Dynamics 365 For Finance and Operations Blog

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Introduction to Microsoft Dynamics 365 for Retail
Introduction to Microsoft Dynamics 365 for Retail

- August 22, 2019

With 89% of customers desiring a unified experience across channels, the pressures on retailers are growing. The need to engage...

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The Benefit of eLearning
The Benefit of eLearning

- July 19, 2019

  “The only thing worse than training your employees and having them leave is not training them and having them...

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Financial Period Close Configuration – Get the Most Out of Your Financial Period Close Workspaces!
Financial Period Close Configuration – Get the Most Out of Your Financial Period Close Workspaces!

- June 28, 2019

Overview Utilizing the Financial Period Close workspace in Dynamics 365 Finance and Operations requires that you first configure the financial...

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The Power of Project Stages
The Power of Project Stages

- June 28, 2019

Anybody who has worked with project management and accounting in Dynamics 365 and has set up a project, knows that...

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Stop, Collaborate, and Listen with Microsoft Teams
Stop, Collaborate, and Listen with Microsoft Teams

- May 15, 2019

Microsoft Teams brings together communication threads, chat, video meetings, file storage, and application integration.  Like many Microsoft products, it is...

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RSM recognized as innovation award finalist by United Fresh
RSM recognized as innovation award finalist by United Fresh

- May 14, 2019

RSM’s CLEARthru was recently announced as a finalist in the Best New Food Safety Solution category for United Fresh Produce...

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Why Chief Operating Officers are turning to Microsoft Dynamics 365 for Finance and Operations
Why Chief Operating Officers are turning to Microsoft Dynamics 365 for Finance and Operations

- May 2, 2019

 In this video, you’ll see how Microsoft’s Dynamics 365 for Finance and Operations can play a critical role in...

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Benefits of Customer Service Form for Non-Retail Dynamics 365 for Finance and Operations Users
Benefits of Customer Service Form for Non-Retail Dynamics 365 for Finance and Operations Users

- April 19, 2019

Overview I’m often asked about the easiest way to find information about customers in Microsoft Dynamics 365 for Finance and...

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Rework Batch Orders in Microsoft Dynamics 365 for Finance and Operations
Rework Batch Orders in Microsoft Dynamics 365 for Finance and Operations

- April 19, 2019

This article will discuss reworking a batch order in Microsoft Dynamics 365 for Finance and Operations. Before we get started,...

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Pre-cut melons still on the shelves or in your fridge, but how do you know if it was part of a recall?

- April 16, 2019

Overview: This time it’s a Salmonella outbreak linked to 93 people so far.1 Caito Foods recently recalled pre-cut watermelon, honeydew...

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Understanding Workspaces in Microsoft Dynamics 365 for Finance and Operations
Understanding Workspaces in Microsoft Dynamics 365 for Finance and Operations

- April 15, 2019

There are several navigation options you can use in Dynamics 365 for Finance and Operations to arrive at the same...

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Ready for the Close-Up: Making the Most of Software Screenshots
Ready for the Close-Up: Making the Most of Software Screenshots

- March 25, 2019

Whether it’s for technical support help, user documentation and training, or our own reference, we all take software screenshots occasionally....

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Playing Well with Others: Budget Plans and Financial Report Designer in D365FO
Playing Well with Others: Budget Plans and Financial Report Designer in D365FO

- March 24, 2019

Microsoft Dynamics 365 for Finance and Operations (D365FO) has a powerful Budget Planning feature set that allows organizations to build...

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Batch Attribute Pricing in Microsoft Dynamics 365 for Finance and Operations
Batch Attribute Pricing in Microsoft Dynamics 365 for Finance and Operations

- March 20, 2019

Have you ever gone to a specific grocery store to buy fruit and vegetables because you knew their quality was...

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5 Tips on How to Succeed with Your ERP Implementation
5 Tips on How to Succeed with Your ERP Implementation

- March 16, 2019

Implementing a sophisticated ERP system for the first time is a lot of work. It can also be complex for...

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Using Retail Allocations in D365
Using Retail Allocations in D365

- March 14, 2019

Overview Allocations and pre-allocations are common business processes in the retail industry for moving product currently in the distribution center...

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Microsoft D365 for Finance and Operations in Retail
Microsoft D365 for Finance and Operations in Retail

- February 26, 2019

When you start a retail business there are many challenges and it involves many, many decisions; where/how will you sell,...

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PowerPoint and Prezi: Presentation Delivery with Unique Styles
PowerPoint and Prezi: Presentation Delivery with Unique Styles

- February 26, 2019

Overview Throughout most of my career and in college, most of the presentations I’ve designed, or used to present to...

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Handling Trade Allowances in Dynamics 365 for Finance and Operations
Handling Trade Allowances in Dynamics 365 for Finance and Operations

- February 26, 2019

Overview In a previous article, we discussed what a Trade Allowance was in Dynamics 365 for Finance and Operations  (D365) and...

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Dynamics 365 for Retail and the Omnichannel Experience
Dynamics 365 for Retail and the Omnichannel Experience

- February 26, 2019

Overview Retail is an industry that is constantly changing, and retailers must also understand trends in order to keep their...

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Retail Catalog Approval Process with Workflow
Retail Catalog Approval Process with Workflow

- January 31, 2019

Overview The retail catalogs in Microsoft Dynamics 365 for Finance and Operations (and Dynamics 365 for Retail) allows you to...

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Personalizing your Dashboard Tiles in Microsoft Dynamics 365
Personalizing your Dashboard Tiles in Microsoft Dynamics 365

- November 19, 2018

Overview: Out of the box, Microsoft Dynamics 365 provides a comprehensive visual arrangement to help you navigate and find data...

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Configuring User Options in Dynamics 365 for Finance and Operations
Configuring User Options in Dynamics 365 for Finance and Operations

- November 19, 2018

Overview: Out of the box, Microsoft Dynamics 365 for Finance and Operations has a number of personal option features that...

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How Multilingual Training Can Influence a Culturally Diverse Audience
How Multilingual Training Can Influence a Culturally Diverse Audience

- October 31, 2018

Although challenging to provide training to a multilingual audience, it is vital to do so in an increasingly global community....

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Route Scrap for Manufacturing in Microsoft Dynamics 365 for Finance and Operations
Route Scrap for Manufacturing in Microsoft Dynamics 365 for Finance and Operations

- October 31, 2018

One of the more complex screens in the Production Control module in Microsoft Dynamics 365 for Finance and Operations is...

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Exposing data entities in Dynamics 365
Exposing data entities in Dynamics 365

- October 26, 2018

This article will explore one method of exposing data entities (OData) to the public for communication with external software applications....

