Category: Dynamics 365

Default Dimension Sorting

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?

Report Parameters for Query Based Reports – D365 SSRS

The blog mentioned below beautifully explains how one can add report parameters for query-based AX SSRS reports. A good read:

Report Parameters for Query Based Reports

#D365, #SSRSReporting, #X++

Customer Changes Approval – D365

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

Custom Financial Dimensions – D365

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.

#MSDYN365 #D365FinancialDimensions

Create Custom Financial Dimensions

Color Code Data Records – D365

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:

How to Color code data records using configurable colors for easy identification in Dynamics 365 For Finance & Operations

#MSDYN365