Yes, it’s here! The Copy configurations feature (and a look at other improvements related to Data Management)

Once a feature, then deprecated. Looking back in time... Back in AX 2009 there was a function to copy a company, basically enabling you to copy a specific legal entity to another legal entity. One can imagine this is very useful to copy a golden configuration or use the configuration of a specific company as... Continue Reading →

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Influencing the Dynamics roadmap really works… From idea to Fall release!

I love how, for a while now, the Dynamics product teams are open for customer and partner feedback via the ideas.dynamics.com community. In it's early days, I believe product team adaption of, and visibility on, the platform was low, but this has definitely changed over time. In my experience, posted product ideas generally get looked... Continue Reading →

Tip: If you haven’t found it already, the view details option isn’t gone – and other right click options that are available

View details isn't gone! For everyone that worked with AX 2012 or a previous version, I'm sure you are familiar with the 'View details' option. This option allowed you to navigate to the underlying table of a field. With the introduction of Dynamics 365 for Finance and Operations, this option is still available. However, I... Continue Reading →

Tip: See what you need to see. Use your fast tabs more efficiently, including adding fields to the summary

Let's start with the concept of fast tabs Fast tabs are used to group fields and allow you to easily collapse and expend groups of fields. They help to organize all the fields on entity details in a user friendly way. In example, on the product information details page you can see fields grouped on... Continue Reading →

Two features that have improved document management in Dynamics 365 for Finance and Operations

When you are working with Dynamics 365 for Finance and Operations, sure you can come along a long way storing data that is relevant to you using the standard available entities and fields. However, there's always relevant data you want to have insight into not matching your standard process, let alone your standard solution. An... Continue Reading →

It’s back! Batch job history clean-up is available (again)

When batch jobs execute, their execution history is stored in the batch job history. This helps in monitoring and validating proper running of (recurring) batch jobs, their execution time and possible logs. However, with a lot of recurring batch jobs, especially those with a high recurrence, will generate a lot of batch job history entries. In... Continue Reading →

Searching Dynamics 365 for Finance and Operations documentation isn’t easy – here’s a quick tip…

A couple of months ago, Microsoft documentation on Dynamics 365 (for Finance and Operations) transferred from ax.help.dynamics.com to docs.microsoft.com/en-us/dynamics365. Anyone navigating to the old URL will be automatically redirected. The start page and the documentation offers solid differentiation between the Business and Enterprise edition applications and provides additional cross-application documentation around i.e. add-ins and integrations and... Continue Reading →

Performance test tool in Dynamics 365 for Finance and Operations

With the release of Platform Update 5 a small feature called 'Performance test' was introduced as part of the System Administration module. To date, I have not found any official documentation that provides any information on this feature. That's why I thought it could be helpful to write a blog about this feature. So, hidden... Continue Reading →

The different Point of Sale deployment options for Dynamics 365 for Retail explained

When you are preparing to implement Dynamics 365 for Retail, or as part of a broader implementation, the Retail components of Dynamics 365 for Finance and Operations, you are faced with the challenge of defining what will be the best deployment option for your Point Of Sale (POS) devices. There is a set of options,... Continue Reading →

Features not (yet) implemented in on-premises deployments

With the introduction of the local business data, or on-premises, deployment option, Microsoft has published a list of 'Features not implemented in on-premises deployments'. Some examples of features on this list are not the least of features. I new already about the Power BI integration and analytical workspaces, but included are also the mobile apps,... Continue Reading →

Workspaces are great! My ideas on how workspaces could be taken to the next level!

With the introduction of Dynamics 365 for Finance and Operations came the workspaces. Relative to the role centers that we knew back when using Dynamics AX 2012, workspaces are really amazing. They allow for role- or task-based quick insight in the most important information and quick access to actions. The ability to include Power BI analytics... Continue Reading →

Tip: Faster navigation search – and my ideas on how it could be much better

With the introduction of Dynamics 365 for Operations came the introduction of new navigation concepts. One of the most important new navigation concepts for me definitely is the navigation search. Navigation search allows you to find menu items, or pages, quick by just typing what you are looking for. You can enter specific page names,... Continue Reading →

Dynamics 365 for Finance and Operations, Enterprise Edition local business data deployment option system requirements

The minimum system requirements for the local business data deployment option are quite hefty. The Azure Service Fabric cluster -that will host AOS, Batch, Data Management, Management reporter, and Environment orchestrator services- requires a minimum of 16 instances in total for both the production acceptance topologies. For the backend infrastructure, that can be shared across the production... Continue Reading →

Embedded Power BI reports licensed for all users from Spring (July 2017) release on

In the August 2016 update of Dynamics 365 for Operations (referred to as Dynamics AX 7.0), users could pin full page Power BI reports to their workspaces. Accessing and pinning Power BI reports required you to have a PowerBI.com subscription. From Spring (July 2017) release onwards, all user can now access Power BI reports based... Continue Reading →

How to publish and use the standard mobile workspaces on your Dynamics 365 for Operations environment

This blog will guide you through publishing one or more of the standard available mobile workspaces and use them on your mobile device in just three simple steps. The view an up-to-date list of the mobile workspaces released by Microsoft, follow this link: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/mobile-apps/mobile-workspaces-released Note: Microsoft Dynamics 365 for Operations version 1611 with platform update 3 or later must... Continue Reading →

New workspaces available from the Dynamics 365 for Operations Spring (July 2017) release

The Spring release (July update) offers a set of new workspaces. Some are just a nice way of getting a quick overview around a specific business process. Others, such as the data validation checklist or the configurable business process, have very interesting functionality behind them with broad use-cases. On both the data validation checklist and... Continue Reading →

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