This is 6th to the point video in Sales order processing series, where I shared the manual charges applied on Sale Order Header. Hope this helps.
d365 for finance and operations
This is third video in Sale order Processing series using D365 for finance and operations. We use trade agreements for Price listing for Customer or group of customers.
Hi All, I was doing my Pilot project in D365 for Finance and operations. I want to add HCMWorker relation to my custom table. But did not found in drop down.
It means model reference(Package) was not included in Current Model. For this
For this first check Required model on table and add its reference On AOT
For adding this click on Dynamics 365 Menu on top. Model Management => Update Model Parameters
Select your current Model, for example, My Pilot Model is OpnAxPayroll I selected that.
Select required Models and
Now I found the HCMWorker in relation dropdown.
In response to Customer/ prospect request for quotation. Sale and marketing department generate Sales Quotations.
This Sales quotation can be generate existing customer. Otherwise D365 OF provide functionality to register sales Quotation against Prospect.
When Customer Response against Sales Quotation, We can confirm Sales Quotation convert to Sales Sale order and Prospect convert to Customer.
Similar to Sales order , Sale quotation is added in lines section. When entry is complete, from top menu and sent Sales quotation, Print can be generated.
There are multiple options available against Sales Quotations as response. We can find these options are available on “follow up” top tab menu.
Confirm:, Customer send confirmation so Sales Quotation convert to into Sales Order.
Cancel: Sales Quotations can be cancel, possible there will be no response form Prospect.
Lost quotation: In the case of another company won the quotation we can set as Lost. It is some kind of cancel. After that quotation is closed for edit.
Two options also found in sales and marketing parameter form.
You find in General tab
Days campaign expire, means sales quotation automatic expire the create of sales quotation.
Sales follow up date automatically created quotation creation date plus date mentioned here.
Sales follow up means, date of sales Quotation is created plus days mentioned here in setup.
Hi All, from last two years, I used Trello as lean project management tool. I used it track different customization task and its status.
This was wonderful free tool for post implementation or support projects. I tried to share some tips. Remember this is just small overview video for Trello.
I was experimenting with Office integration in Dynamics 365 for finance and operations. On Create Excel worksheet. I got following error
Could not upload to the storage location: Unable to connect to the remote server.
Later I found that on my onbox, Azure Emulator was not running.
So I did
- On OneBox VM, run command prompt as administrator.
- Navigate to “C:\Program Files (x86)\Microsoft SDKs\Azure\Storage Emulator\”
- Run “AzureStorageEmulator.exe start”
After running that service, Download options perfectly worked
I just completed first video. 9 minute video just explore the navigation of D365 for finance and operations.