Tuesday, December 4, 2018

D365 Full screen mode for Modern POS (MPOS)

I was working with a coworker today to get the Dynamics 365 Retail Modern POS (MPOS) application to show up in full screen. Back in AX 2012, you had the option to use full screen mode, hiding your cursor, etc in the visual profiles but they're not there anymore.

So as seen below, how can we make this universal windows app go to full screen? Since its a UWP app, we can use the Win+Shift+Enter hot key combo to make it go full screen like below.

Problem solved!

If we need to always open the MPOS in full screen and restrict users from using any other applications or browsers or whatever, explore using Kiosk mode. It can restrict the entire instance to a single or multiple specific apps based on a config.

Sunday, November 25, 2018

Dynamics 365/AX 2012 Modern/Enterprise POS 'Speed Scanning' feature

I didn't realize that its somewhat unknown that there is a speed scanning feature in the POS for rapid item entry. I was answering some questions at AXUG for some end users and this was brought up. Then again as a use case for a customer. That prompted a post. 

If you are selling multiple units of something in a store (e.g. 4 bottles of wine) and don't want to scan the product, click change qty, and enter qty, you can instead do this handy little trick. 

USE CASE: We need to scan 4 of the same bottle as fast as possible.

SOLUTION: In the number pad, enter 4 and hit the '*' asterisk button. Then scan the barcode or enter the item. BLAM! That item with a qty of 4. 

Some notes to this: 
  • You need to use the number pad control
  • You can use the keyboard or the onscreen numpad. 
  • You must enter a barcode or the item id either with a scanner or through the number pad
  • Searching for an item will not allow this to work.
  • When you enter the quantity and hit asterisk, the entry field clears out all of the fields. Its still there in the background so enter the item
  • This works for all versions from AX 2012 FTP to D365 F&O 8.1
  • Enterprise POS (EPOS) and Modern POS (MPOS) are supported for this

Rock on!

Wednesday, November 21, 2018

Quick tip: Quickly navigate multiple Excel worksheets, much like a table of contents

I recently did an AXUG Session about using the real time integration to Excel. You can build all sorts of reports/metrics and have the data auto-refresh when opening the form.

Its great! And you can really fill up an Excel worksheet quickly...  But for those that really get into it, traversing a massive Excel sheet can get pretty daunting. The resolution to this for some people is to create other Excel files in a static location that all reference each other. That works, and is ok for some purposes, but not always. I would NOT recommend breaking out an Excel sheet into multiple linked Excel sheets just for ease of navigation sake. Once you hit the 4th or 5th linked Excel file and have more than one person trying to figure it out, good luck.

An alternative approach
A little known trick to quickly navigate multiple Excel worksheets, much like a table of contents, is to right click on the arrows in the lower left hand side of the application (to the left of the worksheet tabs). This will open a form called 'Activate'. 'Activating' a worksheet just means that it will be navigated to. Its not really activating or enabling anything. The terminology is a little odd but thats all its saying. This is basically a table of contents for your Excel file!

I had a worksheet with over 50 tabs and could navigate to a specific one in three clicks (right click on arrows, select worksheet, click ok). You might need to scroll to the worksheet if there are a lot but thats easier than the alternatives or a table of contents workbook tab.

Hope that helps!

Figure 1 - The many, long worded Excel worksheets

Figure 2 - Right click on the arrows to see all worksheets

Tuesday, November 20, 2018

DAXDude Top 10 blog posts from last two months

I think its very interesting to read the stats on my blog to see what/who people are doing across the globe on AX/D365. Thought I'd share the top 10 blog posts from last two months. There were ~18k pageviews and about 8.5k unique visitors in the month of October/November as of today.

Overwhelmingly, the top 5 were the most popular in terms of blog post hits specifically. Also, 9 out of the top 10 were all about AX, not Dynamics 365. The one that was about Dynamics 365 was just posted this month and those usually inflate from all of the RSS feeds, twitter posts, etc so its statistically different than the other posts. 

  1. Use X++ wildcard (LIKE and NOT LIKE) in X++ select statement
  2. AX X++ str2Date function deep dive
  3. Dynamics AX 2012 - Reset/Clear your user's usage data
  4. Cycle through container in AX
  5. Compare AX X++ conIns function vs += for container insert
  6. Microsoft 365 vs Dynamics 365 vs Office 365 terminology and branding (hopefully) explained
  7. Retail Modern POS (mPOS) installation and setup via AX 2012 R3 CU8 demo machine
  8. AX 2012 WCF Error: 'The specified client configuration does not contain valid WCF settings'
  9. AX Issue: Cannot edit a record in Sales Orders (SalesTable). An update conflict occured due to another user process deleting the record or changing one or fields in the record
  10. AX Tables: Copy all table data to another table

Saturday, November 17, 2018

Microsoft 365 vs Dynamics 365 vs Office 365 terminology and branding (hopefully) explained

Microsoft brings all of their cloud offerings under the '365' branding. There are many different offerings under 365 but not all of them are truly meant to be used together. What do I mean by that? How do you know what expert is an expert in what product? Do you know what you're licensing? Hopefully this will help explain a little bit more.

