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.
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 when we apply filters to the various columns in the grid those filters don't always work. There is a trick.
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.
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.
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 assigned.
Did you know that the task recorder can be used as a security tool? In today's post we will see how.
Over the past couple of years the way that I implement Dynamics 365 has shifted to a more agile like approach. At first I was skeptical, but here are 5 ways this methodology really works.
If you do not know this security trick for Dynamics 365 Finance and Operations you might think it's hard to determine the security required to access a form.
This is my first blog post of 2022. I hope everyone had a great new year. One of my "New Year's Resolutions" this year is to work on security during my projects and not wait until the end of the project.
Today we take a look at how using a GS1 barcode can make your various advanced warehouse processes easier.