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What is Actually Involved in a Dynamics GP Upgrade?

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What is Actually Involved in a Dynamics GP Upgrade? Several questions come up from time to time when I’m engaged to facilitate a client’s Dynamics GP environment and systems upgrade:  questions like “why will my upgrade take you 3 days?” – or “why will ...read more

Inventory and Supply Chain: Speaking the Language

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If your business relies on inventory and supply chain management, you know that these processes have a language all their own. Mastering that language, understanding its terms, is crucial to your success. It’s important for new hires as well as seasoned employees to know exactly what they’re talking about.

We came across an article posted on Sales Pad Insights that we found helpful. Here’s the glossary of inventory and supply chain management terms that should prove useful to your team too:

Assembly: this refers to an end item consisting of subassemblies or parts. Assemblies can often be disassembled back into their components.

Barcoding: We’ve all seen the barcoding on our packaged groceries. Computer systems can read nearly unlimited information that is contained in even a simple barcode and can decode it instantly. This saves time, money and resources as well as guarding against human error in the inventory and supply chain operation. Barcodes can contain information about anything you like – from retail goods to medical records and are now a widely used form of automatic data capture.

Bill of Materials (BOM): The bill of materials is basically a summary of all things needed for the manufacture of an end product. It should include materials, components and processes and any sub parts necessary to complete a process or product.

Cycle Counts: A common way to audit inventory is to count the items in a representative cycle or batch and extrapolate the whole from that sample.

Demand Planning: This stands for Demand and Planning and you will readily appreciate that being able to accurately predict the demand for your product will enable you to plan your inventory for maximizing profits.

Equipment Tracking: This process refers to the tracking of physical assets (such as inventory and products), either by scanning barcode labels attached to the assets or by using tags with GPS, BLE, or RFID which broadcast their location.

Inventory Adjustments: When your inventory increases or decreases due to theft, loss, damage or error, adjustments must be made to account for the difference.

Kitting; When individual items are packaged or made available as a group or “kit” to customers, it is referred to as Kitting. Unlike assemblies, kits are generally made at the time of sale.

Order Fulfillment: Order fulfillment refers to all steps your team takes between receiving an order and dispatching the finished item.

LIFO: ‘Last-in-first-out’ is an inventory valuation method which assumes that the last items placed in inventory are the first sold during an accounting year.

Manufacturing: The manufacturing process is the steps through which raw materials are transformed into a final product. The manufacturing process begins with the product design, and materials specification from which the product is made.

Receiving: This is an administrative function that involves checking the quality, quantity, and condition of incoming goods and assuring that they are properly distributed or stored.

Route Planning and Dispatch: Route planning involves the planning of routes and schedules for transporting goods. Dispatch is the actual assigning of drivers to routes, and managing the drivers and vehicles to ensure that orders are met and goods are delivered.

Serial/Lot Tracking: Items may have both serial and lot numbers. The ability to track these is an important part of the supply chain process and getting products from manufacturers to consumers safely and accurately and with accountability.

Whether you’re dealing with inventory management, order processing, or the basic ERP buzzwords, it doesn’t take long to realize it’s a language unto itself and it’s a crucial part of the world of distribution and manufacturing functionality. Understanding the important terms is a first step in successfully managing inventory and orders.

SalesPad functionality is designed to enhance your manufacturing and distribution business. Contact us to discuss how to streamline your business for greater results.

If you are a distribution company evaluating new software, or if you currently use Microsoft Dynamics GP, SalesPad or Acumatica, contact CAL Business Solutions sales@calszone.com or 860-485-0910 x4.

By CAL Business Solutions, Microsoft Dynamics GP & Acumatica partner, www.calszone.com/distribution

 

2017 Binary Stream Product Update – WEBINAR

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2017 Binary Stream Product Update

It's that time of year again!

Join us for the 2017 Binary Stream product update and hear the latest and greatest on updates to our products, as well as what's coming down the pike. We also have some exciting and fun little initiatives going on with sales that I'm sure many of you would love to be a part of.

Learn how you can get your next cup of Starbucks on us!

Don't miss out!

Learn about the 2017 Binary Stream Product Update

 

To get more information, please contact us from the Binary Stream website.

To read the rest of our articles on ERPSoftwareBlog, check us out here!

