Skip to main content

Posts

Showing posts from January, 2017

Workflow configurable hierarchy #D365O

This was a nice find in the latest version of D365O. In workflow we can associate a hierarchy to a configuration. In pervious versions we where only allowed to select the one primary managerial hierarchy. A slider will pop up which you can select a hierarchy. In the assignments in AX 2012 we where only allowed to select the Managerial hierarchy. In D365O we can select Configurable hierarchy.

Inventory on-hand mobile workspace for Microsoft Dynamics 365 for Operations app

Over the last couple of months I posted about the Dynamics 365 for Operations mobile platform. Part 1 – Logging in Part 2 – Basic configuration Part 3 – Advanced configuration Part 4 – Export/Import I intentionally say platform and not app. This is because it is somewhat a generic in nature. You can record a series of forms and actions to use as an app. The App behaves similar to the full browser application by focusing on workspace concept. You click on a workspace and drill through to menu items. Search for a KB 3215650 that will allow you to deploy 4 recorded apps done by Microsoft. This hotfix includes the workspaces for Supply Chain Management listed below. More information on the wiki links below. Cost object overview - https://ax.help.dynamics.com/en/wiki/cost-controlling-mobile-workspace/ Inventory on-hand - https://ax.help.dynamics.com/en/wiki/inventory-on-hand-mobile-workspace/ Sales orders - https://ax.help.dynamics.com/en/wiki/sales-orders-mobile-workspace/

Dynamics 365 for Operations mobile platform–Part 4

In this post, I will show how the export/import experience works. From the currently application release, it is an export/import task that has to be done manually. You can export the workspace and it will dump an xml file. See below screenshot of the xml file. On the left you see the Export workspace button. To import click on the … and Import button. Then just publish.