Murray Fife's Blog, page 11

Cash & Coin Management in Faerûn: How the Gold Flows in AD&D365

In a realm where dragons hoard treasure and adventurers barter with platinum, managing the movement of gold, silver, and copper across a multi-realm operation is no small feat. That’s why the Waterdeep Trading Company relies on the robust financial tools of Dynamics 365 Finance to tame the chaos of coin.

Welcome to Advanced Dungeons & Dynamics 365, where cash and bank management gets the high-fantasy treatment—and works like magic in the real world too.

What Does “Cash Management” Mean in ...

Maintaining Magical Assets in Faerûn: Asset Management in AD&D365

Let’s face it: even a +2 Flaming Sword needs a little upkeep. Whether you’re tracking enchanted siege engines, teleportation pads, or just a warehouse full of delivery carts, Asset Management in Dynamics 365 keeps the gears turning—and the dragons from eating your depreciation schedules.

In the world of Advanced Dungeons & Dynamics 365, Asset Maintenance isn’t just about compliance. It’s about making sure your investments—magical or mundane—stay in top condition, are properly accounted for, ...

Trade Promotions in Faerûn: How Discounts and Dragons Drive Sales in D365

In the world of Advanced Dungeons & Dynamics 365, the real heroes of commerce aren’t always wielding swords—they’re wielding spreadsheets.

Whether you’re a potions distributor in Amn or a magical cookware wholesaler in Waterdeep, running trade promotions is one of the best ways to boost volume, clear seasonal inventory, and gain favor with merchant guilds. But managing those promotions across city-states, planes of existence, and fluctuating economic zones? That’s where Dynamics 365 Trade Pro...

Unofficial Demo Database Deployment Cheat Sheet

Creating a local virtual machine (VM) for Dynamics 365 Finance & Operations (F&O) or Supply Chain Management (SCM) can be a highly valuable setup for testing and development. Here’s a step-by-step guide to building and configuring a new VM using a demo database.

Step 1: Building a 10.0.39 VMDownload the Archive Files: Begin by downloading the 10.0.39 version archive files from Microsoft’s Lifecycle Services (LCS).Extract the Files: After downloading, extract the files to a design...

Advanced Dungeons & Dynamics 365

“Advanced Dungeons & Dynamics 365” is a clever take on blending the high fantasy of Dungeons & Dragons (D&D) with the practical world of Microsoft Dynamics 365, combining storytelling and ERP system configuration to make learning and using Dynamics 365 more engaging and accessible. Here’s how this mash-up can play out in a professional context, especially for training and development:

1. World-Building for ContextJust like a Dungeon Master (DM) in D&D sets the scene and creates a world w...

MODULE 2 OF THE BARE BONES CONFIGURATION GUIDE FOR SALES AND MARKETING WITHIN DYNAMICS 365 SCM – CONFIGURING ACTIVITIES IS NOW AVAILABLE

Even with my Surface Studio having to go to the Computer Hospital last week, I was able to get the next installment of the Bare Bones Configuration Guide for Dynamics 365 edited and published this weekend.

This next edition continues to chronicle the implementation at the Waterdeep Trading Company and shows how to implement Activity Tracking within the Sales and Marketing module within the Supply Chain Management area of the system.

This guide covers the configuration of Activity Types, Ph...

I’m starting my next Bare Bones Configuration Guide – Configuring Sales and Marketing within Dynamics 365

I’m back on track and am starting my next set of chronicles following the implementation of Dynamics 365 at the Waterdeep Trading Company. Now they are tackling the implementation of the Sales and Marketing area of the system, starting with the configuration of the Sales and Marketing controls.

I’ve laid out ten labs in this series, so this one is going to be HUGE – literally! I have planned the following labs that I will create over the next couple of months:

• Configuring Sales and Marke...

Debugging Electronic Reporting Models in Dynamics 365 Finance & Supply Chain Management

Introduction

If you have ever worked with the Electronic Reporting feature within Dynamics 365 Finance & Supply Chain Management, then you have probably spent a little bit of time trying to find out which are the right fields to bind within the data models. You have probably bound a field, thinking that it is the right one, only to find that the field is blank, and then all your electronic reports start failing.

I know how frustrating this can be, because I spent half a day trying to find wher...

Configuring Social Media Information on Employees and Contacts

When you set up contacts within Dynamics 365 Finance & Supply Chain Management, you have probably set up their contact information, including their email address and their phone number.

Did you know though that you can also track the contacts social media contact details as well, such as their Facebook, Twitter and LinkedIn profiles as well, giving you a one-click link from their profile within Dynamics 365 over to their social media landing pages?

In this walkthrough we will show how you...

Using Dynamics 365 Finance & Operations Business Events and Flow to send Forms Pro Surveys to Customers

This morning I got a notification that an order had been shipped, and it had a link to a survey.  Which made me think – how hard is this to do in Dynamics 365?

I don’t know if many of you have played much with Forms Pro, but it is even better than Forms.  I created a new survey, and just from the title of the survey, it pretty much built the entire set of satisfaction questions for me through the suggestions.

On the sales order, we are tracking the shipment, and when the product is shipped,...