 

Written by Maria Louie, Marketing Specialist, Binary Stream Software

 

2017 Binary Stream Product Update – WEBINAR

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0

2017 Binary Stream Product Update

It's that time of year again!

Join us for the 2017 Binary Stream product update and hear the latest and greatest on updates to our products, as well as what's coming down the pike. We also have some exciting and fun little initiatives going on with sales that I'm sure many of you would love to be a part of.

Learn how you can get your next cup of Starbucks on us!

Don't miss out!

Learn about the 2017 Binary Stream Product Update

 

To get more information, please contact us from the Binary Stream website.

To read the rest of our articles on ERPSoftwareBlog, check us out here!

 

Written by Maria Louie, Marketing Specialist, Binary Stream Software

 

Golden Rules to design a security model in Dynamics 365

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I’m starting a new series of articles dedicated to security modeling in Dynamics 365 Customer Engagement. The aim is to go beyond the basic principles that are already detailed in Customization...(read more)

Microsoft Dynamics GP 2018 - No more annoying prompts for the System password!

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Hello everyone! Here's one new feature in Microsoft Dynamics GP 2018 that's very useful. Remember when you had to re-enter the system password every time you navigate to a protected area in...(read more)

Webinar: Upgrading from Microsoft Dynamics AX to Microsoft Dynamics 365

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Are you using Microsoft Dynamics AX? Are you interested in learning about your migration path to Microsoft Dynamics 365 for Finance and Operations ? Download and watch our webinar, Getting to Microsoft...(read more)

PowerObjects’ Top 10 Most Popular Blog Posts of 2017

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We’ve had a great year at PowerObjects and that goes for our Microsoft Dynamics 365 blog too! We’ve compiled a list of our top 10 most popular blogs posts for 2017, you check them out below.

10) CRM for Dynamics 365—Relationship Insights

Coming in at #10 is one of the exciting new CRM features of Dynamics 365, Relationship Insights. The Relationship Insights feature is for analyzing our relationships and providing us timely and actionable insights into our sales, communication, and support. If Relationship Insights sounds interesting to you and you’d like to learn more about configuration requirements, then watch this webinar: CRM for Dynamics 365—Relationship Insights.

 

9) Dynamics 365 July 2017 Update: Multi-Select Option Sets

We predicted one of the Dynamics 365 July 2017 Updates blogs would make it on the Top 10 Blogs of the Year and we were right! The Dynamics 365 July 2017 Update has loads of exciting new features and enhancements. As we see more previews, we’ve prepared blogs and webinars with all that we know so that you are prepared for the upcoming release. Be sure to click here to watch the Microsoft Dynamics 365 July 2017 Update webinar series!

 

8) A Must Know Shortcut: Adding Hyperlinks to an Email Template in Dynamics 365

Take a look at how this must know shortcut became our 8th most popular blog post of 2017. One feature that is not always utilized by our clients is Email Templates. Email templates work well when you want to send out standardized information to customers, but don’t need to create an entire email campaign. One question we receive from many of our clients is how to turn plain text within the body of an email into a hyperlink. Have no fear, this blog will show you how!


7) Two Rockin’ Ways to Enable Editable Grids with Dynamics 365

There are two ways to enable the new “Editable Grids” functionality delivered with Microsoft Dynamics 365. At the entity level, which will turn every view into an editable grid, or specifically on a sub-grid on any form. This blog shows you the steps for enabling either one! For more Dynamics 365 information, check out our Dynamics 365 page.

 

6) When You Reassign Accounts and Contacts, All Activities Are Also Reassigned

Dynamics 365 is a wonderful tool and many of the configurations are just as great. There is one configuration in particular that occurs out-of-the-box that can be changed improved in all implementations: the parental relationship between Accounts/Contacts and their child records. This popular blog walks through how to change this behavior for the Account and Phone Call relationship, and these steps can be followed for most Parent-Child relationships in Dynamics 365.

 

5) Troubleshooting Solution Import Errors

Remember when CRM life was so much simpler that solutions did not yet exist? If you had separate development and production environments and you wanted to move your customizations, you simply clicked Export Customizations and voila! It was done. Those were the days. With CRM 2011, the concept of solutions was introduced, giving us a new set of powers – by picking individual entities, workflows, etc., we now had the ability to group together and move only those customizations we wanted to include in our solution. If you want to learn more about solutions, please have a look at our CRM Book.

