{"title":"Dynamics 365 Premium Content","description":"","products":[{"product_id":"bbcg-02-d365-1-d-configuring-an-legal-entity-within-dynamics-365-for-operations-digital","title":"BBCG.02.D365.1.PDF: Configuring an Organization within Dynamics 365 for Operations (Digital)","description":"\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eBefore we start configuring all of the main areas of Microsoft Dynamics 365 like Human Resources, Sales, General Ledger etc. we need to pause for a little bit and configure the parent \u003cb style=\"box-sizing: border-box; font-weight: bold;\"\u003eOrganization\u003c\/b\u003e and \u003cstrong style=\"box-sizing: border-box; font-weight: bold;\"\u003eLegal Entity \u003c\/strong\u003edetails. A lot of the information that we will be configuring here is used throughout the system, and it’s a good idea to get this out of the way before we move on to the real application.\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eThe following guide will step you through the bare necessities that you will need to configure within the \u003cb style=\"box-sizing: border-box; font-weight: bold;\"\u003eOrganization Administration\u003c\/b\u003e area of Microsoft Dynamics so the rest of your journey through the application is smooth sailing.\u003c\/p\u003e\n\u003cp\u003eModules Included\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eModule 1: \u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #585858; font-family: Arial,'Helvetica Neue',Helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003eCreating A New Legal Entity\u003c\/span\u003e\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring the Organizational Settings\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring Your Legal Entity\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eSeries:\u003c\/b\u003e Dynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cp\u003e\u003cstrong style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eGuide:\u003c\/strong\u003e Configuring a Legal Entity within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eLanguage:\u003c\/b\u003e English\u003c\/p\u003e\n\u003cp\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eProduct Dimensions: \u003c\/b\u003e 8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":28480049217,"sku":"BBCG.02.D365.1.PDF","price":14.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_ab37ed57-6de0-489d-b17e-01f768c5aa97.png?v=1547329978"},{"product_id":"bbcg-01-02-d365-1-d-configuring-dynamics-365-for-operations-training-environments-module-2-provisioning-a-local-environment-digital","title":"BBCG.01.02.D365.1.PDF: Configuring Dynamics 365 for Operations Training Environments - Module 2: Provisioning a Local Environment (Digital)","description":"\u003cp\u003eAlthough the best option for provisioning a Dynamics 365 for Operations is to use Azure as the hosting platform, you do have the option to run a OneBox environment locally through Hyper-V\u003c\/p\u003e\n\u003cp\u003eJust as a disclaimer, a local instance of Dynamics 365 for Operations will be able to do most of what the Azure instance is able to do, but it is not a replacement. Because it is self-contained, then some features – like Power BI – will not work properly because the instance has not been provisioned directly from the tenant.  So buyer be warned.\u003c\/p\u003e\n\u003cp\u003eBut if you have a workstation with enough memory and processing power, or a Hyper-V server that is now idle because of all the environments going to Azure, then this is a great option for tinkering with the system, or even developing within Dynamics 365 for Operations locally without incurring the Azure hosting costs.\u003c\/p\u003e\n\u003cp\u003eIn this walkthrough we will show you how to provision a local Dynamics 365 for Operations environment and get it up and running through Hyper-V.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRegistering for a Connect Account\u003c\/li\u003e\n\u003cli\u003eRegistering for the Dynamics 365 for Operations Group\u003c\/li\u003e\n\u003cli\u003eAccessing the Local VM through Lifecycle Services\u003c\/li\u003e\n\u003cli\u003eDecompressing the VHD file\u003c\/li\u003e\n\u003cli\u003eConfiguring the Virtual Machine through Hyper-V\u003c\/li\u003e\n\u003cli\u003eStarting up the Virtual Machine for the first time\u003c\/li\u003e\n\u003cli\u003eProvisioning the Administrator User\u003c\/li\u003e\n\u003cli\u003eLogging into Dynamics 365 for Operations\u003c\/li\u003e\n\u003cli\u003eAccessing the Virtual Machine through Remote Desktop\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cdiv\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e Dynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e Configuring Dynamics 365 for Operations Training Environments\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital: \u003c\/b\u003e105 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e Blind Squirrel Publishing (December 13, 2016)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e English\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e 8.5 x 11 inches\u003c\/div\u003e\n\u003cul\u003e\u003c\/ul\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":28819744065,"sku":"BBCG.01.02.D365.1.PDF","price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_c3c12e43-6a95-4024-a777-9e37bb0499d0.png?v=1481636276"},{"product_id":"ig-05-d365-1-pdf-a-beginners-guide-to-dynamics-365-for-finance-operations-enterprise-edition-digital","title":"IG.05.D365.1.PDF: A Beginners Guide To Dynamics 365 for Finance \u0026 Operations, Enterprise Edition (Digital)","description":"\u003cdiv class=\"issuuembed\" style=\"width: 525px; height: 324px;\" data-configid=\"31696707\/55147157\"\u003e\u003c\/div\u003e\n\u003cscript src=\"\/\/e.issuu.com\/embed.js\" type=\"text\/javascript\" async=\"true\"\u003e\u003c\/script\u003e\n\u003cp\u003eDynamics 365 for Operations is a big change from the previous releases of Microsoft Dynamics 365. The majority of the changes are around the new web based user interface, the new way that we navigate around in the application and also new sets of tools that have come along for the ride.