In the November/Fall released of D365 there was a new tracking dimension opened up called Owner. This is used in the new consignment stock capabilities. It’s important to note that the functionality...(read more)![]()
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Owner dimension and supply side consignment
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Changing a planned purchase to a RFQ
If you are working with planning and sourcing materials then you might on occasion have the need to use an RFQ to see if a product can be sourced differently from multiple suppliers. There is an option...(read more)![]()
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get Employee Detail using SQL query in Dynamics AX 2012
the requirement came from payroll section to extract active employee detail including below column,
[EMPLOYEEID], [NAME], [TITLE], [GRADE], [DEPARTMENT], [DIVISION], [START], [EXPIRE]
I am putting...(read more)![]()
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Restock fee on sales return disposition codes
In a previous post we had a look at changes on sales return disposition codes. I had a question the other day about how to setup a tiered set of charges based on original sales date to set a restocking...(read more)![]()
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cXML punchOut protocol handler for AX2012 R3 V1.1
I posted a small update to the AX2012 R3 cXML protocol handler for punchOuts. This update you can find up on codeplex here http://AX2012R3cxml.codeplex.com
This updates includes some extra error handling...(read more)![]()
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How to leverage the out of the box standard data packages available in Dynamics 365 for Operations
Greeting Friends,
I was recently asked on how to retrieve all the data packages available in Dynamics 365 for Operations so that we can setup a new legal entity and populate all the necessary configuration required for each module.
Before we get into the specifics on how to do it, let’s understand some of the key terminologies
Terminology:
a.Data Entities
Data Entities is the basic building block for any data related activities which you need to perform in the new Dynamics 365 for Operations – be it your data migration, integration, reporting and so on. You can think of data entities as a view which encapsulates the complex relationship of your underlying tables and provides you with a simple way of managing the data. For e.g. if you look at the customer data model, the underlying tables form a complex relationship between Customer and Party relationships. But with data entity, you don’t have to worry about the complex relationships and just use one simple view for managing the customer’s data. Similarly, you have data entity for all other data models in Dynamics 365 for Operations. Out of the box, we have more than 1900 data entities as of November 2016, Update
b.Data Packages
Think of Data Packages as a group of data entities and primarily used for transporting your data entities from one environment to another. You can think of a package as a collection of data entities related to a standard functionality for e.g. We can have a data package called Number Sequence Setup which will have related data entities like Number Sequence code and Number Sequence Reference data entities. We have more than 250 data packages which are available out of the box
c.Process Data Packages
Process Data Packages also known as PDP is a collection of data packages which can be linked to a business process. The PDP is then used to configure a business process or a group of business processes in one business process library.
How to Import the out of the box standard data packages available in Dynamics 365 for Operations
1.Go to LCS > Select your Project
Next, go to Asset Library > Process Data Package as shown below
Click on Import button in Process data package and pick the relevant Process Data Package update based on your environment
It will show status as “Publishing”
Give it like a minute and the status changes to Draft
Also, you can now look into the Data Package asset type and you will see all the standard data packages populated there as shown below:
You can click one of these data package files and download it and you can view the data entities which belong to that corresponding package
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Cortana Intelligence Suite: How manufacturers can evaluate the business potential
I recently attended a Cortana Intelligence Suite (CIS) class
at Microsoft in Charlotte. Inspired by the possibilities, I decided to summarize
what I learned about the suite and how the components relate to each other. I
intend to write a series exploring ...read more![]()
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Customer Experience Expectations and What You Can Do to Meet Them
According to Gartner , 89% of marketers expect customer experience to be their primary differentiator by 2017.
However, at the end of 2016, only 1% could make that claim. Forrester 2016 Customer Experience...(read more)![]()
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The Mandate For Intelligent Customer Service Whitepaper
Learn How Exceptional Customer Interactions Deliver Quantifiable Value
Companies nowadays work diligently to interact, communicate, and engage with their customers in new and different ways. However...(read more)![]()
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Boston Roadshow: First Look at Microsoft Dynamics 365 and Rapid365
Is your organization considering a new ERP solution in 2017? Are you located in the New England area?
