Author: Jarrod Kraemer

Authored by: Chris Rusing I’m sure many of you are acutely aware that Dynamics 365 for Operations is a web-based platform, which is a major overhaul from the previous versions of Microsoft Dynamics AX.  Many things still look and feel the same, however, as with every major transformation, many features simply do not exist anymore.  I hoped you have prepared your farewell because the breadcrumb bar is no longer in...

Authored by: Chris Rusing One of the big paradigm shifts from Microsoft Dynamics AX to Dynamics 365 for Operations is the concept of workspaces.  Most end users are used to going into a certain module to complete their tasks.  Whether it’s going into accounts payable to enter a vendor invoice or going into accounts receivable to apply a customer payment to an invoice, this is what we are accustomed to...

Authored by: Rosey McAdams Most Dynamics 365 users are well aware of the cash discount functionality and have several cash discounts setup for their company.  However, a mistake can be made in cash discount setup that can cause under charging customers and underpaying vendors and quite a bit of manual work to alleviate the problem.  The problem that I am referring to, which is caused by simply not checking one...

Authored by: Craig Leska - Senior Technical Consultant At some point you will want to do a mass update on records in Dynamics 365 for Operations.  In previous versions, there were several ways to accomplish this; using 3rd party tools, writing some custom code or using the Excel add-in. All of them are valid methods and still a viable option in D365. Using the Excel method to mass update records...

Authored by: Dave Occhionero When creating a purchasing process in Dynamics AX, many customers decide to include purchase requisitions as part of that.  There are a few things that need to be setup in order to process Purchase Requisitions.  I also wanted to include a few pieces of information that are useful when creating and maintaining the Purchase Requisitions Setup Information 1.  Workflows a.  One of the following workflow batch...

Authored by: Chris Rusing One of the reasons Microsoft Dynamics AX has become so appealing to the modern, global company is that they have always put an importance on the system handling a corporation with multiple legal entities around the world.  Examples of functionality that support that initiative include: exchange rates, currency revaluation, consolidation, intercompany accounting, and the global address book.  With the release of the new AX, Dynamics 365...

Authored by: Craig Leska - Senior Technical Consultant Microsoft Dynamics AX 2012 is a dynamic system, pun intended. It is not a set-it-and-forget-it ERP system. Over time, as your data grows, you need to monitor your system to fit your company's growth and needs. What you do today is not necessary what you will be doing tomorrow. As users become more and more comfortable with the system, they use it...

Authored by: Rosey McAdams In many organizations inventory is categorized into ABC classifications.  Doing so allows a company to get a simple picture of how valuable each inventory item is as an asset which can drive business processes.  Dynamics AX provides the functionality to automatically assign every item with an ABC classification with just the click of a button.  The ABC classification functionality in AX gives your organization flexibility to...

Authored by: Dave Occhionero In many industries the New Year brings out changes to the products that they offer their customers.  Sometimes completely new products are offered, and other times minor details to existing products are modified.  Normally when these modifications take place, companies will want to track and report on these pieces of information.  This is where our product attributes come in handy.  They give recordable information for a...

Authored by: Chris Rusing Addresses in Microsoft Dynamics AX 2012 are sometimes a tricky idea to gain a grasp on.  One thing unique to AX is the concept of ‘predefined purposes’.  Here is a link that shows all of the predefined purposes and their intended use.  Essentially, each address you use on a customer or vendor record needs to have a predefined purpose in order to drive functionality throughout the...