Integration of Dynamics 365 F&O with Sharepoint

Sharepoint is a cloud service using which employees can easily share documents and information with colleagues, partners and customers. This article is about the integration of the MS Dynamics 365 F&O ERP system with this service. The customer is a large retail holding of weighing equipment, which has representative offices in different European countries: France, Italy, Germany and the United Kingdom. The company collects interim purchase reports in the form of Excel spreadsheets, which are stored on the Sharepoint data exchange [...]

BI and EDI reporting

Advanced Reporting in MS Dynamics AX/365: Power BI and EDI

In our most recent article, we reviewed SSRS and Excel reporting in MS Dynamics ERP system. These methods have been commonly used by enterprises in their daily workflows for years. However, in recent years, analytics specialists have started using BI systems, which introduce the next stage of paper-like reports. Power BI is the most popular and affordable of all BI tools. Let’s discuss BI and EDI solutions, assessing their pros and cons. Power BI Reporting Power BI is Microsoft’s advanced business [...]

dynamics role based security

Role-based Security in Dynamics 365 Finance

Dynamics 365 Finance (previously Dynamics 365 for Finance and Operations) uses a role-based security model for access to its components. For some of the ERP users, this model may initially seem complicated. In this article, we will aim to simplify the Dynamics role-based model for our readers, as well as show how it secures your data from violation and intentional or unintentional damage. This blog post continues our article series on MS Dynamics security. You can read our first post [...]


Modifications of Microsoft Dynamics AX functionality for a client from UAE

The client of our partner, a wholesale distributor of FMCG in the UAE and Oman, assigned us with the task of refining standard Microsoft Dynamics AX 2012 functionality. The company has a vast customer database, which includes large-scale retail chains and small neighborhood stores. The client’s problem Within the standard functionality of Microsoft Dynamics AX 2012 each customer’s card states the sum that limits monetary expenses – a credit limit for sales. If a client goes outside their limits, i.e. delays payment or buys goods at the cost exceeding the specified sum – the system will block further transactions on generation [...]


Microsoft Dynamics 365 for Unified Operations – Switching from Laptops to Mobile Devices

One of our dedicated teams recently completed a project for a client that involved the development of a mobile application based on the Microsoft Dynamics 365 for Unified Operations mobile app framework. The client’s customer is a major waste disposal company that wanted to switch from laptops to mobile devices in an effort to optimize the way users performed two key operations – weighing vehicles on weighbridges and editing weighing slips. Upon return to a warehouse, every waste collection truck [...]


Case in Waste Management: Recycling Industry

We have a long-term client who is an MS Partner and ISV-solution provider. As part of our cooperation, we provide them with a dedicated team of D365FO developers and consultants. The client implemented a vertical solution for their customer in the recycling industry and utilizes our team for solution customization. A technical support project also runs in parallel where bug fixing is performed and new functionality constantly implemented. DIXF framework and OData protocol are extensively used throughout the project for data [...]