Microsoft Dynamics AX Support

This blog contains posts by the Microsoft Dynamics AX Support Teams Worldwide

Dynamics 365 Retail: Working with the New “Manage Shifts” Functionality in POS

On Dynamics 365 for Finance and Operations functionality was added for managers to recover and unblock terminals. This functionality was added with KB 4101053 on 7.2 and KB 4338783 (Application Update 7.3.2.5) and the updates are available in Lifecycle Services. Prior to the hotfixes when POS had an issue closing a shift, the shift could… Read more

Dynamics 365 Retail: How to Add Credit Card information on the Customer Receipt Format

When I add the fields “Customer Type”, “Authorization Code” and “Card number partly hidden” to the Customer Receipt format, the fields will not print the when the Customer Receipt is printed and a paying with a credit card. These fields are only available in the Header of the receipt and they should be available in the Footer…. Read more

Dynamics 365 for Finance and Operations – What information and data to provide when logging a performance case with Support

There are several ways to approach troubleshooting performance, and the aim of this blog post is to give Customers and Partners some guidance on what information and data to provide when you need help trying to establish why something is “slow”. QUESTIONS The sorts of questions we would typically ask include the following: 1) What… Read more

Dynamics 365 Retail Return Locations Not Populating Based on the Return Subcode Selected in POS

After installing a hotfix (Ex, KB4090327) for Retail Return Location customers have been having issues with Return Locations not populating. First, go to Retail > Inventory management > Return locations to create your Return location. In my example if you select the Defect Subcode (1), the Returned item should go into the Central\Houston\Defected location (only if… Read more

Power BI reports in Microsoft Dynamics 365 for Finance and Operations will display no data, blank, or empty if default main account categories are not used

If you enabled Power BI integration in your Microsoft Dynamics 365 for Finance and Operations system as instructed in the article below, you may notice that parts of the reports do not display data while some do, even though there are transactions in the system and the Power BI reports were not modified by you…. Read more

Prerequisites to allow cancelling a packing slip for WHS items

We’re very happy to announce that in AX 2012 R3 CU12 you are now able to reverse loads, cancel packing slip updates for sales orders and product receipts for purchase orders. This means you are now able to reverse the loads even when these updates have been done. This change will come through KB 3196554… Read more

How to set email notification for Workflow in Dynamics 365 for Operation

The emails notification will not be send if email template will not be set up on the workflow configuration: Depend on if the workflow is global or company related there are different ways you need to set it up: For the company related workflow you need to set it up in:  Organization administration > Setup… Read more

Dynamics 365 for Operations – Import Bank Statement using BAI2 format

***[BRIEF DESCRIPTION] *** Import Bank statement for multiple bank using BAI2 format. 1. Login to Visual studio to download following files and save them in local drive: 2. Set up BAI2 bank statements format from System administration > Data management 3. Create Bank statement format from Cash and bank management > Setup > Advanced bank… Read more

Financial dimensions that contain the same character as used in the chart of accounts delimiter

In Dynamics 365 Operations (AX7) if a financial dimension contains the same character as the chart of accounts delimiter you may experience some instability. The Chart of Accounts delimiter is set on the general ledger parameters and once this is setup the field is greyed out. (Previously this field was located in the system parameters)… Read more

Deal with Dynamics Deployment Services [wsfed-enabled]

Issue background Sometimes when we use organization account(o365 type) to log on to LCS in order to deploy AX7 VM to Azure, we want to deploy VM to an Azure subscription which is a Microsoft account (hotmail) or live id, other than the organization account. We’ll run into below issue symptoms and cannot proceed with… Read more