I just upgraded; what happened? The process to upgrade Dynamics 365 Finance and Operations from older versions (7.2, 7.3, etc.) to One Version (10.0) can be a daunting task depending on the amount of overlayering of code that might have been done in previous versions.  That code needs to be converted to extensions.  But what happens if you have extensions in your previous version and you find out that those extensions are completely missing in your upgraded One Version release branch?  This happened...

I’ve been doing a little bit of work with the Electronic Reporting engine in Dynamics 365 for Finance and Operations, and I ran into a little trick that I wasn’t able to find listed on any forums, Yammer groups, LCS issues, or blog posts. What was I trying to do? I was creating a custom payment model to export a payment file.  Since this file was going to have multiple records and could have multiple different types of payments, I needed a nice clean identifier for each record.  I wanted to...

I’ve been doing a little bit of work with the Electronic Reporting engine in Dynamics 365 for Finance and Operations, and I ran into a little trick that I wasn’t able to find listed on any forums, Yammer groups, LCS issues, or blog posts. What was I trying to do? I was creating a custom payment model to export a payment file.  Since this file was going to have multiple records and could have multiple different types of payments, I needed a nice clean identifier for each record.  I wanted to...

I’ve been doing a little bit of work with the Electronic Reporting engine in Dynamics 365 for Finance and Operations, and I ran into a little trick that I wasn’t able to find listed on any forums, Yammer groups, LCS issues, or blog posts. WHAT WAS I TRYING TO DO? I was creating a custom payment model to export a payment file. Since this file was going to have multiple records and could have multiple different types of payments, I needed a nice clean identifier for each record. I wanted to use...

Price control to maintain sales price compliance – something that seems like it should be supported out of the box in Dynamics AX or Dynamics 365 for Finance and Operations.  Specifically, we’ve heard a number of companies say they want a way to review if a sales representative modifies a price that’s generated from a trade agreement when a sales order is created. While a simple report or list page reporting on order events might be useful for this, some people require a rigid workflow for review...

Price control to maintain sales price compliance – something that seems like it should be supported out of the box in Dynamics AX or Dynamics 365 for Finance and Operations.  Specifically, we’ve heard a number of companies say they want a way to review if a sales representative modifies a price that’s generated from a trade agreement when a sales order is created. While a simple report or list page reporting on order events might be useful for this, some people require a rigid workflow for review...

Price control to maintain sales price compliance – something that seems like it should be supported out of the box in Dynamics AX or Dynamics 365 for Finance and Operations. Specifically, we’ve heard a number of companies say they want a way to review if a sales representative modifies a price that’s generated from a trade agreement when a sales order is created. While a simple report or list page reporting on order events might be useful for this, some people require a rigid workflow for review...

Price control to maintain sales price compliance – something that seems like it should be supported out of the box in Dynamics AX or Dynamics 365 for Finance and Operations. Specifically, we’ve heard a number of companies say they want a way to review if a sales representative modifies a price that’s generated from a trade agreement when a sales order is created. While a simple report or list page reporting on order events might be useful for this, some people require a rigid workflow for review...

Price control to maintain sales price compliance – something that seems like it should be supported out of the box in Dynamics AX or Dynamics 365 for Finance and Operations. Specifically, we’ve heard a number of companies say they want a way to review if a sales representative modifies a price that’s generated from a trade agreement when a sales order is created. While a simple report or list page reporting on order events might be useful for this, some people require a rigid workflow for review...

Background Let me first preface this post with giving a shout-out to the Critical Situation Management and Escalation team at Microsoft.  I was able to work with them throughout the night to get a recent issue with Management Reporter resolved even though I created my ticket around 5:30 Central Time.  They were incredibly responsive and helpful. The details of the issue are sort of bland.  During a recent upgrade from D365FO 7.2 to 8.1.3, a feature change in D365FO impacted the behavior of exchange...