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Views for Quick SSRS Report Development
Views for Quick SSRS Report Development

- September 25, 2018

Microsoft Dynamics 365 for Finance and Operations, as well as the two former Dynamics AX products (AX 2012 and AX...

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Hands-on Learning: Practicing Software Skills During Training
Hands-on Learning: Practicing Software Skills During Training

- September 21, 2018

Over the past two years, I have worked to design and develop training courses for Microsoft Dynamics 365 for Finance...

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The Production Cycle in Microsoft Dynamics 365 for Finance and Operations
The Production Cycle in Microsoft Dynamics 365 for Finance and Operations

- September 19, 2018

In this article, we are going to look at the Production cycle in Microsoft Dynamics 365 for Finance and Operations....

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Upgrading Your Development Skills for Dynamics 365
Upgrading Your Development Skills for Dynamics 365

- September 19, 2018

Microsoft Dynamics 365 for Finance and Operations development is very different from what developers are using for Microsoft Dynamics AX...

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eLearning versus Face-to-Face Learning: Advantages
eLearning versus Face-to-Face Learning: Advantages

- September 6, 2018

eLearning is increasingly becoming a staple in training employees. As a result, where does the tried-and-true method of face-to-face learning...

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Keeping in Touch: Contacting Coworkers Using the Dynamics 365 Unified Operations Mobile App Workspaces
Keeping in Touch: Contacting Coworkers Using the Dynamics 365 Unified Operations Mobile App Workspaces

- September 5, 2018

In a business world where travel is often the expectation or the norm, it is important for employees to understand...

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Do You Know the Differences Between M and DAX in Power BI?
Do You Know the Differences Between M and DAX in Power BI?

- June 25, 2018

Both M and DAX are expression languages for Power BI. Both have more similarity to Microsoft Excel expressions than similarity...

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Visual Studio Tips for Developing for Dynamics 365 for Finance and Operations
Visual Studio Tips for Developing for Dynamics 365 for Finance and Operations

- June 25, 2018

The IDE environment has completely changed for AX 2009 and 2012 environments. MorphX is no longer what you will use...

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Top Three Reasons to Use Microsoft Azure Environments
Top Three Reasons to Use Microsoft Azure Environments

- June 25, 2018

Setting up virtual training environments is an important aspect of any functional or technical training class for Dynamics 365 for...

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Intern Observations: Dynamics 365 for Finance and Operations
Intern Observations: Dynamics 365 for Finance and Operations

- June 25, 2018

A major benefit of an internship at RSM is the opportunity to learn Dynamics 365 for Finance and Operations from...

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Troubleshooting for multicurrency intercompany balancing
Troubleshooting for multicurrency intercompany balancing

- April 6, 2018

A common complaint at month end is the process of reconciling intercompany accounts.  We hear that it’s painful, particularly when...

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On-Hand Inquiry Transactional Review in Microsoft Dynamics AX (365)
On-Hand Inquiry Transactional Review in Microsoft Dynamics AX (365)

- March 27, 2018

During each project, it is inevitable you eventually find yourself looking at the on-hand inquiry form within the inventory management...

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How to Change a Vendor Type in Microsoft Dynamics AX (365)
How to Change a Vendor Type in Microsoft Dynamics AX (365)

- March 27, 2018

During a go live it is possible when migrating vendor master data from a legacy system to Dynamics 365 that...

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GDPR –  What is it? Why should you care? Who does is apply to? When does this go into effect? Where do these rules apply?
GDPR – What is it? Why should you care? Who does is apply to? When does this go into effect? Where do these rules apply?

- March 22, 2018

The General Data Protection Recovery Act, or GDPR, is a new regulation that goes into effect on May 25, 2018....

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Creating an aggregate data entity
Creating an aggregate data entity

- March 22, 2018

In this article we will explore the aggregate data entity creation in Dynamics 365 for Finance and Operations, Enterprise Edition...

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Power Pivot Data Exploration in Excel for Microsoft Dynamics for Finance and Operations, Enterprise edition
Power Pivot Data Exploration in Excel for Microsoft Dynamics for Finance and Operations, Enterprise edition

- October 24, 2017

One of the continuing ways to extract data from Microsoft Dynamics 365 for Finance and Operation, Enterprise edition is to...

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Power Query in Excel for Microsoft Dynamics AX 2012
Power Query in Excel for Microsoft Dynamics AX 2012

- October 24, 2017

One of the key legacy support items is extracting data from Microsoft Dynamics AX 2012. For our purposes, we will...

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Power Query in Excel for Microsoft Dynamics for Finance and Operations, Enterprise edition
Power Query in Excel for Microsoft Dynamics for Finance and Operations, Enterprise edition

- October 24, 2017

One of the continuing ways to extract data from Microsoft Dynamics 365 for Finance and Operation, Enterprise edition is to...

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Power Pivot Data Exploration in Excel for Microsoft Dynamics AX 2012
Power Pivot Data Exploration in Excel for Microsoft Dynamics AX 2012

- October 23, 2017

One of the key legacy support items is extracting data from Microsoft Dynamics AX 2012. For our purposes, we will...

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Microsoft Dynamics 365 for Finance and Operations: Data Entities
Microsoft Dynamics 365 for Finance and Operations: Data Entities

- August 24, 2017

Data entities are a new concept in Microsoft Dynamics 365 for Finance and Operations. They replace previous concepts in Microsoft...

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Dynamics 365 for Finance and Operations: Using the Excel Data Connector
Dynamics 365 for Finance and Operations: Using the Excel Data Connector

- July 20, 2017

The new Microsoft Dynamics 365 for Operations and Finance includes several Microsoft integrations that make doing work easier. One of...

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Microsoft Dynamics 365 for Operations: Service Orders
Microsoft Dynamics 365 for Operations: Service Orders

- May 20, 2017

The Service management module of Microsoft Dynamics 365 for Operations is a solution for any company that provides service after...

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Ensure Employees’ Payroll Tax Codes Match the Tax Treatment Record
Ensure Employees’ Payroll Tax Codes Match the Tax Treatment Record

- April 22, 2017

I’ve come across several instances when a client calls and says that they have not withheld the proper amount of...

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Microsoft Dynamics ERP Implementation Tips
Microsoft Dynamics ERP Implementation Tips

- April 15, 2017

The decision to do an ERP Implementation is daunting for many Clients and once the decision is made to proceed,...

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Dynamics 365 for Operations: Using the Investment Project
Dynamics 365 for Operations: Using the Investment Project

- March 16, 2017

The Project Module and accounting in Microsoft Dynamics 365 for Operations can be very valuable for any kind of business,...

