Blogs

It is a category manager’s job to try to maximize profit from selling products within a specific category. This may be looking after a broad category such as ‘confectionery’ or they may focus closely on a more specific category, such as ‘snacking’. A category manager will analyze complex data collected...

Included in MPOS and CPOS are two methods for extended logon functionality: logging in by scanning a barcode or by swiping a card with a magnetic stripe reader (MSR). Setup for these are described here: https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/extended-logon . One shortcoming of the out-of-the-box functionality, however, is that each of these methods only allows for five significant digits…

You hardy can have missed the announcements from Microsoft how they will continue delivering updates for Microsoft Dynamics 365 for Finance and Operations . In fact the full Dynamics 365 product range will be on the same update cadence. Depending if you are already running Microsoft Dynamics 365 or not...

Introduction At the time of writing, doing development for Microsoft Dynamics 365 for Finance and Operations (FnO) require a dedicated development machine. This machine is pre-configured with Visual Studio extension that allow for achieving FnO development. One important and perhaps peculiar fact with these environments is the fixed disk location where you can create, edit, save and build your modifications. The folder…

Greetings, around the Microsoft Dynamics 365 ecosystem, there a lot of Events organized in the world that sometime is not easy to catch out! Thank you to @Andrè and @Vilmos that helped me to discover them! Therefore, below a list of upcoming events: Microsoft IGNITE Tour Learn new ways to code, optimize your...

Introduction Currently many companies resort to manually choosing which shipments need to be added to a wave we are about to process, which is slow and error prone, as the user needs to check up on each of the shipments, understand where it is headed, what types of items are on it, which mode of delivery is used, etc. Today I would like to show a demo example of how to configure wave templates,

Yesterday Michael Fruergaard Pontoppidan published a brief blog post New capability in X++ : The In operator . He mentioned that this feature went unnoticed by most, which is my case too. And I didn’t find anything even when I explicitly looked for more information. Anyway, such an operator can...

Version 8.0 of Microsoft Dynamics 365 for Finance and Operations was released summer 2018. Just a few months later, in October, version 8.1 was released. If you have environments running version 8.0, let it be development environments, demo environments, or even production and (tier 2+) sandboxes, you might be thinking about getting them "upgraded" to 8.1. It's not really an upgrade, but actually rather an update . The…

Hi All, In Microsoft Dynamics 365 for Finance and Operations, against the Advanced bank reconciliation Module, we can import electronic bank statements and automatically reconcile them. The article below will explain the set up processes for reconciliation . Advanced bank reconciliation setup process Days...

If you try to deploy an 8.0 to 8.1 upgrade to sandbox/UAT where modules have been renamed, you will get the error "Modules on the environment do not match with modules in the package" together with a list of missing modules. The regular process of renaming a module is to create a new module...

You can get an error like this when you paste the thumbprint, from your new certificate, into the configuration tool. The reason for this is that the Certificate UI has an issue with a RichEdit control. You should rather use a command prompt to list a thumbprint that is suitable for copy-n-paste. Use "certutil...

The Retail statement functionality in D365F&O is the process that puts everything together and makes sure transactions from POS flows into D365F&O HQ. Microsoft have made some improvements to the statement functionality that you can read here : https://docs.microsoft.com/en-us/dynamics365/unified...

Commerce Data Exchange (CDX) is a system that transfers data between the Dynamics 365 F&O headquarters database based and retail channels databases(RSSU/Offline database). The retail channels databases can the cloud based “default” channel database, the RSSU database and offline databases...

This post will show you how quickly and easily you can setup a cloud storage, and then copy the database around between your environments. Having said that, we are waiting on this feature in LCS, and eventually there will be tooling that does this for us in a fully managed way. However, while we are waiting, we can set this up ourselves. Setup the Storage Account You will (obviously) need an Azure Subscription for this…

If you have ever tried extending the warehouse mobile flows in Dynamics 365 Finance and Operations, you know the code is very complex and extremely difficult to make sense of and modify without introducing regressions in unpredictable scenarios. This was of course on our mind as well for some time, which is now I am pleased to announce the release of a new framework for implementing such flows,

New information and tools from Microsoft to help you connect Dynamics 365 for Finance and Operations to a website that hosts your custom help content. You can base your custom help on our content, on your existing Dynamics AX 2012 content, or on your own content, as long as you add the required new...

Microsoft Flow is a simple and cost effective way of integrating. In this post I will walk through how to use Flow for recurring file integration. The most common scenario I can think of is the general journal import. First, I would recommend reading Microsoft article on recurring integration. https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/recurring-integrations Solution below…

Handheld functionality for retailers is a question I get a lot. Then typical in the area of counting, replenishment, receive and daily POS operations. In version 8.1 Microsoft have taken a small step forward to make it easier to use any handheld device that supports a common browser. Because Cloud POS...

When using the cloud version of Microsoft Dynamics 365 for Finance and Operations, there are certain tasks which are a bit more cumbersome if you compare it with the freedom you have when running the application on-premise. When there was a need for data correction, we were used to quickly develop a...

Introduction In these series of posts. I will try to run you through the process of how you can complete the upgrade from 7.x to 8.+ of Dynamics 365 for Finance and Operations. Quick navigation: Upgrade from 7.x to 8.+ series | Post 1 | Start in LCS Upgrade from 7.x to 8.+ series | Post 2 | Deploy Dev and Grab source DB Upgrade from 7.x to 8.+ series | Post 3 | Validate Code and Data in Dev Upgrade from 7.x to 8.+ series…