Here are the steps to enabling Configuration Mode. While you are in this mode, all of the modifications you make will be applied to everyone that will be assigned this particular role.
1) In NAV, navigate to the Profiles List:
1. <Company Name>/Departments/Administration/Application Setup/RoleTailored Client/Profiles
2. Select…[Read more]
Paul replied to the topic How to Set Up a Specific Approver Workflow in Dynamics NAV 2017? in the forum NAV Consulting and Configuration 2 weeks, 3 days ago
Workflows are a list of steps, each step consists of workflow events, workflow condition, and workflow responses. Companies require documents to be approved before they can be released or sent to the customers, vendors etc. E.g If a Purchase order has a total amount above 10000, an approval may be required from the hierarchy before…[Read more]
Paul replied to the topic How To Use License Codes and Configuration Keys for Dynamics AX? in the forum AX Consulting & Configuration 2 weeks, 3 days ago
When you purchase Microsoft Dynamics AX, all functionality is included. By default, some features and functionality that you do not use may be enabled. The administrator should disable the features that are not needed by disabling license codes and configuration keys.
When a license code or configuration key is disabled, the…[Read more]
Paul replied to the topic Why Dynamics 365 Business Central On-Premises different form Dynamics NAV? in the forum D365 Developers 2 weeks, 3 days ago
This isn’t quite the right question, because Dynamics NAV has been rebranded Dynamics 365 Business Central On-Premise. Both versions of Business Central (cloud and on-premise) have the same features and functions—the big difference is the platform.
Business Central On-Premise is built for on-premise deployment. It can also be hos…[Read more]
Paul replied to the topic How can we create and share personal views in Microsoft Dynamics 365? in the forum D365 Installation & Administration 2 weeks, 3 days ago
Views are used to display a list of records for a specific entity in Microsoft Dynamics 365. Personal views are owned by the user who has an access level of that or visible only to that individual they share the personal view with. These are the following steps which are followed by the user to create a personal view.
1. Go to the…[Read more]
Paul replied to the topic Why User Acceptance Testing in Dynamics NAV is Necessary? in the forum NAV Installation & Administration 2 weeks, 4 days ago
Dynamics NAV is an ERP (enterprise resource planning) tool from Microsoft. It forms a crucial part of the Dynamics platform that is intended to help with manufacturing, SCM, finance, CRM, analytics as well as e-commerce verticals of medium to small sized organizations. Re-branded and re-released in October 2003, Microsoft Dynamics NAV…[Read more]
Path: from a Microsoft Dynamics form, click File > Print > Print
Click Modify > New
The Auto-Report wizard is open
Enter a name for the report
Select the fields you want to display
And unselect the fields you do not need
You can order the column (within the section) with the buttons Up and…[Read more]
Microsoft Graph is a single gateway for REST APIs for data and intelligence across multiple Microsoft services, including Office 365, Enterprise Mobility and Security, Windows 10, and now Dynamics 365. It provides a single entry point and authentication for a simple and seamless development experience. Benefits of the graph…[Read more]
After downloading the Dynamics NAV 2018 (W1) and unpack it from zipping starting the installation:
At start screen of setup click “Next”:
Accept the Microsoft software license terms:
Choosing “Install Demo” (with demo SQL Server 2016 Express is included):
If you did not install Microsoft Outlook then you will get this no…[Read more]
Paul replied to the topic What are the steps involved in the Dynamics NAV application Building? in the forum NAV Consulting and Configuration 4 weeks ago
Wizard pages were first introduced as form objects in Navision 3.0 as part of CRM.
Wizard pages have a few great advantages to normal pages and let’s go over them.
1. Save Button – Even though it is not called “Save” the Wizard page is one of the few options in NAV you have to populate data, validate it and cancel the operati…[Read more]
First, we have to know what is workflow 2.0?
Workflow 2.0 allows you to easily configure approval workflows directly inside of Microsoft Dynamics GP. This eliminates the need to install Dynamics GP workflows on top of SharePoint!
To setup Workflow 2.0, you need to follow the steps:
1. Workflow Setup.
2. Workflow Calendar.
MS Dynamics uses SQL server as database. On-premise and on cloud version both use SQL server, however, any sandbox or multi-tier environment will have Azure SQL as the database.
FYI – in the past, Dynamics AX did support Oracle. But this was removed by Microsoft a long time ago.
The first important point to realize is that “to integrate” means many different things, so there is no single solution for it. On the contrary – you know have more options than before, because you can easily utilize many existing cloud services, which weren’t that useful when your ERP wasn’t running in the cloud. Although I mention q…[Read more]
Paul replied to the topic How can we connect a Power BI desktop with Dynamics 365 online? in the forum D365 Developers 4 weeks ago
You must required Power BI Desktop, Power BI Service Registration and Microsoft Dynamics 365(online) instance.
By following these steps, you can connect to Dynamics 365 (online)
1. Start Power BI Desktop.
2. From the Home tab, Click on Get Data.
3. Click More and Select Dynamics 365 (Online).
4. Enter the Dynamics 365 (online)…[Read more]
Depends on you, the vendor, and the firm that will be assisting you in this process.
There are many factors to consider when setting a timeline for the setting up or implementation like:
1. What processes do you consider part of the implementation? This question may sound trivial but this actually matters, as planning the length of…[Read more]