Blogs

D365 - Data Migration Tool

By David Occhionero posted 17 hours ago

One of the key determinants of a successful Go-Live centers around data. Data touches every aspect of the project; from initial configuration data, to initial loads of master data, to the conversion of open documents, data is a critical building block to a successful implementation. Data also impacts the outputs management receives from the ERP system. Heck, it is one of the reasons you Go Live in the first place. From KPI reports, to Power BI dashboards, the data that is pulled from the system is just as critical. In an effort to simply the data entry process in D365, Microsoft has created a data management workspace to house all data activities. Normally ...

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That's a wrap on D365UG/AXUG Summit Nashville!

By Whitney Mitchell posted 3 days ago

Greetings from Nashville! This week of D365UG/AXUG Summit has been a fantastic example of the power of the D365UG/AXUG community. A record-breaking 6,600 Microsoft Dynamics users and partners from around the world descended onto Nashville and gathered together at the Gaylord Opryland Resort for authentic networking and energetic knowledge-sharing in a lively environment. From the individual user to the overall conference, the quality of education attained will propel careers, organizations, and industries forward. Today, attendees wrapped up with a final day of breakout sessions and Expo exploring. The hum of Dynamics users and partners in the building slowly ...

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D365UG/AXUG Summit Nashville High Notes – Day 3

By Whitney Mitchell posted 4 days ago

A powerhouse of idea exchange and energy, D365UG/AXUG Summit is the best chance to connect with fellow industry experts and share insights that will bring you big returns for years to come. Couldn’t make it this year? Read on to see some highlights of onsite happenings: D365UG/AXUG General Session & Product Roadmap Muhammad Alam, General Manager, Dynamics Solution Architecture, Microsoft gave D365UG/AXUG Summit attendees a boot scootin’ presentation on how to optimize your business operation with Microsoft Dynamics 365. Learn more. Save the Date for D365UG/AXUG Summit 2018 - Location announced! Mark your calendars and pack your golf clubs for next ...

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Optimizing Business Operations with Microsoft Dynamics 365 | Microsoft Product General Session Recap

By Jenna Knoblauch posted 4 days ago

This morning, we kicked off the D365UG/AXUG Product General Session on Optimizing Business Operations with Microsoft Dynamics 365. We were fortunate to hear from Muhammad Alam, General Manager, Microsoft Dynamics 365 for Microsoft and Kees Hertogh, Sr. Director, Product Marketing at Microsoft. Alam set the stage for the audience by stating “Every industry is in transition. This transition is about consumers wanting more personalized choices.” Alam spoke about digital transformation for each of these industries: Manufacturing Financial services Retail Health Education Public sector Last year at Summit, Scott Guthrie announced ...

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Save the Date: D365UG/AXUG Summit Phoenix | October 15-18, 2018

By Janet Lampert posted 4 days ago

Howdy from Nashville, Tennessee! What a busy and exciting week it’s been here at D365UG/AXUG Summit Nashville with 200+ sessions, two community sessions, countless networking and community building opportunities and over 2,100 attendees mixing and mingling in the Gaylord Opryland Convention Center. Today during the D365UG/AXUG General Sessions we were eager to announce the much anticipated 2018 location. Drum roll please….Phoenix, Arizona! You’re invited to head to the warm-weathered, golf-playing, sunglass-wearing city of Phoenix next Fall, October 15-18, to do even more of what you do best with your peers - learn, network and build the D365UG/AXUG ...

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D365UG/AXUG Summit Nashville High Notes – Day 2

By Whitney Mitchell posted 5 days ago

Join us as we shake, rattle, and roll through all the great experiences happening onsite at D365UG/AXUG Summit Nashville. Executive Program Today Summit offered its first ever Executive Program in the U.S and there were 100+ executives in attendance. This was introduced after a successful program at Summit EMEA 2017 . There were 20+ sessions focused on best practices and innovative ideas for leading your company in the age of digital transformation. Keynote speakers were Luis Visot, Major General (Ret) for the US Army, and Jay Ramsanijhal, Executive Program Chairman. D365UG/AXUG Community General Session + Award winners D365UG/AXUG Summit attendees ...

