Blogs

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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When Should You Upgrade from Dynamics AX to 365

By Lori Ann Kruse
While not as involved as implementing a brand new ERP system, upgrading software can be a significant technological investment. Nonetheless, depending for your readiness for improvement, an upgrade from Dynamics AX to 365 benefits your operations with better integration, machine learning for platforms on Azure, more functionality and more. The degree of effort of upgrading hinges on how much data and business processes will follow you into the next level of Dynamics. Time, in house manpower and whether you need to partner with a Microsoft expert are factors in deciding how to upgrade from Dynamics AX. But you need to decide if you’re going to upgrade from ...
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Talent is the Secret Sauce to Success

By Brenda Kubistek
Talent Is the Secret Sauce Transform your Human Capital Management and deliver high-impact, sustainable results. Attract the right talent, help your team succeed. As someone in HR, you know that the role of Human Resource has changed in today’s digital workplace. Gone are the days of finding the right job candidate with that certain set of skills and experience – today, it is about finding the right experience, skills AND the right fit for the company culture. HR is no longer a department that functions in a transactional manner. Today’s HR business unit needs to align with the business imperatives and deliver innovative talent solutions. You need ...
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Customization in Dynamics AX: Overlayering vs. Extensions

By Nandita Nityanandam
Microsoft Dynamics AX offers a whole new range of features and capabilities that fit the needs of a variety of industries. However, often, organizations look for further customization in order for the solution to be more relevant to their business processes. Microsoft offers two methods to customize the Dynamics AX source code and meta data of model elements:   overlayering and extensions . Overlayering Overlayering is a technique using which developers can customize metadata and the source code of a Dynamics AX model. However, it is essential that the overlaying model must belong to the same package as the source model and a layer that is higher than ...
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All You Need to Know About Quality Control in Dynamics 365 for Finance and Operations

By Nandita Nityanandam
A quality product is key for every company to survive and flourish in the market. Dynamics 365 for Finance and Operations provides tools to help you automate design, pre-production, production, and post-production activities. It helps manage business performance by collecting, controlling, and analyzing quality system data – irrespective of where the goods are –warehouse, purchase or dispatch. Dynamics 365 for Finance and Operations   (earlier known as Dynamics AX) offers a set of processes around Quality Management and Quality Control. Quality Management deals with nonconformities, and helps you in deploying corrective measures when a quality standard is ...
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Upcoming D365/AX UG Summit 2018- PHOENIX - Why you should attend and bring a friend!

By Michele Foster
​Hello fellow AXUG/D365 UG collaborators! I've been mulling over significant events that have occurred of late, and one of my biggest game-changers for 2018 is a mandatory career change in the coming months. Why do I mention this? Because in response to this mulling, one of my first thoughts was "Oh man! Does that mean I won't be able to attend Summit this year?" No really. I thought that. Here's why: 1. I am currently an Advisory Board member, which means that I have a pre-established tight knit group of fantastic people to chat with from companies in different industries, different states/countries, and in different roles. I appreciate these folks for ...
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Workflow Email Notifications For D365FO

By Umer Siddiqui
Configure Office365 Email for Mail Notifications for Dynamics 365 -To configure the office365 Email for mail notifications for Dynamics 365 you need to follow the following steps: Go to System Administration -> Setup -> Email -> Email Parameters. (see red box and green box) The following form appears: In the email providers tab In the Batch Email provider dropdown, select SMTP Also move all the Email provider ID's  in  Available Box  to  Enabled Box,  present in the fast tab named ‘ Enable interactive email providers ’ In the SMTP Settings Tab In Outgoing Mail Server enter ‘smtp.office365.com’ ...
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Summit, Why it is your best choice.

By Paul Martin
Ever wondered, “Which conference should I attend to get the most benefit for my use of Dynamics?” Well it is a great question, and fortunately, there is a very simple answer—SUMMIT. Why Summit you ask? Well the answer again is simple. Summit is the premier event where Users help Users. On average, there will be 270 sessions available for you to take part in and get the education and experience sharing from users just like yourself. It is a place where Partners, Microsoft, and Users just like yourself work together to provide you with the most extensive collection of education, knowledge sharing and networking that is available today. There is no other single ...
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Summit EMEA’s Pre Conference Academy is Complete! Hear what 60+ attendees had to say…