\u003c\/p\u003e\n\u003cp\u003eFor those of us that are familiar with the older user interfaces then we may have to learn a couple of new tricks to get around the system like the pro that we are, and for new users of Dynamics 365 for Operations environments then we will probably want as many tips on all the cool things that are hidden away within the application so that we can quickly become a power user of the system.\u003c\/p\u003e\n\u003cp\u003eIf that’s the case then this is the guide for you – we have scoured all of the resources that we have to compile the most useful tips and tricks for Dynamics 365 for Operations and that will be useful to everyone, regardless of if you are a novice to Dynamics 365 just trying to get around in the application, or have worked with the previous versions of the system, and are just want to learn the nuances of the new user interface.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cli\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e Dynamics Companions Introduction Guides\u003c\/li\u003e\n\u003cli\u003e\n\u003cb\u003ePDF:\u003c\/b\u003e 264 pages\u003c\/li\u003e\n\u003cli\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e Blind Squirrel Publishing; 1 edition (August 25, 2017)\u003c\/li\u003e\n\u003cli\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e English\u003c\/li\u003e\n\u003cli\u003e\n\u003cb\u003eISBN-10:\u003c\/b\u003e 1975836901\u003c\/li\u003e\n\u003cli\u003e\n\u003cb\u003eISBN-13:\u003c\/b\u003e 978-1975836900\u003c\/li\u003e\n\u003cli\u003e\n\u003cb\u003e Product Dimensions: \u003c\/b\u003e 8.5 x 11 inches\u003c\/li\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":37462997889,"sku":"IG.05.D365.1.PDF","price":29.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_07418f24-f76e-4b56-b0ba-756bcc451ccc.png?v=1503771236"},{"product_id":"cb-51-d365-1-pdf-creating-a-byodb-and-configuring-a-full-and-incremental-entity-export-digitial","title":"CB.51.D365.1.PDF: Creating a BYODB and Configuring a Full and Incremental Entity Export (Digitial)","description":"\u003cp\u003eIn a production environment for Dynamics 365 for Finance \u0026amp; Operations, the primary database is locked down so that you cannot query or maintain the database directly.\u003c\/p\u003e\n\u003cp\u003eBut there are a lot of times that we would like to have access to the data so that we can create integrations with other systems, to publish data out for others view or even to report off through other reporting tools.\u003c\/p\u003e\n\u003cp\u003eSo the big question is how do you do this?\u003c\/p\u003e\n\u003cp\u003eThe answer is through the BYODB (Bring Your Own Database) feature within Dynamics 365 that allows us to attach an external SQL database to our instance and then publish any of the data entities that are available within the Data Management framework out to the database.\u003c\/p\u003e\n\u003cp\u003eIn addition to doing full exports of the data, we can also schedule incremental updates as well that take advantage of the change tracking feature to push only the data that has changed within the entity rather than all of the data.\u003c\/p\u003e\n\u003cp\u003eAlthough this may seem like a daunting effort, it’s not really that hard, and in this walkthrough we will show how to get everything wired up.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCreating an Azure SQL Database\u003c\/li\u003e\n\u003cli\u003eConfiguring an Entity Export to 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Title","offer_id":9610985406508,"sku":"CB.54.D365.1.PDF","price":0.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_430ea228-48d5-4a38-b18d-f91613a64740.png?v=1528288449"},{"product_id":"cb-68-d365-1-pdf-creating-an-atbot-chatbot-connected-to-dynamics-365-digital","title":"CB.68.D365.1.PDF Creating an AtBot ChatBot connected to Dynamics 365 (Digital)","description":"\u003cp\u003eCreating Bots that integrate with Dynamics 365 has not been the easiest thing to do in the past for non-developers because it has required a lot of coding to be done, and also in order to change the conversation flows you needed to update and redeploy the code for the Bot to make it available to the users.\u003c\/p\u003e\n\u003cp\u003eRecently we were introduced to a partner solution called AtBot that allows us to create Bot services through the AtBot portal that links to LUIS and Azure Bot Services, allowing us to build conversation flows and dialogs using Flow as the authoring engine.\u003c\/p\u003e\n\u003cp\u003eThis allows us to build Bots with zero coding experience that also leverages the power of Flow to connect to other services seamlessly, allowing us to integrate Dynamics 365 using the standard entities.\u003c\/p\u003e\n\u003cp\u003eIn this walkthrough we will show you how to configure and build an AtBot Bot that connects to Dynamics 365, using LUIS as the engine for discovering the users intent and deploy it out to chat platforms like Microsoft Teams.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered \u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eBuilding a LUIS language model\u003c\/li\u003e\n\u003cli\u003eCreating an AtBot\u003c\/li\u003e\n\u003cli\u003eCreating the AtBot Conversation Flow\u003c\/li\u003e\n\u003cli\u003eIntegrating the Bot With Teams\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Configuration Blueprints\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003cb\u003ePDF:\u003c\/b\u003e 232 pages\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (September 30, 2018)\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default 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environment\u003c\/li\u003e\n\u003cli\u003eCreating a Lifecycle Services Project\u003c\/li\u003e\n\u003cli\u003eConfiguring your Azure Subscription in Lifecycle Services\u003c\/li\u003e\n\u003cli\u003eDeploying a Cloud-hosted environment\u003c\/li\u003e\n\u003cli\u003eOpening Dynamics 365 for the first time\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e Preview\u003c\/h3\u003e\n\u003ciframe style=\"width: 100%; height: 