Mens fashion retailer Charles Tyrwhitt,"The Home of Proper Shirts," has shops in the UK, France, and the US. Like all
retail done well, a smooth and well-run store front owes much to product and
design talent, of course; but also to a powerful ...read more![]()
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Summit EMEA 2017: Dynamics AX for Retail, and the road ahead with Dynamics 365
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Connect With Your Peers at Summit EMEA
Have you been looking for a way to connect with your peers? The Summit EMEA conference knows how important networking and exchanging knowledge with your peers is to you, so we bring you the ultimate opportunity to connect and learn over three days!
Summit EMEA is a peer-to-peer focused conference that is dedicated solely to end user education and networking. At this year's event, experienced Microsoft Dynamics users and partners will lead instructional sessions, showcases, and how-to's, focusing on past and current versions of Dynamics AX, Dynamics NAV, Microsoft CRM, Power BI and Dynamics 365.
After jam-packed days of keynote & general sessions join your peers at our welcome reception to share your experiences.
Don’t just take it from us – here’s what past attendees have said:
“When you're walking around the halls of the event, you will hear people talking about that one piece of information they learned that paid their ticket to attend. It's that type of sharing of knowledge that makes it worth coming.” Henning Lund, VP Senior Executive Advisor, Rapidi Online
Don’t miss the opportunity to join your peers April 4-6 at the RAI in Amsterdam to connect on the products & solutions you care most about! Register today.
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Movement journal in AX 2012 R3
Movement journal is used to move the inventory " in " and " out " of warehouse for specific reasons/purposes.
If the quantity is negative, it means item is taken out of inventory...(read more)![]()
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[AX 2012 R3 – How To] Crear un diario de factura con X++
En esta entrada mostraré cómo crear un diario de factura con X++, no es muy complicado pero debemos tener en cuenta una cierta cantidad de puntos para poder hacerlo de manera correcta.
El código incluye...(read more)![]()
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Awareness | Worldwide | Payments | Planned Maintenance for Dynamics Online Payments | March 29th-March 31st, 2017
The Service Engineering team will be doing planned maintenance on the Payments Service. The maintenance windows will start at 10:00 PM on Weds and Thursday Nights to 8AM the following mornings.
Maintenance...(read more)![]()
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From the Microsoft Dynamics AX Blogs: Arrival overview; Factory methods; Smarter bundle sizes; Time and attendance
From this week's
Microsoft Dynamics AX blogs:
Arrival Overview
for Return Order in AX 2012 R3
Development
Tutorial: SysExtension Framework in Factory Methods Where the Constructor
Requires One or More Arguments
Shorter Customer ...read more![]()
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Is Forecasting More Important Than Budgeting?
This article focuses on the importance of forecasting.
I’ve written about Forecasting versus Budgeting before, but in the face of the trend of forecasting becoming more impactful and desirable, I wanted to focus on it in the task of planning. Is it true that forecasting is the most important process for corporate performance management today?
Besides budgeting, forecasting also fits into the planning picture with a business plan. I know that people get budgeting and forecasting confused, so adding a business plan into the mix might confuse things even more. A business plan is a written statement of your strategy for the future of the company. Included in a business plan are market share changes and assumptions about the economy, the competition, costs, new and retired products, investments and more. A forecast is a rolling capture of the company’s performance, so this planning exercise is updated frequently. A budget is traditionally created once a year also bringing in intel from actuals versus projected and assumptions for the following year. If it’s not already clear, let’s discuss how these three tasks work together.
A business plan helps recognize where your organization currently is and where the leadership team wants it to be. It should push you in the decision-making process. Therefore, this article should reflect a strategy that accounts for those changes. A business plan is a foundation of sorts for your company.
A forecast should be created at the same time as the business plan. If your business plan is for 4 years, your forecast should be the same length. Forecasts can be rolling or current month through the end of the year and reflecting any changes in the business plan. The record-keeping of a forecast also affects the business plan, so they are impactful on each other. At this point in the evolution of business culture, in terms of how much companies rely on all data types – and to be able to track on a monthly basis where the organization is heading and how they’re getting to their goals, it seems like forecasting is logically the most important when it comes to planning.