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Annual Award Winners Announced at D365UG/AXUG Summit Nashville Community General Session

By Whitney Mitchell posted 5 days ago

D365UG/AXUG proudly announces the 2017 All Star and Chapter of the Year award recipients at D365UG/AXUG Summit Nashville. This year’s All Star award recipients are: Dawn Johnson, City of Redmond WA; Lenora Gusler, RJ Corman Railroad Group, LLC.; Lindsay Garcia, Magpul; and Sherry Moran, Key Technology. The highest award given to our D365UG/AXUG community, the All Star Award program recognizes D365UG/AXUG members, who have a passion for Dynamics AX and have made significant contributions of their time and expertise to the D365UG/AXUG community. Once an individual has achieved this award, their All Star status does not expire. “One of the most exciting ...

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D365UG/AXUG Summit Nashville High Notes – Day 1

By Whitney Mitchell posted 6 days ago

Today kicked off the 12th annual D365UG/AXUG Summit! With all the user groups under one roof for one week a year and a record-breaking 2,100 Dynamics 365 & AX attendees, and a total of 6,600 attendees, there won’t be many corners of the Dynamics product we don’t celebrate, innovate, and iterate on while we’re in Nashville. We’ll be posting daily recap blogs, called Summit Nashville High Notes , highlighting some of the great things happening onsite so even if you weren’t able to attend, you don’t miss out. Have an Art-Attack – It’s less dangerous and more fun! Dynamic Communities commissioned vibrant, digital, artwork that’s inspired not by Dynamics ...

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D365UG/AXUG Summit Nashville is Days Away – Will you be there?

By Andy Hafer posted 12 days ago

Is anyone else wondering where the month of September went? I know I am, but with September now behind us I’m moving full steam ahead into October and headed to D365UG/AXUG Summit Nashville next week. I’m looking forward to seeing familiar faces among the crowd of Dynamics and Power BI users and partners, and I’m eager to meet many, many new folks, who will be attending the conference for the first time. Not yet registered? No worries, there’s still time to sign-up and join your peers in Nashville Oct. 10-13. Here’s what you can expect from this year’s conference: Specially-made sessions. Customize your education with 200+ breakout sessions, hand-picked ...

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Announcing Collaborate Canada - Four Cities. November Only.

By Onika Allen posted 13 days ago

AXUG -- Collaborate Canada is the post Summit place to be. So what is Collaborate Canada and why should I participate? Collaborate Canada is a one day event that is packed full of information for the technical and functional audiences of Dynamics 365/AX, 365/CRM, GP and NAV. Our goal is to provide a mini Summit – like experience in your backyard. Highlights include: Access to Dynamics MVPs and Product Experts Microsoft General Session with Technical Roadmap Five Sessions across Two Tracks by User Group Networking and Collaboration with your Dynamics Peers Sponsorship Opportunities Locations and Dates Montreal ...

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How to Export Account Structures to Excel in D365 for Finance and Operations

By Chris Rusing posted 13 days ago

In prior versions of AX, one of the nice features was that you could export almost any form to Excel. Whether the data was vendor records or general journal lines, it was a very well-liked feature even though the data was static. However, there were some forms in which AX did not provide an option to export to Excel. Specifically, account structures were not able to be exported to Excel. Fortunately, this crucial setup form can now be exported to Excel. Additionally, the data can be exported to Excel, altered, and uploaded back into D365. Below I will demonstrate how this can be achieved. Firstly, go to General ledger > Chart of accounts > Structures ...

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Fill the Boot at Summit Nashville!

By Jenna Knoblauch posted 18 days ago

Summit Nashville is almost here! There is a very important initiative that we are doing on-site and we wanted to let you in on a few ways for you to get involved. Focused on supporting the Rise Against Hunger Nashville charity, it is Dynamic Communities’ goal to raise $5,000 for this great cause. Help us fill the boot! Dynamic Communities will donate $1 to Rise Against Hunger Nashville every time you perform one of the below activities. Visit the Dynamic Communities Expo booth (#477) daily to see the boot, which will show fundraising progress made from the day before. Problem-Resolution Boards: You can find these in the Expo hall at the Dynamic ...

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Auto Switch Warehouse Inventory

By Terese Tucker posted 18 days ago

Has anyone out there seen a product or written something that would automatically switch the warehouse on a line if the inventory becomes available in another warehouse? for example: line item A customer wants 100 pcs out of Cleveland but we are out of stock. a week later our Dallas facility receives the item, we want the line to switch to Dallas without human intervention....

