Historically, Microsoft Dynamics CRM was known as a system of
records, but things have changed significantly in recent years. I used to hear
people dismiss it as a glorified Excel spreadsheet, "Access on steroids,"
or, more recently, as Lotus ...read more![]()
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Microsoft Dynamics 365 for Customer Engagement: A historical perspective on a strategic platform
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Comment un opérateur de saisie ADV est promu à un rôle d’opérateur de contrôle grâce à LUIS et Flow ? (2/2)
English version available here
Si vous avez pris connaissance du précédent article sur LUIS , vous êtes à présent prêts pour l’étape suivante : le lien entre LUIS et Microsoft Dynamics pour la Finance...(read more)![]()
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Label translator for AX2009/AX2012 (Bing Translate)
I made this little tool to help translate Label files in AX. The process is that you export the labels you want to translate from AX, run the C# program that translates all the labels using Bing Translate...(read more)![]()
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Boxing Logic in Dynamics 365 for Finance & Operations
Boxing Logic in Dynamics 365 for Finance & Operations
Boxing logic represents an automatic and efficient process for picking and grouping items on a pick route. This feature dates back to Dynamics AX 2012 R3, but here I will focus on explaining ...read more![]()
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AXUG Summit Phoenix, Let’s Do This Together
Thousands of Microsoft Dynamics 365 for Unified Operations and legacy Dynamics AX users are marking their calendars as busy for October 15-18. Why, you ask? To gather in Phoenix, AZ for the AXUG Summit Phoenix conference, of course! Are you still scheduled to be in the office? Don’t delay your AXUG Summit registration – you can save $200 with Advanced pricing through Thursday, September 6. Register now: AXUG | D365UG
If you're not already registered, can we tempt you to join us in Phoenix? Here is a preview of what you can look forward to onsite:
Learn from the Best.
Take advantage of the kick-butt content and learning tracks. Check your user group schedule to start planning: AXUG | D365UG
P.S. Can you guess who our keynote speaker will be this year?
Eat, Drink, and Network.
Enjoy the Welcome Reception, sponsor events, and great eats. Did you know, there are 150 restaurants within walking distance of the Phoenix Convention Center? We hope you’re hungry!
Reset Your Mind.
Take time to pause and reflect after these jam-packed days. Consider hiking Camelback Mountain or enjoy a couple hours at the Desert Botanical Gardens. Return to the office fresh and invigorated to take on any challenge.
Talk to the Experts.
You’ll have access to product gurus and a chance to see what the future holds for our favorite technology platforms. One past attendee said it best: “To be able to speak with the people that write your product... That is an unparalleled level of support!"
AXUG Summit is only as good as its attendees. We can’t do this without you, so let’s do it together.
Register now and save $200: AXUG | D365UG
Blog originally posted on www.d365ug.com/news
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D365F&O Vendor Onboarding Process
Hi All,
In this blog post, I will cover end to end process of onboarding a prospective vendor to the Approved Vendor in D365.
There are a series of steps which we need to perform in order to onboard...(read more)![]()
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From the Microsoft Dynamics 365 for Finance and Operations & AX Blogs: Inventory adjustment; Boxing logic; Label translator; Manage shifts
This week on the Microsoft
Dynamics 365 for Finance and Operations (D365FO) & AX blog roundup:
Inventory
adjustment options in Dynamics 365 for Finance & Operations
Boxing logic in
Dynamics 365 for Finance & Operations ...read more![]()
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What free access to the Dynamics Learning Portal means for Microsoft customers and partners
A few years ago, Microsoft launched the Dynamics Learning
Portal. The portal was an answer to all the requests from Microsoft Dynamics
partners out there pleading for better training content and a better platform
to consume that content. Up until then ...read more![]()
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D365F&O | Fixed Asset Acquisition, Depreciation And Sale
Hi Folks,
Greetings!
In this blog post, I will cover the Fixed Asset Acquisition, Depreciation and Sales Process. These process will be covered by using the standard Fixed Asset Module available in...(read more)![]()
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Automating data governance for improved BI insight
In the past, there has been a view that data governance is a
barrier to insight, a 'nay-sayer in the room,' or a set of policies that adds
time and money to data projects. That view has to change, and is changing. And
in the new self-service ...read more![]()
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Sales Orders Stuck On-Hold in Dynamics 365 for Finance and Operations
Sales Orders Stuck On-Hold in Dynamics 365 for Finance and Operations
During one of my projects in Dynamics 365 for Finance and Operations , I ran into this situation over and over where a client opened tickets showing sales orders that were put in ...read more![]()
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D365F&O | Process Manufacturing | Prerequisite Setups|Part I
Hi Everyone,
Greetings!
This is my first blog post for Dynamics 365 Finance and Operations (D365F&O). The purpose of this blog is to list down the series of prerequisite setups and configurations...(read more)![]()
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D365F&O | Process Manufacturing | Prerequisite Setups|Part II
Cost Group
Cost Shared Categories
Cost Categories
Cost Group
Cost Shared Categories
Cost Categories(read more)![]()
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Let's Talk UAE VAT | D365F&O | Part III
Hi All,
Greetings!
Welcome to the world of D365F&O, the update is that now we have one separate Tax module in Dynamic 365 Finance and Operation.