A budget is a procedure that is driven by taking a micro analysis approach. A budget usually breaks down the year plan from the company to the customer, product, and employee level. While budgets capture actuals as well, they have their own column next to the projected numbers. Your budget should be in sync with the year as it is shown in the business plan and the forecast, but is confined to the coming year. In other words, all three of these processes are linked and changes should be consistently made across the board. Once you understand the difference between the three in theory and in practice, you’ll be able to establish a plan that fits best for your company.
To learn more about the importance of forecasting, click here.
By Solver, www.solverglobal.com
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SQL clustered index review based on usage
A useful script to see which index the system thinks should be the clustered index, based on query history. This is just providing information as part of a performance review.
DECLARE @NonClusteredSeekPct...(read more)![]()
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Dynamics 365 LCS Tricks – mass install packages
Deploying packages is a time-consuming thing. MS has improved the speed, but we partner can also help. This helping is by merging the packages. Good merged combinations are Binary updates and x++ updates, but your own code can also be combined with your customizations on your Retail (SDK) part.
Till now I was not able to merge ISV packages, so those must be deployed separately. However, there is quick dirty trick for local VM.
the tick
You must download the ISV packages and extract them all into the same map. Don’t bother messages like this file is already there, just override it.
On the end your ISV extracted content will look like this.
Next open the DOS prompt (just press file button in the file explorer and select DOS, your also directly on the right spot. Finally run the next 3 commands.
- AXUpdateInstaller.exe generate -runbookid=”runbook” -topologyfile=”DefaultTopologyData.xml” -servicemodelfile=”DefaultServiceModelData.xml” -runbookfile=”runbook.xml”
- AXUpdateInstaller.exe import -runbookfile=”runbook.xml”
- AXUpdateInstaller.exe execute -runbookid=”runbook”
Most of the time you get an error telling you the runbook is empty, that’s correct look at the file DefaultTopologyData.xml
You just must add the xml that is shown below
| <string>AOSService</string> <string>MRApplicationService</string> <string>RetailServer</string> <string>CortanaAnalyticsService</string> <string>PayrollTaxModule</string> <string>DIXFService</string> <string>DocumentRoutingAgent</string> <string>SCMSelfService</string> <string>BIService</string> <string>RetailSelfService</string> <string>AOSService</string> <string>PowerBIService</string> <string>RetailHQConfiguration</string> <string>RetailCloudPos</string> |
So, on the end the file will look like
The post Dynamics 365 LCS Tricks – mass install packages appeared first on Kaya Consulting.
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Investment project and beginning balances in Microsoft Dynamics 365 for Operations (AX)
When you want to load beginning/opening transactions in a project without affecting financials/general ledger, then one should use the feature known as beginning balances in "Project management and...(read more)![]()
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Retail Configuration | Copy from Source to Destination environment in AX 2012 R3
Hi Guys,
In this blog, we are going to see, how can we copy different setups from one environment to another, without any development. You might have come across the different tool to transfer the data...(read more)![]()
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Vendor Prepayment Functionality
I like your post and reblogging it on my personal blog.
Microsoft Dynamics AX
The primary objectives to have an ERP (Enterprise Resource Planning) application in the company is to manage and control...(read more)![]()
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D365 Operations - existing SSRS report modification
How to modify SSRS reports in AX7 (D365 operations)? Being SSRS reports are in Application suite we can't modify directly in your model. For this below steps may helpful to modify existing SSRS reports...(read more)![]()
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What is wrong: crossCompany update job in AX 2012
I want to challenge you today to find an error in the following update job. Do not pay attention on the functional part. I agree, the job can be rewritten, but let's assume it must be done this way...(read more)![]()
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Microsoft Dynamics Webcasts, March 27-31, 2017: Excel-based reporting; CPQ for D365; The partner challenge; Data migration, integration
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 28, 2017
Upgrade from
Management Reporter to Modern Excel-based Reporting 12:00 PM EDT Register ...read more![]()
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The MSDW Podcast: Roadmap updates on D365 Financials, GP 2018, Adobe Marketing Cloud, D365 CRM, and more (29:46 mins)
Get the MSDW Podcast RSS feed or subscribe on iTunes , Stitcher , or YouTube .
read more ...read more![]()
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AX2012 Recalculate Inventory Sum
There are times when you need to run the systems internal consistency check for an item to ensure the inventsum (Inventory levels) are correct. The below code will allow you to ensure the inventory levels...(read more)![]()
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How to Integrate Power BI with Dynamics 365 for Financials
In this post, we'll cover how to integrate your Dynamics 365 for Financials instance directly with Power BI (free version).
