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Comment importer des bons de réceptions avec DIXF ?

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English version available here L’entité DIXF est relativement simple, le nombre de champ est faible. Il est à noter que l’entité effectue, si besoin, une confirmation automatique des lignes de commandes...(read more)

Official Hashtag List for User Group Summit Phoenix 2018 – AXUG, BCUG/NAVUG, GPUG, CRMUG, D365UG,

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The OFFICIAL hashtag for the User Group Summit Phoenix events October 15-18, 2018 is:

#UserGroupSummit

This is the main hashtag that will be tracked, monitored and reposted by the Dynamic Communities team.

Other hashtags that you can add:

#AXUGSummit
#NAVUGSummit and #BCUGSummit
#CRMUGSummit
#D365UGSummit
#GPUGSummit
#PowerUGSummit

#Summit18 (Note: this is NOT a good hashtag to use because there are many other unrelated events with the same name)

#AXUG
#NAVUG
#CRMUG
#D365UG
#GPUG
#FlowUserGroup
#PowerBIUG
#PowerAppsUG
#MyUGCommunity

#MSDYN
#MSDYNERP
#MSDYNCRM
#MSDYNAX
#MSDYNGP
#MSDYNNAV
#MSDyn365
#MSDYN365BC
#MSDYN365FO
#Dynamics365

#MSDYNCOMM
#MSPartners
#MSUSPartners
#MVPBuzz
#IamDynGP
#PowerBI
#PowerApps
#MicrosoftFlow
#Azure

SPECIAL:

#ERPBlogISV (tweet a photo during the event to win a prize)
#CRMBlogISV (tweet a photo during the event to win a prize)
#ERPSoftwareBlog
#CRMSoftwareBlog

Before the event be sure to follow these Twitter accounts:

@AXUG
@NAVUG
@CRMUG
@D365UG
@GPUG
@FLOWUserGroup
@PBIUserGroup
@PowerAppsUG
@MSFTDynamics365
@ERPSoftwareBlog
@CRMSoftwareBlog

Get event details at:

AXUG Summit: https://www.axugsummit.com
BCUG/NAVUG Summit: https://www.navugsummit.com
CRMUG Summit: https://www.crmugsummit.com
D365UG Summit: https://www.d365ugsummit.com
GPUG Summit: https://www.gpugsummit.com
Power Summit: https://www.powerugsummit.com

Did I miss any? Let me know. We will be watching for your Tweets at User Group Summit!

By ERP Software Blog Editor, www.erpsoftwareblog.com

Workflow Approvals are now compatible with SAS – Azure ACS retirement update

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Workflow Approvals are now compatible with SAS

Our mobile apps page has been updated to reflect that any customer using workflow approvals only with ACS can now migrate off of ACS and uptake SAS.  

This migration will require a new version of the mobile connector which is not backwards compatible with SAS. Do not move to the new connector if you are still using mobile Timesheet or mobile Expense.

It is recommended you configure this in a new standalone environment first, and then schedule downtime to uninstall the previous connector and reconfigure to the new version in production.

Steps are documented in the Workflow Approval via Email whitepaper. These steps apply to both R2 and R3.
https://www.microsoft.com/en-us/download/details.aspx?id=37002

 The updated connector (8.2.384) is available for download from the mobile apps page or directly from the link below.
https://mbs.microsoft.com/downloads/customer/AX/AXConnectorForMobileApplications.zip

We are continuing to work on publishing the final solution for timesheet and expense. The final solution to be posted by 9/21. That final solution will include the updated mobile connector, updated apps for Android and IOS, and the documentation required for the configuration using SAS.

D365FO Financial reports (Management reports) error “The Operation could not be completed because the item no longer exists.”

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Hi Guy – i hope you are doing great,

Today i am sharing my experience on one of the problem i have faced recently on Financial reports in D365FO, when we edit the report it opens the designer and shown this error “The Operation could not be completed because the item no longer exists.”

This environment we have created by replicating the data and code based from another environment and after that cloning work all components are working fine except this Financial report thing.

After some research and through search i came to know that we have to refresh the data mart to solve this problem.

These steps are for a sandbox/UAT environment. If you need to reset the data mart in your production environment, contact support.

To rebuild the data mart using the steps found here:

https://mix.office.com/watch/36g9prxvg885

The basic steps are as follows:

  1. Run PowerShell as Administrator.
  2. Browse to .\MRInstallDirectory.

    For a demo or DEV deployment, this will typically be J:\MROneBox\MRInstallDirectory

    For Production or HA deployments, this will typically be J:\MRProcessService\MRInstallDirectory for the BI machine and F:\MRApplicationService\MRInstallDirectory for the AOS.

