel. Convince your boss Earlier this month we shared our top reasons why we think you will find Summit beneficial, including turning your online support network into real-life connections and understanding third-party solutions. However, despite it being obvious to you why you need to attend, you may need help convincing your boss. We're here to help - we've created half of your pitch for you in our Convince Your Boss PDF. This will arm you with the ...
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We’ve all seen this error before, “Quantity cannot be reduced because there are not enough inventory transactions…” or “Quantity cannot be reduced. The number of inventory transactions on order is too low…” You would typically come across this error when canceling a delivery remainder, updating a sales order picking list, or perhaps updating a picking list or RAF on a production order... This problem can arise for a few reasons: output orders are being used and have not been completed, output orders are not being used but are getting created and not completed, or lots of updates have been made making the ordered and on order quantities out of balance. For example, ...
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Everything D365UG/AXUG does, from our educational offerings to our communities, is a way to help professionals like you achieve your ultimate goal - growing your knowledge and competency in your Dynamics 365 & AX system. By creating a D365UG/AXUG blog post, you can expand upon topics with more freedom than in a regular discussion post.  As a community built by users for users, the ability to share a blog provides an avenue for more advanced D365UG/AXUG users to share their knowledge to make a meaningful impact on other users. Writing a blog on D365UG/AXUG not only helps your community understand an issue in-depth, but it promotes you as a thought leader. ...
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As many of you may already know, a free text invoice is a very useful functionality when billing customers without having to use sales orders.  A common, positive attribute among users is the ability to select the revenue account to which you are billing to.  In certain situations, you may want to distribute an individual line of your free text invoice to different revenue accounts.  In these circumstances, I would suggest using the accounting distributions functionality within the free text invoice.  Let’s go into the system to see how this is executed. Below you will see that I’ve created my free text invoice.  I’ve decided that I’m going to bill the ...
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AXUG Academy Summer Lineup

Leave winter behind and check out this HOT spring and summer lineup from AXUG Academy!  These upcoming academy classes offer you opportunities to learn from industry experts with a single course or multi-day workshop. Join us to explore beyond core concepts and expand your knowledge of Microsoft Dynamics AX!   Introduction to Management Reporter | May 12   Power BI 3 Day Bootcamp   | May 17-19   Inventory Costing Setup (Part 1 of 2) | May 18   Advanced Management Reporter | May 19   Power BI Developer 4-Day Bootcamp      | May 22-May ...
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Microsoft defines a purchasing policy as a collection of policy rules.   This policy can be assigned to multiple organizations within AX and can be assigned very easily by selecting an organization from a list.  I wanted to dive into each purchase rule and provide a high level overview for each.  You will notice that there are options on each rule to: Create a policy rule Retire a policy rule Change the dates of policy rules     Rules Catalog policy rule - Shows which catalog is active for the selected policy rule.   Category access policy rule - This is used to manage employees’ access ...
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Hey y’all! Brand the date on your calendar for Summit Nashville , October 10-13 at the stunning, iconic Gaylord Opryland Hotel. Why you should attend As a Microsoft Dynamics 365 & AX user you rely on your user group peers to keep your business moving with frequent exchanges that boost your knowledge. This fall, step away from the world of net-centered chat and power real-life growth alongside your peers in a lively, engaged environment. The value of Summit is endless but here are a few reasons why we think you’ll benefit from attending: Grow your support network through your user group buddies: Overcome system challenges without risking ...
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Hello dear AXUG Members,  Welcome to the April month-end recap! This article contains information on AXUG benefits around recorded webinars and postings on the AXUG Open Forum. You can view these most popular webinars and Open Forum discussions by simply  logging into your profile  and clicking the links associated with them.   AXUG Webinars   Most popular webinar for the month of April was the  SQL 103: Advanced SQL for Analysts  with   205 online registrants . This is the third in a four-part series targeting CASE statements, aggregates, temporary tables, pivots and covering new content in SQL for 2017. Cynthia Derosier was the presenter ...
