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FastTrack (D365O Tech Conference)

Microsoft has a generic program called FastTrack which enables direct collaboration with customer projects and initiatives. The D365 Operations group has its own take on this program. The Operations program provides services via technical talks, customer specific workshops, and recurring status calls. Agust Bjornsson, FastTrack Operations EMEA Lead, shared some of Microsofts goals at the Tech Conference. 

The bottom line of the FastTrack program is for Microsoft to enable consistency of implementation across the partner channel, and for customers (and partners) to have a feedback mechanism back into Microsoft if they encounter questions or issues.

I think this is a fantastic concept – these types of programs are so crucial to knowledge and idea sharing between Microsoft, partners, and customers. It’s still a fairly new program, so I anticipate tweaks to the concepts going forward. And to be frank, part of this program’s purpose is for Microsoft to monitor for implementations going off the rails – thereby protecting their future revenue streams. But keeping the communication channels open is a critical part of any long term product investment.

The company I work for, SAGlobal, has participated in this program both for our internal implementation, and on customer implementations. We’ve been happy to have a go-to person for each implementation. Olaf Traustason, Senior Technical Lead, said about FastTrack

I enjoy the Technical Talks because they are to the point and on point. 


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Why Agile Businesses Choose Dynamics 365 for Operations

With an ever-expanding field of ERP solutions to choose from, selecting the right solution for your company’s needs is more important than ever before. Finding a solution that fits your organization requires considering a wide variety of factors, from cost to implementation, to how it connects with other systems already in use. Providers such as Socius are able to steer companies the right direction, and the direction that is often needed is a program like Microsoft Dynamics 365 for Operations.

Dynamics 365 for Operations is an ERP Solution that offers companies a high level of customization and utility while still being a good fit financially. This combination of affordability and utility makes it ideal for small to mid-sized businesses, particularly in the following industries:

  • Manufacturing
  • Life services (such as pharmaceuticals and research)
  • Distribution
  • Retail
  • Professional services (such as engineering or architecture)
  • Public Sector

Dynamics 365 for Operations is also ideal for businesses looking to expand internationally, as it features mulit-language and multi-currency capabilities. It also meets regulatory requirements in 36 different countries.

Dynamics 365 for Operations offers a wide range of functions to enhance this wide array of businesses. Dynamics 365 for Operations brings diverse businesses systems together under one umbrella, streamlining processes that were formerly spread out over multiple systems. Processes such as inventory management are streamlined with functions such as inventory traceability and warehouse management tools. It also provides organizations with Microsoft’s top of the line Business Intelligence solutions, featuring tools such as customizable user dashboards and advanced analytics. This greater visibility of data leads directly to more productivity, as users spend less time hunting for data that they need.

With so many functions under one umbrella, some users may fear that the learning curve would be too steep to properly master. This is, however, an unfounded concern. Dynamics 365 for Operations features an intuitive, easy to learn interface that mirrors other Microsoft programs. D365 for Operations also integrates with several Microsoft systems users might already be working with, including:

  • Microsoft Office
  • Visual Studio
  • SQL Server
  • Sharepoint
  • Exchange

Dynamics 365 for Operations is also a smart choice financially. When choosing a new solution, implementation must be considered, both how long it will take and the total cost. Compared to its leading competitors (SAP and Oracle), Dynamics 365 for Operations boasts the shortest average implementation time at just 13 months. Shorter implementation time equals lower cost of implementation, saving businesses money. This is reflected in D365’s lower Total Cost of Ownership (TCO), which was measured at just $1.7 million in 2015. This low number is due to the cloud-based nature of the program eliminating the typical costs of on-site servers and the upkeep required to maintain them. This low TCO leads to a greater return on investment, the highest out of any comparable systems. It has an average payback period of 21 months.

With its combination of visibility of data, utility for a wide range of users, and lower costs that lead to a greater return on investment, Dynamics 365 for Operations is an ideal choice for just about any organization looking for a new ERP solution.

Let us know if you're ready to learn more!

 

By Arianna Popovics at Socius, an Ohio Dynamics 365 Partner (www.socius1.com)


Sources:

  1. Side by Side ERP Comparison
  2. Who Wins the ERP Race
  3. 10 Reasons to Choose Microsoft Dynamics AX
  4. Microsoft Dynamics ERP Faster to Implement…
  5. Average Payback Period for Microsoft Dynamics AX 2012
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Simple customization in Dynamics 365 for operations – A channel 9 Video

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Shorter Customer Aging Snapshot Batch Run Times Using Smarter Bundle Sizes (AX 2012)

Our company had the desire to reduce the run time of the Customer Aging Snapshot Batch job. Before performing any performance analysis of my own I searched the web to see if others had the same issue....(read more)Image may be NSFW.
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AX Word of the Week: Infolog

Ah, the infolog. You are probably very familiar with this if you work in AX in any capacity, but you may not have known what it was called. The infolog is a tool that developers use to communicate issues within the system to users, but you probably are more familiar with it as that %#^$& pop up message that's not letting you do your job.

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Watch your language!

