Welcome to AX7, which we hope will become your go-to source for all things related to Microsoft Dynamics 365 for Finance & Operations (D365 F&O). We’re dedicated to providing you with the latest news, tips, and experiments in the world of D365 F&O.
Below are our ten most recent posts, or you can choose to browse our post archive:
- Assembling your project dream team
“What should our project team look like?” It’s a good sign when a business about to undertake a D365 F&O implementation asks this question. The fact is, selecting and contracting an implementation partner (aka system integrator) is only one part of the puzzle when it comes to getting underway with your project. Successful projects require an investment of people and time from the business as well. - Show me my money! Configure the new D365 Expense Mobile App
An element of uncertainty has existed ever since Microsoft announced the deprecation of the D365 F&O mobile workspaces. Yes, I know this was a long time, but until recently some questions remained unanswered. We could make assumptions with a high degree of assurance, but if you’re like me, you want to get your hands on …Continue reading “Show me my money! Configure the new D365 Expense Mobile App”
- Why do developers get insomnia? Because of the RESTless APIs…
There are plenty of options when it comes to choosing how to integrate with D365 F&O. But rather like a extensive menu at a restaurant, too much choice can make it difficult to find the right solution for the task at hand! The purpose of this post is to present an overview of the options …Continue reading “Why do developers get insomnia? Because of the RESTless APIs…”
- What makes Microsoft ERP better than the competition?
It feels like as good time as any to reflect on and celebrate some of the reasons why Microsoft ERP solutions are market leaders – and we’re obviously not forgetting our little cousin D365 BC here. Let’s go! Track all markets on TradingView Choosing Microsoft for your ERP solution is a winning formula – why …Continue reading “What makes Microsoft ERP better than the competition?”
- It’s time for a Party in the Global address book
I was talking to a client yesterday who wondered if there was a quicker way of creating a new Supplier based on an existing Customer record, for the purpose of remittances. Whilst it’s not a single click, going via the Global address book is the cleanest means to do this, as it effectively links all …Continue reading “It’s time for a Party in the Global address book”
- There’s gold to be found in those grid views!
Our posts about making the most of data in F&O (via the interface only) have been getting a lot of love from the community, with “Filtering in D365 F&O” and “If you can’t beat ’em, get joining some tables!” proving to be among our most popular posts to date. The Advanced filter or sort form …Continue reading “There’s gold to be found in those grid views!”
- Planning items – a real world example
Many of us have used, or at least read about, Process Manufacturing and Distribution functionality in D365 F&O. It is always noticed that some parts of this functionality are not commonly used on process manufacturing projects, but they are there for good reasons. Simply because each of them is a best fit for a specific … - If you can’t beat ’em, get joining some tables!
You can’t always get all the information you want or need from one table or default view in F&O. For example, viewing the Open purchase order lines form gives valuable access to all lines, across all purchase orders, that have the status “Open order”. But what would you do if you wanted to filter on …Continue reading “If you can’t beat ’em, get joining some tables!”
- Stand aside developers, we’ve got this!
Taking full advantage of Microsoft’s OneVersion continuous updates is predicated on the expectation that businesses, and their solutions, have primarily aligned with the adopt not adapt approach. The F&O solution has evolved to support organisations and partners on this journey with features such as configurable business documents; addressing the almost constant need for output documents … - A spectacular survey of sales orders
If you’re trying to learn about a new system like D365 F&O, whether as a junior consultant or an end user, it’s not easy! First you need a sandbox environment that’s safe to “play” in, then you need a user with a security role with sufficient permissions to see and test all of the options …