Category: Finance & Supply Chain
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The Power Automate trick I wish I knew sooner – using alternate keys instead of GUIDs
I’ve been building Power Automate flows that take rows from Excel and create sales orders and sales order lines in Dataverse. It’s pretty standard, but I keep needing to reference related records (like the customer or a delivery warehouse or something) and I had to go get the GUID first. Sometimes, in a more complicated…
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How to easily see what vendors sold us a certain item
One of the things that I’ve loved showing people over the years is advanced filter or sort in Dynamics 365 Finance and Operations. Now I’m going to show you. Advanced filter or sort allows you as a user to filter one table on the results of another table? I’m sure that makes sense but let…
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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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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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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.