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Microsoft Dynamics 365 for Operations: Financial Reports (formerly Management Reporter)
Microsoft Dynamics 365 for Operations: Financial Reports (formerly Management Reporter)

- March 14, 2017

First thing is to get used to the new name: Financial Reports. Management Reporter was renamed Financial Reports in Microsoft...

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X++ Control Statements For Microsoft Dynamics 365 for Operations
X++ Control Statements For Microsoft Dynamics 365 for Operations

- March 14, 2017

Introduction to X++ Control Statements Programming control statements are the source of many operations within Microsoft Dynamics 365 for Operations...

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Activating a Hardware Station in Dynamics 365 for Operations – Part Two
Activating a Hardware Station in Dynamics 365 for Operations – Part Two

- March 14, 2017

Hardware Station in Dynamics 365 Part one covered activating and installing the Modern POS in Microsoft Dynamics 365 for Operations....

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Scan-Back and Vendor-Funded Coupon in Microsoft Dynamics AX
Scan-Back and Vendor-Funded Coupon in Microsoft Dynamics AX

- March 10, 2017

Dynamics AX accelerator for retailers. In a retail environment, manufacturers and/or vendors will often provide funding for the retailer to...

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Visual Studio Development Environment in Dynamics 365 for Operations
Visual Studio Development Environment in Dynamics 365 for Operations

- February 26, 2017

Microsoft Dynamics 365 for Operations is the new version of Microsoft Dynamics AX. It is a cloud-based enterprise solution. This...

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Activating a Hardware Station in Dynamics 365 for Operations
Activating a Hardware Station in Dynamics 365 for Operations

- February 25, 2017

Last week, I was tasked with activating a hardware station in Dynamics 365 for Operations. Easy, right? Dynamics 365 for...

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Database Manipulation in Microsoft Dynamics 365 for Operations
Database Manipulation in Microsoft Dynamics 365 for Operations

- February 20, 2017

Data manipulation in Microsoft Dynamics 365 for Operations (MsDyn365) empowers developers with the tools to insert, update, and delete data...

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Microsoft Dynamics 365 for Operations: Using Task Recorder
Microsoft Dynamics 365 for Operations: Using Task Recorder

- February 1, 2017

The concept of the task recorder is not new, however, with the release of Microsoft Dynamics 365 for Operations, the...

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Dynamics AX: Configuring Product Search in Enterprise Portal
Dynamics AX: Configuring Product Search in Enterprise Portal

- February 1, 2017

Since being introduced in October of 2002, Enterprise Portal (“EP”) has enabled employees, customers, and vendors to interact directly with...

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Microsoft Dynamics AX: Item Data Management in a Franchise Environment
Microsoft Dynamics AX: Item Data Management in a Franchise Environment

- February 1, 2017

Microsoft Dynamics AX uses many tables and fields to house item data and perform Dynamics AX operations. This is useful...

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Microsoft Dynamics AX: Pricing Strategies for Franchises
Microsoft Dynamics AX: Pricing Strategies for Franchises

- February 1, 2017

When performing a Microsoft Dynamics AX implementation for a company with franchises, there can be some challenges for implementing and...

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Using Financial Dimensions in Financial Report Designer
Using Financial Dimensions in Financial Report Designer

- January 31, 2017

As we go into 2017, I’m sure everyone is still getting comfortable with the new name, Financial Report Designer. In...

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Dynamics 365 For Operations Location Wizard Improves Warehouse Management
Dynamics 365 For Operations Location Wizard Improves Warehouse Management

- January 18, 2017

If you used the Location wizard as part of Dynamics AX 2012 R2, or afterwards for standard warehousing, I think...

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Data Management in Microsoft Dynamics 365 for Operations
Data Management in Microsoft Dynamics 365 for Operations

- January 12, 2017

This article is a continuation of the discussion about the new workspace called Data Management in Microsoft Dynamics 365 for...

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Financial Report Designer
Financial Report Designer

- December 16, 2016

In my last blog, I talked about the changes to Management Reporter 2012 for Dynamics AX and Dynamics 365 for...

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Microsoft Dynamics 365 for Operations: Data Management and Excel
Microsoft Dynamics 365 for Operations: Data Management and Excel

- December 5, 2016

This article is a continuation of the discussion about the new workspace called Data Management in Microsoft Dynamics 365 for...

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Microsoft Dynamics 365 Improvements From  Microsoft Dynamics AX 2012
Microsoft Dynamics 365 Improvements From Microsoft Dynamics AX 2012

- November 10, 2016

Microsoft made some significant improvements to the new Dynamics 365 for Operations development environment, and I want to take this...

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Using Dynamics AX Data Import Export Module to Upload Fixed Assets
Using Dynamics AX Data Import Export Module to Upload Fixed Assets

- October 31, 2016

Uploading legacy data into Microsoft Dynamics AX is not always an easy task. For example, when you want to upload...

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Dynamics AX 2012 – How to Correct a Posted Invoice
Dynamics AX 2012 – How to Correct a Posted Invoice

- October 25, 2016

Microsoft Dynamics AX employs strict controls around the modification of posted financial transactions, but there are times when we make...

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Restricting User View in Microsoft Dynamics AX 2012
Restricting User View in Microsoft Dynamics AX 2012

- October 21, 2016

A client in the jewelry retail space recently was faced with the requirement of securing a specific warehouse location’s on-hand...

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Microsoft Dynamics AX 2012 — Using The Number Sequence Framework to Identify Transactions
Microsoft Dynamics AX 2012 — Using The Number Sequence Framework to Identify Transactions

- October 20, 2016

Microsoft Dynamics AX has a number sequence framework to generate alphanumeric number sequences that are used to identify transactions like...

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Migrating Custom Code to Microsoft Dynamics AX 2012
Migrating Custom Code to Microsoft Dynamics AX 2012

- October 18, 2016

Overview A Microsoft Dynamics AX 2012 upgrade contains several steps, as shown in the following illustration.     Planning Code...

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Incorporating the 8D Process in Microsoft Dynamics AX 2012
Incorporating the 8D Process in Microsoft Dynamics AX 2012

- October 13, 2016

One of the most popular processes for managing quality assurance issues is the 8D process or the eight disciplines process...

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Product Reservations for each Sales Order in Microsoft Dynamics-AX
Product Reservations for each Sales Order in Microsoft Dynamics-AX

- October 13, 2016

Many businesses today are running lean, especially with regard to stocking inventory. At times, businesses can find themselves with low...

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Managing floor stock production in Dynamics AX
Managing floor stock production in Dynamics AX

- December 18, 2015

Production often requires an item for which the quantity is not precisely defined. Usually these are relatively inexpensive items, and...

