Monthly Archives: January 2018

How to Unlock More Features on Dynamics 365 Business Edition

Overview

When you first sign up for Microsoft Dynamics 365 For Business, you will get a very simple application that will most likely satisfy only the most basic accounting needs.

Using only the basic accounting functions is NOT the reason why you signed up for Dynamics 365 for Business. You signed up for D365 because you want an ERP software for the cost of an accounting software!

Unlock the POWER!

To unlock the full feature of Dynamics 365 for Business, you will need to do the following:

  1. Go to Company Information (you can use the search function)
  2. Expand the User Experience Fasttab
  3. Change the Experience to Advanced

Now when you open the sales order, you’ll be able to have the ability to print simple pick tickets to enabling full manufacturing and warehousing features of Dynamics NAV!

Change User Experience

Before and After

You can see the difference in the sales order heading when you leave the Experience as Basic verses Advanced.

Sales Order Page on Basic Setting on D365

Here’s with the Advanced Setting

Sales Order Page with Advanced Setting in D365

Conclusion

There are a lot more features that are unlocked when you change the Experience. For most businesses that signed up for D365 in the first place, I can’t imaging them sticking with the Basic user experience.

Nonetheless, contact your solution provider to find out more features between the difference experiences.

Enjoy the ride!

Doing a Physical Inventory Count with Warehousing in Dynamics NAV or Dynamics 365

Overview

Here’s a quick video about doing a physical inventory count in Dynamics NAV (or Dynamics 365) when you have the Directed Pick and Put-away feature turned on.

There are basically 5 steps:

  1. Go to the Whse. Phys. Invt. Journal
  2. Run the Calculate Inventory process
  3. Fill in the Qty. Physical field
  4. Register the journal
  5. Go to the Item Journal and run the Calculate Whse. Adjustment process to true up the Bin Content and the Item Ledger

Note that this video assumes you do not have ADCS (wireless barcode scanner) setup to do physical count.

Enjoy!

Video