Talal Microsoft AX

Sometimes, customers need to put sale order on hold for many reasons like credit limit issue, the extra discount from the sales manager, special prices ...etc Dynamic 365 implement this requirement as a standard functionality SETUP   1-Go to Sales and marketing/Setup/Sales orders/Order hold codes create your codes for on hold  just assign hold code and assign description for this code  you can assign code as default for the new sales order by enabling default for sales order checkbox also, you can remove reservation from inventory if sales order put on hold  you can  assign  a security role for the exclusive use of an order hold code.  2- Accounts receivable/Setup /Accounts receivable parameter: you can set up background clour and notes for on hold sales order  Transaction   1-Go To Accounts receivable/orders/All sales orders you can put sales order on ho...

Workflow delegation with the same functionality in AX 2012 If you plan to be out of the office or otherwise unavailable to act on work items, you can delegate, or reassign, your work items to other users. you can setup  Workflow delegation for the user per module, workflow or all work items  Go to system administration/users /users and select a specific user and click user option, and go to workflow tab  you have three scopes to apply delegation  1- all:: you can delegate all work items to another  user  for a specific period  Delegate field, select the user to delegate the work items  you can enable or disable rule as you need. 2-Module::  Delegate only the work items that are related to a specific type of workflow you must select  the type of workflow as the below  3-workflow:: you can delegate  work items for  a specific  workflo...

In dynamics 365, you can grant or revoke user role from an organization many times, customer need the user to access organization A only or A& B,...etc Go to system administration/users /users and select user to edit a user, just click on user id select the role that you need to assign organization and click assign organizations  you can access grant access all organization by click Grant access to all organizations or grant access to specific organization individually  by choosing one of the organization hierarchy   or Grant with children  on organization hierarchy   you can revoke access by click revoke  Thanks.

You can copy roles from user to another in dynamics 365 easily. Go to system administration/users /users  click assign role and select roles from another user mark roles to assign enable include organization:: to assign the selected organization from the selected user and click OK to  see the assigned organization from the selected user just select the assigned role and click assign organization Thanks

Dynamics 365 implement electronic signature like AX 2012. In this blog, I will show Setup and the effect of electronic signature. A- Setup  1- Go To Organization administration/Setup/Electronic signature/Electronic signature parameters. you can enable require comments to force users into entering comments and select who alert in the signature alert recipient drop box  notice:: it will be shown to the user when he signs the document (we can see in the transaction later) also, you can setup timeout for this signature with seconds  if you need to use different languages notice, you can setup translation  just click translation and click new. you can select language and enter notice  2- Go To Organization administration/Setup/Electronic signature/Electronic signature reason codes. click new and assign code and description for the reason  3- Go To Organization administrati...

Many customers need a custom field to fit business,  in platform update 13 and later t he ability to add custom fields is available  without any coding or developments. You can create a custom field from GUI without opening the visual studio.  just personalize your form that you want to add a field  Click personalize click add field click create new field and select your table then set name prefix there are multiple types field available like text, date, checkbox,..etc as you see filed name = name prefix+(_custom) set label mandatory (this label is shown in GUI) you can set length and click save and new to create a new field or save only you have a confirmation message click yes your changes applied and ready to insert the custom field in the form click insert now your field is available and ready to use it. you can personalize your form and push this field for users,