#d365 — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #d365, aggregated by home.social.
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🚨 Choosing the wrong Dynamics 365 implementation approach can cost more than the ERP itself.
#Dynamics365 #MicrosoftDynamics365 #ERP #ERPImplementation #D365 #DigitalTransformation #Dynamics365FO #BusinessTransformation #ERPConsulting #MicrosoftERP #Dynamics365Partner #ERPStrategy #CloudERP #EnterpriseTechnology #DigitalTransformationStrategy #MicrosoftPartner #ERPConsultant #Dynamics365Finance #ERPSoftware #BusinessGrowth
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Many base Microsoft events send an email. In this article, learn how to add a new D365 email notification type. Then associate the event with an email template so an email is sent when that event occurs.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #SendEmail #AddEmailEvent #NotificationType
https://dynamics365musings.com/d365-email-notification-type -
Learn the steps for processing a return order in D365. Types include a physical return, a credit order, or a replacement report.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #D365 #ReturnOrder #RMA #ArrivalJournal #ItemArrival
https://dynamics365musings.com/return-order-in-d365 -
Learn how to extend a D365 email template to use custom data and placeholders in emails sent to customers.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #SendEmail #ExtendEmailTemplate #AddEmailPlaceholders
https://dynamics365musings.com/extend-a-d365-email-template -
Learn how to send D365 emails using X++ code. The system can send an email, or an email form can be opened directly within Dynamics.
#Dynamics36 #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #SendEmails #EmailText
https://dynamics365musings.com/send-d365-emails -
Learn to associate an email template with a predefined event then send D365 event emails.
#Dynamics365 #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #xppgroupies #D365 #D365EventEmails #EmailNotificationProfile #EmailNotificationType
https://dynamics365musings.com/d365-event-emails -
Sales orders in D365 can follow multiple processing paths, depending on the business scenario. In this article, you’ll learn how to create a call center order in D365 F&SC—a retail-focused workflow that applies channel-specific defaults, enforces a structured order completion process, and supports advanced pricing and payment features.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #CallCenter #CallCenterOrders #AddUserToCallCenter
https://dynamics365musings.com/call-center-order-in-d365 -
Business Rules vs. Client Script. Business Rules work on the Server (mostly). Client Script works only on the Form. If you import data via API, Client Script won't run. Business Rules (usually) will. For data integrity, always prefer Server-side logic.
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XrmToolBox "Attribute Usage Inspector." Ever wonder "Can I delete this field?" This tool tells you exactly how many records are actually using that field. If it's 0% populated, delete it. Keep your schema clean.
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Learn how to set up a D365 email template.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #EmailTemplate #EmailPlaceholders #HTMLEmail
https://dynamics365musings.com/d365-email-template -
Dynamics 365 "Dual Write" vs "Virtual Entities." Dual Write copies data (Double storage, tight coupling). Virtual Entities reads data (No storage, loose coupling). Unless you need heavy querying logic on the D365 side, default to Virtual.