By Kaylie Verhagen
Summit EMEA , just like our other user group conferences and events, is packed with opportunities to learn skills that will support you in your day to day so you can be at your best. A great example of that is the Pre-Conference Academy programme, which happened earlier today at Summit EMEA in Dublin, Ireland. Besides filling their agenda’s with inspiring breakout sessions, attendees had the opportunity to enhance their Summit EMEA experience by joining Pre-Conference Academy. With over 60 attendees participating in eleven classes, it was a great success! Not familiar with Pre Conference Academy? Pre-Conference Academy is a focused, instructor-led classroom ...
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Drive, Fly, or Train - Get to Focus 2018

By Delaney Freer
By now you've heard of Focus 2018. Did you realize it is in your own 'backyard' in Indianapolis, IN? By attending, you will grow professionally, network with other Microsoft Dynamics 365/AX users and experts and most importantly, learn how to optimize your use of Dynamics 365/AX through advanced, deep-dive education.  Don't miss out - Register now. D365UG/AXUG Member Daniel Walter is a Business Analyst at Australian Gold and one of the Indianapolis Chapter Leaders for D365UG/AXUG. Read his welcome message below. Hello, I have been a part of the AXUG Indianapolis Chapter ever since I first started at my company 11 years ago. Back then we were ...
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Final Reminder: Only 6 Days Until Summit EMEA, Registration Closes Soon!

By Kaylie Verhagen
Summit EMEA is about to happen, but we don’t have you on the list of attendees yet! Join nearly 1,500 Dynamics users and partners from all over Europe at the Convention Centre in Dublin from 24-26 April. At the moment there are still some seats left, claim yours today before they run out! Register Now Some Fast Facts Here are some fast facts that will show why Summit EMEA is a can’t miss event. Did you know that…. ….Summit EMEA offers 81 D365UG/AXUG sessions and 72 D365UG/CRMUG sessions across 16 tracks ….12 Academy classes are offered within Summit EMEA’s Pre-Conference Academy ….Summit EMEA also offers an Executive Programme specifically ...
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Give a Raise to the Next Person Who Asks, “When Are We Going to Upgrade?”

By Sarah Morgan
At least once a day someone in your organization asks, “When are we going to upgrade AX2012 R3 to D365 for Finance and Operations?” and you give the stock answer, “When it’s budgeted by the board – we just went live with AX2012 R3 last year.” Then you add the email to your Outlook file labeled “Upgrade Committee” which also reminds you to check your on-premise licensing dates and ask IT about any upcoming fixes. With that interruption over, you doggedly go back to running your company because sales are down, inventory is lost, production is delayed, shipping is delayed, and customer service is blowing up with complaints. Just another day. If this was your ...
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ASC 842 and IFRS - New Leasing Standards are coming

By Dan Edwards
​​As I am sure many of you are aware, there are new accounting standards coming both US GAAP and International Financial Reporting Standards. While the changes are similar, there are some significant differences between the two new standards. While I cannot get into all of the changes and difference here in a simple blog post, I will be presenting a session at Summit EMEA in Dublin, Ireland and Focus 2018 in Indianapolis, IN on the topic. In summary, the new standards will require companies to record the majority of all leases on their balance sheet. This includes office leases, vehicle leases and equipment leases. There are some exceptions for low value ...
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Outsource Dynamics Support to Overcome Your Technical Debt

By Lori Ann Kruse
A technical debt is a metaphor to describe compounding shortcuts and workarounds in a software system, caused by the accumulation of shortcuts and workarounds. Quick and easy short-term solutions result in faster production, but incur a risk of poor performance issues and increasing costs in the long term. Often, racking up a technical debt becomes unavoidable due to limited IT resources and efforts to keep up with the speed of the market. However, it’s possible to dig your company out of a technical debt. One way is to leverage partnerships, such as a   Managed Services Partner , to help your IT department to focus on strategic business initiatives, like innovation, ...
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How to Balance Innovation vs Maintenance

By Brenda Somich
Innovation, the development of new processes and implementation, empowers companies to adapt to an ever-changing market. On the flip side, inattention to maintenance of your company’s infrastructure leads to headaches. Both innovation and  maintenance  play an essential part to keep a company competitive.  Maintenance keeps your company efficient. And innovation empowers you to keep up with the ever-changing market.  But how do you effectively invest in both?  What is appropriate the balance of innovation and maintenance? Where do you compromise? Or is the better question: is it necessary to compromise? This blog post touches on the importance of both sides ...
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FastPath Alternative

By Chris Nettemeyer
I was wondering if there is any direct competitor to FastPath or an alternative that other companies have decided to utilize.  -Chris #UnifiedOperations
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How to Export Account Structures to Excel in D365 for Finance and Operations

By Chris Rusing
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 > ...
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