User Relations – Dynamics 365

In previous versions of AX we had User Relations to connect a user to an employee or a contact for a customer or vendor.

In Dynamics 365, this is actually simplified. You can only connect a user to a contact. The type of contact is then related to some type of entity. Preferably an employee, because there are no customer portals any more.


System administration > Users > Users > NameUser Relations (1)

 If you wanted to change the relation you go to “maintain versions” in the top menu to update the record.



Merger of Default Order Settings and Site-Specific Order Settings -Dynamics AX 365

In this blog we will try to highlight the new feature in AX 365 where default order settings and the site-specific order settings are merged into one common form.

Default Order setting (1)

You can access the default order settings of an item by clicking the button MANAGE INVENTORY/Order settings/Default order settings in the action pane of the released product. The first record in the default order settings determines the default order setting on company level.
If you want to specify site-specific order settings, create one or more additional records in the default order settings and enter the Site in the corresponding field. The field Rank in the default order settings determines the search priority.

If the selected item is a product master, you can specify default order settings on variant level. For one item, you can set up a default warehouse for the Size “Large” and a different default warehouse for the Color “Red” for example. An item which meets both conditions, the size “Large” and the color “Red”, will pick the default from the default order settings with the higher Rank number.


Dynamics 365 Pre go-live checklist – (Step by Step)

  1. Solution acceptance by users: UAT
    1. Is UAT completed successfully? How many users participated in UAT?
    2. Did UAT test cases cover entire scope of requirements planned for go-live?
    3. How many bugs/issues from UAT are still open?
    4. Any of the open bugs/issues a showstopper for go-live?
    5. Was UAT done using migrated data?
  2. Business signoff:
    1. Business has signed off after UAT that the solution meets business needs?
    2. Solution adheres to any company/industry specific compliance (where necessary)
    3. Training is complete
    4. All features going live are documented, approved and signed off by customer
  3. Performance:
    1. How was the performance in UAT? Is it acceptable for go-live?
    2. If Performance testing was done, then are there any open actions from it?
  4. User & Security setup:
    1. How many security roles are being used. All security roles are setup and tested?
    2. Users that will need access at go-live have been setup with correct security role?
  5. Data Migration:
    1. Data migration status – Masters & Open Transactions/Balances
    2. Business has identified owners for data validation?
    3. Review cut-over plan: Business & Partner teams are comfortable with the plan?
    4. Does the Data migration performance fits within cut-over window?
  6. Configuration Management:
    1. Are the configurations updated in Golden Configuration environment based on changes in UAT?
    2. Data stewards/owners identified and process in place for post go-live changes in Master/Configuration data?
    3. All Legal Entities configured for Go-Live?
    4. Are configurations documented?
  7. Integrations:
    1. Review list of integrations and readiness plan for each
    2. Latency requirements and performance criteria are met
    3. Integration support is in place with named contacts/owners
  8. Code Management
    1. Production fixes/maintenance process defined?
    2. Code promotion (between environments) process is in place, documented and the entire team knows and understands the process
    3. Code promotion schedule for production is in place?
    4. Emergency process for code promotion to production is defined?
  9. Monitoring and Microsoft Support
    1. LCS diagnostics setup and knowledge transfer to customer
    2. Issue resolution and Escalation process defined – LCS support is verified?                            ——————— The End —————————

How to use warehouse configuration template – Dynamics 365

here are several predefined configuration templates that you can use; however we will try to follow the simplest way for this:

Copy a configuration setup from a test environment to a production environment

For this scenario, the configuration setup for a warehouse and some transaction processes already exist in a test environment. You now want to copy the configuration setup for the warehouse from the test environment to a production environment.

Export a default warehouse template

  1. Open the Data management work space
  2. Select the Templates tile, and then select Load default templates to load the default templates.
  3. After the default templates are loaded, you can change them so that they meet your business requirements.
  4. Make sure that you’re in the legal entity that you want to export the company-specific data from.

  5. In the workspace, select Export.
  6. Create a new export project.
  7. Select + Add template, and find the 400 – WMS default warehouse template. This template adds data entities for warehouse configuration.

  8. Select Export. Data that is related to all the data entities in the project is exported.

    You can download a zip file for the data package. This file contains all the data in the selected format (for example, Excel format). As has been mentioned, some records in the data package files might have to be updated before you can import them into the production environment. If you update a record, make sure that you don’t change the file name.

Import a warehouse configuration setup

  1. In the destination environment, make sure that you’re in the company that you want to import the warehouse data into.

  2. In the Data management workspace, select Import.

  3. Create a new import project.
  4. Select + Add file, and upload the zip file for the data package.
  5. Select Import. In the Enhanced view, you can use the Filter option to quickly get an overview of issues that might occur during the import.

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Users Import through Excel – Dynamics 365 for Operations

There are various instances where you may have seen the Data Entity “System User” (SystemUserEntity), and you may have tried using it to add users with it, and  furthermore you may also have seen the error “A row created in data set SystemUser was not published. Error message: Write failed for table row of type ‘SystemUserEntity’. Infolog: Error: Error in getting SID.”

You will get the same error through Excel if you do not provide some additional columns and information while trying to create a user through that Data Entity.

You can either start off with opening Excel, install the Dynamics Office Add-in and connect it to the target instance. Or you can open the list of users directly on the instance, and open the list in Excel from there. Either way you should start with a view where you have the System User list in your spreadsheet.