 

4) D365 In Focus: Get Started with PowerChat in 5 Easy Steps [VIDEO]

In the two short months since this Dynamics 365 In Focus video was released, it’s racked up enough views to nab the title of the 4th most viewed blog post of the year! One of our PowerPack experts, Jack Sapp, addresses how you can get started with PowerChat in five easy steps. If PowerChat didn’t excite you, explore the other thirty-plus PowerPacks we have to offer by clicking here!


 

3) 5 Things We Love About Dynamics 365 App for Outlook

Not only do people love the Dynamics 365 App for Outlook but they also love this blog, which is why it comes in at #3 on our list. The Dynamics 365 App for Outlook has gotten faster, smarter, and more convenient. Connecting Dynamics 365 with Outlook, the app makes it easy to track emails, tasks, and appointments without installing any additional software. Click here and find out what else it can do!

 

2) Top 10 New CRM Features in the Dynamics 365 July 2017 Update

This Top 10 has become so popular it’s made it as the #2 spot! The Dynamics 365 July 2017 Update has loads of exciting new features and enhancements, which makes it difficult to pick a top ten. We’ve done our best to highlight the best new features and enhancements. Be sure to click here to view our complete Microsoft Dynamics 365 July 2017 Update webinar series.

 

1) CRM for Dynamics 365: Top 10 New Feature

Drum roll please! Coming in at #1 is CRM for Dynamics 365: Top 10 New Features. Along with new branding, this fall release has brought many updates. Many are available for both Online and On-Premises, some – for now – are Online only. See the full list of CRM for Dynamics 365: Top 10 New Features.

 

There you have it! These are our Top 10 Most Popular Blogs for 2017. To stay up to date with the latest Dynamics 365 news and tips and tricks – be sure to subscribe to our blog!

Happy Dynamics 365’ing!


XrmToolBox Bulk Attachment Manager - Version 1.0.1.0

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I am pleased to announce that today I have published version 1 of my Bulk Attachment Manager plugin for XrmToolBox. This is an open source plugin that I created because I had a need multiple times to migrate...(read more)

What is the temporary voucher functionality in Dynamics 365?

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As of several versions of Microsoft Dynamics AX there is a feature to setup and use temporary vouchers for journal entry. Also, this feature still exists in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. In this blog post I will tell you about the temporary voucher number and namely how you can benefit from this feature.

Regulatory requirement

There are countries/regions where it is mandatory to use continuous voucher series. While saying continuous, it should be really continuous. When you do setup a number sequence to be continuous it is still possible to get gaps in posted vouchers. A lot of accountants did complain about the gaps. A possible cause for these gaps can arise in the next situation.

Assume user A and B are entering general journals. Voucher GJV0050 was the last posted voucher number. User A creates lines in a journal using the next voucher number: GJV0051, GJV0052, GJV0053 and GJV0054.

User B also creates a journal with voucher numbers: GJV0055, GJV0056 and GJV0057.

Now User B did check his journal and posted it. User A decides to delete the rows as he discovered the transactions were already posted before. Now we do have a gap in posted voucher numbers.

For some countries/regions it isn’t a problem as it would be allowed to reuse the ‘gaps’. Some countries do have regulations that per period the numbers should not have any gaps, so using numbers GJV0051, GJV0052, GJV0053 and GJV0054 in a period later than the already posted numbers are not allowed.

To overcome this issue, you can work with temporary vouchers.

How it works

When using temporary vouchers, the journal lines to get a voucher from the temporary voucher series. In the example above, the users would create the next lines:

User A: TMP0078, TMP0079, TMP0080 and TMP0081.

User B: TMP0082, TMP0083 and TMP0084.

During posting the temporary voucher numbers are being replaced with the correct voucher series for the journal. So, when user B will post his journal, the vouchers will be correctly replaced with GJV0051, GJV0052 and GJV0053. Per temporary voucher number a new voucher from the series will be retrieved. As you will notice now, there are no gaps anymore in the real voucher series.

The related settings

There are two settings required to be able to work with temporary voucher numbers. The first setting is the Temporary voucher number sequence on the General Ledger parameters form.

