Here is some cool info on Financial Dimensions in D365
Often ERP users request that the default dimensions visible on the master records or transaction sources are sorted in a particular sequence. In D365, default dimensions are visible in the sorted order of the names. Taking this into account, following simple steps can be followed to create a sorted sequence with proper names displayed.
First create the financial dimensions with names that the sorted order is the sequence you need. Example, for this demo we need to create Region and then Business segment so this is what we do.
Create a new financial dimension with name A1Region
Go ahead and create 2nd Financial dimension with name A2BusinessSegment
Now the end user may not like these names displayed this way. Go ahead and setup the translations as shown below:
On translation form, enter as shown below:
Now go ahead, configure account structure, assign the structure as required. Once the setups are in, check any master record or transaction source and notice the dimension sequence.
So easy to setup the sorted sequences isn’t it?
The blog mentioned below beautifully explains how one can add report parameters for query-based AX SSRS reports. A good read:
#D365, #SSRSReporting, #X++
A new feature for customer changes approval has been introduced in D365 FO. The following link beautifully explains this new feature.
Do go through this article: Customer Approval Changes
Following blog post describes a simple way to create your custom financial dimensions in Dynamics 365. You can convert your custom masters to be able to configure as financial dimensions.
Have you ever come across requirements where business often wants easier ways of identifying data records in certain status with specific color coding of the records? For example, you might want to see all Approved Sales or Purchase orders marked in “Green Color”, and all Rejected/In Review sales orders marked in Orange/Red color. This was just an example to name, but think of applying this to any real time business scenario!!
If you are looking for help, follow our blog post below to understand how this is achieved:
My long time friends Yogesh Kasat of Real Dynamics and Jilajeet Yadav of Ignify have come out with an excellent book on handling Microsoft Dynamics AX Implementation Projects with ease and higher success rate.
The book describes about the common errors, issues and some real life experiences about AX implementation projects. This book caters to wide range of audience and is an all-in-one guide for DAX implementations.
Do get a copy for yourself. I have got mine 🙂
Here is a good article by Cognitive Group on reasons as to why other ERP consultants should rush to try their expertise in Dynamics AX. It’s a good read.
Thanks for following my blog religiously. Now you can also follow me in Twitter. My tag is @sumitloya
So lets twitter DAX now.