Author: jac_rod
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How-to quickly share a saved view in Dynamics 365 FSCM
If you got here from my LinkedIn post, welcome. If not, happy to have you anyways. Let’s say you have a saved view, and you want to share it with other users. How would you do such a thing? It’s pretty simple. Navigate to System administration –> Setup –> Personalization Once you open this form,…
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Companies that use enterprise resource planning: finding results in Google
I’m guessing you came to this page because you searched for “companies that user enterprise resource planning” in Google or Bing. Well, I don’t have a list of companies for you, but I CAN help you find them on your own (teach a person to fish, you know.) Boolean searching in Google Not to sound…
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Incredibly easy way to review timesheets
When a user submits a time entry for approval in Dynamics 365 Project Operations, an “approval” record is created. There’s no REAL workflow, like there is in Dynamics 365 for Finance, so the approvals kind of just sit there. The way that a project approver is supposed to know which time entry approvals to approve…
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Dynamics 365 MRP Guide: Net requirements
In the last post, I went through a bunch of the behind-the-scenes steps that happen when Dynamics 365 MRP in Supply Chain Management 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 the example Since I started teaching master planning courses…
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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 find which fields to use 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.…