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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

MSDYN365FO

How to set any Field mandatory without writing code in D365 Finance and Operations.

February 11, 2023 by alirazazaidi

Lets start the blog, with very simple entry.

In D365 Finance and Operations, We can add customize fields and same time we can add make any field mandatory.

For example we want to set vendor “Duns Number” as mandatory.

For this we

Right click and click on Duns number

From pop menu, select click on

Then click on Personalize this page.

Click on Close

Edit the page and you found * button on DUNS Number.

Edit the button, On pressing the save button you found * option.

See you in next blog post

How to assign workflow instance to other then document originator Dynamics 365 for finance and operations

November 22, 2018 by alirazazaidi

In this webcast, I explain how to use Custom workflow participant provider. I got requirement that In HR Portal self service provider. HR can submit request on the behalf of some worker. But when HR submit the document in Workflow for approval. The first user will be the behalf-ed user, so he can review and confirm the requirement. And certainly that User / worker will be different then document originator. I achieved that with the help of Custom Workflow Participant Provider.

 

Number sequence framework webcast Part 1 Dynamics 365 for finance and Operations

November 12, 2018 by alirazazaidi

First Part of number sequence framework webcast.

How to open external URL in D365 For finance and operations MSDyn365FO

September 17, 2018 by alirazazaidi

Small tip, follow these steps, 

Create a run able class in Visual studio.

in its main method write following line of code


Browser br = new Browser();
br.navigate(“https://www.tech.alirazazaidi.com, true);

Create a action menu.

Set its object type to class and set object with runnable class name.

Add this menu item to required menu extension. Save compile

On clicking menu item from navigation. A popup windows open, Allow popup option allow.

Line level Charges Sales Order Processing Dynamics 365 for finance and operations

September 9, 2018 by alirazazaidi

Hi all, here is another youtube video. I used to explore things and  them document. Here I documented line level charges on sales order applied based on customer charges group and Item Charges group. English is not my native language so bear with me. 

View Details User Tip MSDyn365FO Dynamics 365 for finance and operations

September 9, 2018 by alirazazaidi

Hi everyone this is user level tip for Dynamics 365 for finance and operations. We can add and remove Values in any drop down or lookup field by right click and from view details on menu. It is very beginner level tip.

Disable export to Excel Customization D365 for finance and operations

August 27, 2018 by alirazazaidi

We can disable the export to Excel option in list pages, There is option on grid properties “Export to Excel”. Its by default true. By changing it to false disable export to excel on specific form.

Production / Manufacturing courses D365 For Finance operations Courses Dynamics learning portal links

August 24, 2018 by alirazazaidi

80874BE: Define General Ledger Integration for Discrete Manufacturing in Microsoft Dynamics 365 for Finance and Operations

80884BE: Scrap, Waste, and Measurements in Microsoft Dynamics 365 for Finance and Operations

80876BE: Define Material Policies for Discrete Manufacturing in Microsoft Dynamics 365 for Finance and Operations

1020AE: Configure and Process Kanbans in Microsoft Dynamics 365 for Operations

81113BE: Production Costing in Microsoft Dynamics 365 for Finance and Operations

81088AE: An Introduction to Process Manufacturing in Microsoft Dynamics 365 for Operations

81089AE: Formula Management for Process Manufacturing in Microsoft Dynamics 365 for Operations

81090AE: Co-Products and By-Products for Process Manufacturing in Microsoft Dynamics 365 for Operations

81091AE: Batch Orders for Process Manufacturing in Microsoft Dynamics 365 for Operations

81092AE: Master Planning for Process Manufacturing in Microsoft Dynamics 365 for Operations

81093AE: Batch Control for Process Manufacturing in Microsoft Dynamics 365 for Operations

81094AE: Batch Attributes for Process Manufacturing in Microsoft Dynamics 365 for Operations

81095AE: Lot Inheritance for Process Manufacturing in Microsoft Dynamics 365 for Operations

81096AE: Potency Management with Process Manufacturing in Microsoft Dynamics 365 for Operations

81097AE: Containerized Packaging for Process Manufacturing in Microsoft Dynamics 365 for Operations

81098AE: Catch Weight with Process Manufacturing in Microsoft Dynamics 365 for Operations

81099AE: Approved Vendors for Process Manufacturing in Microsoft Dynamics 365 for Operations

81100AE: Commodity Pricing for Process Manufacturing in Microsoft Dynamics 365 for Operations

81101AE: Product Compliance with Process Manufacturing in Microsoft Dynamics 365 for Operations

81102AE: Rebates for Process Manufacturing in Microsoft Dynamics 365 for Operations

81103AE: Advanced Warehousing with Process Manufacturing in Microsoft Dynamics 365 for Operations

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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.

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