340px;\" src=\"\/\/e.issuu.com\/embed.html#31696707\/66694668\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c\/iframe\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch3\u003e\u003cb\u003eMore Information\u003c\/b\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e Waterdeep Trading Company Project\u003cbr\u003e\u003c\/span\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e Setting up a Cloud-hosted environment for Dynamics 365\u003cbr\u003e\u003c\/span\u003e\u003cb\u003ePDF:\u003c\/b\u003e 94 pages\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 2, 2018)\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003cbr\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13005611532332,"sku":"BBCG.10.01.D365.WG.1.PDF","price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_28a0512c-a665-4b2d-b9f4-b393e11b3f4f.png?v=1543775930"},{"product_id":"wdtc-02-d365-wg-1-pdf-waterdeep-trading-company-project-module-2-configuring-the-localizations-for-faerun-digital","title":"WDTC.02.D365.WG.1.PDF: Waterdeep Trading Company Project - Module 2: Configuring the Localizations for Faerûn (Digital)","description":"\u003cp style=\"text-align: center;\"\u003e\u003cimg src=\"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/AdvancedDnDIG_large.png?v=1546023088\" alt=\"\"\u003e\u003c\/p\u003e\n\u003cp\u003eThe\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eis the purveyor of all the finest adventuring supplies to travelers, rogues, wizards and clerics in all Faerûn, and are headquartered in the great city of\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eon the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eSword Coast\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eRecently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll based financial system is not going to scale any more, and their manual supply chain management processes that they are using will not be able to handle their forecasted future demand.\u003c\/p\u003e\n\u003cp\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eMicrosoft Dynamics 365\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eto manage all their legal (and not so legal) entities, and the following is a journal of how they set up their system, and how they tweaked the system to make it work perfectly for them.\u003c\/p\u003e\n\u003cp\u003eIf you want to follow along in the journey and set up your own copy of the system, then feel free.\u003c\/p\u003e\n\u003ch2\u003e\u003cstrong\u003eModule 2: Configuring the Localizations for Faerûn\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eFaerûn\u003c\/strong\u003e has several local nuances that we will need to support in order to get everything up and running smoothly for the \u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e, including address information for the region, and the tracking of the \u003cstrong\u003eFaerûn\u003c\/strong\u003e currencies of gold, silver, copper, electrum and platinum denominations.  Not to mention the numerous local languages that need to be supported.\u003c\/p\u003e\n\u003cp\u003eUnfortunately, \u003cstrong\u003eFaerûn\u003c\/strong\u003e is not one of the officially supported regions for Dynamics 365 for Finance and Operations.  Although we have submitted numerous support requests for a localization pack to be officially delivered for \u003cstrong\u003eFaerûn\u003c\/strong\u003e since we think that it is an up and coming marketplace, we have not seen any official roadmaps where this is a planned deliverable.\u003c\/p\u003e\n\u003cp\u003eDon’t worry though; we will show you how to set up the required localizations yourself so that we don’t have to wait for the localization packs to be developed and delivered with the standard product.\u003c\/p\u003e\n\u003ch3\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring the Faerûn Address Details\u003c\/li\u003e\n\u003cli\u003eConfiguring the Faerûn country code\u003c\/li\u003e\n\u003cli\u003eAdding a new Faerûn country code\u003c\/li\u003e\n\u003cli\u003eAdding the Faerûn realms\u003c\/li\u003e\n\u003cli\u003eAdding the Faerûn cities\u003c\/li\u003e\n\u003cli\u003eConfiguring the Faerûn currencies\u003c\/li\u003e\n\u003cli\u003eConfiguring the Faerûn Currency ISO Codes\u003c\/li\u003e\n\u003cli\u003eAdding the Faerûn Currency ISO Codes\u003c\/li\u003e\n\u003cli\u003eConfiguring the Faerûn Currencies Codes\u003c\/li\u003e\n\u003cli\u003eAdding the Faerûn Currencies\u003c\/li\u003e\n\u003cli\u003eConfiguring the Faerûn Exchange Rate Type\u003c\/li\u003e\n\u003cli\u003eAdding the Faerûn Exchange Rate Type\u003c\/li\u003e\n\u003cli\u003eConfiguring the Faerûn Currency Conversion Rates\u003c\/li\u003e\n\u003cli\u003eSwitching to the Faerûn Exchange Rate\u003c\/li\u003e\n\u003cli\u003eAdding the Faerûn Currency Exchange Rates\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003ePreview\u003c\/h3\u003e\n\u003ciframe style=\"width: 100%; height: 340px;\" src=\"\/\/e.issuu.com\/embed.html#31696707\/66694662\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c\/iframe\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch3\u003eMore Information\u003c\/h3\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e Waterdeep Trading Company Project\u003cbr\u003e\u003c\/span\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e Configuring the Localizations for Faerûn\u003cbr\u003e\u003c\/span\u003e\u003cb\u003ePDF:\u003c\/b\u003e 196 pages\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 11, 2018)\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003cbr\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13076743225388,"sku":"WDTC.02.D365.WG.1.