Microsoft Dynamics CRM: What is Project Planning in Microsoft Dynamics 365 CRM?

Microsoft Dynamics CRM is a comprehensive tool that assists businesses in managing customer relationships and streamlining operations. One of the key functionalities within Microsoft Dynamics CRM is project planning, particularly in its broader offering, Microsoft Dynamics 365 CRM. Project planning in Microsoft Dynamics 365 CRM enables businesses to efficiently organize, monitor, and execute projects while […]

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How to Update Data in Dynamics 365 F&O

Updating data in Dynamics 365 Finance & Operations (D365 F&O) is essential for maintaining accurate and up-to-date business information. As a technical consultant, you’ll often need to update records directly using different methods, depending on your access level and the complexity of the task. Here’s a quick guide on how to update data in D365 […]

2 mins read

Uploading Files To SharePoint in D365 F&O Using X++ Code

Dynamics 365 Finance & Operations (D365 F&O) can streamline document management and enhance collaboration. In AX technical terms, this process involves using X++ code to automate the upload of files directly to a SharePoint document library. Here’s a guide on how to achieve this.   Microsoft Dynamics 365 Online Training Overview: To upload files from D365 […]

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AX 2012 D365FO:  X++ code how to get inner exception or error

Dynamics 365 Finance & Operations (D365FO) and AX 2012, handling exceptions and retrieving the inner exception details is crucial for debugging and troubleshooting. X++ provides mechanisms to catch exceptions and dig deeper into nested errors.  Microsoft Dynamics 365 Online Training Understanding Exceptions in X++ When an error occurs, it is often wrapped in an exception […]

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What is D365 F&O Called Now?

Microsoft Dynamics 365 Finance and Operations (D365 F&O) has undergone a rebranding as part of Microsoft’s evolving strategy to align its business applications more closely with specific functional areas. As of 2023, D365 F&O is officially split into two standalone applications: Dynamics 365 Finance and Dynamics 365 Supply Chain Management (SCM).  Dynamics 365 Online Training […]

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Power BI Integration in D365 AX: A Technical Overview

Integrating Power BI with Dynamics 365 AX(now known as Dynamics 365 Finance and Operations) unlocks robust analytical capabilities, enabling businesses to derive actionable insights from their data. This integration combines Dynamics 365’s comprehensive enterprise resource planning (ERP) functionalities with Power BI’s advanced data visualization and reporting tools. Key Components and Architecture Data Entities and OData […]

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Dynamics AX vs. Dynamics 365: Which Is Better?

Choosing between Dynamics AX and Dynamics 365 can be challenging for businesses seeking robust ERP solutions. Both systems, developed by Microsoft, offer comprehensive features for managing business operations. However, the evolution from Dynamics AX to Dynamics 365 introduces significant advancements that can influence the decision-making process. Deployment and Infrastructure Dynamics AX, traditionally an on-premises solution, […]

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Why Should Upgrade From AX 2012 To Dynamics 365?

Upgrading from Microsoft Dynamics AX 2012 to Dynamics 365 offers a host of benefits that can significantly enhance business operations, efficiency, and agility. Here are the key reasons to consider making the switch: 1. Cloud-Based Benefits Dynamics 365 is a cloud-native solution, which means it offers the scalability, flexibility, and accessibility that on-premises solutions like […]

2 mins read

Sales Tax Setup in Microsoft Dynamics 365: A Functional Guide

Microsoft Dynamics 365 Finance and Operations (D365 F&O) is crucial for compliance and accurate financial reporting. This guide provides a step-by-step overview of the functional aspects of configuring sales tax in D365 F&O. 1. Define Sales Tax Authorities Begin by defining the sales tax authorities, which represent the taxing bodies (e.g., federal, state, or local […]

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Top 50 D365 Technical (F&O) Interview Q&A PART-2

21-30: Integration and Data Management What is Data Management Framework (DMF)?      A tool for data import/export and migration. How do you use OData in D365 F&O?     For integrating D365 F&O with other systems using RESTful APIs. What are recurring data jobs?    Scheduled data import/export operations. Explain the concept of data packages.    […]

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