  3. In the PowerShell window type the following command to import the MRDeploy.psd1 module: Import-Module .\Server\MRDeploy\MRDeploy.psd1
  4. You can then run the following command to reset the data mart:

    Reset-DatamartIntegration -Reason OTHER -ReasonDetail “Testing reset”

  5. Stop MR Process Service.
  6. Answer Yes when prompted in PowerShell to continue.
  7. Start MR Process Service.

 

 

Extensible Data Security (XDS) with Dynamics 365 Finance and Operation

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XDS is one of the sparkling features in Dynamics. It takes you beyond the forms achieving the ultimate data control. It is one of the key features that captivate the customer heart and mind. It is a great dramatic closing for your demos.

So for example you have Buyer who only work with selective suppliers and deals on selective items, in such data security scenarios we can use XDS Extensible Data Security.

for example on one of the demo i have created this XDS policy where i am filtering the items based on Buyer group (we can do Buyer group settings on different levels, Worker, Items, Supplier ). We are using custom security roles and policies (using XDS Framework) in this implementaion. We have created a security policy query on ECORESPRODUCT table as shown below. It filters the item based on Buyer group assigned to current logged in worker.

Then we have created the security policy and added the constraints tables, Property settings related to this security policy is shown below. Lastly we associate the role with the security policy to apply the data security/filter on that specific role. So now when we assign that custom role to any user, that user will see the filtered items.

  • Set the PrimaryTable property on the policy to EcoResProduct.
  • Set the Query property on the policy to custom query we have created above.
  • If you want the primary table to be secured using this policy, set the ConstrainedTable property to Yes.
  • Set the Enabled property to Yes or No. This property can be used to control whether the policy will be enforced by the extensible data security runtime.

Setting the context

Set the ContextType property to one of the following:

  •  ContextString – Set the property to this value if a global context is to be used to determine whether the policy should be applied. When required, this context string needs to be set by the application using the XDS::SetContext API.
  • RoleName – Set the property to this value if the policy should be applied only if a user in a specific role accesses the constrained tables.
  •  RoleProperty – Set the property to this value if the policy is to be applied only if the user is a member of any one of a set of roles that have the ContextString property set to the same value.

 

When adding a constrained table, you must also choose the relationship to be used to join the primary table with this constrained table.

 Now build , synchronize the AOT Query and Security policy, Refresh browser and open Released product form.

Thank you for reading

Happy Daxing

Bill of Materials as Kits in Dynamics 365 for Finance & Operations

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Bill of Materials as Kits in Dynamics 365 for Finance & Operations I often find myself in situations where my clients purchase/inventory/build some types of kits in AX / Dynamics 365 for Finance & Operations . The scenarios could include purchasing ...read more

MSDyn365FO: Expense report posting rules. Posted ledger entries. Main account and Offset accounts setup for the expense reports.

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This blogpost provides information on setting up expense management in Microsoft Dynamics 365 for Operations, including setting up main and offset accounts. We’ll explore setting up expense categories...(read more)

Should You Attend AXUG or D365UG for Summit Phoenix?

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Microsoft Dynamics AX is now Microsoft Dynamics 365. So if you plan to attend User Group Summit Phoenix this year should you attend the AX User Group Summit or the new Dynamics 365 User Group Summit?

The good news is that you don’t need to choose one of the other. Both take place at the same time in the same location - October 15-18, 2018, Phoenix Convention Center, Phoenix, AZ.

When you register for one Summit, you automatically have access to attend any other Summit. Even the CRM user group events. This is a big plus for Microsoft Dynamics CRM users too, now that Microsoft Dynamics CRM is now Microsoft Dynamics 365.

Janet Lampert, President and COO of Dynamic Communities says on the D365UG event home page, “We are excited to launch D365UG Summit in Phoenix aimed to provide even more Dynamics 365 content to equip users, and those considering upgrading to Dynamics 365, the education they need to make better business decisions.”

The event description says, “As exciting transformation takes place in the world of Microsoft Dynamics 365 and Intelligent Business Cloud, partners and end-users have never been more eager to expand their knowledge and discover tools and solutions essential for powering growth and success. Summit continues to revolutionize the way members of the ecosystem learn and engage through idea exchange, interactive sessions and authentic networking opportunities.

But what does that mean for users?

For example, if you are using Dynamics AX and still have areas of interest or pain points within your current version, you could register to attend AXUG Summit. But since you are still likely considering upgrading to Dynamics 365 at some point, you can attend any of those D365UG sessions too to find out what features are available and what the upgrade path looks like.

Basically it’s kind of like getting the best of both worlds. You can attend sessions across any Summit conference, you don’t need to fill limited to the user group name on your conference badge.

