-
Creating the best User Experience for the Advanced Warehouse Mobile App
We all know that in order to give a really great user experience the Dynamics 365 screens need to be cleaned up and personalized so that the users only see the fields that they need to see in order to do their jobs.
-
Using workflows with employee hierarchies in Dynamics 365 F&O
On a recent project my customer wanted to use workflows to approve project quotes. The requirement was to have different approvers for different quotation dollar amounts. Further these approvers would change based on the person submitting the quotation.
-
D365 Saved View not working try this!
Changing the out of box views in Dynamics 365 helps user adoption and training efforts when implementing a new system. It is important to update these various system views to create a corporate view so that your users are only looking at exactly what they need to see. However we can run into instances where…
-
Reversing a Shipment Confirmation in Dynamics 365
We have all had that feeling where we press that confirmation button on the wrong shipment and then frantically search for some way to undo that confirmation. Do not fret there is a way to reverse a shipment confirmation.
-
Changing the Shipment Carrier and Carrier Service in D365
Often when working with newer users in D365 transportation or Advanced Warehouse they get confused when they cannot change certain fields on the shipment. In this post we will take a look at the carrier and carrier service that when looking at the shipment appear that we cannot change.
-
Manually Assigning Warehouse Work to Users
There are processes in a warehouse that may require a manager to assign work to a warehouse worker instead of the system assigning the actual work. In this blog we will take a look at how a warehouse manager can assign work to a user and how a user can see what work they are…