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Displaying external item numbers on purchase orders in Microsoft Dynamics AX
Displaying external item numbers on purchase orders in Microsoft Dynamics AX

- November 13, 2015

The ability to increase communication between customers and vendors is always essential. Microsoft Dynamics AX allows its users to better...

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Managing customer furnished material in Microsoft Dynamics AX
Managing customer furnished material in Microsoft Dynamics AX

- November 3, 2015

While Dynamics AX is a very comprehensive ERP solution, there is really no completely tailored solution for managing customer furnished...

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Creating notes for shipping documents in Microsoft Dynamics AX
Creating notes for shipping documents in Microsoft Dynamics AX

- October 8, 2015

Using the Notes functionality within Dynamic AX can be very helpful. Notes can be used to alert warehouse personnel to...

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How to use Microsoft Dynamics AX 2012 Task Recorder to create a Life Cycle Services Business Process Modeler
How to use Microsoft Dynamics AX 2012 Task Recorder to create a Life Cycle Services Business Process Modeler

- September 17, 2015

Microsoft’s Life Cycle Services is cloud-based workspace that improves the efficiency and collaboration of Microsoft Dynamics AX 2012 implementations. Life...

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Setup and process for intercompany trade in Microsoft Dynamics AX 2012 R3
Setup and process for intercompany trade in Microsoft Dynamics AX 2012 R3

- September 2, 2015

Dynamics AX 2012 R3 allows for the capability to handle intercompany trade transactions. Intercompany trade transactions allow organizations to sell...

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Microsoft Dynamics AX 2012 R3 — Royalty Management
Microsoft Dynamics AX 2012 R3 — Royalty Management

- August 11, 2015

One of the new features in Dynamics AX 2012 R3 is the inclusion of the royalty management module. In order...

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Tech Support Alert: U.S. Payroll Round 4 tax tables have released – North Dakota
Tech Support Alert: U.S. Payroll Round 4 tax tables have released – North Dakota

- July 13, 2015

Microsoft announces the following important releases: Dynamics GP U.S. Payroll March 2015 Hot Fix Dynamics GP U.S. Tax Update Round...

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F&B Executive Insights: Microsoft Dynamics AX and Your Existing Microsoft Technology Are a Match Made in Heaven
F&B Executive Insights: Microsoft Dynamics AX and Your Existing Microsoft Technology Are a Match Made in Heaven

- June 18, 2015

From razor-thin margins and fluctuating commodity prices to strict demands for regulatory compliance and evolving consumer expectations, the challenges facing...

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Executive Insights: Microsoft Dynamics AX for Retail and Native Social Network Integration
Executive Insights: Microsoft Dynamics AX for Retail and Native Social Network Integration

- June 18, 2015

Capturing and retaining a core audience is a critical part of staying competitive and profitable across almost every enterprise, but...

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Microsoft Dynamics AX 2012 Quick Trick: Generating list of AOT changes utilizing the project filter
Microsoft Dynamics AX 2012 Quick Trick: Generating list of AOT changes utilizing the project filter

- June 10, 2015

Microsoft Dynamics AX 2012 is an incredible piece of software. It allows extreme flexibility for both end users and developers....

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Microsoft Project integration with Microsoft Dynamics AX 2012 R3
Microsoft Project integration with Microsoft Dynamics AX 2012 R3

- May 29, 2015

Microsoft Dynamics AX 2012 R2 Cumulative Update 7 includes an out-of-the-box integration to Microsoft Project.  This article will show how...

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Executive Series: Unlocking IoT and Omnichannel Retail Insights for Competitive Advantage with Dynamics AX
Executive Series: Unlocking IoT and Omnichannel Retail Insights for Competitive Advantage with Dynamics AX

- May 18, 2015

As the Internet of Things (IoT) continues to explode, connecting all manner of devices with the Internet, consumers are interacting...

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It’s a Small World After All—Why Multi-Site, Multi-Language and Multi-Currency ERP Capabilities Are a Must for Today’s F&B Leaders
It’s a Small World After All—Why Multi-Site, Multi-Language and Multi-Currency ERP Capabilities Are a Must for Today’s F&B Leaders

- April 29, 2015

As manufacturers look to globalization to expand operations and strengthen strategic partnerships, the F&B supply chain is expanded to include...

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Integrating Microsoft Lync to Microsoft Dynamics AX
Integrating Microsoft Lync to Microsoft Dynamics AX

- April 29, 2015

Over the last few years Microsoft has made significant improvements with its software.  One aspect, which has seen tremendous improvement,...

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Using Microsoft Dynamics AX Application Integration Framework (AIF) for high volume integrations
Using Microsoft Dynamics AX Application Integration Framework (AIF) for high volume integrations

- April 28, 2015

Microsoft Dynamics AX 2012 has a plethora of available integration tools, often leaving implementers confused on what tool should be...

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Custom ERP Solution Streamlines Operations and Boosts Visibility across Pharmaceutical Supply Chain
Custom ERP Solution Streamlines Operations and Boosts Visibility across Pharmaceutical Supply Chain

- April 21, 2015

While being able to quickly retrieve and consolidate critical data across a variety of business activities is an essential function...

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Leveraging Microsoft Dynamics AX Personalization — Save, Reset, Load and Retrieve Buttons
Leveraging Microsoft Dynamics AX Personalization — Save, Reset, Load and Retrieve Buttons

- April 21, 2015

Microsoft Dynamics AX Usage Data is quite powerful in a number of ways, one of which is when users want...

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Syncing tasks and calendar reminders from Microsoft Dynamics AX to Microsoft Outlook
Syncing tasks and calendar reminders from Microsoft Dynamics AX to Microsoft Outlook

- April 20, 2015

While working with a client to propose Microsoft Dynamics AX as a solution to replace a legacy CRM and ERP...

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Customer master data upload using Microsoft Dynamics AX Data Import Export Framework (DIXF)
Customer master data upload using Microsoft Dynamics AX Data Import Export Framework (DIXF)

- April 17, 2015

Customer master data is the basic requirement of any ERP master data. When you have to upload large amount of...

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Retail Executive Insights: Technology that Makes Your Customer-Facing Employees “Chief Empowerment Officers”
Retail Executive Insights: Technology that Makes Your Customer-Facing Employees “Chief Empowerment Officers”

- April 14, 2015

Knowledge is power, and today’s consumer has more control than ever before. By simply logging in online or turning on...

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Retrieving purchase order from Microsoft Dynamics AX 2012 using custom built Application Integration Framework (AIF) service
Retrieving purchase order from Microsoft Dynamics AX 2012 using custom built Application Integration Framework (AIF) service

- April 14, 2015

I recently got a call from one of my client who told me that they have an urgent request to...