Temporary voucher

The second setting is the Number allocation at posting on the Journal names. Per journal you can decide to enable the use of temporary vouchers or not.

Temporary voucher

When you do create journal lines, initially it will use the temporary voucher number as you can see in the next screenshot.

Temporary voucher

During posting of the journal, it will replace the temporary numbers with the actual voucher numbers.

Temporary voucher

Importing journal lines

When you have to work a lot with importing journal lines, it would be possible to use e.g. the Data Import Export Framework. Custom import scripts can also be used. In both ways, you have to take care of the correct voucher numbers. For these scenarios, also the temporary voucher is a great aid.

You can provide manual assigned numbers in your source file which could be in fact also against the setup of the temporary voucher number sequence. Per journal you can start over with voucher number 1 if you want to. Whatever you provide, during posting each unique provided voucher number will be replaced with the final voucher number retrieved from the journal setting.

There is more…

If you imported lines manually and try to delete them as they were incorrect, there is a check if the temporary voucher number meets the format of the temporary voucher sequence. If it doesn’t match, an error will be raised.

This error sounds odd as you only want to delete not posted journal lines. The reason for this is that if you did setup the temporary voucher number to be continuous, it should put the number in the pending number sequence list. That is not possible if the format is different.

For this reason, probably avoid using formats for the temporary voucher series, so that the numbers will be natural numbers like 1, 2, 3, etc.

 

There is one disadvantage to mention. If there is an error during posting, it will give you the error with the replaced voucher number. The error causes the journal lines to get the old values, so with the temporary voucher numbers. For this reason, it is hard to find the row(s) which contains the error in larger journals.

 

 

That’s all for now. Till next time!

 

Microsoft Dynamics CommunitySubscribe to this blogger RSS FeedMy book on Merging global address book records in AX 2012

The post What is the temporary voucher functionality in Dynamics 365? appeared first on Kaya Consulting.

Dynamics 365 Extension Model: the next generation’s customization platform – Part 2

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How Extensions overcomes the costs of layered modifications

 

Microsoft’s Dynamics 365 for Finance and Operations is cloud-native ERP. As with any cloud-based service or application, the benefit for enterprises is that they can pay for and use only the services they need and avoid making investments in hardware, infrastructure, and ongoing maintenance that are required to make the software run effectively.

 

Successful implementations of cloud-native solutions, however, require that companies remain current on the technology, including new development platforms.

 

The Dynamics AX community is very familiar with the customization concept called layering. While there are several key benefits of layering, the three primary costs of time, expense, and risks cannot be overlooked.  In a previous article, we reviewed these challenges in detail. The primary result of the layering model was that many companies became ‘version-locked’ into old versions of Dynamics AX because the customizations they had deployed were too costly to update.

 

To make Dynamics 365 running on Microsoft Azure a reality, Microsoft made significant changes to the customization methodology to support regular product updates. Hence, a new generation of how customizations would be handled was required. In this article, we dive deeper into Extensions, which is the new customization platform for Dynamics 365 for Finance and Operations– Enterprise Edition.

 

What are the changes between Dynamics AX 2012 and Dynamics 365?

 

While there have been changes in the Dynamics 365 user interface, the business logic and table structure had initially remained unchanged. The most significant changes are ‘in the plumbing’ on the backend. The entire development platform and operating environment with Azure have changed dramatically to deliver on the goal of a cloud-native business application solution.

 

In the previous versions of Dynamics AX, we had System, ISV, VAR and Customer layers that made up the development environment, but in the new world of extensions, we now have:

 

  • Foundation - the core code base that ties everything together. This code is universal across everything.
  • Platform – the code here is tied into the other parts of the Microsoft platform, such as Azure. As an example, the platform layer will be updated frequently to ensure that any changes to Azure and other components of the platform are in alignment.
  • Application – this is where the code that drives features and functions, such as purchasing logic, sales logic, or finance logic, lives. This code will get updated a few times per year. Some of the updates will be simple patches and others will offer new and meaningful functional enhancements.

 

As a cloud service provider, Microsoft is also responsible for hosting your solution and providing you with these updates on-demand. Since Microsoft can’t manage the maintenance of all the derivative customizations that every company is making and maintain their SLA-backed accountability to deliver the system management and service uptime, they require their clients to make the updates more frequently than in the past.