If so, we invite you to join us on April 10th from 1pm – 5pm EST for our executive lunch and learn at the Microsoft Technology Center in Burlington – Digital Transformation for Growth: A First Look at Microsoft Dynamics 365 and Rapid365.
Space is limited – so reserve your spot today!
During this event you will:
- See live demonstrations of Microsoft’s next generation digital platform – Microsoft Dynamics 365 – which combines traditional ERP, CRM, BI, and IoT applications into one integrated, cost-effective, scalable, and easy-to-use enterprise solution.
- Discover how the Rapid365 implementation methodology enables organizations to implement Microsoft Dynamics 365 with less time, spend, and risk.
- Learn why Microsoft Dynamics 365 is a great solution for rapidly growing organizations – enabling companies to scale into their system rather than outgrowing them in 3 to 5 years.
- See how the Microsoft Cloud enables companies to turn complex data – both from internal and external sources – into actionable intelligence that can be easily understood, shared, and used to make critical business decisions.
- Learn why Microsoft Azure is the best cloud platform to run your enterprise systems – from having more compliance certifications than any other cloud provider, to having more data centers in more geographies than Google and AWS.
Register now to reserve your spot! Or, contact Nick Sarno for more information.
The post Boston Roadshow: First Look at Microsoft Dynamics 365 and Rapid365 appeared first on Merit Solutions.
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Microsoft Dynamics 365 for Operations - Selecting a correct form pattern - A another benchmark!!!
Selecting an appropriate form pattern has never been that easy.
https://ax.help.dynamics.com/en/wiki/how-to-select-a-form-pattern/
This explains, which form pattern will suit your requirements with examples where your to be selected form pattern has been used in the application.
https://ax.help.dynamics.com/en/wiki/how-to-select-a-form-pattern/
This explains, which form pattern will suit your requirements with examples where your to be selected form pattern has been used in the application.
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Simply about applyTimeZoneOffset and removeTimeZoneOffset methods of DateTimeUtil
In this post I want to describe simple rules of working with an unbound UtcDateTimeEdit control in a form: 1) from the database to the user -> applyTimeZoneOffset 2) from the user to the database ->...(read more)![]()
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Switching to the Cloud – Changing the Focus from Operational to Strategic
According to Accenture , 67% of CIO’s want to position Information Technology (IT) as a strategic asset that will help the business grow through the use of innovative technology, products, or processes...(read more)![]()
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cXML Purchase Send – Parameters
There are a few parameters that you can leverage to enable functionality for sending and archive of the purchase order request.
Here is a quick overview of the existing parameters.
AX2012 R3
...(read more)![]()
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cXML Purchase Send – Vendor Setup
If you are looking to use the cXML Purchase Order send then you will need to enable a parameter on the vendor which will default to the purchase order for it to be picked up. This parameter is assessed...(read more)![]()
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cXML Purchase Send – Batch Job
The purchase order send makes use of a batch job so the user isn’t waiting when they confirmation the purchase order. The batch job will update the status in the purchase request form so you can...(read more)![]()
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cXML Purchase Send – Stop and Re-Submit
When using the purchase send functionality there maybe times where an order is confirmed and you might want to stop it from being sent to the supplier. Or an order was return with an error message and...(read more)![]()
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cXML Purchase Request Send – Download and setup notes
The pre-requisite to the cXML Purchase Request send capability is the cXML PurchOut Protocol Handler that you can find details here .
You can find the code here
https://ax2012r3cxml.codeplex.com/releases...(read more)![]()
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cXML Purchase Send – Generate cXML
When you are setting up the purchase send functionality you might want to test the generation of the XML documents before sending them to the suppliers. There is a function provided on the purchase request...(read more)![]()
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cXML Purchase Send – Purge
There is a purge function provided on the purchase request form that will allow you to remove the history. As the send status is a record of what you have communicated to a supplier you probably don’t...(read more)![]()
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