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Connectivity, Commerce, and Retail CFOs: Harnessing Technology to Drive Growth, Part 1
Connectivity, Commerce, and Retail CFOs: Harnessing Technology to Drive Growth, Part 1

- April 3, 2015

In a world where consumers can both shop without leaving the house and communicate directly with brands with the click...

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Connectivity, Commerce, and the Retail CFO: Harnessing Technology to Drive Growth, Part 2
Connectivity, Commerce, and the Retail CFO: Harnessing Technology to Drive Growth, Part 2

- April 3, 2015

In Part 1 of this blog series, we examined how retail CFOs are leveraging technology, specifically advancements in e-commerce and...

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How to use Smart Rounding in Microsoft Dynamics AX for customize pricing rules
How to use Smart Rounding in Microsoft Dynamics AX for customize pricing rules

- April 2, 2015

This blog contains all the information needed to create custom rounding rules when establishing pricing for a company’s items for...

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How to set up Microsoft Dynamics AX vendors for 1099 processing
How to set up Microsoft Dynamics AX vendors for 1099 processing

- March 31, 2015

Do you vendors that need 1099s but you are unable to set up them up 1099 processing in Microsoft Dynamics...

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Using Microsoft Dynamics AX Data Import Export Framework (DIXF) module to upload vendor data
Using Microsoft Dynamics AX Data Import Export Framework (DIXF) module to upload vendor data

- March 11, 2015

Uploading large amounts of data into Microsoft Dynamics AX is not always an easy task. For example, when you are...

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Understanding the basics of Role Based Security for Microsoft Dynamics AX 2012
Understanding the basics of Role Based Security for Microsoft Dynamics AX 2012

- February 24, 2015

Security in Microsoft Dynamics AX 2012 is based on roles where the access is granted to roles and those roles...

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How to identify who has Accounts Receivable or Accounts Payable invoice marked in Microsoft Dynamics AX
How to identify who has Accounts Receivable or Accounts Payable invoice marked in Microsoft Dynamics AX

- February 20, 2015

Have you ever been asked to apply cash to an invoice in Microsoft Dynamics AX through an Accounts Receivable Payment...

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Taking your ERP implementation from “Good to Great”
Taking your ERP implementation from “Good to Great”

- February 16, 2015

I would imagine that a good portion of our readers have read, or at least heard of Jim Collins’ enormous...

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Role center and dashboard basics in Microsoft Dynamics AX
Role center and dashboard basics in Microsoft Dynamics AX

- January 30, 2015

When someone first sees Microsoft Dynamics AX 2012, one of the most eye catching features is the role center dashboards. ...

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Tips on Creating Custom Forms, Views and Menu Items for Microsoft Dynamics AX
Tips on Creating Custom Forms, Views and Menu Items for Microsoft Dynamics AX

- December 19, 2014

Custom forms, views and menu items can greatly enhance a Microsoft Dynamics AX user’s experience. And once learned, this is...

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Creating a Product using the Catch Weight functionality in Microsoft Dynamics AX 2012
Creating a Product using the Catch Weight functionality in Microsoft Dynamics AX 2012

- December 12, 2014

The Catch Weight functionality was introduced to Microsoft Dynamics AX with version 2012 and designed for the food and beverage...

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Retail Inventory Availability with Proximity for Dynamics AX 2012 R3
Retail Inventory Availability with Proximity for Dynamics AX 2012 R3

- October 27, 2014

Inventory availability views and calculations has gone through quite a few changes over the last few versions of Dynamics AX,...

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Segregating Retail Store Information in Dynamics AX 2012R3 Retail
Segregating Retail Store Information in Dynamics AX 2012R3 Retail

- October 17, 2014

Overview One of the biggest benefits of using Dynamics AX in a retail environment is the ability to work on...

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What the revenue recognition rule changes mean to IT and ERP
What the revenue recognition rule changes mean to IT and ERP

- October 17, 2014

Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606), has created quite a stir in the accounting...

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Subscription and contract invoicing solutions in Microsoft Dynamics AX
Subscription and contract invoicing solutions in Microsoft Dynamics AX

- September 5, 2014

In the world of products and services, for the consumer and business, the concept of invoice and payment is simple:...

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Using the Dynamics AX Collection Classes
Using the Dynamics AX Collection Classes

- August 28, 2014

The Microsoft Dynamics AX collection classes provide simple data structure implementation to allow developers to store and access simple types...

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Microsoft Dynamics AX helps thriving manufacturing companies manage growth in supply chain
Microsoft Dynamics AX helps thriving manufacturing companies manage growth in supply chain

- August 27, 2014

According to the 2014 RSM Manufacturing & Distribution Monitor report, thriving manufacturers and distribution companies show similar patterns in investment,...

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Microsoft Tools That Help: Creating Consistent UI with the Dynamics AX Form Checker
Microsoft Tools That Help: Creating Consistent UI with the Dynamics AX Form Checker

- July 11, 2014

Creating Consistent UI with Dynamics AX Form Checker “To do the job right you need the right tools” is the...

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Tech Article: Configuring Balance Sheet Templates in Microsoft Dynamics AX 2012
Tech Article: Configuring Balance Sheet Templates in Microsoft Dynamics AX 2012

- July 11, 2014

Configuring Balance Sheet Templates in Microsoft Dynamics AX 2012 Management Reporter 2012® incorporates many new features such as interactive report...

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Microsoft Tools that Help: How to Create an Entity Relationship Diagram
Microsoft Tools that Help: How to Create an Entity Relationship Diagram

- July 2, 2014

“To Do the Job Right You Need the Right Tools!” The slogan of a favorite blog site of mine, Microsoft...

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Ahead of the Game: H-E-B’s Early Adoption of Enterprise Technology Means Competitive Advantage in Today’s Marketplace
Ahead of the Game: H-E-B’s Early Adoption of Enterprise Technology Means Competitive Advantage in Today’s Marketplace

- May 16, 2014

The food manufacturing industry faces many challenges, from consumer demands, operational inefficiencies to governmental regulations. For many companies, adopting enterprise-wide...

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Configuring Workflow for Microsoft Dynamics AX 2012
Configuring Workflow for Microsoft Dynamics AX 2012

- April 30, 2014

Introduction In the first article Simplifying Workflow, we reviewed the steps for running the workflow infrastructure configuration wizard, creating a...

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Simplifying Workflows for Microsoft Dynamics AX 2012
Simplifying Workflows for Microsoft Dynamics AX 2012

- April 30, 2014

Introduction The workflow process is vastly expanded in Microsoft Dynamics® AX2012. The built in new capabilities of line item approval,...

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Retail Database Sizing Using SQL Express
Retail Database Sizing Using SQL Express

- March 17, 2014

AX2012 R2: Retail POS Database Sizing From time to time I am asked what version of SQL Server the client...