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_3336c66f-1f3d-438a-a7c4-a2447a774d47.png?v=1544529904"},{"product_id":"wdtc-03-d365-wg-1-pdf-waterdeep-trading-company-project-module-3-configuring-a-new-company-for-the-waterdeep-trading-company-digital","title":"WDTC.03.D365.WG.1.PDF: Waterdeep Trading Company Project - Module 3: Configuring a new Company for the Waterdeep Trading Company (Digital)","description":"\u003cp style=\"text-align: center;\"\u003e\u003cimg src=\"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/AdvancedDnDIG_large.png?v=1546023088\" alt=\"\"\u003e\u003c\/p\u003e\n\u003cp\u003eThe\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eis the purveyor of all the finest adventuring supplies to travelers, rogues, wizards and clerics in all Faerûn, and are headquartered in the great city of\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eon the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eSword Coast\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eRecently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll based financial system is not going to scale any more, and their manual supply chain management processes that they are using will not be able to handle their forecasted future demand.\u003c\/p\u003e\n\u003cp\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eMicrosoft Dynamics 365\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eto manage all their legal (and not so legal) entities, and the following is a journal of how they set up their system, and how they tweaked the system to make it work perfectly for them.\u003c\/p\u003e\n\u003cp\u003eIf you want to follow along in the journey and set up your own copy of the system, then feel free.\u003c\/p\u003e\n\u003ch2\u003eModule 3: Configuring a new Company for the Waterdeep Trading Company\u003c\/h2\u003e\n\u003cp\u003eFor us to track all the financial and operational information for the \u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e, we will need to set up a new company within Dynamics 365 with its own financial ledger.  Additionally, we will probably want to track all our money through a bank account or two.\u003c\/p\u003e\n\u003cp\u003eThis company will be the foundation for all the other functions that we will build later, like the inventory management, sales, procurement and more.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring a new Company for the Waterdeep Trading Company\u003c\/li\u003e\n\u003cli\u003eCreating a new Legal Entity\u003c\/li\u003e\n\u003cli\u003eOpening the Legal entities maintenance form\u003c\/li\u003e\n\u003cli\u003eCreating a new Legal entity\u003c\/li\u003e\n\u003cli\u003eUpdating the Address\u003c\/li\u003e\n\u003cli\u003eUpdating the Legal Entities Banner\u003c\/li\u003e\n\u003cli\u003eSwitching to the Waterdeep Trading Company legal entity\u003c\/li\u003e\n\u003cli\u003eConfiguring the Number Sequences for the Legal Entity\u003c\/li\u003e\n\u003cli\u003eOpening the Number sequences maintenance form\u003c\/li\u003e\n\u003cli\u003eGenerating the number sequences with the Number sequence wizard\u003c\/li\u003e\n\u003cli\u003eImporting a standard Chart of Accounts\u003c\/li\u003e\n\u003cli\u003eOpening up the Data Management workspace\u003c\/li\u003e\n\u003cli\u003eImporting the Faerûn Chart of Accounts\u003c\/li\u003e\n\u003cli\u003eViewing the Standard Chart of Accounts\u003c\/li\u003e\n\u003cli\u003eCreating a new Account structure the Waterdeep Trading Company\u003c\/li\u003e\n\u003cli\u003eOpening the Account Structures Configuration form\u003c\/li\u003e\n\u003cli\u003eCreating a new Account Structure\u003c\/li\u003e\n\u003cli\u003eActivating the Account Structure\u003c\/li\u003e\n\u003cli\u003eConfiguring the Ledger for the Waterdeep Trading Company\u003c\/li\u003e\n\u003cli\u003eOpening the Ledger Maintenance form\u003c\/li\u003e\n\u003cli\u003eConfiguring the Ledger\u003c\/li\u003e\n\u003cli\u003eViewing the Main Accounts for the Waterdeep Trading Company\u003c\/li\u003e\n\u003cli\u003eCreating an Operating Bank Account\u003c\/li\u003e\n\u003cli\u003eOpening up the Bank management form\u003c\/li\u003e\n\u003cli\u003eAdding a new Bank Account\u003c\/li\u003e\n\u003cli\u003eAssociating the Bank Account to the Legal Entity\u003c\/li\u003e\n\u003cli\u003eSetting the Waterdeep Trading Company as the default legal entity\u003c\/li\u003e\n\u003cli\u003eOpening the User Options\u003c\/li\u003e\n\u003cli\u003eUpdating the User preferences\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003ePreview\u003c\/h3\u003e\n\u003cp\u003e\u003ciframe style=\"width: 100%; height: 340px;\" src=\"\/\/e.issuu.com\/embed.html#31696707\/66694646\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c\/iframe\u003e\u003c\/p\u003e\n\u003ch3\u003eMore Information\u003c\/h3\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e Waterdeep Trading Company Project\u003cbr\u003e\u003c\/span\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e Configuring a new Company for the Waterdeep Trading Company\u003cbr\u003e\u003c\/span\u003e\u003cb\u003ePDF:\u003c\/b\u003e 143 pages\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 15, 2018)\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003cbr\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13112261673004,"sku":"WDTC.03.D365.WG.1.PDF","price":7.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/WDTC.03.D365.1_Digital.png?v=1544889312"},{"product_id":"wdtc-04-d365-wg-1-pdf-waterdeep-trading-company-project-module-4-configuring-a-warehouses-and-products-for-the-waterdeep-trading-company-digital","title":"WDTC.04.D365.WG.1.PDF: Waterdeep Trading Company Project - Module 4: Configuring a Warehouses and Products for the Waterdeep Trading Company (Digital)","description":"\u003cp style=\"text-align: center;\"\u003e\u003cimg src=\"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/AdvancedDnDIG_large.png?v=1546023088\" alt=\"\"\u003e\u003c\/p\u003e\n\u003cp\u003eThe\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eis the purveyor of all the finest adventuring supplies to travelers, rogues, wizards and clerics in all Faerûn, and are headquartered in the great city of\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eon the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eSword Coast\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eRecently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll based financial system is not going to scale any more, and their manual supply chain management processes that they are using will not be able to handle their forecasted future demand.\u003c\/p\u003e\n\u003cp\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eMicrosoft Dynamics 365\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eto manage all their legal (and not so legal) entities, and the following is a journal of how they set up their system, and how they tweaked the system to make it work perfectly for them.