Author: jac_rod
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Secrets of MRP in D365: time to think about net requirements
In the last post, I went through a bunch of the behind-the-scenes steps that happen when master planning in Dynamics 365 SCM runs, but I didn’t show any of the screens or the process happening in Dynamics. I’ll change that in this post. Setting up an example Since I started teaching master planning courses back…
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Secrets of master planning in Dynamics 365: Step-by-step MRP breakdown
In our last post, we introduced the concept of master planning. Now, let’s dive into how MRP (Material Requirements Planning) actually determines what actions to take and when to take them. Step 1 – recalculate BOM levels The master planning engine in Dynamics 365 SCM processes tasks in a strict sequence. To ensure it processes…
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Easily building an income statement in Power BI
Want an easy way to create either an income statement or a balance sheet in Power BI? Here’s one straightforward approach that worked for me!
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Secrets of master planning in Dynamics 365 SCM?
This is the first post in a series on Microsoft Dynamics 365 Supply Chain Management master planning. In this post, I go through what is master planning.
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How to customize Dynamics 365 Business Central (maybe)
I’m trying to build some Power BI reports using Business Central general ledger data. First attempt at doing this was to connect Power BI to the Business Central connector and using the G_Lentries web service. This was working just fine for a while. However, I ran into a snag. During my data migration, I ended…
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How to find the VAT business posting group field on a Customer card
You’re missing a checkbox. This documentation is great. However, it neglects to mention a critical step. Look at all the things it shows you how to do!! Nowhere in here, though, does it tell you how to turn on VAT for a company. Check the box In the “General Ledger Setup” form, click the “VAT…
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How to choose the right fields when customizing Report layouts
Back to Business Central. Similar to Finance and Operations, the out-of-the-box business documents (sales invoices, in this case), leave much to desired. Thankfully, UNLIKE Finance and Operations, Business Central has a pretty straightforward way to handling customizations of these reports. I wanted to use the Word-based reports instead of dealing with customizing Reporting Services reports.…
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How to make Power App and Power Automate work together?
Was working with Power Apps and the Microsoft Graph API, and it seemed easiest to put together a couple of flows to interact with it asynchronously. I wanted to both pull data down from the graph API and also update data. Regardless, I was building a little prototype app, and I got stuck on something.…
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What is DAX and how does it relate to Dynamics 365?
DAX can mean lots of things. In the context of Power BI, DAX stands for “Data Analysis Expressions”. It’s a language used when creating calculations in Power BI – similar to Excel functions. In the context I want to discuss, though, DAX is shorthand for Dynamics AX. Microsoft Dynamics AX was the last name of…