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Selecting Hardware for Microsoft Dynamics AX for Retail
Selecting Hardware for Microsoft Dynamics AX for Retail

- March 17, 2014

How to Select Hardware for Microsoft Dynamics AX for Retail?   Clients Ask: “Which Should I Buy? Can I Use...

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White paper: Spend visibility and shared services, strategies to address growing pains for long-term care organizations
White paper: Spend visibility and shared services, strategies to address growing pains for long-term care organizations

- January 17, 2014

In a recent white paper, Spend visibility and shared services, strategies to address growing pains for long-term care organizations, RSM...

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Best Practices in Training: The Key to a Successful ERP Implementation – Part 3
Best Practices in Training: The Key to a Successful ERP Implementation – Part 3

- September 24, 2013

This third and final installment of the three-part blog series, “Best Practices in Training: The Key to a Successful ERP...

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Best Practices in Training: The Key to a Successful ERP Implementation – Part 2
Best Practices in Training: The Key to a Successful ERP Implementation – Part 2

- September 24, 2013

This second installment of the three-part blog series, “Best Practices in Training: The Key to a Successful ERP Implementation,” will...

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Best Practices in Training: The Key to a Successful ERP Implementation – Part 1
Best Practices in Training: The Key to a Successful ERP Implementation – Part 1

- September 24, 2013

After selecting the right ERP system, the next major challenge for an enterprise is in the implementation, where success is...

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Loading a Merchandising Hierarchy with No Programming!
Loading a Merchandising Hierarchy with No Programming!

- September 12, 2013

If you are like me, you probably are getting tired of creating hierarchy loaders to setup Retail systems.  The good...

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Microsoft Dynamics AX 2012 Upgrade Tips
Microsoft Dynamics AX 2012 Upgrade Tips

- September 10, 2013

As featured in the “Fall 2013 AXUG Magazine”, below is a small sample of some of the high-level recommendations from...

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Understanding Table Relations in Dynamics AX 2012
Understanding Table Relations in Dynamics AX 2012

- August 13, 2013

In Dynamics AX implementation, sometimes you need to know the table relations for one reason or the other. For example,...

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Leveraging Microsoft Dynamics AX 2012 Advanced Rules in Account Structures
Leveraging Microsoft Dynamics AX 2012 Advanced Rules in Account Structures

- August 13, 2013

The flexibility of creating Account Structures (AS) with any number of Financial Dimension (FD) nodes is extremely beneficial when building...

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Conditional Batch Jobs
Conditional Batch Jobs

- August 8, 2013

Batch jobs are a convenient way to process resource-heavy tasks without locking up a client session.  Most batch jobs are...

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ERP Implementation: Top 10 Critical Success Factors (Part IV)
ERP Implementation: Top 10 Critical Success Factors (Part IV)

- August 1, 2013

Part four of this blog series examines the final three critical success factors: targeted data migration strategy, thorough system testing,...

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ERP Implementation: Top 10 Critical Success Factors (Part III)
ERP Implementation: Top 10 Critical Success Factors (Part III)

- July 25, 2013

Part three of this blog series examines the next critical success factors: approved solution design, user/SME participation and engagement, process...

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White paper – Transitioning to Microsoft Dynamics AX: Evaluating data migration solutions
White paper – Transitioning to Microsoft Dynamics AX: Evaluating data migration solutions

- July 23, 2013

As many Microsoft Dynamics GP users evaluate their ERP systems needs, they no doubt look within the Microsoft Dynamics suite...

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ERP Implementation: Top 10 Critical Success Factors (Part 2)
ERP Implementation: Top 10 Critical Success Factors (Part 2)

- July 16, 2013

In this second installment of the Top 10 Critical Success Factors, this blog will examine the first three success factors...

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ERP Implementation: Top 10 Critical Success Factors-Part One
ERP Implementation: Top 10 Critical Success Factors-Part One

- July 11, 2013

  For many companies, the long and sometimes tedious process of selecting an ERP system is considered easy compared to...

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Illuminating Discrete Subcontracting for Microsoft Dynamics AX 2012
Illuminating Discrete Subcontracting for Microsoft Dynamics AX 2012

- July 2, 2013

  The discrete subcontracting process for Microsoft Dynamics® AX 2012 uses the standard bill of materials (BOM) approach to create an...

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3 Tools to Improve Performance Testing in Microsoft Dynamics AX 2012
3 Tools to Improve Performance Testing in Microsoft Dynamics AX 2012

- June 27, 2013

  When it comes to implementing an ERP solution, in my experience, there is an absolutely critical area that is...

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Pharmaceutical Manufacturer Describes Experience Working with Microsoft Dynamics AX
Pharmaceutical Manufacturer Describes Experience Working with Microsoft Dynamics AX

- June 26, 2013

Osmotica Pharmaceutical is a global specialty pharmaceutical company, headquartered in the United States.  In 1986, they begun operations as the Research &...

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Demystifying LEAN Subcontracting Implementation for Microsoft Dynamics AX 2012- Part Two
Demystifying LEAN Subcontracting Implementation for Microsoft Dynamics AX 2012- Part Two

- June 25, 2013

Imagine the subcontracting process for Microsoft Dynamics® AX 2012 resembles a large body of water in which you need to...

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Configuring the Real Time Web Service 6.1 for Microsoft R2 Point of Sale
Configuring the Real Time Web Service 6.1 for Microsoft R2 Point of Sale

- June 18, 2013

Here is a quick walkthrough of how to configure the Real Time Web Service 6.1 in R2.  This document assumes...

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Don’t Hope for Project Success.  Plan for It.
Don’t Hope for Project Success. Plan for It.

- June 18, 2013

Implementing a new ERP system can seem like a daunting task at the beginning, but if certain guidelines are followed...

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Making a Number Sequence Shared in AX 2012
Making a Number Sequence Shared in AX 2012

- June 11, 2013

Note: the instructions to make the following change will make a number sequence shared across ALL companies.  This does not allow you...

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Microsoft Dynamics AX 2012 for Retail – Good Stuff Right out of the Box!
Microsoft Dynamics AX 2012 for Retail – Good Stuff Right out of the Box!

- June 10, 2013

Whew!  That Microsoft Dynamics AX 2009 retail project is finally finished!  The store is open, and after a few hundred modifications,...

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Examining X++ Query Statements for Microsoft Dynamics AX 2012
Examining X++ Query Statements for Microsoft Dynamics AX 2012

- May 30, 2013

The query statement in X++ is a primary method of retrieving and manipulating data in Microsoft Dynamics AX 2012.  A...