\u003c\/p\u003e\n\u003cp\u003eIf you want to follow along in the journey and set up your own copy of the system, then feel free.\u003c\/p\u003e\n\u003ch2\u003eModule 4: Configuring a Warehouses and Products for the Waterdeep Trading Company\u003c\/h2\u003e\n\u003cp\u003eThe \u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e is the purveyor of all the finest adventuring supplies to travelers, rogues, wizards and clerics in all Faerûn. That means that we will need to track all the finest adventuring supplies.\u003c\/p\u003e\n\u003cp\u003eIn this module, we will walk through the setup of the \u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e store and warehouse with its different locations, and then start registering the products that we will be purchasing, inventorying and selling.\u003c\/p\u003e\n\u003ch3\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring the Warehouse and Locations\u003c\/li\u003e\n\u003cli\u003eCreating a Store Site\u003c\/li\u003e\n\u003cli\u003eOpening the Site maintenance form\u003c\/li\u003e\n\u003cli\u003eAdding a new Site\u003c\/li\u003e\n\u003cli\u003eCreating a Store Warehouse\u003c\/li\u003e\n\u003cli\u003eOpening the Warehouse maintenance form\u003c\/li\u003e\n\u003cli\u003eCreating a new Warehouse\u003c\/li\u003e\n\u003cli\u003eCreating Aisles Locations within the Store Warehouse\u003c\/li\u003e\n\u003cli\u003eOpening the Aisle maintenance form\u003c\/li\u003e\n\u003cli\u003eCreating new Aisle locations\u003c\/li\u003e\n\u003cli\u003eCreating Locations within the Store Warehouse\u003c\/li\u003e\n\u003cli\u003eOpening the Inventory Locations maintenance form\u003c\/li\u003e\n\u003cli\u003eCreating new Inventory Locations\u003c\/li\u003e\n\u003cli\u003eConfiguring Products\u003c\/li\u003e\n\u003cli\u003eCreating An Item Model Group\u003c\/li\u003e\n\u003cli\u003eOpening the Item Model Group maintenance form\u003c\/li\u003e\n\u003cli\u003eCreating a new Item Model Group\u003c\/li\u003e\n\u003cli\u003eCreating An Item Group\u003c\/li\u003e\n\u003cli\u003eOpening the Item Group maintenance form\u003c\/li\u003e\n\u003cli\u003eAdding a new Item Group\u003c\/li\u003e\n\u003cli\u003eAdding a New Product\u003c\/li\u003e\n\u003cli\u003eOpening the Released Product Maintenance workspace\u003c\/li\u003e\n\u003cli\u003eCreating a new Released Product\u003c\/li\u003e\n\u003cli\u003eAdding an Image to the Product\u003c\/li\u003e\n\u003cli\u003eAssigning the Product an Item Model Group\u003c\/li\u003e\n\u003cli\u003eUpdating the Product Dimension Groups\u003c\/li\u003e\n\u003cli\u003eAssigning the Product an Item Group\u003c\/li\u003e\n\u003cli\u003eValidating the Product\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003ePreview\u003c\/h3\u003e\n\u003ciframe style=\"width: 100%; height: 340px;\" src=\"\/\/e.issuu.com\/embed.html#31696707\/66694620\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c\/iframe\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch3\u003eMore Information\u003c\/h3\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e Waterdeep Trading Company Project\u003cbr\u003e\u003c\/span\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e Configuring a Warehouses and Products for the Waterdeep Trading Company\u003cbr\u003e\u003c\/span\u003e\u003cb\u003ePDF:\u003c\/b\u003e 147 pages\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 25, 2018)\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003cbr\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13195512741932,"sku":"","price":7.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/WDTC.04.D365.1_Digital.png?v=1545761233"},{"product_id":"wdtc-02-1-d365-wg-1-pdf-waterdeep-trading-company-project-module-2-1-configuring-the-faerun-cultural-localizations-digital","title":"WDTC.02.1.D365.WG.1.PDF: Waterdeep Trading Company Project - Module 2.1: Configuring the Faerûn Cultural Localizations (Digital)","description":"\u003cp style=\"text-align: center;\"\u003e\u003cimg src=\"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/AdvancedDnDIG_large.png?v=1546023088\" alt=\"\"\u003e\u003c\/p\u003e\n\u003cp\u003eThe\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eis the purveyor of all the finest adventuring supplies to travelers, rogues, wizards and clerics in all Faerûn, and are headquartered in the great city of\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eon the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eSword Coast\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eRecently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll based financial system is not going to scale any more, and their manual supply chain management processes that they are using will not be able to handle their forecasted future demand.\u003c\/p\u003e\n\u003cp\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eMicrosoft Dynamics 365\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eto manage all their legal (and not so legal) entities, and the following is a journal of how they set up their system, and how they tweaked the system to make it work perfectly for them.\u003c\/p\u003e\n\u003cp\u003eIf you want to follow along in the journey and set up your own copy of the system, then feel free.\u003c\/p\u003e\n\u003ch2\u003eModule 2.1: Configuring the Faerûn Cultural Localizations\u003c\/h2\u003e\n\u003cp\u003eFaerûn is a diverse realm, with a lot of different races, religions, and languages that surprisingly are not configured within the default system.\u003c\/p\u003e\n\u003cp\u003eThe Waterdeep Trading Company is all about being inclusive, so In order to be culturally sensitive, we will spend a little time setting up some of the additional cultural items within Dynamics 365.\u003c\/p\u003e\n\u003cp\u003eThat will ensure that we don’t make mistakes like sending invoices to the High Elves in Faerûn Common English, or marketing to a Halfling for a Dwarven marketing campaign.