Dynamics 365/AX

Dynamics 365 for Finance and Operations, Enterprise Edition 7.3 Available Now

Dynamics 365 for Finance and Operations 7.3

In the spirit of the holidays, Microsoft released the newest version of Dynamics 365 for Finance and Operations (7.3) along with a bevy of new features this December. Having been available in private preview since December 1st, it is now formally available publicly. Here’s a quick rundown of what’s new (see details for each here):…

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Dynamics 365 Employee Performance Review Time!

Human Resources Performance Dynamics 365

Oh No!  Performance Review Time again! Don’t dread performance review time.  Use Microsoft Dynamics 365 for Finance and Operations Performance Tracking to make the annual task simple and enjoyable. In Dynamics AX 2012, by creating goals, discussions and rating models, employee performance tracking is no longer a painful task. Improvements in Dynamics 365 have taken…

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Dynamics 365 – Want to do the Wave?

Wave Templates Dynamics 365

Ready! Set! Go! Not that kind of a Wave!  The Dynamics 365 Wave. Think of it this way.  When shipping work (Sales Orders) are released to the Warehouse when using D365 Warehouse Management, the material handlers would like the work they are presented with to be organized in some way, shape, or form.  So in…

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Dynamics 365 – Say “Hello” to Wave Templates

One of the basic functionalities of Warehouse Management in Dynamics 365 for Finanace and Operations Enterprise Edition remains the Wave Template functionality.  Wave Templates are used to manage, automatically or manually, the Shipping Waves, Production Waves or Kanban Waves.  When the Wave is processed, work is created for the operations team(s) to be performed. Wave…

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Dynamics 365 for Talent: Attract and Onboard Modular Apps Available Now

Talent Attract App Microsoft Dynamics 365

While we’re still a couple of weeks from one of the best holidays of the year (Thanksgiving), Microsoft has already provided something new to be thankful for this month. Dynamics 365 for Talent is continually evolving to better provide businesses with the tools they need to grow, on their own terms and at their own…

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Dynamics 365: Organizational Hierarchy

Organization Hierarchies in Dynamics 365

Establishing organizational hierarchies in Dynamics 365 for Finance and Operations, Enterprise Edition (aka formerly Dynamics AX) provides companies with the flexibility to establish different structures outside of their legal setup. A hierarchy can be created and used for policies, budget planning, reporting structures, approvals or financial internal reporting. Below is an exploration of creating an…

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Dynamics 365: Jobs and Positions for Your Organization

Dynamics 365 Human Resources job

Establishing your company’s organizational hierarchy is an important part to your Human Resource implementation in Dynamics 365 for Finance and Operations, Enterprise Edition (the artist formerly known as Dynamics AX). Once completed, the structure can be used for tracking your org. chart, route timecards, route expense reports, utilize the payroll module and more. In order…

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Top Takeaways from D365UG/AXUG Summit ‘17

D365UG/AXUG Summit 17

“Blame it all on my roots, I showed up in boots” – Sorry, we’re having a bit of trouble getting back into the groove of things after this year’s D365UG/AXUG Summit in Nashville. With over 200 session and a record breaking attendance number, this year’s Summit HAS to go down as one of the best…

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How To True Up User Licenses in Dynamics AX 2012

Dynamics AX 2012 User Count Report

The inquiries related to management of user licenses in Dynamics AX seem to periodically resurface among our Dynamics AX 2012 Help Desk customers.  Here is a quick rundown on how to master the “Named user license count” report in Microsoft Dynamics AX 2012. This report analyzes the roles and privileges assigned to each user and…

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