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Empowering Data Manipulation for Microsoft Dynamics AX 2012
Empowering Data Manipulation for Microsoft Dynamics AX 2012

- May 28, 2013

Data manipulation in Microsoft Dynamics AX2012 empowers the developer with the tools to view, insert, update, and delete data elements...

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Exploring X++ Control Statements for Microsoft Dynamics AX 2012
Exploring X++ Control Statements for Microsoft Dynamics AX 2012

- May 23, 2013

Programming control statements are the source of many operations within Microsoft Dynamics AX 2012. This article explores four of the...

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Managing the Microsoft Dynamics AX for Retail Whirlwind – Effective end-user training
Managing the Microsoft Dynamics AX for Retail Whirlwind – Effective end-user training

- May 20, 2013

Ask anyone who has been involved in a retail store opening and they will attest to to the ever-increasing cyclone...

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DataAreaId and Partition and Very Slow Queries
DataAreaId and Partition and Very Slow Queries

- May 14, 2013

Forgetting to add DataAreaId in a SQL query is an issue I see a lot while resolving performance issues for...

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Top 4 People Related Pitfalls to a Successful ERP Implementation
Top 4 People Related Pitfalls to a Successful ERP Implementation

- May 13, 2013

It is easy to understand why people would consider an ERP implementation as an “IT Project” or “computer issue”.  After...

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Creating Pivot Table Forms and Reports in AX
Creating Pivot Table Forms and Reports in AX

- April 30, 2013

  Many times in AX, users would like to manage their items in a matrix or dimensional grid.  I’ve used this technique...

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Dynamics AX 2012 Trace Parser Setup
Dynamics AX 2012 Trace Parser Setup

- April 23, 2013

If possible, run the long running process in a testing/performance environment where there are not several other processes running at...

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Demystifying LEAN Subcontracting Setup for Microsoft Dynamics AX 2012- Part One
Demystifying LEAN Subcontracting Setup for Microsoft Dynamics AX 2012- Part One

- April 16, 2013

Introduction The subcontracting process for Microsoft Dynamics® AX 2012 resembles a large body of water that you need to cross....

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MS Peeking Under the Hood at MRP
MS Peeking Under the Hood at MRP

- April 9, 2013

Master Scheduling  Material Requirement Planning It wasn’t that long ago, that running ‘MRP’ was a process that was done only...

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Introducing Microsoft SQL Server 2012
Introducing Microsoft SQL Server 2012

- April 2, 2013

Introduction This article describes the exciting new versions and features of the recently released Microsoft SQL Server 2012.  Since the...

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Creating a Simple Windows 8 App for Dynamics AX
Creating a Simple Windows 8 App for Dynamics AX

- March 19, 2013

Wouldn’t it be nice to be able to browse your Dynamics AX data directly from Windows 8? In this short...

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Consuming Web Services Using Dynamics AX MorphX
Consuming Web Services Using Dynamics AX MorphX

- March 12, 2013

In this article, I will describe a tool and technique to enable Microsoft Dynamics AX 2009 (DAX) to interface with...

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Identifying Unused Code
Identifying Unused Code

- March 7, 2013

Introduction In the process of implementing and maintaining Microsoft Dynamics® AX, many modifications are created and modified while a portion...

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Creating an Application Integration Framework to Microsoft Dynamics AX (DAX) 2012
Creating an Application Integration Framework to Microsoft Dynamics AX (DAX) 2012

- March 5, 2013

For anyone that has worked with DAX’s Application Integration Framework (AIF) in previous DAX versions, knows that a typical interface starts...

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Dissecting Dynamics AX Role Centers
Dissecting Dynamics AX Role Centers

- February 28, 2013

Wouldn’t it be nice to come into work in the morning, open up Dynamics AX, and see everything that you...

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Improved Procurement with Purchase Sales History Analytics
Improved Procurement with Purchase Sales History Analytics

- February 26, 2013

Purchase/Sales History Given the volatility of today’s economic environment, it is imperative for organizations to leverage as much leading edge...

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Using Cases to Manage New Product Introduction
Using Cases to Manage New Product Introduction

- February 21, 2013

Although Dynamics AX is not a completely new product development and formulation system since it does not calculate nutritional details or perform...

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RSM’s Dynamics AX Wireless Warehouse Functionality
RSM’s Dynamics AX Wireless Warehouse Functionality

- February 21, 2013

One of the best ways to manage inventory is through the utilization of handheld bar code reading guns.  This not...

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Taming Form Parts in AX2012
Taming Form Parts in AX2012

- February 19, 2013

A form part is a type of fact box that you can insert into a list page form or a...

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Implementing Dynamics AX 2012 General Ledger Dimensions – Part 4
Implementing Dynamics AX 2012 General Ledger Dimensions – Part 4

- February 12, 2013

Part 4 – Account Structures: Implementation Considerations In parts 1-3 of this series, we’ve examined the various decision criteria around...

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Using Models to Create Demand Forecasting in Dynamics AX 2012
Using Models to Create Demand Forecasting in Dynamics AX 2012

- February 12, 2013

If you are not the fly-by-the-seat-of-your-pants type that waits for orders to come in before having to figure out how to...

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Embedding PowerView Dashboards into Role Centers
Embedding PowerView Dashboards into Role Centers

- January 29, 2013

  PowerView is great for creating quick ad-hoc reports, but up until now I have not been able to use...

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Using Enterprise Search to Unite Your Data
Using Enterprise Search to Unite Your Data

- January 17, 2013

      The Enterprise Search feature within Dynamics AX 2012 is a great way to find things quickly and...

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Master Planning Price Alerts & Quantity Breaks
Master Planning Price Alerts & Quantity Breaks

- January 15, 2013

  In an economy where the control of spending is critical to cash flow, having visibility to procurement incentives can...

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Dynamics AX 2012 General Ledger Dimensions Part 3 – Profitability Statements: GL vs. Alternate Systems
Dynamics AX 2012 General Ledger Dimensions Part 3 – Profitability Statements: GL vs. Alternate Systems

- January 3, 2013

  So in the last piece we looked at various analyses you could do through dimensions. In this section we’re...

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Eventing for Microsoft Dynamics AX 2012
Eventing for Microsoft Dynamics AX 2012

- January 3, 2013

  Events are a new concept within the Microsoft Dynamics AX 2012 development environment.   The premise is easy, you can...

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Retail | Product Information Management Systems (part 1 of 2)
Retail | Product Information Management Systems (part 1 of 2)

- January 3, 2013

  One huge challenge that retailers of complex products face on a day to day basis is how to deal...

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Using Cases to Track Quality Issues and Complaints
Using Cases to Track Quality Issues and Complaints

- December 13, 2012

Cases within Dynamics AX 2012 are a great way to track quality issues and complaints throughout the organization. Case management...