What is an infolog in AX?


An infolog is a separate window that pops up in AX when an error occurs. Now, infologs aren't just used for errors. They are used to communicate many different messages. Sometimes you may see a warning message, or even a message of successful transaction in an infolog. There are three different types of infologs. They are:

  • Information
  • Warning
  • Error

As you may have guessed, information infologs are the ones that let you know that a transaction has successfully posted or that you have switched companies. A warning infolog is just that - a warning letting you know that whatever you just did might cause an issue. And an error infolog is the one that makes everyone crazy. We are all familiar with those!

The anatomy of an infolog


Typically, your infologs will have two windows. One with information and a blank one. There are also buttons that give options to clear the infolog and close it as well.

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typical infolog
Typical infolog in AX

If you click on the words in the top box, you can read them more legibly in the bottom window and an "Edit" button will appear at the bottom with the clear and close buttons:

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infolog with additional info in bottom window
Click on the words in the top window to view the entire message in the bottom window.

Edit is available to Sys admins who can then go into the AOT and find out more info about the message and why it's being generated.
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More Great Content

Periodically I like to highlight other bloggers who are active in the D365O/AX community. 

Kelly Kane is a newly minted MVP who blogs over at AX Soup about a “hodgepodge” of AX relatated topics. No word on how a hodgepodge compares to a plethora or slew. Kelly also promotes Women In Dynamics Image may be NSFW.
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Rachel Profitt and I go way back, having worked together on an AX 2.5 implementation in 2002! She blogs now at Dynamics 365 Lady. And apparently getting her autograph at a conference is a rite of passage.

So there you have it. Lots of free great content brought to you by a fun bunch of nerds. If you find any of our posts helpful, please comment and like the content – we all love getting feedback on what helps you. 


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[AX 2012 R3 – How To] Utilizar el objeto RecordInsertList

La clase RecordInsertList consiste en una lista de elementos (objetos previamente tratados) el cual permite insertar valores de una lista directamente a la base de datos, realizando esta tarea en una sola...(read more)Image may be NSFW.
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What’s trending at the Dynamics 365 Technical Conference? (CDS, then the rest.)

CDS was the most commonly-used acronym by the Microsoft product managers at the Dynamics 365 Technical Conference in Seattle this week. It was almost the secondary theme of the event. CDS is Microsoft's Common Data Service - a simplified ...read more
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Master planning in Manufacturing

I just got my copy of the new Scott Hamilton book! Look at how happy I am! It is an in-depth master piece that covers all the functionality from the basics to the advanced. Organized and written in a...(read more)Image may be NSFW.
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81128AE: Procure to Pay with Inbound Transportation in Microsoft Dynamics 365 for Operations

Microsoft Dynamics Partner Roundup: Warehousing for Dynamics 365; High-tech sales ops; D365/QuickBooks integration; Worldwide consumer attributes

In this week's Microsoft Dynamics Partner News Roundup: Enterprise Data Warehousing Solution by mcaConnect Now Available for Microsoft Dynamics 365 for Operations Tensoft Launches SaaS Offering for Technology Companies with Design ...read more
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Friends Across the Pond - Summit EMEA is Coming to a City Near You!

Looking for a peer-to-peer focused conference dedicated to Microsoft Dynamics NAV end user education and networking? Look no further, join us in Amsterdam 4-6 April at Summit EMEA 2017.

Summit EMEA 2017 is the premier conference for Microsoft Dynamics NAV users in EMEA countries. In a days' travel, you'll have access to connect directly with Microsoft team member, fellow end-users in similar roles and industries, and subject matter experts. These relationships will propel you and your organization forward with your product software investment.

Discover what Summit EMEA 2017 has to offer:

REGISTER TODAY. Join your peers in Amsterdam next month.

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D365O - Import CSV data through Data entity

Data entity is a new concept comes with D365O release where each entity related data can be accessed from a single view.

A data entity is an abstraction from the physical implementation of database tables. For example, customer related data is stored in different tables in AX which could be customer address (access from  LogisticsPostalAddress), customer name (access from DirPartyTable), and customer electronic address (access from LogisticsElectronicAddress).

Complete details are well explained here 
https://ax.help.dynamics.com/en/wiki/data-entities/

Let's create new data entity to import data from a CSV file, this data entity uses only one table to keep it simple. My following posts will show how to import data into through data entities using multiple tables.

Create a new table [Optional step]

I created a new table for this example.
















Create new data entity

Method 1:

























Method 2:

Add new item for Data entity






















Provide table as primary datasource



















Click Next and mark convert labels to field names


















Data entity will look like this in Visual Studio














With both above methods (whatever you choose) it created few artifacts in your project.

- data entity
- security privileges
- staging table
















Build your project

Press Ctrl + Shift + B or Right click on project and Build

Synchronize your tables by Right click on project and Sync 

Validate staging table properties

Set the configuration key to DMF and all other properties should be same as set below.
















Import data using this data entity

System administration | Data management





















Provide a name, choose data source as CSV, and select entity name from the list. Upload file to import.

