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...

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...