Inventory Adjustments in Microsoft Dynamics AX

Microsoft Dynamics AX

Quite often one would come across that inventory of a specific item that does not appear in the system.  The reasons could be many.  It could be that a vendor may send the wrong item and upon discovery may instruct to keep it instead of returning or some items may reappear during a usual cycle count later when it was actually written off. Possibly, the sales personnel may also provide sample items to the engineering department, which eventually can be moved into usable inventory.  The reasons can be many but you wish to incorporate the system even without having to create a purchase order and purchase order receipt. One of the easiest ways to do is to perform inventory adjustments.   Nevertheless, some simple updates need to be performed before making the adjustments.

  1. Checking the Records: At the outset check the records to ensure whether the item is included. In case the item does not figure in the records, it could just be dumped than keep placing it in the inventory.  In fact, if the demand for an item is lost and currently there is no method to market, it could become a white elephant consuming valuable space without any future prospect.  Such items, irrespective of its value must be disposed post haste.
  2. Ascertain Cost Record: Secondly, ensure cost record for the item is in place. A cost showing zero will misrepresent the total value of all the products available.
  3. Updating Quantity: When your item record is found to be accurate, go ahead and include the quantity into your inventory.
  4. Updating Released Products: Next step is navigating to Product Information Management, Released Products and select your product from the list. You can also go to the Released Products Maintenance Tile. Now select Release Products to go to the list page and at the list page, select the product to your inventory.
  5. For adding to your physical inventory, highlight or select the item
  6. At the top of the form, select the Manage Inventory tab
  7. On-Hand Inventory Menu in the upper right hand portion of the form opens up a blank form when selected
  8. Next click on the Quantity Adjustment tab

Again a blank Counting form will appear

  1. Now click on the New button

The counting form opens up with filled in item number

  1. Enter the Site
  2. Enter the Warehouse
  3. Location for item can be entered now
  4. Next quantity can be entered

By clicking OK at the bottom of the form completes the process.  The forms could have more columns but by selecting the inventory dimension the configuration, size, style and color can be concealed.  Moreover, by clicking the personalization the catch weight columns gets hidden.

At last, your item has now been added to the system for use. Sounds simple isn’t it.

Microsoft Dynamics CRM Online & Office 365

CRM Software Dubai

The future of CRM is in the cloud and why CRM On Premise users really need to migrate to CRM Online,as everything from its unparalleled infrastructure to its low overhead.  Power BI, with its amazing predictive analytics capabilities, can be easily integrated with CRM Online.

Microsoft has built an innovative and groundbreaking software suite of products in the past decade or so, which have altered the very way business is done in modern times.  It is a revolution in the making.  From vintage series like Word and Excel to more modern innovations like Skype for Business, these products seem to be ingrained into our everyday work lives.  These services also are vital to our ability to maximize the use of CRM. The modern business is adapting gradually to such innovations.

Microsoft has focused intensely on its Office 365 offerings, which transform the entire Office ecosystem into a platform that can be accessed anywhere, all these with Microsoft’s shift to a ‘cloud first’ approach.  By the way, no longer do users have to manage with multiple versions of the same Word file or fidget at their desktop computer to access their events diary.  With Office 365 companies can develop an agile workforce that is not constrained by outdated technology or geographical proximity.

Microsoft Dynamics 365, the union of Microsoft’s CRM or ERP solutions is always together as one cloud service taking care of the needs of unique lines of business by different applications.  It allows you to customize your system according to your functions, viz. sales, operations and field service.

It is crystal clear that Microsoft has placed increased emphasis on integrating its Office 365 and CRM Online into a seamlessly cool experience.  Users who are still operating CRM On Premise will not be able to access the countless wide range of services facilitated by this integration.  By not migrating online, On Premise users are missing out on many features.

We bring three Microsoft Office produce enhanced by CRM Online:


Thanks to Office 365 where even a sales representative on the field can co-ordinate with his team from anywhere that too in real time on different files like Excel, Word or PowerPoint.  You can co-author a PowerPoint presentation online with your sales team or department. The file could be uploaded to your SharePoint folder in CRM for that prospect, thereby making it visible to anyone who visits the folder, later for that particular record (in SharePoint or CRM). SharePoint can be enabled for specific entities in your CRM and libraries will be created in SharePoint for those entities, along with folders for each entity record.

Feast your eyes on automated organization and seamless collaboration. Continuing the features, a directory of documents for accounts,and a folder for each account separately, with all the existing SharePoint capabilities such as sharing with outside users, approvals, workflows, etc. can maintained.