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There are several different ways to configure email in D365. Microsoft Graph is now the recommended email provider, replacing the deprecated Exchange email provider. Learn how to configure an SMTP server connection for testing.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #ConfigureEmailInD365 #SMTP #MicrosoftGraph #EmailParameters
https://dynamics365musings.com/configure-email-in-d365 -
Developers can use the D365 skipDataMethods method to skip the record-specific code and perform database operations in bulk.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #SkipDataMethods #SkipDeleteActions #SkipEvents #Performance
https://dynamics365musings.com/d365-skipdatamethods -
Learn how to use delete_from in D365 to delete many records from a table very quickly and with great performance.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #Delete_From #Performance
https://dynamics365musings.com/delete_from-in-d365 -
The update_recordset keyword in x++ is used when you need to update many records in a table quickly with the best performance. It is extremely fast because it generates a single SQL statement that is sent to the server once.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #Update_RecordSet #Performance
https://dynamics365musings.com/update_recordset-in-d365 -
When using a Microsoft Dynamics 365 Azure cloud-hosted environment, you may receive an error message relating to a D365 invalid certificate. In this article, learn how to use LCS to resolve this error and get your environment working again.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #D365InvalidCertificate #CertDateInvalid #SSL #TLS
https://dynamics365musings.com/d365-invalid-certificate -
D365 maps are really useful for storing lists of pairs of related values. Each item in a D365 map stores a key and a corresponding value. Each key in a map collection is unique, but the associated value does not have to be. For example, you could store a salesId in the key, and a related value such as the total in the value. Or, perhaps you store a RecId of one record, and its related RecId in another.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #Map #MapLookup #MapInsert #MapRemove #MapEnumerator
https://dynamics365musings.com/d365-map -
A D365 set is a unique, unordered collection that contains elements of all the same data type. Learn how to use them to track processed records.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #Set #SetIn #SetAdd #SetRemove #SetEnumerator
https://dynamics365musings.com/d365-set -
Learn how to add values to a D365 list and loop through it. Understand how to add values at the beginning and end of a list and combine them.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #List #AppendList #MergeList #ListEnumerator
https://dynamics365musings.com/d365-list -
When something goes wrong while running a complex process, it can be challenging to understand how to correct it. Understanding how to save error messages in D365 will help give you the information needed to take further action.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #Infolog #InfoLogLine #Logs #SysInfologMessageStruct
https://dynamics365musings.com/save-error-messages-in-d365 -
This tutorial will show you how to make a log to track how long a specific process takes to run. Learn how to expand custom logs to create D365 performance logs to help understand where performance may be improved.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #Performance #Logs
https://dynamics365musings.com/d365-performance-logs -
It can be very helpful in some cases to have a specific D365 custom log table and form to provide detailed information on complex processes.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #CustomLog #Workbench
https://dynamics365musings.com/d365-custom-log -
Developers add D365 infolog messages in code to help the user understand what occurred during a process.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #InfoLog #Messages
https://dynamics365musings.com/d365-infolog-messages -
Dynamics 365 for Finance and Operations administrators use Life Cycle Services (LCS) to apply service and quality updates to environments. Learn in this tutorial the steps necessary to apply a D365 service update to an environment.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #ServiceUpdate #QualityUpdate #LCS #Administration
https://dynamics365musings.com/d365-service-update -
Learn the schedule for applying D365 continuous updates to your environments, and bring new hotfixes and features to your system.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #ContinuousUpdates #ServiceUpdates #LCS #Administration
https://dynamics365musings.com/d365-continuous-updates -
Following the articles and videos in these tutorials will take you from a beginner to a master in D365 development. This playlist takes you through an incredible journey of what you need to know to have a career as a developer in Microsoft Dynamics 365 for Finance and Operations. I plan to only add to it. So keep coming back. You will be surprised by all the useful things you will learn along the way.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #D365Tutorials #Tutorials #D365Playlist #D365Development
https://dynamics365musings.com/d365-development-learning-playlist/ -
When an error message is unclear, these steps will show you how to determine where to change data in the system to continue moving forward. In this second D365 debug tutorial, learn new techniques and gain practice in debugging and solving error messages.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #DebugTutorial #FindAllReferences #Debug
https://dynamics365musings.com/d365-debug-tutorial-2 -
In addition to learning how to develop in Microsoft Dynamics 365 for Finance and Supply Chain, it is important to become very good at solving problems. In this D365 debug tutorial, learn how to find the code causing an error message to show using Find Labels.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #FindLabel #FindAllReferences #Debug
https://dynamics365musings.com/d365-debug-tutorial-1 -
Often times you need to send data from an external system into D365. Learn how to generate classes from data sent in using paste as JSON and paste as XML in Visual Studio.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #PasteJSONAsClasses #PasteXMLASClasses #GenerateClasses
https://dynamics365musings.com/generate-classes-from-data -
Learn how to create D365 SSRS reports and display data retrieved from within Microsoft Dynamics 365 for Finance and Operations. Reports allow for precision control of where the information is shown on the page.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #SSRS #Reports #SSRSReports #DataProvider
https://dynamics365musings.com/create-a-d365-ssrs-report -
Learn how to add exception handling by using D365 try catch statements. Without exception handling, when an error occurs the system will stop the process entirely. However, with the right code, you can ensure the system skips past invalid records and continues to process all records that are valid.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #TryCatch #ExceptionHandling #ErrorHandling #Deadlocks #UpdateConflicts #Retry #Finally #NestedTryCatch
https://dynamics365musings.com/d365-try-catch-statements -
Learn how to create multithreading in D365 batch jobs and process records in parallel. Process records multiple times faster than before!