A fun message Dynamic Communities has used in the past to highlight the breadth of focus at Summit is: “With all the user groups under one roof for one week a year, there aren’t many corners of the Dynamics product we don’t celebrate, innovate, and iterate on.”

So should you attend AXUG or D365UG? The answer is, attend them both! Just register for Summit Phoenix soon and start building your session schedule.

User Group Summit Events: October 15-18, 2018, Phoenix Convention Center, Phoenix, AZ

AXUG Summit: https://www.axugsummit.com

CRMUG Summit: https://www.crmugsummit.com/

D365UG Summit: https://www.d365ugsummit.com/

BCUG/NAVUG Summit: https://www.navugsummit.com

GPUG Summit: https://www.gpugsummit.com

Power Summit: https://www.powerugsummit.com

By ERP Software Blog Editor, www.erpsoftwareblog.com

 


Desafío desarrollo Microsoft Dynamics 365 Finance and Operations

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Durante 14 días seguidos, he decido publicar temas cortos y de gran aporte que se presenten en el transcurso del día mientras realizo mi trabajo de desarrollo en la versión Microsoft...(read more)

Desafío #2: Propiedad AliasFor en los campos de la tabla

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Existe algunas propiedades de los campos en las tablas que pueden ser muchas veces de utilidad, una de estas es la propiedad AliasFor , y en verdad, aplicar depende de la solución que se esté...(read more)

Use the Lump Sum trade allowance agreement with care

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Sale pricing can be setup in different ways in MSDyn365FO, with sale price from the item itself, with trade agreements, with sale agreements, and also with trade allowance management if you want to setup...(read more)

Desafío #3: agregar control de forma dinámica en formulario

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Cuando se realiza personalizaciones sobre la interfaz de usuario, existe casos donde es necesario agregar controles de forma dinámica. En esta ocasión, les indicaré como realizar...(read more)

User Group Summit Phoenix is THE Event For ALL Legacy, Current and Future Microsoft Dynamics Users

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Are you on an old version of Microsoft Dynamics? User Group Summit Phoenix is still the event for you.

In fact, last year at User Group Summit Nashville:

  • 85% of AXUG Summit attendees were not on the current version.
  • 86% of NAVUG Summit attendees were not on the current version.
  • 46% of CRMUG Summit attendees were not on the current version.

Plus, every year there is a small percent that do not even use Dynamics yet, they are just evaluating their options.

Some Microsoft Dynamics users worry that these events will only focus on the latest versions of each product. This year that has been a specific concern for users of legacy Dynamics CRM, Dynamics AX and Microsoft Dynamics NAV now that the products have become various versions of Microsoft Dynamics 365.

We can assure you, even if you are on an old version of the product and are not in a position to upgrade anytime soon, there will still be plenty of content for you at all the UG events.

Name badges do not designate which version you use and even if they did nobody at the event is going to say, “Oh, here's Joe, he hasn't upgraded since 2012. Look at that guy."

This is an event with your peers, your friends. Every company is at a different stage. It doesn’t make sense that everyone would always be on the same version. But if you are thinking of upgrading, there will be users and experts at the event who have been there, done that and can give you advice.

This year the upgrade to Microsoft Dynamics 365 will be a big consideration. At User Group Summit you can attend sessions with experts who can help guide you through the upgrade process and help you evaluate if it the right time.

Tony Stein, Director of Dynamics 365 Program Management, says, “Our content is less about product version and more about roles and application use within the products. Tons of topics, whether around Data Management, BI/Reporting, Security, Extensibility, etc. really discuss best practices for all of you in role utilizing Dynamics CRM or 365. Approximately half of Summit 2017 attendees were on legacy versions of Dynamics CRM so there will be hundreds onsite “in your boat.”

When you look at the User Group Summit session list you can filter for the specific product you are interested in and build your session schedule. For example, on the AXUG session list if you select “AX 2012” you will see it mentioned in the name or description of the session.

 

Remember too, that Summit Phoenix is not JUST about the products you currently own. When you register for one User Group Summit you get access to all the User Groups. For example, companies using any of the Microsoft Dynamics ERP products can attend the CRM sessions as part of CRMUG Summit and D365 Summit. Plus, this year you can attend the inaugural Power Summit with sessions on Power BI, PowerApps, Microsoft Flow, and more. www.powerugsummit.com. This is a great value add as the Power Platform is a “hot” topic, especially for Dynamics GP users.

Find out more about the Summit Phoenix events in October 2018 and register now – no matter what eversion you are on!