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We’ll Spell it Out for You: Why Register for D365UG/AXUG Summit Nashville

By Delaney Freer posted 19 days ago

D365UG/AXUG Summit Nashville , October 10-13 will offer everything you need as a Microsoft Dynamics 365 & AX user – lock, stock, and barrel – all in one place at the Gaylord Opryland Resort in Nashville, TN. Meeting your user group in person is key to pushing the Dynamics 365 & AX community forward and D365UG/AXUG Summit is a powerhouse of knowledge and energy, so here are six reasons this conference is a can’t miss opportunity for you and your company: S pecially-made sessions. Customize your education with 200+ breakout sessions, hand-picked by our Programming Committee of Dynamics 365 & AX users. Explore schedule. U nique ...

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D365- Auditing Security Roles

By David Occhionero posted 20 days ago

Many customers have come to us asking for audit information centered around user security. In prior versions of AX, if you do enough digging, and enable database logging, you may get what you need. D365 has addressed some of these concerns by introducing an audit trail button on the security role form. The form will provide you with a time stamp, an event type, a User ID, an Object type and the name of the object. In the screen shot below you will see a newly created security role. Once the role is created, the next step involves attaching a duty to the role. After the duty, has been attached, you can click the audit trail ...

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Product Units-Do I need them?

By David Occhionero posted 20 days ago

Production units are not necessary when setting up and configuring production in Dynamics 365, but they do add a layer of detail when analyzing your shop floor. A production unit has no impact on production transactions or how they are processed, it merely is a bit of classifying information. To set up a production unit simply created one in Production à Setup à Production à Production units. You have to identify name, description and input/output warehouses. Once the unit has been set up you can add resource groups to them. This would be helpful if you have different production processes in your warehouse, especially if your resource ...

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Arbela OnDeck | Dynamics 365 for Customer Engagement - Explained

By Sarah Morgan posted 21 days ago

To best understand Dynamics 365 for Customer Engagement, (formerly Dynamics CRM), which now offers solutions in Sales, Marketing, Customer Service, Project Service (Project Management), Field Service, Talent (Recruiting), and still has the flexibility as a rapid business application deployment platform, I interview Richard Wu, Arbela Practice Manager and CRM expert. SDM: Richard, what should CEO's of midsized companies be thinking about in terms of CRM? RW: The answer applies to large and midsize companies but especially midmarket. They are often subject to the whims of economic change and therefore have to remain more agile and easy to learn. ...

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Important message: Solicitation emails for Summit Nashville attendee lists

By Andy Hafer posted 21 days ago

Dear D365UG/AXUG Community, It has come to our attention that some members have recently received offers from solicitors trying to sell attendee lists for the upcoming D365UG/AXUG Summit. Dynamic Communities abides by strict privacy rules. We want to assure you that we do not share, nor sell our attendee, member or subscriber lists to anyone. At this time, we do not know the source of these lists, how they were obtained or whether or not they are even accurate. Offers have come from multiple sources and aliases. We have examined our sites and databases for any potential vulnerabilities and have confirmed that no intrusions have been identified. ...

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D365UG/AXUG Summit Nashville Executive Program Agenda Posted

By Whitney Mitchell posted 23 days ago

EXECUTIVE PROGRAM AGENDA AVAILABLE ONLINE View the full agenda for details on sessions, descriptions, speakers, and schedule. Click here. For one week each year, Microsoft users leave behind the world of net-centered chat to power real-life growth between peers and experts in a lively, engaged environment. D365UG/AXUG Summit, a conference now in its 12th year, is the can’t-miss conference where thousands of Microsoft users gather to network with other like-minded users, establish relationships and solve their business problems. This year, in addition to D365UG/AXUG Summit, which will be held from October 10th through the 13th at the ...

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Who's managing the health of your Microsoft Dynamics applications?

By Brenda Somich posted 24 days ago

Is your support service not measuring up? Here are four indicators you may not have the right level of Dynamics support and what you can do about it. Your technology is vitally important to the success of your business. It is easily one of the largest investments your company can make, and, if operating as intended, you are better able to achieve operational goals, provide excellent service and meet customer demand. However, if it’s not working as intended, your business will further pay the price. Users may be left frustrated and abandon the system entirely, leaving your hefty investment in it’s wake. Regardless of your in-house capability, having ...

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