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.
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.
A very common type of integration that we are asked to create for Dynamics 365 Finance and Operations is an outbound file integration. You might send a customer or vendor list to a third party system. Or you might send a transaction file to another system.
Often we can be called on to create integrations from other systems to Dynamics 365 Finance and Operations. Until fairly recently creating even the simplest of integrations involved a good bit of work and time, and a lot of testing.
We hope that the vendors get it right when it comes to shipping our orders, but mistakes will happen. Today we will take a look at what to do when these mistakes happen.
The great thing about the landed cost module is that is can be used with either basic or advanced warehouse in Dynamics 365 Finance and Operations.