 

To achieve the goal of customers being current on the Microsoft code base, Microsoft introduced the Extensions model for customizations.

 

The Extensions model requires no changes to the core Microsoft code.

 

The Layering development paradigm goes away as it was causing customers to be version-locked. With Extensions, customers are not modifying code at the object layer; rather, code is created ‘off to the side’ and hooking back as an extension of the code, triggered by events.

 

For example, consider a sales order object. Suppose we wanted to change the method of calculating the sales price. In the layered model, we would have modified the Microsoft code to change how the price is calculated. With Extensions, no changes to the core code are required. Instead, an event activates code on the side which may turn off part of the Microsoft code and activate the new code that we have custom developed to calculate the sales price in accordance with the business rules.

 

One of the primary differences between the two models – layering and extensions – is that now we also have a framework that allows implementation partners to tie their enhancements to the Microsoft Extension model. For example, when Microsoft makes a change to the underlying code base, if the event that triggered the Extension is still available in the system, the customized code will not be affected by any new code that Microsoft adds to the core code base. Microsoft even provides developers and implementation partners the tools to check if any of the events that they’ve added extensions to have been updated.

 

While a good development/test and roll out to production regimen is still a need for companies with Dynamics 365 Extensions, the days of re-coding in a sandbox for weeks and months are no longer required to ensure that all pieces of code are working seamlessly together.  Instead, running an Extensions tool will check which events are affected and highlight code which may be affected. You should still do acceptance testing but the risk of significant conflicts is now the exception when it used to be the rule.

 

The risks associated with taking an update from Microsoft or creating your own are significantly reduced. If all owners in the application layer follow the same guidelines in modifying extensions to the code base, companies should not find themselves version-locked as they previously did with the layering model. Moreover, customers should vet their partners and ISVs for their support of this development methodology.

 

Another benefit of the cloud is that Microsoft has invested to create a marketplace of third-party applications for Dynamics 365 and Azure, called AppSource. On AppSource, you can search for both rich applications that provide solutions for complex business processes or find small add-on’s or enhancements. The extension model creates an easy to support architecture that should see a marked increase small non-invasive value adds to the Dynamics 365 ecosystem. Developers can create these small, reusable solutions and add them to the app store to provide additional value to users instead of having each company build these customizations independently for their own system. This gives enterprises a lot of options for these lightweight, smaller enhancements specific to one task or process rather than having to invest in large applications that may be too complex for their needs. The cloud means that companies can pick and choose what they need, when they need it. With AppSource, you also have a curated marketplace where you can trust that Microsoft enforces the coding standards that support this new paradigm.

 

Research shows that support costs are also far lower for organizations that maintain current versions of applications. The extensions model significantly reduces the risks in upgrading to current technology, which is often more secure and uses computing resources more efficiently.

 

Microsoft is doing everything they can on the platform side to make staying up-to-date a low-risk proposition, preventing stagnation in your business processes hampered by ‘the system’.

 

In summary, this new era of Extensions for Dynamics 365 is truly a breakthrough for developers and users. Extensions reduces the expense that was required to customize the applications and maintain updates and upgrades. AppSource also provides companies with a marketplace of enhancements and apps from third parties that provide choices and flexibility in tailoring Dynamics 365 to meet specific business requirements.

 

Western Computer is helping many customers get started using the Extension model and the best-in-class solutions for their industry on AppSource.

 

For more information on getting started with Dynamics 365 for Finance and Operations, don’t hesitate to contact our team of Microsoft Dynamics experts.

 

 

 

 

Sales order charges in AX 2012 R3

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Hello friends, Just to give you hint about what is going to be there in today's topic. Today I will explain the sales order charges and their setup in AX. But before I start, let me give you brief...(read more)

I have feedback – what do I do?

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There was a good topic the other day on twitter: “How and where do I report feedback about NAV”?

No Twitter

I shouldn’t be explaining this, but I will, because there was some confusion.. : Do what you want with Twitter or any Social Medium for that matter – but don’t expect Microsoft to pick up feedback from it. Social Media is unmanaged, can easily be missed, which just doesn’t work as an “issue reporting system”.

But what can we use then?

