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Exploring AOT Query(s)
Dynamics AX offers to create Queries, using MorphX. The concept is same as creating Visual query in SSRS. Tables are dragged and dropped inside a query; Join Types, can be setup as per need. In...
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Add a new method in Wave Process
Warehouse management -> Setup -> Waves -> Wave process if its needed to add custom method to wave processing, following steps can be carried. Proceed to following path...
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CRM Online Trial Setup – Today’s Update
A couple months ago Jerry Weinstock pointed out in his Tip of The Day post regarding the new trial setup experience. It is just in matter of couple months away from that post being published, we can...
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Anlage Beschriftungsdatei und Entfernen unerwünschter Sprachen
Heute habe ich eine Beschriftungsdatei (Label File) für meine neue AX 2012 – Entwicklungsumgebung angelegt. Nachfolgend steht beschrieben, was ich tun musste, um das nach meinen Vorstellungen...
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Label File Creation and Language Removal
Today I created a label file in my new AX 2012 development environment. This is what I needed to do to get my ideas into shape. Label file Wizard Creating a new label file is very straight...
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Tip #536: CRM Online, SharePoint On-premises and OneNote walk into a bar
There seems to be a theme here, at CRM Tip of the day, with trios of various components walking into refreshment establishments. On this occasion, it did cost me a few hours of mouse-bending...
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How to install Waldo’s PowerShell Modules
A while ago, I announced the “release” of my PowerShell scripts and functions here. It’s a big thing for me, as lots and lots of efforts and time have been put into it (and still), but more important...
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Theming in Dynamics CRM: Doing It Right
Dynamics CRM 2015 Online Update 1 (7.1.0) comes with the new feature that allows to apply theme and provide your Dynamics CRM application with branding capabilities and adding a sense of CRM...
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Parallel inventory valuation
It was back in 2011 when I first noticed that Dynamics AX must have some functionality to do a parallel valuation (e.g. FIFO & LIFO) of a company’s inventory. My assumption was based on a...
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Stop Exporting, Analyze Data Inside Dynamics CRM with Filter Panels
Do you export data from Microsoft Dynamics CRM into Excel so that you can slice, dice and analyze it? While this does work, it is time consuming and prone to errors, it can’t easily be shared and the...
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Cumulative Update 33 for Microsoft Dynamics NAV 2013 has been released (Build...
Cumulative Update 33 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2013. The cumulative update is intended mainly for...
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Cumulative Update 26 for Microsoft Dynamics NAV 2013 R2 has been released...
Cumulative Update 26 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2013 R2. The cumulative update is intended mainly for...
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Cumulative Update 14 for Microsoft Dynamics NAV 2015 has been released (Build...
Cumulative Update 14 includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2015. The cumulative update is intended mainly for...
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CRM Online – Marketing Module
Please find the details of the ” CRM Online – Marketing Module” workshop below.AgendaMarketing ListsCampaignsQuick campaignsCampaign performance reports and DashboardsSession Duration1 hourAdvisory...
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CRM Online – Service Module
Please find the details of the ” CRM Online – Service Module” workshop below.AgendaIntroduction to service managementManaging CasesManaging ContractsManaging Knowledge baseService Level Agreement...
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CRM Online – Administration
Please find the details of the ” CRM Online – Administration” workshop below.AgendaAnnouncementsAuto- NumberingBusiness UnitsSystem SettingsSecurity RolesField Security...
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CRM Online – Basic Customizations
Please find the details of the ” CRM Online – Basic Customizations ” workshop below.AgendaIntroductionSolutionsCustomizing FormsCustomizing ViewsRelationshipsLabsQ & ASession Duration1.5...
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CRM Online – Customization and Configuration
Please find the details of the ” CRM Online – Customization and Configuration ” workshop below.AgendaSecurity model in CRMCreating Business UnitCreating TeamCreating Security RolesCreating Custom...
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CRM Online – Workflows and Dialogs
Please find the details of the ” CRM Online – Workflows and Dialogs ” workshop below.AgendaIntroduction to workflowsConfiguring Workflows in CRMHow to monitor workflowsIntroduction to DialogConfiguring...
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CRM Online – Extend the workflow engine using Custom Workflow Activity...
Please find the details of the ” CRM Online – Extend the workflow engine using Custom Workflow Activity development ” workshop below.AgendaIntroduction to the requirement of custom workflow...
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