Prerequisites
Office 365 account with Dynamics 365 for Financials and Power BI (free) accessible. This is not normally an issue unless you are in an Office 365 demo/tenant environment with limited apps.
Contents
- Verify User Account and Web Service Authentication Key
- Verify OData URL to Connect to Power BI
- Power BI Get Data - Connect to Dynamics 365 for Financials
- Add Power BI to Dynamics 365 for Financials Role Center
1. Verify User Account and Web Service Authentication Key
- In Dynamics 365 for Financials, navigate to the Users page. (Either use the search for Users or navigate to Company Settings > Users.)
- Select your User Account and click Edit
- Verify your User Name (which may be different from your Office 365 account)
- Verify your "Web Service Access Key" if the field is blank or you'd like to generate a new one, click "Change Web Service Access Key" in the ribbon
We'll be using the User Name and Web Service Access Key in upcoming steps.
2. Verity OData URL to Connect to Power BI
- To find the OData URL in Dynamics 365 for Financials:
- Use the search to find Web Services
- Copy the OData V4 URL from one of the services and strip off the end
In the current integration, we need to modify this URL to use with Power BI.
- Copy the URL to Notepad or a similar text editor. It should look something like the following:
- BEFORE: https://myinstance.financials.dynamics.com:7048/MS/ODataV4/Company('My%20Company')/powerbifinance?tenant=mod408643.financials.dynamics.com
- Remove any content between "Company('My Company')/" and "?tenant="
- AFTER: https://myinstance.financials.dynamics.com:7048/MS/ODataV4/Company('My%20Company')/?tenant=mod408643.financials.dynamics.com
- BEFORE: https://myinstance.financials.dynamics.com:7048/MS/ODataV4/Company('My%20Company')/powerbifinance?tenant=mod408643.financials.dynamics.com
We'll use this modified URL in the next step.
3. Power BI Get Data - Connect to Dynamics 365 for Financials
With your Dynamics 365 for Financials OData service and authentication verified, you are ready to connect Power BI to Dynamics 365 for Financials.
- Go to www.powerbi.com (sign-in with Office 365 credentials)
- Get Data > Services
- Search for Dynamics 365 for Financials. You'll notice three out-of-the-box dashboards. We'll use the standard dashboard for the remained of this walk through, but the steps can be repeated to pull in all three. Select Dynamics 365 for Financials and click Get it Now.
- In the OData Feed URL, enter the URL you modified in the Verify OData URL to Connect to Power BI step.
- After clicking next, this will ask for an Authentication Method. Choose Basic, fill in the user name and password and click sign in.
- Username = Your username from Dynamics 365 for Financials, which may be different than your Office 365 account
- Password = Your Web Service Access Key
- NOTE: Be careful of spaces at the beginning or end of your key. You can paste the key to Notepad to verify.
Once imported, your Dynamics 365 for Financials dashboard will be accessible on Power BI.
Dynamics 365 for Financials Dashboard
Dynamics 365 for Financials - CRM Dashboard
Dynamics 365 for Financials - Sales Dashboard
4. Add Power BI to Dynamics 365 for Financials Role Center
After you have connected Power BI to Dynamics 365 for Financials, you can also pull the stock (or your modified) Power BI reports onto your Role Center(s). Here's how to do that:
- Open a Role Center in Dynamics 365 for Financials and scroll down to the Power BI Reports section.
- Click Power BI Reports and select Reports.
- Select the Report(s) you want to see and click Enable and then OK.
You'll now see the initial report visualization added to your Role Center. You can click and focus on different sections or click the Power BI Reports drop down, which will have additional features to expand, show previous, or next report in the series.
Expand:
You may find that there is a particular visual you'd like to emphasize on your Role Center. You can always modify a report in Power BI and pull that into Dynamics 365 for Financials. Find more information on modifying Power BI reports here.
Troubleshooting
Verify the OData URL is Accessible
If you are unsure of access to your OData URL, you can walk through the following steps outside of Power BI to troubleshoot. The steps are initially the same as Verify OData URL to Connect to Power BI.
- To find the OData URL in Dynamics 365 for Financials:
- Use the search to find Web Services
- Copy the OData V4 URL from one of the services and strip off the end.