The next step is to modify the Design of the view. Click the Design link first.

Then edit the System User table.

Then add the following following columns: Enabled, AccountType and Alias (Email).


Save the design changes and ensure you update the view so the added columns are populated with data.

You will notice the Type (AccountType) and Alias (Email) carry important information for how the user authenticates, in addition to the Provider column. With these columns properly populated, you should be able to add multiple rows and hit a single “Publish” from within Excel.

—————— The End ——————–

Functionality to Import Template in a Target Environment – Dynamics 365

In order import the entity data from a saved template that was downloaded as a package, the user will click on the data management work space, and click on the import tile.  The import definition is given a name. By using the view, the User can easily see the list of entities being added with the upload and add the data package that was exported.

The sequence for adding a data package to a definition group is done by adding the source data format first, identifying if the staging tables should be skipped or not second, and then by uploading and adding the package data file.

Default templates are a helpful way to get started on the path of data migration, as they provide module-specific collections of entities, that are already sequenced in a way that eases the burden of the user

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Inventory Closing – Dynamics 365

Dynamics 365 For Finance and Operation offers some tools to help you close out inventory every period. So, in this article, I will show you how to set up the parameters for inventory closing, process an inventory closing, review some of the manual adjustments, and, finally, how to recalculate inventory when needed.

1. Inventory Close Setup Parameters

In Microsoft Dynamics 365 for Operations. We’re going into:

Inventory management > Setup > Inventory and warehouse parameters.

Under Inventory accounting, the setups that we want to look at are your closing setups.

Inventory accounting

Batch helpers or threads can be set up to help an inventory close process more efficiently.

Extra batch helpers allow you to assign the number of extra batch helpers.

A helper batch group: If you have one set up, you can assign it here.

Number of items per bundle: As you can see, I have set up eight batch helpers. No batch groups. But the number of items per bundle is 40.

The number of helpers will be leveraged, depending upon the availability of batch threads in your environment.

2. Inventory Close Process

For example, when the sales orders are completed, you need to make sure that the people doing sales orders can no longer get into the sales order area for inventory transactions. The same goes for purchase orders, production orders, and any of the various areas where inventory transactions are done; group by group, go through and close that group off from accounting.

Once everybody is closed out, other than the accounting group, you can go into periodic tasks and do the inventory closing and adjustments.

1. Close Down the Period

An important part of the inventory close process is the ability to stop people from posting to the inventory while you are trying to get everything reconciled and adjusted and closed.
To do this, we’re going to go to:

The general ledger > Period close > Ledger calendars.

From this point, you should choose the fiscal year that you are closing and the period that you are closing; then you can choose by a legal entity which module that you want to close down.

Ledger calendars.

I want all the sales orders that have been invoiced, so I will close the sales orders down from all to none. Once I make this selection and save it, people will no longer be able to adjust any sales orders. They’ll get a warning notice, and they will be stopped from making any adjustment.

Now, if something happens and you need to open this up again, you can always come back in and change it back to all. So, this is the spot where you have total control.

2. Periodic Tasks

I break periodic tasks down into the following three tasks:

  • Check the open quantities.
  • Check for cost prices.
  • Inventory close.

Let’s go through the steps:

a) Checking open balances.

We need to go to:

Inventory management > Periodic tasks > Closing and adjustment

Under the Close procedure > Open quantities.

Open quantities.

This will bring us to a parameter screen where we can set the expected closing date and run a report that will check for potential open quantities that could be a problem when you are doing your inventory close. There are appropriate reasons why you would have open quantities on this report. But you want to check out the transactions that show up on this report to make sure that they do not cause problems with your inventory close.

If the open quantity report came up with no transactions then you can process further.

b) Check for cost prices.

The second thing that we want to do before we are ready to close the inventory is to check the cost prices. This is on the same path

Inventory management > Periodic tasks > Closing and adjustment

Under the Close procedure > Check cost prices

check the cost prices.

This brings up a parameter screen that allows us to select our expected closing date. We can choose to run the report with a basic cost price of item cost price then choose the item cost price and run my report.

It is very important, when working with costs, to set up the cost price as soon as you have the item set up because, once you’re doing transactions with that item, you immediately cause problems. The cost must be set up before the first transaction is executed. This will show some of the other deviations also.

check the cost prices.

We see that these transactions have a 100% deviation. There’s no cost price here. The cost price was not set up in a timely fashion, so this is causing us a problem because now we have an item that was set up with no cost. So, as you can see, going through this cost report is going to allow you the time to get things fixed before you do your inventory close to make sure that your costs are accurate.

c) Inventory closing

There’s also the assumption that you’re going to do the actual physical counts and physical adjustments before you do your inventory close. Once you have made all of your inventory adjustments, you can prepare to do your inventory close.

We will go into:

Inventory management > Periodic tasks > Closing and adjustment

Under the Close procedure > Close inventory

I usually do the close inventory up to a particular date. You can also do it by a period code.

Close inventory

When you’re doing an inventory close, you can do it by a specific number, item group, or total. I recommend doing the inventory close in total. I also recommend running your recalculation immediately after the close. Those are the selections we’ve made and we’re now going to process our inventory close.

Once it’s finished running, the inventory close will show up as of the posting date that we selected and executed on our current date. The recalculation will recalculate as of the current date. You can go up to the “Adjustments” report to see exactly what was adjusted and you can also go into details to validate what settlements there are.

“Adjustments” report