How to create a matrix on form in Dynamics 365 Finance & Operations X++

Matrix form

Creating a matrix on a form in Microsoft Dynamics 365 Finance & Operations (D365 F&O) allows users to visualize and interact with data in a structured and meaningful way. A matrix-style grid can help in scenarios such as budgeting, financial reporting, and inventory management by displaying data dynamically in a row and column format. When […]

How to develop number sequence in X++ in Microsoft Dynamics 365 Finance and Operations

Number sequence

Number sequence is a feature in Microsoft Dynamics 365 Finance and Operations that enables the system to generate a unique identifier for records automatically. It lets you to define a specific format for the identifier, tailored to the type of record being created. This feature is particularly useful in situations where a unique value is […]

Purchase and sales ordering with catch weight items in Dynamics 365 Finance and Operations

Purchase and sales ordering with catch weight items in Dynamics 365 Finance and Operations

In Part 1 of this guide, we walked through the foundational steps for setting up catch weight products or warehouse management processes. Now, let’s dive deeper into how these settings come into play within the sales and purchase order processes. Understanding how to effectively handle catch weight management during these transactions is crucial for accurate […]

Setting up catch weight products in Dynamics 365 Finance and Operations: A complete guide

catch weight products in Dynamics 365 Finance and Operations

Managing products with varying weights or sizes can be a logistical nightmare for businesses across multiple industries. That’s where catch weight (CW) functionality in Microsoft Dynamics 365 Finance and Operations (F&O) comes in, providing a solution tailored to streamline inventory processes and ensure precision. Whether you’re working with bulk goods or manufacturing components, the ability […]

Consignment inventory in Dynamics 365 F&O: Receiving and consuming your consignment

Consignment inventory in Dynamics 365 Finance & Operations

Consignment inventory management plays a crucial role in modern supply chains, enabling businesses to reduce upfront costs, maintain optimal stock levels, and respond swiftly to market demands. In the first part of this blog series, we explored how Microsoft Dynamics 365 simplifies consignment inventory management, turning it into a streamlined, efficient, and highly flexible process. […]

What are deep links and how to generate them in Dynamics 365 Finance & Operations?

Deep links

Deep links in Dynamics 365 Finance & Operations offer a powerful way to enhance navigation and user experience. By creating URLs that directly lead to specific forms, records, or pages within the application, deep links save time, reduce complexity, and enable seamless access to critical data. Whether you’re an administrator configuring workflows or a developer […]

What is consignment inventory and how to set it up in Dynamics 365 Finance and Operations?

consignment inventory in Dynamics 365 F&O

In an era where customer demands change in real time and supply chain competition is relentless, effective inventory management has shifted from being a support function to a critical business strategy. One solution that’s gaining momentum is consignment inventory—a game-changing approach that allows companies to maintain stock without assuming ownership until it’s needed. This strategy […]

Navigating Dynamics 365 Upgrade: Common challenges and practical solutions

Dynamics 365 F&O technical upgrade

Upgrading to the latest version of Microsoft Dynamics 365 Finance and Operations is a vital step for organizations aiming to stay ahead in modernizing their ERP systems and improving operational performance. While these Microsoft Dynamics 365 upgrade efforts bring significant advantages – such as enhanced features, improved efficiency, and better decision-making capabilities – the process […]

How to rename item number in Dynamics 365 Finance and Operations post-transaction?

Dynamics 365 Finance and Operations version 10.0.42

Microsoft Dynamics 365 Finance & Operations continues to evolve, placing greater emphasis on flexibility and user-focused enhancements. In its latest preview release, Microsoft Dynamics 365 Finance version 10.0.42., Microsoft has introduced a new feature: the ability to revise item numbers even after transactions have been posted. This advancement paves the way for more accurate, adaptable, […]

Fixing the record size limit error in Dynamics 365 Finance & Operations: A quick guide

Joined Record Size

In Microsoft Dynamics 365 Finance and Operations, users occasionally encounter errors while loading forms, which can disrupt daily workflows and affect productivity. One common issue you may have come across appears in the form of a warning message: “The total size of the records in your joined Select statement is 224230 bytes, but Microsoft Dynamics […]