Author: Jarrod Kraemer

Authored by: Chris Rusing I’m sure most of you are at least aware by now of the new concept of ‘workspaces’ in D365FO.  I’ve highlighted functionality of these workspaces in previous blogs, but I wanted to touch on the financial period close workspace specifically as this brings in entirely new functionality and concepts.  Many end users develop their own internal checklist to ensure all tasks are completed at month end,...

Authored by: Rosey McAdams In working with AX document handling over the years, I have picked up some helpful hints that have made document handling both more user friendly and useful.  In this blog I am going to get you started with my favorite tip for using document handling in Microsoft Dynamics AX 2012.  Keep an eye out for additional posts with some more of my most useful document handling...

Authored by: Chris Rusing One of the best features of Microsoft Dynamics AX 2012 is the integration between the various modules.  Some of these integrations are obvious, like accounts receivable and cash and bank management.  However, there are integrations between modules that you may not be aware of.  Capitalizing a project to a fixed asset is a great example of how multiple modules can interact with each other.  In this...

Authored by: Kelly Neely In the past, one of the biggest complaints of previous Dynamics AX users has been that many transactions from different modules in AX don’t generate a description on the line level that flows to the General Ledger.  Now in Dynamics 365, default descriptions can be created for these transactions and can be configured is different ways to suit the customer’s needs.   To get started with...

Authored by: Craig Leska - Senior Technical Consultant Recently, Microsoft has offered a 12-month free trial for Power BI Pro. If you were one of the early users who dabbled around it, but never used it much, this is for you. If you have not activated your trial, please log on here and see if you are eligible. If you are eligible, you will receive the following message:   There...

Authored by: Dave Occhionero One common question I often hear is whether or not AX supports Blanket Purchase Orders.  The answer is yes, and they are supported through the use of a Purchase Agreement.  In this post, I will walk you through the setup of a Purchase Agreement and explain what each commitment means.  First, you will want to navigate to Procurement and Sourcing> Purchase Orders> Purchase agreements and click New...

We would like to pass along that Dynamics 365 for Operations is now available as an on-premises solution.  To deploy D365 for a customer-owned environment, you will need a Microsoft Online Services ID (Azure Active Directory tenant).  This ID is required also to gain access the Lifecycle Services project, where you can store and manage all documents related to the implementation project. The software will not be available for download...

Authored by: Chris Rusing In Microsoft Dynamics AX 2012, when you are posting a vendor or customer invoice, you are given the option to also print that invoice as well. From this screen, you can choose your printer and/or pathway to print that individual invoice. However, AX can also print multiple invoices at a time and send them to a default printer or pathway. This can be accomplished not only...

Authored by: Rosey McAdams Dynamics 365 has made some smart and simple changes to the new released product screen that will save your company a lot of time when creating new products as well as help you to avoid forgetting essential setup on a product.  In prior versions of Dynamics AX, when adding an item through the new released product screen, you could only enter part numbering information, and then...

Enterprise Material Transfer (EMT) has long been an effective method for managing the process of selling product from a QAD-supported facility and fulfilling that demand with an automated purchase order to a supplier.  As changes are made to the customer sales order, they are reflected in the corresponding purchase order, keeping the demand and supply orders in sync.  In some cases, the supplier from which the product is being sourced...