Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

d365 for finance and operations

Required table did not appear in relation drop-down D365 for Finance and Operations.

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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.

Sales Quotations Dynamics 365 for Finance and operations.

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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.

Trello as lean project management tool for Dynamics Ax 2012 R3

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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.

Could not upload to the storage location Dynamics 365 for finance and operations.

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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

  1. On OneBox VM, run command prompt as administrator.
  2. Navigate to “C:\Program Files (x86)\Microsoft SDKs\Azure\Storage Emulator\”
  3. Run “AzureStorageEmulator.exe start”

After running that service, Download options perfectly worked