\u003c\/p\u003e\n\u003ch3\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eAdding New Faerûn Language Codes\u003c\/li\u003e\n\u003cli\u003eAdding new ISO Language Codes\u003c\/li\u003e\n\u003cli\u003eOpening the ISO Language Codes table\u003c\/li\u003e\n\u003cli\u003eAdding the Faerûn ISO Language codes\u003c\/li\u003e\n\u003cli\u003eAdding new Languages codes\u003c\/li\u003e\n\u003cli\u003eOpening the Language Codes maintenance form\u003c\/li\u003e\n\u003cli\u003eAdding new Faerûn Language Codes\u003c\/li\u003e\n\u003cli\u003eFiltering the Language Codes\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003ePreview\u003c\/h3\u003e\n\u003ciframe style=\"width: 100%; height: 340px;\" src=\"\/\/e.issuu.com\/embed.html#31696707\/66694681\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c\/iframe\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch3\u003eMore Information\u003c\/h3\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e Waterdeep Trading Company Project\u003cbr\u003e\u003c\/span\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e Configuring the Localizations for Faerûn\u003cbr\u003e\u003c\/span\u003e\u003cb\u003ePDF:\u003c\/b\u003e 29 pages\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 27, 2018)\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003cbr\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13213606707244,"sku":"","price":2.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/WDTC.02.01.D365.1_Digital.png?v=1545945664"},{"product_id":"wdtc-03-1-d365-wg-1-pdf-waterdeep-trading-company-project-module-3-1-adding-fiscal-calendar-years-digital","title":"WDTC.03.1.D365.WG.1.PDF: Waterdeep Trading Company Project - Module 3.1: Adding Fiscal Calendar Years (Digital)","description":"\u003cp style=\"text-align: center;\"\u003e \u003cstrong\u003e\u003cimg src=\"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/AdvancedDnDIG_large.png?v=1546023088\" alt=\"\"\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThe\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eis the purveyor of all the finest adventuring supplies to travelers, rogues, wizards and clerics in all Faerûn, and are headquartered in the great city of\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eon the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eSword Coast\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eRecently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll based financial system is not going to scale any more, and their manual supply chain management processes that they are using will not be able to handle their forecasted future demand.\u003c\/p\u003e\n\u003cp\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eMicrosoft Dynamics 365\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eto manage all their legal (and not so legal) entities, and the following is a journal of how they set up their system, and how they tweaked the system to make it work perfectly for them.\u003c\/p\u003e\n\u003cp\u003eIf you want to follow along in the journey and set up your own copy of the system, then feel free.\u003c\/p\u003e\n\u003ch2\u003e\u003cstrong\u003eModule 3.1: Adding Fiscal Calendar Years\u003c\/strong\u003e\u003c\/h2\u003e\n\u003cp\u003eUnfortunately the calendars that were set up within our system are a little out of date and don’t have the current fiscal year for \u003cstrong\u003e1495 DR - The Year of the Tyrant's Pawn (2019 EY)\u003c\/strong\u003e set up within the fiscal calendar.\u003c\/p\u003e\n\u003cp\u003eSo we need to update our Fiscal Calendars a little.\u003c\/p\u003e\n\u003ch3\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eUpdating the Fiscal Calendar\u003c\/li\u003e\n\u003cli\u003eAdding a new year to the Fiscal Calendar\u003c\/li\u003e\n\u003cli\u003eOpening the Fiscal Calendar maintenance form\u003c\/li\u003e\n\u003cli\u003eAdding a new year to the Fiscal Calendar\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003ePreview\u003c\/strong\u003e\u003c\/h3\u003e\n\u003ciframe style=\"width: 100%; height: 340px;\" src=\"\/\/e.issuu.com\/embed.html#31696707\/66694696\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c\/iframe\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch3\u003e\u003cstrong\u003eMore Information\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e Waterdeep Trading Company Project\u003cbr\u003e\u003c\/span\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e Configuring a new Company for the Waterdeep Trading Company\u003cbr\u003e\u003c\/span\u003e\u003cb\u003ePDF:\u003c\/b\u003e 15 pages\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 27, 2018)\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003cbr\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13213612277804,"sku":"","price":2.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/WDTC.03.01.D365.1_Digital.png?v=1545945067"},{"product_id":"wdtc-05-d365-wg-1-pdf-waterdeep-trading-company-project-module-5-configuring-vendors-and-purchasing-products-digital","title":"WDTC.05.D365.WG.1.PDF: Waterdeep Trading Company Project - Module 5: Configuring Vendors and Purchasing Products (Digital)","description":"\u003cp style=\"text-align: center;\"\u003e\u003cimg src=\"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/AdvancedDnDIG_large.png?v=1546023088\" alt=\"\"\u003e\u003c\/p\u003e\n\u003cp\u003eThe\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eis the purveyor of all the finest adventuring supplies to travelers, rogues, wizards and clerics in all Faerûn, and are headquartered in the great city of\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eon the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eSword Coast\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eRecently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll based financial system is not going to scale any more, and their manual supply chain management processes that they are using will not be able to handle their forecasted future demand.\u003c\/p\u003e\n\u003cp\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eMicrosoft Dynamics 365\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eto manage all their legal (and not so legal) entities, and the following is a journal of how they set up their system, and how they tweaked the system to make it work perfectly for them.