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The upcoming  AXUG Focus conference will have 60+ 90-minute, deep-dive Microsoft Dynamics® AX educational sessions, led by Industry Experts. But what is an Industry Expert ? These are active members of the Dynamics AX community who have volunteered to share what they've learned through their years of industry experience by speaking at events, writing articles and leading webinars. Their knowledge and expertise make them trusted resources in the Dynamics community.  One of such expert presenters at AXUG Focus is Andrew Lencsak , Senior Application Consultant, eBECS. Andrew has 9 years’ experience in Dynamics AX, versions 3.0 through D365. Previously ...
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Are you joining us in Music City this October for AXUG Summit 2017 ? The event schedule is currently being developed and we are looking for input from the Dynamics 365 and AX community to provide session topics and/or lead one of the many sessions for tracks such as New to AX, Manufacturing, and more! Speak at Summit Channel your inner Johnny Cash and take center stage at the famous Grand Ole Opry House ... Except instead of center stage you'll be in the front of a room full of attendees eager to learn and in lieu of belting out " Ring of Fire ", you'll be sharing Dynamics 365 and AX best practices and tips to maximize performance. Leading ...
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New Logos, Same Mission

In March, Dynamic Communities announced the expansion of AXUG and CRMUG communities to include Dynamics 365 users. Today, you will notice we have co-branded our sites and the new user group names to represent the joint communities:   User Group for Dynamics 365 & AX (D365UG/AXUG) and the User Group for Dynamics 365 & CRM (D365UG/CRMUG). While the logos and names have changed, what remains unchanged is our unwavering commitment to high quality education, events, and an unbiased community for all users of Dynamics AX, CRM, and Dynamics 365 products.   I’ve heard excitement from users about this growing community, as each new person added brings a unique ...
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In a classical ERP project, there is a list of known bottlenecks that organizations have used to, to the extent that it feels unusual when challenged. Release management and automated deployment is one of these areas, as usually there is an IT team whose responsible to manually govern and deploy releases. It’s all manual. Release notes generation is Manual. Release governance and authorization is Manual. Release deployment is… You guessed it, Manual. Even if you have few automated deployment steps, it’s still a manual process that orchestrates the bigger picture. In Dynamics AX 2012 for example, there are common deployment steps mostly done manually ...
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                                                 Beginner Class for the AX 2012 Budget module inside AX Tired of manual, offline Excel budgeting and forecasting? Join us for the upcoming AXUG Academy class AX Budgeting on Friday, April 21 st .   Two options exist today for AX 2012 users, that you own with AX, to help streamline your budget and forecasting process: 1) Budget Module inside AX and 2) Microsoft Forecaster.  This beginner class will go through the basic setup of the Budget Module inside AX. Course Objectives: Financial dimensions for budgeting Budget models Budget register entries Workflow Budget questions and generic ...
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 Register Today! Take Advantage of AXUG Academy Training in St. Louis The upcoming AXUG Focus conference , held May 8-9, 2017 in St. Louis, MO, is dedicated to providing advanced Dynamics AX education via deep-dive, 90-minute educational sessions in four targeted tracks :  Finance, Retail, Supply Chain Management, and Technical. Why don't you take that in-depth education one step further and register to attend post-conference Academy training available at the same location on Wednesday, May 10? Students will learn how to set up and use AX 2012 for a Discrete manufacturing environment. Instructor Andrew Lencsak Getting Up and ...
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Hello everyone in Utah!  Just a reminder that we will have a meeting soon for the Utah Chapter.   IT and AX users are all welcome to attend.   We will meet and greet, learn something about SSRS and BI reporting, upcoming events, breakout and more...  (Send suggestions for things that interest you!) Dave
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Hello AXUG family! We are in for another exciting month with some great AXUG Member benefit offerings. Here's what we've planned for you for the month of April: AXUG Conferences  AXUG Focus Conference grew from the desire of AXUG members to dig deeper on the topics important to them:  Finance, Supply Chain Management (SCM), Retail, BI & Reporting,  and  Technical .  AXUG Focus offers the opportunity to completely submerge yourself within the learning track of your choice and come away with best practices, improved industry knowledge, and sharpened skills you can immediately apply back in the office. This year the AXUG Focus  Conference ...
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