One of my more popular videos is the zebra printer emulator setup. Unfortunately the Google Add in that I was using doesn't appear to be supported anymore so a lot of people were getting errors with it.
One of the first decisions that is made during the first week of a Dynamics 365 project is what warehouses there will be and whether they will be advanced or basic warehouses.
When we setup Dynamics 365 Supply Chain Advanced Warehouse we tend to look at how we can automate the assignment of work. This is generally necessary, but sometimes we just need to manually assign some work to a user to go and do. It might be a special order that needs to be picked or some other inventory work that we want to assign to a specific person.
Until recently working with the Advanced Warehouse Mobile app was a single task mobile application. If a warehouse worker needed to perform some other check like an inventory inquiry, location inquiry or license plate inquiry they would have to finish their current task and then perform the inquiry.
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.
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.
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.