Well – thing is, there are different parameters to take into account, like:

  • Who are you working for? Either you are a partner, customer or freelancer.
  • What role do you have? There are different persona’s, like developers, business decision makes, marketing people, order processors, …
  • What feedback do you have? Bugs, feature requests/suggestions, …

So, it’s difficult for me to address all situations, but I’ll give you the info that I have … coming from a development manager at a partner, with a strong focus on the technical part of NAV :-).

Github

First of all, there are repositories on GitHub you can provide feedback to, as multiple teams are using this platform to share and gather feedback. We are mainly talking about technical issues (or feature requests) with specific topics (repos), obviously. Let me list the ones that I have been using and monitoring:

Microsoft AL

  • URL: https://github.com/microsoft/al
  • You can collaborate on anything that has to do with the new AL Development Environment in VSCode (aka “Modern Dev”).

NAV Docker

NAVContainerHelper

  • URL: https://github.com/Microsoft/navcontainerhelper
  • The NAVContainerHelper is a module that makes it easier to work with the NAV Docker Images. If you use that, this is the place to file issues, of to collaborate and create pull requests or whatever.. .

C/AL Open Library

Microsoft Partnersource

When you are a partner, and you have an ASfP (Advanced Support for Partners) contract, you can file support requests on Partnersource. Even, when you don’t have this contract, you still might be able to do that (I don’t know – can’t test the fact that I don’t have access, since I have ;-)). Just :

  • log into partnersource
  • Click “Support”
  • Click “New Technical Support Request”
  • Fill in all details.

It says “technical”, but you can file all kind of questions in this support-tool. A support engineer will be assigned to you, and off you go. Works great!

MSCollaborate

URL: https://developer.microsoft.com/en-us/dashboard/directory

And then there is something new, that is called “Microsoft Collaborate”. Basically, this replaces “MS Connect” (and TAP), where we have been able to communicate (collaborate) with Microsoft on new releases, giving feedback, feature requests, and all that.  A very personal experience!

So, MS Collaborate is there for early engagement with partners and customers. Everything that is given as feedback, is going straight into the backlog of the right people at the DEV Center for NAV at Microsoft.

So, this is definitely a place you want to be. If you’re not able to sign in, it is just one mail away: Dyn365BEP@microsoft.com .

That said, it is going to be the platform for the Ready! And Go! Program.  Here are the official descriptions:

Ready! for Dynamics 365 “Tenerife” and NAV 2018 R2

An early engagement program which enables partners to develop and deliver Apps for Microsoft Dynamics 365 “Tenerife” early. It give partners:

  • The latest builds on docker
  • Readiness information; what’s new this month in the Dynamics 365 Finance and Operations service.
  • A platform to collaborate with Microsoft engineering; You can provide feedback, requests base app events,…
  • In CY18Q1: A list of resources which helps you validate your Dynamics 365 “Tenerife” readiness.

If you want to be part of this program, contact the same mail address as mentioned above!

Go! for Dynamics 365 “Tenerife” and NAV 2018 R2

An early engagement program which enables partners to onboard customers in the preview version of Dynamics 365 “Tenerife” or Dynamics NAV 2018 R2.

  • The Go! Program for Dynamics 365 “Tenerife” is only applicable in the countries where the Dynamics 365 “Tenerife” service will launch.
  • Nominations for Go! will opens up on January 2018.

Yammer

Yammer has been a tool that has been used throughout the past several years to gather feedback about upcoming versions – but more on a project-specific basis – a specific “epic” if you will. You can see this as an enrichment (or extension) of programs like the Ready-program mentioned above.

So, join MS Collaborate first (where you will also find downloads, feedback, requests and notifications), and join specific conversations on Yammer if needed.

Conferences

And of course, there are the many conferences where MS engineers are always eager to get feedback and engage with you about the product. To name a few:

  • Directions EMEA
  • Directions US
  • Directions ASIA
  • NAVUG Summit
  • NAVTechDays

It’s a great setting, a great platform, to engage with the engineers.

Conclusion

To give feedback, it’s a matter of finding your way on how to give it most efficiently – on a platform it will have as much effect as possible. As said – that’s not Facebook, Twitter, Instagram, Pinterest of any other social media .. .  You might get lucky – but there is a big chance that it would get lost in the mass…

What I tried to do here, is giving you some channels where you might get most success in getting done what you want Microsoft to get done  .. .

