Dynamics 365 for Operations

Dynamics 365/AX Multiple Legal Entities Chart of Accounts

Legal Entity

Deciding how to set up the Chart of Accounts is a foundational question that must be carefully thought out and planned in the early days of a Dynamics 365/AX implementation.  It becomes increasingly complicated when there are multiple legal entities involved in the implementation.  A clear understanding of the many components of the Chart of…

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The Spider Web of Service Agreement Sales Price for Dynamics 365 Made Easier

Get a little confused when thinking about the best way to set up Sales Prices for Service Agreements?  Want to make sure invoices are going out with a high level of first-pass accuracy?  Would like to reduce the number of pricing adjustments and increase customer satisfaction?  Want to make price increase time a little easier?…

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Dynamics 365 for Operations – Benefit Accruals Made Fun

Benefit Accrual Plans Dynamics 365 for Operations

Yes!  Benefit Accruals, for such things as Vacation and Personal time, can be FUN and not just when they are taken!  In Dynamics 365 for Operations, the functionality has been expanded from prior AX versions to include additional functionality like: Earning Codes for Plan Accrual Earning Code Group Compensatory Time Accrual at a Fixed Amount…

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Dynamics 365 for Operations: Overlayering Out, Extensions In… For Good

Dynamics 365 overlayering to extensions

Since launch, Microsoft has set out to make Dynamics 365 for Operations an integral part of their Digital Transformation message and solution. Striving to make this transition easier, changes are coming that will affect customizations made to the code in both implementation and upgrade scenarios.  In fact, one of the main objectives Microsoft has outlined…

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Intro to Task Recorder and BPM in Dynamics 365 for Operations (Part 2)

select library in LCS task recorder

As part of Dynamics 365 for Operations (aka AX7), Microsoft introduced a novel approach to assist users with releases, business processes and training. Using a familiar web based application Life cycle services (LCS) and the improved Task recorder tool, Partners and Customers can, quickly and easily, record and publish a guided help experience in Dynamics 365 for Operations.…

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Intro to Task Recorder and BPM in Dynamics 365 for Operations (Part 1)

As a part of Microsoft Dynamics 365 for Operations, Microsoft has introduced a novel approach to assist users with releases, business processes and training. Using a familiar web based application Life cycle services (LCS) and the improved Task recorder tool, Partners and Customers can, quickly and easily, record and publish a guided help experience in Dynamics 365…

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Exploding Phantom BOMs and Their Impact on Production Estimation

bill of materials lines dynamics 365

Recently a client noticed variances between the Bill of Materials on the Production orders (Production BOMs) and the Bill of Materials on the Items (Item BOMs). As far as anyone knew no manual changes were being made to the either BOM, which seemed plausible. After further investigating, it was clear that upon creation of the…

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