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Dynamics 365 Web Groups
Canada
Приєднався 28 січ 2017
Welcome to D365WebGroups!
Your go-to resource for all things Dynamics 365 Web. Learn, explore, and master the power of this versatile platform. Join our community and discover in-depth tutorials, practical tips, and real-world examples. From customization and configuration to advanced workflows and integrations, we've got you covered. Subscribe now and level up your Dynamics 365 skills!
#Dynamics365 #Web #Tutorials #Tips #Community
Your go-to resource for all things Dynamics 365 Web. Learn, explore, and master the power of this versatile platform. Join our community and discover in-depth tutorials, practical tips, and real-world examples. From customization and configuration to advanced workflows and integrations, we've got you covered. Subscribe now and level up your Dynamics 365 skills!
#Dynamics365 #Web #Tutorials #Tips #Community
Technical Customization Episode 1
Creating Tables and Adding Fields in X++
Creating a Table
Navigate to AOT: Open the Application Object Tree (AOT) in Dynamics 365 Finance and Operations.
Create a New Table: Right-click on the Tables node and select New.
Define Table Properties:
Name: Assign a unique name to the table.
Label: Provide a descriptive label for the table.
Description: Add a brief description of the table's purpose.
Data Group: Select the appropriate data group to categorize the table.
Add Fields:
Right-click on the table and select New.
Define the field name, data type, and other properties (e.g., display name, description, size, validation).
Common data types include:
Integer: For whole numbers.
Real: For decimal numbers.
String: For text.
Date: For dates.
Time: For time.
DateTime: For date and time.
Bool: For Boolean values (true/false).
Guid: For unique identifiers.
Reference: To reference other tables.
Building the Table and View in SQL
Note: While X++ is the primary language for developing customizations in D365 FO, the underlying database is SQL Server.
X++ Compilation: Compile the X++ code to generate the necessary SQL scripts.
Database Deployment: Deploy the model to the database, which will create the physical table structure.
SQL Server Management Studio (SSMS): Use SSMS to view and manage the table and its data.
Example:
To create a simple table named "MyTable" with two fields: "ID" (integer) and "Name" (string), you would follow these steps:
In AOT, create a new table named "MyTable".
Add two fields: "ID" (integer, primary key) and "Name" (string).
Compile the X++ model.
Deploy the model to the database.
Additional Considerations:
Data Validation: Use validation rules to ensure data integrity.
Indexes: Create appropriate indexes to improve query performance.
Security: Implement security measures to protect sensitive data.
Data Access: Use appropriate data access methods (e.g., queries, forms, reports) to interact with the table.
Testing: Thoroughly test your customizations to avoid unexpected behavior.
By following these steps and considering the best practices, you can effectively create and manage tables in Dynamics 365 Finance and Operations.
Creating a Table
Navigate to AOT: Open the Application Object Tree (AOT) in Dynamics 365 Finance and Operations.
Create a New Table: Right-click on the Tables node and select New.
Define Table Properties:
Name: Assign a unique name to the table.
Label: Provide a descriptive label for the table.
Description: Add a brief description of the table's purpose.
Data Group: Select the appropriate data group to categorize the table.
Add Fields:
Right-click on the table and select New.
Define the field name, data type, and other properties (e.g., display name, description, size, validation).
Common data types include:
Integer: For whole numbers.
Real: For decimal numbers.
String: For text.
Date: For dates.
Time: For time.
DateTime: For date and time.
Bool: For Boolean values (true/false).
Guid: For unique identifiers.
Reference: To reference other tables.
Building the Table and View in SQL
Note: While X++ is the primary language for developing customizations in D365 FO, the underlying database is SQL Server.
X++ Compilation: Compile the X++ code to generate the necessary SQL scripts.
Database Deployment: Deploy the model to the database, which will create the physical table structure.
SQL Server Management Studio (SSMS): Use SSMS to view and manage the table and its data.
Example:
To create a simple table named "MyTable" with two fields: "ID" (integer) and "Name" (string), you would follow these steps:
In AOT, create a new table named "MyTable".
Add two fields: "ID" (integer, primary key) and "Name" (string).
Compile the X++ model.
Deploy the model to the database.
Additional Considerations:
Data Validation: Use validation rules to ensure data integrity.
Indexes: Create appropriate indexes to improve query performance.
Security: Implement security measures to protect sensitive data.
Data Access: Use appropriate data access methods (e.g., queries, forms, reports) to interact with the table.
Testing: Thoroughly test your customizations to avoid unexpected behavior.
By following these steps and considering the best practices, you can effectively create and manage tables in Dynamics 365 Finance and Operations.
