Murray Fife's Blog, page 15

Configuring Vendor Ratings within Dynamics 365 for Operations

Introduction

Dynamics 365 for Operations allows you to configure your own Vendor Evaluation Criteria and then track the vendor performance against any or all the criteria that you have defined.

In this worked example we will show how to configure the Vendor Evaluations groups and criteria and how you can record evaluation results against vendors.

Creating Vendor Evaluation Criteria Groups

The first step in configuring the Vendor Ratings within Dynamics 365 for Operations is to create some...

Creating New Customer Notifications for Dynamics 365 for Operations using Flow and the Common Data Service

There are times where you want to create alerts or notifications triggered off the data within Dynamics 365 for Operations. There are a number of different ways that you can do this, but one of the simplest ways to do this is through Flow which allows you to create simple integration points that trigger other events that you may want to chain off the data. All of this can be done without even having to resort to a single line of code, and also without touching the base Dynamics 365 for Operat...

Updating Contact Details through Excel

Recently I came across a problem where I realized that all of the e-mail addresses within my system were incorrect. The default email addresses that come with the demo environment are @contoso.com, and my demo tenant has the domain name of @contosoeastfoxtrot.onmicrosoft.com.

I wanted to change them all so that when I try to skype any of the other employees in the demo system, that all of them would work. I could have been minimalistic and just change one of the users, but if you are going t...

Learn how to Create a new Dynamics 365 for Operations Training Environment through Lifecycle Services

As we have started to upgrade all of the Bare Cones Configuration Guide series to Dynamics 365 for Operations, we forgot that you all might want to know how to deploy out a new training environment through Lifecycle Service so that you can start this new journey of learning as well.

So as a result we sat down and created that guide just for you all. If you want to check it out here are all of the details.

BBCG.01.01.D365.1.D: Configuring a new Dynamics 365 for Operations Training Environmen...

Configuring the General Ledger Controls Guide is available for Dynamics 365 for Operations

This week we have started working on our next project for the Bare Cones Configuration Guide series, which has been to start uplifting the Configuring the General Ledger guide from the Dynamics AX 2012 version to the Dynamics 365 for Operations release. Rather than wait to finish all of the 8 chapters before releasing out this content we have decided to release them out individually as we get them finished.

We are happy to say that the first module for the General Ledger is available and if...

Using the Excel Workbook Designer to Create Data Import Templates

In the past importing data into Microsoft Dynamics has been a little bit of work. The Data Management tools within Dynamics 365 for Operations makes it a little easier to package data up into data sets.

But if we want an easier way to import in data then there is a second option which is the Excel Workbook Designer which allows us to create Excel templates directly from the data entities and then use them to access and even import data within minutes.

In this walkthrough we will show how yo...

Surfacing Office 365 Groups as Office Teams

Office Teams are a great new collaboration tool that we can take advantage of within Office 365, and if we are using Office Groups then we can convert them into Teams and start taking advantage of the collaboration that it adds, but still take advantage of the Groups at the same time.

In this walkthrough we will show how you can start doing this.

Prepping your Office 365 Group for Teams

Public Groups cannot be converted into Teams, but Private ones can. So the first thing that we need to d...

New Bare Bones Configuration Guide is Available for Dynamics 365 for Operations

With the release of Microsoft Dynamics 365 this month we have started the process of updating all of our content to include versions of the guides especially for this version. We are happy to say that the first one is in the can and if you want to check it out here are all of the details.

BBCG02: Configuring An Legal Entity Within Dynamics 365 for Operations

There is no better way to start learning Dynamics 365 for Operations then to just dive in and start setting it up from a blank slate....

Synchronizing New CRM Accounts to AX Using Flow and the Common Data Model

There has been a lot of talk about the Common Data Model, Power Apps and Flow recently and how it could be used. One of the ways that we have found the most useful is with the synchronization of data between CRM and AX. Usually this would be a painful process of creating web services on both sides of the applications and then trying to tether them together with some additional code.

Flow and the Common Data Model are another option, and in just a couple of minutes you can easily build a sync...

The Dynamics AX Companions Site Just Got Easier

A month or so ago we officially swapped website for the Dynamics AX Companions (http://www.dynamicsaxcompanions.com) project to try to make it easier for everyone to access the content that we have been creating over the past couple of years. I felt so bad though when I was talking to one of our customers and they said that the new site was hard to navigate and that they liked the old one better. This was partly because it was hard to find the right guides and also you had to go to a separate...