Featured Posts
19 Feb, 2021
Hands-on with new planning optimization in Dynamics 365 for Supply Chain
In this video we will review activation and execution of master planning using new planning optimization feature. This feature allows companies to run master planning calculation in Azure cloud, outside of company’s environment to avoid decrease in system performance. We will also run the same master plan with planning optimization turned off. We will then […]
19 Feb, 2021
New Credit Management Part 1: Auto credit limit calculations
In this video we will cover configurations needed to enable automatic credit calculations for customers in D365 Finance. These will include ranking classifications, scoring groups and auto credit limit groups. We will then demonstrate how system uses these configurations to suggest new customer credit limits.
30 Mar, 2020
Automatically close credit activities when customer credit limit is set in D365F&SCM
This video will show how Dynamics 365 for Finance and Supply Chain Management (former Finance and Operations) together with Power Automate (former Flow) can be configured to automatically close credit-related activities for a customer when credit limit for that customer is set. The video will start with process demonstration and then will cover required setups. […]
Latest Posts
19 Feb, 2021
Review of Production Floor Execution Interface in D365 SCM with Guides
In this video we will review installation and configuration of production floor execution interface in Dynamics 365 Supply Chain Management. We will then run through several basic scenarios using production floor execution interface such as clock-in, indirect activities, production job start and feedback reporting. Then we will discover how to deploy Dynamics 365 Guides solution, […]
19 Feb, 2021
Hands-on with new planning optimization in Dynamics 365 for Supply Chain
In this video we will review activation and execution of master planning using new planning optimization feature. This feature allows companies to run master planning calculation in Azure cloud, outside of company’s environment to avoid decrease in system performance. We will also run the same master plan with planning optimization turned off. We will then […]
19 Feb, 2021
Create Transfer Orders with Warehousing App D365 SCM
In this video we will use warehousing app events, new feature introduced in Dynamics 365 SCM version 10.0.15, to create new transfer order using existing warehousing app. We will then release created transfer order to warehouse and confirm related shipment to complete pick/pack automatically.
19 Feb, 2021
Warranty sale – New Feature in Dynamics 365 for Commerce
In this video we will go over basic setup and example for warranty sale through POS terminal. It will cover configuration of warranty item, warrantable item, warranty setting and warranty groups. Once we complete these we will create cash & carry sale and add warranty to it. Enjoy.
19 Feb, 2021
New Credit Management Part 2: Sales Order Blocking and Exclusion Rules
In this video we will cover rules that will automatically put sales orders on hold based on predefined conditions such as expired credit limit or sales order total. We will first review credit management parameters that need to be configured, then we will create multiple blocking and exclusion rules and finally will test these rules […]