\u003c\/p\u003e\n\u003cp\u003eIf you want to follow along in the journey and set up your own copy of the system, then feel free.\u003c\/p\u003e\n\u003ch2 class=\"ui-title-bar__title\"\u003eModule 5: Configuring Vendors and Purchasing Products\u003c\/h2\u003e\n\u003cp\u003eNow that we have our inventory configured and we have set up our products, we can start stocking our inventory in the \u003cstrong\u003eWaterdeep Trading Company Store\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eThese products don’t fall off the back of a cart and magically appear for free though (not usually), so we will need to start procuring our new stock the old fashioned way by buying it from the dealers and traders within \u003cstrong\u003eWaterdeep\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eIn this module, we will show you how to set up the procurement system and start buying and receiving products into the store.\u003c\/p\u003e\n\u003ch3\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring the Purchasing Controls and Profiles\u003c\/li\u003e\n\u003cli\u003eUpdating the Item Groups with default Posting Accounts\u003c\/li\u003e\n\u003cli\u003eOpening the Item Groups form\u003c\/li\u003e\n\u003cli\u003eUpdating the default posting accounts\u003c\/li\u003e\n\u003cli\u003eCreating a Posting Profile\u003c\/li\u003e\n\u003cli\u003eOpening the Vendor posting profiles form\u003c\/li\u003e\n\u003cli\u003eCreating a General Vendor Posting Profile\u003c\/li\u003e\n\u003cli\u003eConfiguring the default Posting Profile\u003c\/li\u003e\n\u003cli\u003eOpening the Accounts payable parameters form\u003c\/li\u003e\n\u003cli\u003eUpdating the Receiving Posting profiles\u003c\/li\u003e\n\u003cli\u003eCreating Vendor Profiles\u003c\/li\u003e\n\u003cli\u003eCreating a New Vendor Groups\u003c\/li\u003e\n\u003cli\u003eOpening the Vendor Groups maintenance form\u003c\/li\u003e\n\u003cli\u003eCreating new Vendor Groups\u003c\/li\u003e\n\u003cli\u003eCreating a New Vendor\u003c\/li\u003e\n\u003cli\u003eOpening the Vendor maintenance form\u003c\/li\u003e\n\u003cli\u003eAdding a new Vendor\u003c\/li\u003e\n\u003cli\u003eUpdating the Vendor Purchasing Defaults\u003c\/li\u003e\n\u003cli\u003ePurchasing Products\u003c\/li\u003e\n\u003cli\u003eCreating a Purchase Order\u003c\/li\u003e\n\u003cli\u003eOpening the Purchase Order Preparation workspace\u003c\/li\u003e\n\u003cli\u003eCreating a new Purchase Order\u003c\/li\u003e\n\u003cli\u003eAdding lines to the Purchase order\u003c\/li\u003e\n\u003cli\u003eSpecifying the default receiving location\u003c\/li\u003e\n\u003cli\u003eConfirming the Purchase Order\u003c\/li\u003e\n\u003cli\u003eReceiving Purchase Orders Into Inventory\u003c\/li\u003e\n\u003cli\u003eCreating a Purchase Order receipt\u003c\/li\u003e\n\u003cli\u003eViewing the Product receipt journals\u003c\/li\u003e\n\u003cli\u003eViewing the Inventory On Hand\u003c\/li\u003e\n\u003cli\u003eOpening the Inventory On-Handlist inquiry\u003c\/li\u003e\n\u003cli\u003eViewing the on-hand inventory\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003ePreview\u003c\/h3\u003e\n\u003ciframe style=\"width: 100%; height: 340px;\" src=\"\/\/e.issuu.com\/embed.html#31696707\/66694587\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c\/iframe\u003e\u003cscript type=\"text\/javascript\" src=\"\/\/e.issuu.com\/embed.js\" async=\"true\"\u003e\u003c\/script\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch3\u003eMore Information\u003c\/h3\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e Waterdeep Trading Company Project\u003cbr\u003e\u003c\/span\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e Configuring Vendors and Purchasing Products for the Waterdeep Trading Company\u003cbr\u003e\u003c\/span\u003e\u003cb\u003ePDF:\u003c\/b\u003e 141 pages\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 27, 2018)\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003cbr\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13213623582764,"sku":"","price":7.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/WDTC.05.D365.1_Digital.png?v=1545945490"},{"product_id":"wdtc-06-d365-wg-1-pdf-waterdeep-trading-company-project-module-6-configuring-customers-and-selling-products-digital","title":"WDTC.06.D365.WG.1.PDF: Waterdeep Trading Company Project - Module 6: Configuring Customers and Selling Products (Digital)","description":"\u003cp style=\"text-align: center;\"\u003e\u003cimg src=\"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/AdvancedDnDIG_large.png?v=1546023088\" alt=\"\"\u003e\u003c\/p\u003e\n\u003cp\u003eThe\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eis the purveyor of all the finest adventuring supplies to travelers, rogues, wizards and clerics in all Faerûn, and are headquartered in the great city of\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eon the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eSword Coast\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eRecently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll based financial system is not going to scale any more, and their manual supply chain management processes that they are using will not be able to handle their forecasted future demand.\u003c\/p\u003e\n\u003cp\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eMicrosoft Dynamics 365\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eto manage all their legal (and not so legal) entities, and the following is a journal of how they set up their system, and how they tweaked the system to make it work perfectly for them.\u003c\/p\u003e\n\u003cp\u003eIf you want to follow along in the journey and set up your own copy of the system, then feel free.\u003c\/p\u003e\n\u003cp\u003eNow that the \u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e is getting some inventory into the Waterdeep Store we can start selling it and tracking all our customers and orders.\u003c\/p\u003e\n\u003ch2 class=\"ui-title-bar__title\"\u003eModule 6: Configuring Customers and Selling Products\u003c\/h2\u003e\n\u003cp\u003eIn this module we will configure the ordering profiles, create customers and best of all we will sell the products to the \u003cstrong\u003eWaterdeep\u003c\/strong\u003e clientele.