In addition, you can also take advantage of One Note from within CRM Online.  Drafting ideas, discussing with team members, jotting meeting notes, record research results and thereafter saving the compilation to the contact in CRM are some of the salient and integral features.

Skype for Business:-

Capabilities galore…you can even keep business interaction with any contacts in CRM via Skype and that too directly within CRM.  Work in CRM with others for example; with your colleagues, peers, business acquaintances etc.After finding a contact, click the number and call.  You can talk seamlessly without any disturbance and offer business solutions, seek answers, all in real-time without any hassle.

Throw Yammer in the mix, if you wish to take the conversation to the next level.  This will give your colleagues a central place in your organization to have conversations, creating and editing documents, besides sharing information without sending a email or attending any meetings.  This consolidated conversation is like a virtual office. Make this fast conversation view and contribute from one cohesive view in CRM by users.


With the Office 365 email applications, one can automate email tracking by creating entire email folders that sync with CRM.  This is systemized against specific records. Track your outgoing and incoming email in CRM. For example, if a customer sends an E-mail, this could be viewed within the context of previous E-mails or with phone calls exchanged with the department and other CRM records connected with opportunities/cases. Moreover, one could see CRM information in-line in the inbox of E-mail. It will be difficult to tell where CRM ends and Outlook begins as they blend well technically.

Office 365 augments the ability of CRM’s features to see everything one needs to know about customer relationship with the organization.  Efficient reporting and a better customer experience are the result of completing the day-to-day operations through Office 365. References are made by user experience to the importance of continuity, consistency and the seamless integration of the enhanced ability to view and track customer interactions of Office 365 with CRM Online.

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Microsoft Dynamics 365:-

Regular updates mark the availability of several upgraded applications every now and then incorporating many existing Dynamics 365 Cloud Services.

Let us consider the new Applications and capabilities, beginning with new deployment options for Finance and Operations.  Two additional deployment options for Dynamics 365 Operations Microsoft’s cloud ERP (Enterprise Resource Planning) service were in the offing some time back.  The local business data deployment options for on-premises deployments are now a reality.

Additionally the option to deploy Finance & Operations as a Microsoft managed service running in Microsoft Azure, customers are now at liberty to deploy it in their own data center to help meet their business needs.

The on-premises deployment option or local business data provides a unique differentiator to enterprise customers in comparison to other ERP products by providing a choice as customers can start local business data and when they are ready, they could have the option to easily move their solution to the cloud. They will experience the cloud scale advantage and the rich analytic experiences it delivers. Moreover, the on-premises solution is based on a modern architecture that focuses on influencing Windows Server 2016 and SQL Server 2016 to present a deployment running in a customer’s data center.

Cloud Service is considered to be the best deployment option as the customers’ need to support business process execution in their data centers in some cases is increasing day by day.  However, they need not worry as help is at hand with on-premises deployments customers can resolve these essential business requirements.

Data Residency – This refers to the geographic location of an organization’s data information.  It is also the legal requirement imposed on data based in that particular region.  Some Government and industry regulations require customers to store business data locally and also mandated by our customer’s IT standards.

 Business Continuity – Regardless of a warehouse, service shop or production facility, your critical business processes can run locally in the facility even during lack of network consistency and cannot be relied upon for crucial business operations. On- premises deployments provide enhanced business continuity for scenarios that may require low latency integration with other on-premises systems.  It may even require deployments in regions where there are no options for a reliable network coverage infrastructure.  Local infrastructure issues can be addressed in some cases along with a financially backed SLA, with Azure Express Route.

Data Center Investments – Customers can influence hardware investments as well as their IT staff, particularly those already working with familiar Microsoft interfaces and tools viz., Windows 2016 and SQL Server 2016 to run their Finance and Operations instance locally. Moreover, customers have the option to life on-premises deployments to the cloud when it is time for a refresh.

Finance and Operations is unique in our ability to allow customers to deploy wherever and any format they want with the introduction of cloud plus edge deployment option, the best of on-premises and cloud deployments can be delivered.  Even cloud deployments in one option to help support our customers worldwide are also possible.

Let’snow move to new application features and updates to existing Cloud Services…

Microsoft Dynamics 365 for Finance & Operations, Enterprise

Microsoft Dynamics 365 for Operations is now Microsoft Dynamics 365 for Finance & Operations, Enterprise edition.  The edition is comprehensive and covers a whole range of both Operations and Finance.