My sample file has this data

101, Faisal
102, Fareed
103, Mohammad














It prompts with fields mapping error














Click on View map and connect fields as shown














Refresh page to view this screen and click Run project.






















Follow next few prompts and execute the batch job to import data into the staging table, verify data in the staging table. Import data into the target which will change the transfer status to completed.



















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Open DataImport data from table browser to see data.

This data entity creates view in SQL server, you can even play around with the created view in SQL server.


Refernceshttps://ax.help.dynamics.com/en/wiki/building-and-consuming-data-entities/
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D365O - How to add financial dimension in grid

This post outlines the steps; how to add financial dimensions (segmented control) in a grid in D365O.

Let's assume we are adding new table and form for below explanation;

New table contains two fields AccountType and LedgerDimension with relation to DimensionAttributeValueCombination table 


Form looks like this;













Set properties for segmented control under form design;

- Auto declaration = Yes
- Account type field = AccountType
- Controller class = DimensionDynamicAccountController
- Filter expression = %1

















1. Override modified method for LedgerDimension field under form's datasource
2. Override lookup and checkUserCustomLookup method on ledger dimension segmented control in form desgin















Datasource | D365O_FinancialDimension | LedgerDimension | modified

[DataSource]
    classD365O_FinancialDimension
    {
        [DataField]
        class LedgerDimension
        {
            void modified()
            {
                super();

                D365O_FinancialDimension_ds.refresh();
            }

        }

    }

Desgin | D365O_FinancialDimension_LedgerDimension | lookup

        publicvoid lookup()
        {
            switch (D365O_FinancialDimension.AccountType)
            {
                caseLedgerJournalACType::Bank:
                    BankAccountTable::lookupBankAccount(this);
                    break;
                caseLedgerJournalACType::Cust:
                    CustTable::lookupCustomer(this);
                    break;
                caseLedgerJournalACType::FixedAssets:
                    AssetTable::lookupAccountNum(this);
                    break;
                caseLedgerJournalACType::Project:
                    ProjTable::lookupProjId(this, D365O_FinancialDimension);
                    break;
                caseLedgerJournalACType::Vend:
                    VendTable::lookupVendor(this);
                    break;
                default:
                    super();
                    break;
            }
        }

Desgin | D365O_FinancialDimension_LedgerDimension | checkUserCustomLookup

publicboolean checkUseCustomLookup(int _accountTypeEnumValue, int _secondaryAccountTypeEnumValue)
        {
            boolean returnValue;
           
            LedgerJournalACType accountType = any2Enum(_accountTypeEnumValue);
            switch (accountType)
            {
                caseLedgerJournalACType::Bank:
                caseLedgerJournalACType::Cust:
                caseLedgerJournalACType::FixedAssets:
                caseLedgerJournalACType::Project:
                caseLedgerJournalACType::Vend:
                    returnValue = true;
                    break;
                default:
                    returnValue = false;
                    break;
            }
           
            return returnValue;
        }


Set D365O_FinancialDimensions form as startup object and run the form.























If you just want to see MainAccount in segmented control.

set the segmented control property Is default account = True






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Development tutorial: SysExtension framework in factory methods where the constructor requires one or more arguments

Background At the Dynamics 365 for Operations Technical Conference earlier this week, Microsoft announced its plans around overlayering going forward. If you have not heard it yet, here's the tweet I posted on it: #Dyn365Tech AppSuite will be "soft sealed" in Fall 2017 release and "hard sealed" in Spring 2018 - move to use #Extensions in your solutions — Ivan Kashperuk (@IvanKashperuk) MarchImage may be NSFW.
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Real-time Service: Cached X++ code

Description Code changes done in X++ standard methods of RetailTransactionService* classes or added new methods in RetailTransactionServiceEx class are not 'visible' by Real-Time Service. ...(read more)Image may be NSFW.
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Microsoft Dynamics Webcasts, March 13-17, 2017: Dedupe CRM data; Managed services for AX, D365; Easy Excel budgeting

Here's what's happening on this week's live webcast schedule. Register to attend live or get access to the recorded event. Tuesday, March 21, 2017 Prevent Duplicate Data from Entering Dynamics 365 / CRM 12:00 PM EDT in Register ...read more
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How soon can Common Data Service make an impact on Microsoft Dynamics 365?

Common Data Service (CDS) promises to touch all areas of the Microsoft Dynamics 365 product suite. Eventually. As we heard from Greg Williams in his report from the Dynamics 365 (Operations) Tech Conference , CDS was a key topic at that much-anticipated ...read more
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Summit EMEA 2017: UK AXUG chair says learning value is event focus

James Fleming is Executive Vice President of IT at Element Material Technologies, a London-based testing and certification laboratory. He's by no means just the "IT guy," he was named by Microsoft as both a Dynamics AX MVP and as Business ...read more
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The URL Parameters

The awesomeness of the HTML5 client is apparent, but it might be even clearer if you know a bit on how the URL parameters work as well. These can be used to further enhance your user experience and extend...(read more)Image may be NSFW.
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