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Dynamics AX AOT Search Too Slow for You? Take Advantage of the Cross-Reference Table
Dynamics AX AOT Search Too Slow for You? Take Advantage of the Cross-Reference Table

- November 27, 2012

Simple, fast, and flexible functionality utilizing Dynamics AX 2012 cross-reference tables. If you have ever had to use the built-in...

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Data Migration Framework (DMF) in Microsoft Dynamics
Data Migration Framework (DMF) in Microsoft Dynamics

- November 27, 2012

Microsoft Dynamics® AX 2012 has undergone some significant design changes to the application and the table structures. Even though moving...

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Sales Order Template Generation
Sales Order Template Generation

- November 22, 2012

Easy to setup, administer, and control the specific templates that allow for improved order entry The Sales Order Template Generation...

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Implementing Dynamics AX 2012 General Ledger Dimensions- Part 2 Implementation Considerations
Implementing Dynamics AX 2012 General Ledger Dimensions- Part 2 Implementation Considerations

- November 15, 2012

Part 2 – Implementation Considerations In the first segment of this series we looked at traditional segmented general ledgers vs....

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Implementing Dynamics AX 2012 General Ledger Dimensions
Implementing Dynamics AX 2012 General Ledger Dimensions

- November 13, 2012

One of the strongest new features in Dynamics AX 2012 is the Dimensions in the General Ledger (GL) module.  This four-part...

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Upgrade Strategies | Financial Data Reporting
Upgrade Strategies | Financial Data Reporting

- November 13, 2012

Often times a company’s incentive to upgrade their Dynamics AX installation comes with a need to reorganize their organizational structure....

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Should I Fire My ERP Implementation Firm?
Should I Fire My ERP Implementation Firm?

- November 13, 2012

Much has been written about the many failures of ERP over the years. We read that the many causes are...

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Part III Financial Dimensions: Segmented Entry Control
Part III Financial Dimensions: Segmented Entry Control

- November 6, 2012

Next up is the segmented entry control.  In earlier releases, the financial dimensions were displayed as separate fields and were...

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Creating Automatic Email Confirmations From Dynamics AX
Creating Automatic Email Confirmations From Dynamics AX

- November 1, 2012

Automating email communication and email confirmations is a great way to streamline your business process.  An example of achieving this is to send...

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Top Three Reasons ERP Projects Fail
Top Three Reasons ERP Projects Fail

- October 30, 2012

For some of you out there, reoccurring childhood nightmares were replaced at some point in your life by a horror that...

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System vs. Custom Dimensions- Part II Financial Dimensions
System vs. Custom Dimensions- Part II Financial Dimensions

- October 30, 2012

5  –  System vs. Custom Dimensions As stated in the first part of my blog, a system-defined dimension allows you to...

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5 Cool New Ways to Use Financial Dimensions in Microsoft Dynamics AX 2012
5 Cool New Ways to Use Financial Dimensions in Microsoft Dynamics AX 2012

- October 23, 2012

  Financial Dimensions With the complete redesign of the financial dimensions and chart of account structure in Microsoft Dynamics® AX...

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Introducing the Security Development Tool in Microsoft Dynamics® AX 2012
Introducing the Security Development Tool in Microsoft Dynamics® AX 2012

- October 4, 2012

Security Development Tool The Security Development Tool for Microsoft Dynamics AX2012 is a fast-track method for maintaining roles, duties, privileges,...

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Using Requests for Quotation to Automate Vendor Management and Bidding
Using Requests for Quotation to Automate Vendor Management and Bidding

- October 2, 2012

The Vendor Portal is a great tool that allows you to streamline purchasing processes, and also get the vendor to...

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Inventory License Plating – New System Dimension Streamlines Warehouse Operations for Food Industry
Inventory License Plating – New System Dimension Streamlines Warehouse Operations for Food Industry

- October 2, 2012

Inventory License Plating Powerful, agile, and flexible functionality utilizing a new system dimension to streamline Microsoft Dynamics AX and Wireless...

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Training Your Super Users: 5 Important Things to Keep in Mind
Training Your Super Users: 5 Important Things to Keep in Mind

- September 27, 2012

So you’ve just selected an ERP system and your company is gearing up for a full-scale implementation. Amidst the flurry...

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Creating Statements in Dynamics AX 2012 Retail
Creating Statements in Dynamics AX 2012 Retail

- September 24, 2012

This post will focus on a functional portion of Dynamics AX 2012 Retail. This week I was working on some customization...

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Using Application Triggers in AX 2012 POS Development
Using Application Triggers in AX 2012 POS Development

- September 21, 2012

This is one in a series of posts related to the Microsoft Dynamics AX 2012 POS application.  There is a lot...

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Working with the AX 2012 EDT Relation Migration Tool
Working with the AX 2012 EDT Relation Migration Tool

- September 20, 2012

This week I was faced with a couple of problems related to the relationships between tables made under an Extended...

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Introduction to Programming for Performance in Microsoft Dynamics AX
Introduction to Programming for Performance in Microsoft Dynamics AX

- September 20, 2012

Microsoft Dynamics AX Programming Tips The performance of an enterprise application is a key factor in how users perceive that...

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Introducing the New Inventory Value Report in Microsoft Dynamics® AX 2012
Introducing the New Inventory Value Report in Microsoft Dynamics® AX 2012

- September 18, 2012

Goodbye PIBIG report and Hello Inventory Value report! I am sure many of you have struggled at least once or...

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From the CTO: Microsoft Dynamics AX |Synergize Your Desktop
From the CTO: Microsoft Dynamics AX |Synergize Your Desktop

- September 17, 2012

Often when I’m out visiting customers or prospects, we’ll get bogged down on a singular feature or function, and lose...

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Bringing the Power of Data Mining to the Mid-Market
Bringing the Power of Data Mining to the Mid-Market

- September 17, 2012

Data mining has been around for years, but has yet to really take hold in the mid-market.  Instead it has...

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AX 2012 for Retail – An Introduction to Application Settings
AX 2012 for Retail – An Introduction to Application Settings

- September 17, 2012

This post is about using the AX 2012 for Retail Application Settings. This is a dll that exists within the AX...

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Improving Productivity with Enterprise Search
Improving Productivity with Enterprise Search

- September 16, 2012

Claire, the Accounts Payable Clerk, is entering invoices when her phone rings. She thinks to herself, “I cannot get anything...

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Importing Zip Codes into Dynamics AX
Importing Zip Codes into Dynamics AX

- September 7, 2012

Today I would like to discuss importing Zip Codes into Dynamics AX 2012 from a Text file and also point...

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