There are two new purpose built applications in additions to updates to Finance and Operations.  They are Dynamics 365 Retail and Dynamics 365 for Talent.  The first is designed to keeping in mind the needs of a retailer.  It provides retailers with an integrated end-to-end view of their operations with centralized management with access and visibility across stores, employees including customers, financials and inventory.   On the other hand, the second one Dynamics 365 for Talent offers a 3600view of workforce from sourcing and recruiting to on boarding and retention. Dynamics 365 Insider Program gives a sneak preview of the two versatile applications.

Some of highlights of the major areas of investment for this update include feature embedded analytics, an improved and modern mobile experience, increased speed and predictability of implementations. Above all the new upgrade experience from Microsoft Dynamics AX 2012.

Analytics – embedded analytics integrated directly into the form and workspace; with drill down capabilities into transactions; 15 rich dashboards across the functional spectrum.  With end user in mind who will immensely benefit in their daily functions to assist them in making a better and faster decisions to achieve optimal result oriented outcomes.

Modern Mobile Experiences – For the staff at the warehouse, expense management including efficient time-keeping as well as a unified approvals mobile app that ushers the start of a new journey with our partners.

Faster & Predictable Implementations – The new and improved updates has a number of capabilities for rapid implementations process; it includes the ability to create company configurations that can be copied to create new ones based on existing companies.  In recent times, cost accounting has been modernized with great Getting Started guide and a simplified experience.  A new background validator has been added in order to help in keeping the system of record continually viable. The Getting Started and validation wizards are surely going to come in handy.

Upgrade From Dynamics 2012 is now in Preview –Even while keeping the abstractions and the use consistent, the changes are focused on simplifying the migration process.  You will observe that the new features contribute to simplified change management and improved support for the data governance needs of the organization and business requirement.

While continue to update and expand Finance & Operations, for new purpose-built applications the experience is thrilling.  The latest view on the full spectrum of work can be reviewed on road map site and regularly check out to see the ongoing updates that are available.

How to Navigate the Application’s Main Areas Social Engagement

Microsoft Dynamics 365 Dubai UAE

Only with the permission of the System administrator, you could see the assigned pages that are relevant to your business.  You could use the bar at the top of the page to move between all of the different areas of Social Engagement.

Carefully observe the navigation controls below:

  • App launcher: Go to you Office 365 portal and select from your available services.
  • Open Default Page: Start a fresh analysis on Analytics >Overview and reset all active filters.
  • Navigation: Now you could click this button to see the application areas and promptly switch to the area that you are looking for.
  • Sign Out/Change Profile: You could either change your profile by clicking the View Office 365 profile option or Sign Out from Social Engagement and your Office 365 user account.
  • User Option: My Preferences area access is just a click away. Further information about Social Engagement can be seen and gathered.
  • Help Options: View context-sensitive help topics that apply to the area you are working in. In the same breath, you could even swiftly access the Social Engagement forums and support contracts, if desired.
  • Application Areas: The main areas to work in Social Engagement
  • Search Setup: Create and edit search topics, thereby defining the posts that Social Engagement acquires. You could get a general outline of your solution’s data acquisition status and its progress towards the post quota. In order to optimize the quality of your data learn to maintain lists of blocked content.


  • Analytics: Widgets show the data in your solution. Switch between different pages in Analytics for getting to see more detailed information about the areas that are most relevant to your business. Moreover, you may even add filters to slice and dice your business needs.
  • Private Messages: With a single click you can view all private messages in the solution. This is a shortcut to view on the post list with the filter for private message enabled; it may nevertheless appear as an application.
  • Social Center: Streams of posts matching a selected data set can be created and managed in real-time. You can even share streams with other users of your solution depending on your user role and license type.
  • Activity Maps: Real-time visualizations of posts with location information can be created and managed. Show this on a wider screen so that your audience knows where in the world your topics are discussed.
  • Social Selling: Get connected and work directly with the Social Selling Assistant from within Social Engagement and get recommendations on relevant and shareable content that are pertinent to your business.
  • Message Center: You can create and manage alerts to access the most recent posts or even significant changes delivered by email to particular recipients.
  • Settings: Now it is easy for all users to define how the application displays for them.  Even the administrators can manage user roles, set system-wide settings and configure many more preferences.
  • Help: To see the latest help topics, visit the Microsoft Social Engagement Help Center (Opens a new website)