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #SysOperationFramework #Multithreading #BatchJobs #TopPicking #BatchBundling #Threads
https://dynamics365musings.com/multithreading-in-d365-batch-jobs -
Learn how to create multithreading in D365 batch jobs and process records in parallel. Process records multiple times faster than before!
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #SysOperationFramework #Multithreading #BatchJobs #TopPicking #BatchBundling #Threads
https://dynamics365musings.com/multithreading-in-d365-batch-jobs -
In order to debug or develop new custom code you need to deploy a D365 environment. Learn how to deploy a cloud-hosted environment.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #DeployD365 #CloudHostedEnvironment #LCS #Tier1 #Development
https://dynamics365musings.com/deploy-a-d365-environment -
In this Community Summit session, presented by @NathanClouseAX and myself, explore advanced techniques and proven tips and tricks to help you turbocharge your productivity and take your x++ development to the next level!
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #TipsAndTricks #Development #VisualStudio #Tools
https://dynamics365musings.com/x-development-boost-your-development-skills-with-proven-tips-and-tricks -
In this Community Summit session, presented by @NathanClouseAX and myself, explore advanced techniques and proven tips and tricks to help you turbocharge your productivity and take your x++ development to the next level!
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #TipsAndTricks #Development #VisualStudio #Tools
https://dynamics365musings.com/x-development-boost-your-development-skills-with-proven-tips-and-tricks -
Walk through step by step, how to use a D365 Data Entity.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #DataEntity #DataEntities #Integration #datamanagement #data #Excel #Import #Export
https://dynamics365musings.com/use-a-d365-data-entity -
Walk through step by step, how to create a D365 Data Entity in Visual Studio.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #DataEntity #DataEntities #Integration #datamanagement #data
https://dynamics365musings.com/create-a-d365-data-entity -
D365 Data Entities allow outside systems to read and write data in Microsoft Dynamics 365 for F&O.
#Dynamics365 #Dynamics365Musings #MSDyn365 #MSDyn365Community #DYN365O #D365FO #Microsoft #d365ug #xppgroupies #D365 #DataEntity #DataEntities #Integration
https://dynamics365musings.com/d365-data-entity -
I love working with clients especially when they have new questions or conundrums for me to figure out! Someone asked if you could show or hide fields based on what you already knew about a Contact.
Can you dynamically show or hide fields on a marketing form, all based on what information is currently captured for the Contact?Take a look at my example form and feel free to test it out.
Blog post with how to do it coming next week!
https://meganvwalker.com/contact-form-example/?utm_source=mastodon&utm_medium=organic_social&utm_campaign=contact_form_submission&utm_content=general_post
#d365marketing #dynamics #d365 -
Oh, Microsoft. Why is your learning module on Fundraising and Engagement based on an app that is now part of the nonprofit accelerator and can't be downloaded itself
But the fundraising forms shown in the learning module are nowhere to be found in the accelerator, which is up to date. I checked.
Not like those forms aren't a good part of the reason for this project 🫠
Where are they??
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Oh, Microsoft. Why is your learning module on Fundraising and Engagement based on an app that is now part of the nonprofit accelerator and can't be downloaded itself
But the fundraising forms shown in the learning module are nowhere to be found in the accelerator, which is up to date. I checked.
Not like those forms aren't a good part of the reason for this project 🫠
Where are they??
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18 months ago I started working with Dataverse and connecting it to Power BI. Thankfully I was quickly introduced to @ScottSewell
Recently he has been a busy man putting together awesome content about how Dataverse and Power BI work better together now. Take look and subscribe to his YouTube #PowerBI #Dataverse #Dynamics #D365