Just realize one thing – and I’m telling you from (quite a lot of) experience – Microsoft listens to your feedback, and is eager to get any sort of feedback from you! Not only from weirdo MVP’s like me, but from ALL of you.

DynaRent’s maintenance spare parts management

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When your revenue is stored specific areas like warehousing and spare parts management can be a potential risk. Especially when you don't have full control of your warehouse and its purchasing process. Spare parts management is an especially complex area. Especially when you consider corrective, preventive, and predictive maintenance for your equipment. How do you know when you need specific spare parts?

Of course, based on historical information you can work with minimum and maximum inventory levels to make sure you have sufficient inventory. In addition, you can do manual replenishment based on your service management experience.

Dynamics 365 for Finance and Operations provides a functionality that allows the system to inform you when you need specific spare parts based on the requests that you entered in the system. DynaRent intergrates seamlessly with this functionality. As a result, work orders that you generate in the system inform Dynamics 365 for Finance and Operations directly when and which type of spare parts you require. This is followed by a purchase proposal in case you do not have sufficient inventory yet.

Using master resource planning (MRP) for your spare parts will drastically decrease your inventory costs!

On each service work order in DynaRent for Dynamics 365 for Finance and Operations, it is possible to identify the required spare parts that you need for the job. Of course, this can differ per service job, equipment type, or even per unique piece of equipment. DynaRent provides all the necessary flexibility and is fully configurable.


Image 1: Item requirements configuration per work order task

Take an even closer look into spare parts management

As mentioned above, as soon as you create the work order, the system links the required spare parts to the work order and Dynamics’s master resource planning picks it up. This then provides a complete proposal of purchasable spare parts. On the work order, the system calculates the maintenance ready date based on when the work order is ready for maintenance and when you can use it again within the fleet.


Image 2: Maintenance work order and its maintenance ready date

Leveraging important Dynamics 365 for Finance and Operations functionality is vital for our customers. It allows them to take advantage of essential standard features from Microsoft and important industry-specific features from HiGH Software!

Curious about our DynaRent Solution Suite? We’re more than happy to provide you with a tailored demonstration. Please contact us at info@highsoftware.com to discuss, or visit www.highsoftware.com and see what we’re up to!

Let's Talk UAE VAT

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Good Day Everyone, Today I would like to give you the brief idea regarding UAE VAT implementation by using Microsoft Dynamics AX. Step by Step Perform prerequisite setups in AX Create GL accounts...(read more)

Microsoft Dynamics GP 2018 RTM Web Client Prerequisites: Series Index

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Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released. In a series of posts, I am stepping through the installation of Microsoft Dynamics GP and additional products and then will move on to taking a look at the new functionality which has been introduced.

Before installing the Microsoft Dynamics GP 2018 RTM Web Client, I will be installing the prerequisites. As with the eConnect 18 Prerequisites, I am breaking out the Microsoft Dynamics GP 2018 RTM Web Client prerequisites into their own mini series. This is the series index and will automatically update as posts go live.

Microsoft Dynamics GP 2018 RTM Web Client Prerequisites

Read original post Microsoft Dynamics GP 2018 RTM Web Client Prerequisites: Series Index at azurecurve|Ramblings of a Dynamics GP Consultant

Create and update Marketing List

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Marketing lists are used to group target audience for your marketing campaigns. Marketing lists can contain either existing customers like account or contact or potential/prospect customers like lead and...(read more)

Dynamics 365 for Manufacturing Factsheet

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This data sheet was taken from Microsoft eBook on Dynamics 365 for Manufacturing.  It reveals some interesting stats about the Dynamics 365 opportunity in the Manufacturing sector. Download eBook View...(read more)

How Is Customer Demand Reshaping the Food and Beverage Industry?

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Kale isn’t anything new – it’s not the invention of some mad scientists in a lab. So, why in 2012 did its popularity skyrocket? A campaign by a PR professional (who also really likes kale) catapulted the...(read more)

Common Data Integration Patterns - The Bi-directional Synchronization Pattern

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In this mini-series of blog posts, we are looking at data integration design patterns in the context of Dynamics 365 and, when relevant, Azure Service Bus. The five most common data integration patterns...(read more)
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