Below is the SS for the new Tax module. It covers...(read more)![]()
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Dynamics AX AOS services stopping & starting issues after Windows Update
If you have installed Windows updates and you are having problems stopping & starting your AOS services. For example, the service stays in the starting or stopping status for a long time. Or you are...(read more)![]()
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August 2018 – Update on ACS retirement and Dynamics 2012
The work for providing updated solutions to work without ACS is ongoing, and the team will have a solution prior to the Nov 7 deadline.
For those using Enterprise Portal, you can find the required KB available today. See KB 4133646
For those using WorkflowApprovals, this work is nearing completion. Monitor this blog post and an update will be provide soon with an update. An updated Mobile connector will need to be installed, and new configuration will need to be done to create a new service bus and configure SAS.
For those using Timesheet or Expense mobile, there will be updates across the mobile connector, Azure configuration, and apps that are required. This work is still ongoing and we’ll have a dedicated post and updated documentation to help with setup of the new solution prior to the Nov 7 date.
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Ensuring a seamless Dynamics AX 2012 R3 Upgrade using Upgrade Analysis Functionality
In order to get the most out of a Dynamics AX investment, many organizations look to upgrade to AX 2012 R3 to access new and improved capabilities like warehouse management or e-commerce and social media. To ensure a smooth and successful upgrade, you can use the upgrade analysis functionality in Lifecycle Services (LCS) to assess the impact of an upgrade based on the analysis data of your model and efficiently plan your upgrade to Microsoft Dynamics AX 2012.
The Upgrade Analysis Process in AX 2012 and AX 2009
In LCS, using upgrade analysis, you can either plan a full-version upgrade to AX 2012 from AX 4.0 or AX 2009 or an in-place upgrade from one version of AX 2012 to another. The following chart shows how the process works for both:
Upgrade Analysis in AX 2009
Upgrade analysis uses an RDC tool to analyze information about the existing AX System. This information can help you in estimating the scale of the upgrade project. To use the upgrade analysis functionality, you need to first install the RDC tool, and then upload the RDC files and AOD files. The RDC tool collects metadata about the production environment, such as the number of records in the tables. Here are the steps you need to follow:
Install the RDC tool
- Sign in to LCS.
- Open a project, and then click “Upgrade analysis”.
- On the upgrade analysis create job page, in the source-to-target upgrade list, click “Download”.
- Download the RapidDataCollector.msi file, and then run it on an AX 4.0 or AX 2009 client to install and run the Rapid Data Collector service. The service creates a zip file that contains RDC files.
- Enter a name for that job, identify the version and build of AX that you are upgrading from, and then click “Create”.
Upload and analyze files
You can upload RDC and AOD files in any order.
- Click, On the “Upgrade analysis file” upload page and add files.
- Enter the file location and click “Upload”.
- After you’ve uploaded all the files, click “Analyze”. When the analysis process is completed, the status appears as Complete.
In-place upgrade in AX 2012
In case of in-place upgrades, you need to upload a model store that you have exported as a zip file.
Export model store
Use the AxUtil command-line utility to export the model store from the system that you plan to upgrade. Use any application to zip the export model store file.
Upload Zip File
In LCS, open a project, and then click “Upgrade analysis”.
On the Upgrade analysis create job work page, enter a name for the page, identify the version and build of AX 2012 that you are upgrading from, and then click “Create”.
Click on the “Upgrade analysis file upload” page and add files.
Browse to the zipped model store, and then click “Upload”. After the file is uploaded, the site lists the file name and size.
Click “Analyze Code” to start the analysis process. This process usually takes about 4 hours, depending on the size of the model store. When the process is complete, the status appears as Complete.
Once the analysis is complete, click on “Download report”.
The download process creates two reports: an overview report, which is an HTML file, and a detailed report, which is an Excel file.
To view the detailed report, you need to download the Excel spreadsheet. This report contains a number of sheets which provide a detailed description of the impact of different elements in the upgrade process.
List of sheets name and description
Ensure a Seamless Upgrade
With any enterprise software, upgrades are inevitable. As technology, industry dynamics, and customer needs keep changing, upgrading to the latest version of Dynamics AX enables organizations to cater to new requirements and improve their bottom line. If you are currently not running the latest version of Dynamics AX and are looking to upgrade, the upgrade functionality in LCS provides you with detailed information on all code conflicts that would need to be addressed before you embark upon the upgrade journey. By understanding conflicts and issues and resolving them on time, you can seamlessly plan a full-version, minor-version, and in-place upgrade to Microsoft Dynamics AX 2012.
About the Author - Jigal Patel Jigal Patel is a technical professional with over nine years of experience including five years working on Microsoft Dynamics AX. Currently, he is been involved in leading AX projects including implementation, customization, integration, upgrade and post implementation support. Contributing Author: Malavika Nityanandam |
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Disabling TLS 1.0 and the impact on Dynamics AX 2012
If you haven't disabled TLS 1.0 yet, you are no longer PCI compliant. As of June 2018 PCI conceders TLS 1.0 as obsolete and no longer compliant.
With the known vulnerability from the past 2 year...(read more)![]()
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MSDyn365FO: MRP and Inventory blocking
In this blog post I am going to review MRP result for different kind of blocked inventory.
We will basically setup a simple coverage group with coverage code of Requirement. We will create sales orders...(read more)![]()
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The secret of locked dimension when using reservation in MSDyn365FO
Version Française disponible ici
In some contexts using reservation on sales orders, we want to be sure the reservation done (on a batch number for instance) is not allowed to be removed. When we use...(read more)![]()
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