In my experience as a consultant and as a support engineer, I’ve found just the mention of the word “sorting” can seem like a daunting task to any user. No matter what it is you are trying to sort, many times it takes trial and error, as well as testing to get it right. In […]

What is Management Reporter? How does it work with Dynamics AX? From a ‘big picture’ perspective, what do you need to know about it?  We will discuss these questions and more in the blog below, which gives an introduction and overview of Management Reporter (MR). I’ve also created a video series offering helpful tips on […]

I am in a unique scenario, as I am both a Microsoft Partner that sells and services Dynamics products, and also a customer that uses Microsoft Dynamics business solutions to run our practice. When Microsoft released Project Service Automation (PSA) as part of the Dynamics 365 suite, I jumped right in to deploy it for […]

*This post was written for Dynamics 365 Business Central but the content also applies to Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to the NAV solution. Integrating data sources into your financial system is a great way to automate the flow of information […]

Power BI can connect to data entities exposed via OData from a Dynamics 365 for Operations environment. The OData rest endpoint by default exposes all data entities that are marked as IsPublic in the AOT Properties field. The default OData behavior is that for any entity the data return is based on the users set […]

A Production environment for Dynamics 365 for Operations (D365) is hosted by Microsoft and the underlying physical virtual machines are not exposed to the client. This is in stark contrast to a UAT, Test or Dev environment hosted by Microsoft for D365. The latter environments expose the RDP connection information as well as credentials which […]

This blog is a continuation from Configuring the Dynamics AX 2-12 R3 Entity Store.  This is part 2 of a 3-part series: Part 1 – Setting up and Configuring the Dynamics AX 2012 R3 Entity Store Part 2 – Publishing a Dynamics AX 2012 R3 default entity Part 3 – Creating and publishing a custom […]

This is part 1 of a 3-part series: Part 1 – Setting up and Configuring the Dynamics AX 2012 R3 Entity Store Part 2 – Publishing a Dynamics AX 2012 R3 default entity Part 3 – Creating and publishing a custom Dynamics AX 2012 R3 entity Intro Microsoft’s update for Dynamics AX 2012 R3 includes […]

There is a multitude of 1099’s processed in January. Here is the basic information you need to know in order to set up 1099 software vendor information in Dynamics AX 2012. One of the fields required by the Internal Revenue Service when filing 1099 information electronically is information regarding who the software vendor is that […]

Have you ever seen a greyed-out invoice option on a Project Sales Order in Dynamics AX? I ran across this predicament while at a customer site.   We had posted the packing slip to ship and was were ready to post the invoice. The invoice button was greyed-out like the screen below.  What to do?  How can […]