We launched the 2024 release wave 1 for Microsoft Dynamics 365 and Microsoft Power Platform, a rollout of new features and enhanced capabilities slated for release between April and September 2024.
Scenario In some circumstances, rules for the calculation of transportation charges cannot be defined in advance. In this situation, companies may need to manually define the rate based on the information received from transporters/carriers. The manually defined rate should then be recorded in the system, so that freight bills and related invoices can be matched
Scenario Our Contoso company does not charge freight to customers (for instance because the sales price already takes into account transportation charges), but needs to pay the transporter for the freight amount. The key business requirements are: To exclude freight charges from the sales order invoice, as customer is not charged for transportation. To generate
Occasionally when you want to add a new Project Timesheet you might run into the following error message ‘Timesheet periods have not been created for:employee’ To overcome this message and create the timesheet you can apply this procedure In this case I will assign Tim Litton to the period type ‘EmplWeekly’. In Human Resources\Workers\ I
Rounding in the application inside AX is determined on the Currency code where you have a ‘General’ rounding which is used in general postings(like a journal) and then specific rounding settings for Sales Orders, Purchase Orders, Prices and Fixed Asset depreciation There are 3 generic rounding rules in Dynamics AX. ‘Normal’, ‘Upward’ & ‘Downward’ ‘Normal’
Customer service knowledge comes in many forms from customer self-service knowledge to agent-facing knowledge, and many formats from video, to knowledge base articles and more. No matter where or how it’s...
I recently worked on a case with a Partner that reported that the ‘Name’ field for the DMFASSETENTITY entity did not get imported as expected into their AX 2012 R3 CU9 environment, so I thought I would share how we resolved that by manually adding the mapping, and how we tested the solution. 1. Repro
A well-tuned contact center is a lot like an orchestra. It hums along gracefully, improving attitudes and adding value to the rest of your business. I made this connection last December, while watching...
Your goal is to wow your customer—innovating is why you’re in business. But the more manual steps between idea and customer—from balancing the budget to managing the supply chain—the...
Not all customers are happy. And some of those unhappy customers might be yours. Customer satisfaction is at a nine-year low, according to a recent report. For anyone in the service industry, this probably...
CFOs and finance leaders today have more data available to them than ever before. This data brings huge opportunities for those who can harness it to improve the speed and accuracy of decision making....
How many employees does it take to break the customer experience? Just one. And unfortunately for most organizations, the customer experience is breaking or splintering hundreds if not thousands of times...
Head to any major news outlet right now, and in the financial section you’ll likely find coverage of major mergers, new technology that is making a splash, and how the market is faring. All of these...