• Skip to main content
  • Skip to primary sidebar
  • Home
  • About
  • Recommended Readings
    • 2022 Book Reading
    • 2023 Recommended Readings
    • Book Reading 2024
    • Book Reading 2025
  • Supply Chain Management Guide
  • PKM
  • Microsoft Excel
  • Microsoft Copilot in Office 365
  • Public Wiki Page

Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

Sharing My Daily Story – Trade Agreement Customization in D365 F&O

August 4, 2025 by alirazazaidi

I’ve been reading and listening to podcasts about how to market yourself better. One common piece of advice stood out: “Write your story every day—what you accomplished, what you struggled with, and what you tried. People love to read or listen to real stories.”

This blog has been around for over a decade. In this age of Generative AI, you might wonder: Who still reads blogs? But think about it—tools like ChatGPT and Copilot need to pull from somewhere. Blogs still matter. Content still matters. SEO is evolving into AEO—Answer Engine Optimization—where your story might just be someone else’s answer.

So here’s my story for today.

I was working on a trade agreement customization in D365 Finance and Operations. It was a small but tricky enhancement.

The requirement was simple in theory: Whenever a new trade agreement is posted, check if a similar record already exists. If it does, update its ToDate automatically.

I identified the right hook in the PriceDiscTable, and that became the key.

These three tables became the center of gravity for the customization:

PriceDiscTable
PriceDiscAdmTrans 
PriceDiscTable

It was one of those days where a deep dive into seemingly small logic led to satisfying results.

Thanks for reading. Hope you found this little story interesting. Let me know if you’d like me to share more from my D365 journey.

Filed Under: Dynamics 365 for Operations

Primary Sidebar

About

I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

Legal

Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

Categories

  • Accounts Payable (2)
  • Advance Warehouse (2)
  • Asset Management (3)
  • Azure Functions (1)
  • Books (6)
  • Certification Guide (3)
  • Customization Tips for D365 for Finance and Operations (62)
  • D365OF (59)
  • Data Management (1)
  • database restore (1)
  • Dynamics 365 (58)
  • Dynamics 365 for finance and operations (137)
  • Dynamics 365 for Operations (172)
  • Dynamics AX (AX 7) (134)
  • Dynamics AX 2012 (274)
  • Dynamics Ax 2012 Forms (13)
  • Dynamics Ax 2012 functional side (16)
  • Dynamics Ax 2012 Reporting SSRS Reports. (31)
  • Dynamics Ax 2012 Technical Side (52)
  • Dynamics Ax 7 (65)
  • Exam MB-330: Microsoft Dynamics 365 Supply Chain Management (7)
  • Excel Addin (1)
  • Favorites (12)
  • Financial Modules (6)
  • Functional (8)
  • Implementations (1)
  • Lifecycle Services (1)
  • Logseq (4)
  • Management Reporter (1)
  • Microsoft Excel (4)
  • MS Dynamics Ax 7 (64)
  • MVP summit (1)
  • MVP summit 2016 (1)
  • New Dynamics Ax (19)
  • Non Defined (9)
  • Note taking Apps (2)
  • Obsidian (4)
  • Personal Knowledge Management (3)
  • PKM (16)
  • Power Platform (6)
  • Procurement (5)
  • procurement and sourcing (5)
  • Product Information Management (4)
  • Product Management (6)
  • Production Control D365 for Finance and Operations (10)
  • Sale Order Process (10)
  • Sale Order Processing (10)
  • Sales and Distribution (5)
  • Soft Skill (1)
  • Supply Chain Management D365 F&O (4)
  • Tips and tricks (278)
  • Uncategorized (165)
  • Upgrade (1)
  • Web Cast (7)
  • White papers (4)
  • X++ (9)

Wiki

  • SCM

Copyright © 2025 · Magazine Pro On Genesis Framework · WordPress · Log in