When I say Microsoft 365, that technically doesn't encompass Dynamics 365. Microsoft 365 is Office 365, Windows 10, and the Enterprise Mobility + Security. When we say Office 365 then, we're actually saying its part of Microsoft 365. Its a sub-offering under a licensing/branding package.  

When I say Dynamics 365, its all of the Dynamics 365 'for' products, such as D365 for Retail, D635 for Finance and Operations, D365 for Sales, D365 for Marketing, etc. But its also good to know that these Dynamics products are still technically 3 or more 'products' brought together under the Common Data Model which allows all of them to communicate. Its AX, CRM, and new applications such as 'for Talent' if we're looking behind the scenes. Dynamics 365 for Finance and Operations and Dynamics 365 for Retail are really the same code base (AX) but licensed differently.  Dynamics 365 for Sales/Marketing/Customer Service/etc are all traditionally CRM. 

So it can get tricky when people refer to Microsoft Dynamics 365 as Microsoft 365 or Dynamics 365 when the terminology really spans so many different titles. And that can be a problem. When going to a trade show and I ask which Dynamics 365 products their XYZ integrates directly into, they say Microsoft 365: all of it. Thats an interesting response that doesn't tell me anything. Especially when we are talking about business workloads. When we talk about things like a tax engine or rate shopping and they say that it will take care of all my worries, I want to know if its going into the Common Data Model and exposed to other mobile apps, is it natively integrated with Finance and Operations, is it a CRM-side ISV, etc. 

These are massive things to consider when evaluating a solution and sometimes the branding can make things a little more difficult. This post is not meant to solve the issues but hopefully raise a little awareness. Let me know down below if you have any questions about the above!

Friday, July 13, 2018

Create an AX 2012 R2 AIF Webservice: Step by Step

Check out my new DAX Dude YouTube channel.

Kicking this off with an old demo of creating an end to end AX 2012 R2 AIF (Application Integration Framework) webservice. https://youtu.be/pjqqDrDxuWQ

The quality isn't stellar but I'll get back to that sometime.

Friday, June 15, 2018

Getting up to speed on D365/AX

For those who may not be aware, the Dynamics space is growing rapidly. For example, in the Dynamics 365 for Finance and Operations (FO) area, its had a couple names and several different official twitter handles in the past year or so... Names asided, new modules are being added, upgrades being streamlined, Retail processes and installations optimized, and a focus on proactive over reactive system maintenance are being implemented.

While all that new functionality is great for Dynamics 365 FO, the entire Azure stack and other Dynamics products (Sales and Marketing, Talent, etc) are now pieces of the overall puzzle to your deployment. Ignoring them from your solution is going to be a mistake.

Its near impossible to keep up with it all. You need a solid baseline on the systems (all of them) and then be able to translate the updates that come out to know what is changing on the almost monthly basis. So how can you and your org ramp up in your knowledge as quickly and efficiently as possible? There are a few options and all of them can be used in conjunction with each other:

Option 1: Documentation
You can read all the documentation. Thats a total snooze fest and you'll forget most of it by the time you actually jump into the software. Documentation lacks the application of the concepts and real world scenarios.

Option 2: Dig in. Experience
Roll up your sleeves and dig into the application. Nothing beats getting into the application and making things happen. This can be a bad first step if you are unfamiliar with the application, best practices, typical configs, etc. You can set something up for given business scenarios but what happens when those scenarios inevitably evolve? You don't want to config yourself in a corner... And its easy to do...

Option 3: Conferences and tech sessions
Conferences and tech sessions are a great way to learn from experts and get an understanding of the content. You can ask questions and attend sessions that typically have experience levels for the sessions so you can get the right content. But more importantly, you can network with others. Thats critically important as the community seems very small at times...

There are a few conferences you should try to go to if you're serious about being in the AX/D365 space: AXUG Summit and MS Business Applications Summit.

AXUG Summit is run by users but has become an authority summit for everyone in the community to convene at. Sessions are put on by end users, partners, and Microsoft. It is here where you can get some of the most candid information from everyone from execs to developers. #1 tip is to not go back to your room at the end of the days' sessions. You'll do a lot of networking with great discussions around the hotel and at the restraurants/lounges.

The Business App Summit is new and has never existed. It seems to be a combination of both the old Convergence which was like a sales-y summit with the MS Tech Conference which was put on by the Microsoft product group and had about as detailed information as you could get about the bits and bytes of the applications.

You can register for AXUG here: https://www.axugsummit.com/register 
You can register for the MS Business Applications Summit: https://www.microsoft.com/en-us/businessapplicationssummit 

Option 4: Social Networks (and blogosphere)
Subscribe to blogs, RSS feeds, email newsletters from ISVs and partners, etc. There is valuable information in sales materials as well. Remember, there is never an obligation to buy services but you'll get a lot of free useful information as long as you can parse through the sales stuff...

So to round this up and reinterate, the above options are things you should do in conjunction with each other, but are NOT mutually exclusive. Hopefully this helps everyone! Let me know if you're at a conference and want to network!