Переглядів: 7
Відео
Episode 11 Budgeting in Dynamics 365 Finance and Operations
Переглядів 3212 годин тому
Dynamics 365 Finance and Operations provides robust tools for budgeting, allowing organizations to plan and control their finances effectively. Here's a breakdown of the key aspects of budgeting in D365 FO: Key Components of Budgeting in D365 FO: Budget Register: This is where you create and maintain budget data. You can define budget amounts for various financial dimensions (e.g., departments,...
Episode 10 Credit and Collection Module in Dynamics 365 Finance and Operations
Переглядів 2921 годину тому
The Credit and Collection module in Dynamics 365 Finance and Operations is a powerful tool for managing customer accounts receivable and ensuring timely payments. It provides features to: Set Credit Limits: Define credit limits for customers to control the amount of credit extended. Manage Credit and Collections: Monitor customer balances, overdue invoices, and credit limits. Generate Collectio...
Finance Module Episode 9 Fixed assets in Dynamics 365 Finance and Operations
Переглядів 10614 днів тому
Fixed assets are tangible assets that an organization owns and uses in its operations over a long period. They are not intended for sale but rather to provide value to the business. Examples of fixed assets include: Buildings: Factories, offices, warehouses Machinery: Equipment used in production Vehicles: Trucks, cars, vans Furniture: Desks, chairs, filing cabinets Computer equipment: Servers,...
Finance Module Episode 8 D365FO: Procure-to-Pay and Order-to-Cash Processes
Переглядів 4314 днів тому
Procure-to-Pay (P2P) and Order-to-Cash (O2C) are two critical business processes that span multiple departments within an organization. They are interconnected and essential for the smooth functioning of a business. In Dynamics 365 Finance and Operations (D365FO), these processes are streamlined and integrated to provide a comprehensive solution. Procure-to-Pay Process The Procure-to-Pay proces...
Finance Module Episode 6 Procure to pay process in D365Fo
Переглядів 5928 днів тому
The procure-to-pay (P2P) process in Dynamics 365 Finance and Operations (D365FO) is a series of steps involved in acquiring goods or services from external vendors. It starts with the need for a product or service and ends with the payment of the vendor's invoice. Here's a breakdown of the key steps involved: 1. Purchase Requisition: An employee identifies a need for a product or service and su...
Finance Episode 7 Process vendor invoice journal and vendor invoice register in Dynamics 365 Finance
Переглядів 5128 днів тому
What You'll Find Here: In-depth Tutorials: Learn how to configure, customize, and use various Dynamics 365 FO modules effectively. Best Practices: Discover proven strategies and tips for maximizing the value of your Dynamics 365 FO implementation. Case Studies: Explore real-world examples of organizations that have successfully leveraged Dynamics 365 FO to drive growth and efficiency. Problem S...
Finance Episode 6 General Ledger transaction , What are accrual schemes and allocation journal?
Переглядів 37Місяць тому
What You'll Find Here: In-depth Tutorials: Learn how to configure, customize, and use various Dynamics 365 FO modules effectively. Best Practices: Discover proven strategies and tips for maximizing the value of your Dynamics 365 FO implementation. Case Studies: Explore real-world examples of organizations that have successfully leveraged Dynamics 365 FO to drive growth and efficiency. Problem S...
SCM Episode 5 What are product and procure to pay process in Dynamics 365 Finance and operations
Переглядів 78Місяць тому
Product and Procure-to-Pay Process in Dynamics 365 Finance and Operations Products In Dynamics 365 Finance and Operations (D365 FO), products represent the items that an organization sells or purchases. They can be physical goods, services, or digital assets. Key attributes of products in D365 FO: Product Number: A unique identifier for each product. Description: Detailed information about the ...
SCM Episode 4 What are product group in Dynamics 365 Finance and Operations?
Переглядів 17Місяць тому
Product groups in Dynamics 365 Finance and Operations (D365 FO) are used to classify and categorize products into logical groupings. They provide a hierarchical structure for organizing and managing products, making it easier to search, filter, and analyze product data. Key characteristics of product groups: Hierarchy: Product groups can be organized in a hierarchical structure, allowing for gr...
SCM Episode 3 Configure product and product master in D365FO
Переглядів 50Місяць тому
Dynamics 365 Finance and Operations (D365 FO) uses the terms "product" and "product master" in slightly different contexts, but they are closely related. Product Master: The product master is a central repository of information about all products offered by an organization. It contains detailed information about each product, including: Product number Description Category Unit of measure Price ...
PMA Episode 5 Creating Project Contract and Estimate Forecast in Dynamics 365 Finance and Operations
Переглядів 61Місяць тому
Tips: Project Templates: Use project templates to streamline the creation of new projects and estimates. Resource Planning: Assign resources to project tasks and track their availability. Cost Control: Monitor project costs against the estimated budget and take corrective actions as needed. Progress Tracking: Use D365 FO's project management tools to track project progress and identify potentia...