UG Summit Events: October 15-18, 2018, Phoenix Convention Center, Phoenix, AZ

AXUG Summit: https://www.axugsummit.com

BCUG/NAVUG Summit: https://www.navugsummit.com

CRMUG Summit: https://www.crmugsummit.com/

D365UG Summit: https://www.d365ugsummit.com/

GPUG Summit: https://www.gpugsummit.com

Power Summit: https://www.powerugsummit.com

If you are a longtime Microsoft Dynamics user, a brand new user, or even a future user, this is the event for you.

By ERP Software Blog Editor, www.erpsoftwareblog.com

CRM Software Blog Members Exhibiting at User Group Summit Phoenix 2018 with Twitter Links

ERP Software Blog Members Exhibiting at User Group Summit Phoenix 2018 with Twitter Links

Units of Measure Issue – Microsoft Dynamics AX 2012 R3

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Units of Measure Issue – Microsoft Dynamics AX 2012 R3 Issue with Units of Measure When Resetting Production Order Status During a production project in Microsoft Dynamics AX 2012 R3, we ran into an issue which is difficult to handle once it ...read more

Desafío #4: Propiedad isPublic en un Data Entity

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La publicación de una entidad de datos a través de servicios OData es una característica integrada en la nueva versión MSDYN365FO. Esta funcionalidad va permitir exponer la...(read more)

Direct delivery in Dynamics 365 for Finance and Operations

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Hello Reader, Good to be back here. Hope you all are well !!! It's been a long time since my last post as work keeps us all busy. In today's post, I will walk you through the Direct delivery...(read more)

Desafío #5: como aplicar filtro a un campo de tipo utcDateTime

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En ciertas ocaciones, existe la necesidad de realizar una consulta en la que se encuentre involucrado un rango para un campo de tipo UTCDatetime, pero tenemos únicamente la información de...(read more)

Failing Dynamics 365 F&O deployments? Last resort workarounds

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This post originally appeared on https://dynamicsnotes.com/failing-dynamics-365-fo-deployments-last-resort-workarounds/ . There are times when a deployment fails and even a re-try does not help.  In...(read more)

Why Attend User Group Summit in Phoenix When You Can Just Login Online?

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It is true, the value of being a part of the Dynamic Communities User Groups is that they are available to members year round, 24/7. You can login online anytime, anywhere. There is virtual collaboration, training and support.

So why is it so valuable to also attend a live Dynamic Communities User Group event?

Delaney Freer, Events Marketing Manager at Dynamic Communities says, “I 100% believe that in-person events compliment all of the online learning and networking that is happening online in the user groups every day.

  • It is a chance for you to put voices and faces to names and deepen those connections you have made online. You are taking it to the next level. Meeting somebody face to face cements a relationship and makes you feel closer. You can keep that connection virtual year round and then you get excited when you know you're going to see them again next year at Summit.
  • You can sit in the same room with somebody who works at Microsoft and tell them exactly what your pain points are or what you would like to see in the next version. You can go to the medic station, you can have an MVP right in front of you and have them show you how to do something in five minutes that before took you an hour.
  • You can ask for a demo of an add-on product immediately, and just have them show you the exact parts you want to see, then move to the next booth in the expo and compare it to another product.

I definitely do not want to downplay the virtual side of things because it is so valuable, but I do think that the opportunities you get at an in-person event are incomparable.”

A Dynamics GP user and frequent attendee of Summit commented, “I think it’s important for customers to learn what’s going on from other companies in attendance. As far as doing things online, in my opinion, that is only good if you know what to ask. Most of the time, I learn different ways of doing things or something I didn’t think of from chatting with others. Another reason to attend is it gives us a chance to get out of the office and focus on GP without the constant interruptions.”

Come experience User Group Summit Phoenix for yourself.

User Group Summit Events: October 15-18, 2018, Phoenix Convention Center, Phoenix, AZ

AXUG Summit: https://www.axugsummit.com

BCUG/NAVUG Summit: https://www.navugsummit.com

CRMUG Summit: https://www.crmugsummit.com/

D365UG Summit: https://www.d365ugsummit.com/

GPUG Summit: https://www.gpugsummit.com

Power Summit: https://www.powerugsummit.com

CRM Software Blog Members Exhibiting at User Group Summit Phoenix 2018 with Twitter Links

ERP Software Blog Members Exhibiting at User Group Summit Phoenix 2018 with Twitter Links

By ERP Software Blog Editor, www.erpsoftwareblog.com

Desafío #6: Registrar una App cliente en Azure para consumo servicio SOAP

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El consumo de los servicios web en Microsoft Dynamics 365 FO ha cambiado de forma muy considerable, para lo cual, antes de realizar la integración con la aplicación externa, es necesario...(read more)
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