In the current integration, we need to modify this URL to use with Power BI.
- Copy the URL to Notepad or a similar text editor. It should look something like the following:
- BEFORE: https://myinstance.financials.dynamics.com:7048/MS/ODataV4/Company('My%20Company')/powerbifinance?tenant=mod408643.financials.dynamics.com
- Remove any content between "Company('My Company')/" and "?tenant="
- AFTER: https://myinstance.financials.dynamics.com:7048/MS/ODataV4/Company('My%20Company')/?tenant=mod408643.financials.dynamics.com
- BEFORE: https://myinstance.financials.dynamics.com:7048/MS/ODataV4/Company('My%20Company')/powerbifinance?tenant=mod408643.financials.dynamics.com
Using the modified URL:
- Open a new tab and open the modified URL
- When you enter your URL, you will be prompted with a login.
- Username: Your username from Dynamics 365 for Financials, which may be different than your Office 365 account
- Password: Your Web Service Access Key
NOTE: Most versions of Internet Explorer will give a message "Cannot display this feed."
Using another browser such as Google Chrome will work to display/verify the feed.
About Stoneridge Software
Stoneridge Software is a unique Microsoft Gold Partner, with specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about and develop trusting, long-term relationships with our clients.
If you'd like further assistance regarding Power BI and Microsoft Dynamics 365 for Financials, please reach out to us at solutions@stoneridgesoftware.com or 612-354-4966.
Warren Young is a Senior Program Manager at Stoneridge Software. Warren brings more than 10 years of Microsoft Dynamics NAV experience serving in many capacities, as a project manager, consultant, developer, product manager, and architect.
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AXUG Focus: An Ocean of Dynamics AX Training with a Splash of Dynamics 365 for Operations
The upcoming AXUG Focus 2017 conference, held May 8-9 in St. Louis, MO, is all about diving deeper into the Dynamics AX product you live in today, including brand new education on how to prepare and what to expect from Dynamics 365 for Operations.
The majority of the 60+ AXUG Focus sessions will provide the content and education needed to make your investment sing for versions AX 2012, AX 2012 R2 and AX 2012 R3. Click here to view the full AXUG Focus schedule.
Attending AXUG Focus is your opportunity as a skilled AX user to attend 90-minute, deep-dive sessions, taking you deeper within your knowledge of the AX product than you have experienced through any virtual webinars or AXUG Summit sessions. As an AXUG Focus attendee you will be able to follow your preferred educational track - Finance (AP/AR), Technical (IT, Developer, System Administrator), Supply Chain Management, or Retail - and leave this two-day event feeling more empowered and educated about the product you work in every day – Microsoft Dynamics® AX.
The newest version of Dynamics AX is Dynamics 365 for Operations. Looking for a comparison between what you have today and what you can expect when you migrate?
“The AXUG community will continue to focus on all versions of Dynamics AX, including Dynamics 365 for Operations in our programming and event content, so all users can maximize their current implementations and equip themselves with knowledge on features and functionality in future versions. Focus will be a great opportunity for all AX/D365 users to come together, learn from one another, and make professional connections.”
The following deep-dive training sessions at AXUG Focus will cover how to prepare for Dynamics 365 for Operations:
- Vendor Collaboration in Dynamics 365 for Operations
- Security Changes in Dynamics 365
- Changes in Development and Code Management in Dynamics 365 for Operations
- A Seamless Approach to Managing Sales Tax for Dynamics 365 for Operations
- Dynamics 365 for Operations from LCS - Building the Foundation for a Successful Implementation in the Cloud
- Azure: Dynamics AX 2012 and Dynamics 365 in the Cloud – A Primer
Current and upcoming opportunities to learn more about all of the features and functionalities of Dynamics 365 for Operations include the “Microsoft Dynamics 365” track at AXUG Summit, the Dynamics 365 Chapter Roadshow, and the Dynamics 365 Special Interest Group.
Register for AXUG Focus to take your investment to the next level!
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Executive Q&A: SBS Group on how to navigate on the fast-moving Dynamics highway
Having
been in the Microsoft channel since the 1990s, SBS Group in early March was named a an Indirect Cloud
Solution Provider (ICSP) by Microsoft. The ICSP program is an evolution of the
CSP program, further refining the two-tier model that Microsoft ...read more![]()
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