SCM Episode 2 Supply Chain Management in D365FO Setups for SCM
Переглядів 65Місяць тому
What You'll Find Here: In-depth Tutorials: Learn how to configure, customize, and use various Dynamics 365 FO modules effectively. Best Practices: Discover proven strategies and tips for maximizing the value of your Dynamics 365 FO implementation. Case Studies: Explore real-world examples of organizations that have successfully leveraged Dynamics 365 FO to drive growth and efficiency. Problem S...
SCM Episode 1 Introduction to Supply Chain Management in Dynamics 365 Finance and Operations
Переглядів 71Місяць тому
Dynamics 365 Finance and Operations (D365 FO) offers a comprehensive suite of modules for managing supply chain operations, providing businesses with a unified platform to streamline processes, optimize inventory, and enhance customer satisfaction. Key Supply Chain Management (SCM) Modules in D365 FO: Inventory Management: Inventory valuation and costing methods Stock transfers and adjustments ...
PMA Episode 4 How to create Project Quotation to Project Contract in Dynamics 365 for finance
Переглядів 51Місяць тому
To create Project Quotation, Project, and Project Contract in Dynamics 365 for Finance and Operations, you'll follow these steps: 1. Create a Project Quotation: Navigate: Go to Project Quotations. Create: Click New to start a new quotation. Fill Details: Enter the necessary information, including customer, project description, items, and pricing. Save: Save the quotation. 2. Convert Project Quo...
PMA Episode 3 How to create project quotation in D365FO
Переглядів 83Місяць тому
PMA Episode 3 How to create project quotation in D365FO
PMA Episode 2 How to create Fixed Price Complete % project in D365 Finance and Operations?
Переглядів 58Місяць тому
PMA Episode 2 How to create Fixed Price Complete % project in D365 Finance and Operations?
PMA Episode 1 What are the basic setups for Project management and accounting in D365FO?
Переглядів 91Місяць тому
PMA Episode 1 What are the basic setups for Project management and accounting in D365FO?
Finance Episode 5 How to setup periodic journal, accrual schemes and Allocation journal in D365FO?
Переглядів 59Місяць тому
Finance Episode 5 How to setup periodic journal, accrual schemes and Allocation journal in D365FO?
Technical Episode 4 What are EDTs in D365Fo and How to create string EDTs and add it to tables
Переглядів 20Місяць тому
Technical Episode 4 What are EDTs in D365Fo and How to create string EDTs and add it to tables
Finance Episode 4 Creating Main Accounts, Journal Posting Financial Reports in Dynamics 365 Finance
Переглядів 452 місяці тому
Finance Episode 4 Creating Main Accounts, Journal Posting Financial Reports in Dynamics 365 Finance
Finance Episode 3 Setup journal names and pass first entry in Dynamics 365 for Finance
Переглядів 312 місяці тому
Finance Episode 3 Setup journal names and pass first entry in Dynamics 365 for Finance
Technical Episode 3 How to create label and ENUM field in D365FO
Переглядів 402 місяці тому
Technical Episode 3 How to create label and ENUM field in D365FO
Technical Episode 1 How to Create a Project in Dynamics 365 Finance and Operations?
Переглядів 422 місяці тому
Technical Episode 1 How to Create a Project in Dynamics 365 Finance and Operations?
Finance Episode 2 How to setup legal entity for a organization in Dynamics 365 for Finance?
Переглядів 722 місяці тому
Finance Episode 2 How to setup legal entity for a organization in Dynamics 365 for Finance?
Finance Episode 1 Create Legal entity , setup organisation in Dynamics 365 for Finance?
Переглядів 1562 місяці тому
Finance Episode 1 Create Legal entity , setup organisation in Dynamics 365 for Finance?
Finance Demo Dynamics 365 Finance and Operations Training Demo on 23rd August 2024
Переглядів 742 місяці тому
Finance Demo Dynamics 365 Finance and Operations Training Demo on 23rd August 2024
Technical Demo What is Dynamics 365 for Finance and Operations Technical domain?
Переглядів 502 місяці тому
Technical Demo What is Dynamics 365 for Finance and Operations Technical domain?
Hi, How to reach you for training?
Connect me on 2022aa05030@wilp.bits-pilani.ac.in
@@D365WebGroups unable to reach the above link. Please provide another channel to reach you.
anandd365consultant@outlook.com
Your videos are precious and knowledgeable 👍
Thank you for your valuable comment.
Your videos are very precious and knowledgeable 👍
Nice bro 🎉
Bro, we want Technical
Sure thanks
Need to connect
Very good teaching you
We are waiting for more videos...🎉
Very soon