\u003c\/p\u003e\n\u003cp\u003eBefore long we will be making so much coinage that we won’t know what to do with it.\u003cstrong\u003e\u003cbr\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring the Sales Controls and Profiles\u003c\/li\u003e\n\u003cli\u003eUpdating the Item Groups with default Posting Accounts\u003c\/li\u003e\n\u003cli\u003eOpening the Item Groups form\u003c\/li\u003e\n\u003cli\u003eUpdating the default posting accounts\u003c\/li\u003e\n\u003cli\u003eCreating a Posting Profile\u003c\/li\u003e\n\u003cli\u003eOpening the Customer posting profiles form\u003c\/li\u003e\n\u003cli\u003eCreating a General Customer Posting Profile\u003c\/li\u003e\n\u003cli\u003eConfiguring the default Posting Profile\u003c\/li\u003e\n\u003cli\u003eOpening the Accounts payable parameters form\u003c\/li\u003e\n\u003cli\u003eUpdating the Default order type\u003c\/li\u003e\n\u003cli\u003eUpdating the Sales Posting profiles\u003c\/li\u003e\n\u003cli\u003eCreating Customer Profiles\u003c\/li\u003e\n\u003cli\u003eCreating a New Customer Groups\u003c\/li\u003e\n\u003cli\u003eOpening the Customer Groups maintenance form\u003c\/li\u003e\n\u003cli\u003eCreating new Customer Groups\u003c\/li\u003e\n\u003cli\u003eCreating a New Customer\u003c\/li\u003e\n\u003cli\u003eOpening the Customer maintenance form\u003c\/li\u003e\n\u003cli\u003eAdding a new Customer\u003c\/li\u003e\n\u003cli\u003eUpdating the Customer Order Defaults\u003c\/li\u003e\n\u003cli\u003eSelling Products\u003c\/li\u003e\n\u003cli\u003eCreating a Sales Order\u003c\/li\u003e\n\u003cli\u003eOpening the Sales Order Processing and Inquiry workspace\u003c\/li\u003e\n\u003cli\u003eCreating a new Sales Order\u003c\/li\u003e\n\u003cli\u003eAdding lines to the Sales order\u003c\/li\u003e\n\u003cli\u003eSpecifying the default picking location\u003c\/li\u003e\n\u003cli\u003eConfirming the Sales Order\u003c\/li\u003e\n\u003cli\u003ePicking Sales Orders From Inventory\u003c\/li\u003e\n\u003cli\u003eCreating a Sales Order pick list\u003c\/li\u003e\n\u003cli\u003eActivating the Pick List\u003c\/li\u003e\n\u003cli\u003ePosting the Packing Slip\u003c\/li\u003e\n\u003cli\u003eViewing the shipment journals\u003c\/li\u003e\n\u003cli\u003eViewing the Inventory On Hand\u003c\/li\u003e\n\u003cli\u003eOpening the Inventory On-Hand list inquiry\u003c\/li\u003e\n\u003cli\u003eViewing the on-hand inventory\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003ePreview\u003c\/h3\u003e\n\u003cp\u003e\u003ciframe style=\"width: 100%; height: 340px;\" src=\"\/\/e.issuu.com\/embed.html#31696707\/66694509\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c\/iframe\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch3\u003eMore Information\u003c\/h3\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e Waterdeep Trading Company Project\u003cbr\u003e\u003c\/span\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e Configuring Customers and Selling Products for the Waterdeep Trading Company\u003cbr\u003e\u003c\/span\u003e\u003cb\u003ePDF:\u003c\/b\u003e 163 pages\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 28, 2018)\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003cbr\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13213642981420,"sku":"WDTC.06.D365.WG.1.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/WDTC.06.D365.1_Digital.png?v=1546020172"},{"product_id":"bbcg-03-d365-1-pdf-configuring-the-general-ledger-within-dynamics-365-for-operations-digital","title":"BBCG.03.D365.1.PDF: Configuring the General Ledger within Dynamics 365 for Operations (Digital)","description":"\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eThe General Ledger is the backbone of Dynamics 365 and is usually the first functional module that anyone will want to set up within the system since all of the other modules rely heavily on it throughout the setup process.\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #000000; cursor: text; font-family: 'Helvetica Neue',Helvetica,Arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 22.5px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003e \u003c\/span\u003e\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eIn these guides, we will step you through the basics of setting up your initial General Ledger, and also through the additional configuration that you can do for configuring Journals, Allocations, Business Units and much more so that you have a solid foundation for all of the other modules.\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eModules Included:\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cdiv\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\n\u003cstrong\u003eModule 1: \u003c\/strong\u003eConfiguring the General Ledger Controls\u003cbr\u003e\u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #000000; font-family: 'Helvetica Neue',Helvetica,Arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: bold; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003eModule 2: \u003c\/span\u003eConfiguring the General Ledger Journals\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring the General Ledger Periodic Journals\u003cbr\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring the Organizational Structures\u003cbr\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring the Financial Dimensions\u003cbr\u003e\u003cstrong\u003eModule 6: \u003c\/strong\u003eConfiguring Allocation Rules\u003cbr\u003e\u003cstrong\u003eModule 7: \u003c\/strong\u003eConfiguring Accrual Schemes\u003cbr\u003e\u003cstrong\u003eModule 8: \u003c\/strong\u003eConfiguring Currency Management\u003c\/div\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e \u003c\/p\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"line-height: 21px; margin: 0px;\"\u003eSeries:\u003c\/b\u003e Dynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul style=\"background-color: transparent; color: #000000; cursor: text; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 22.5px; min-height: 0px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 15px 0px 15px 0px;\"\u003e\u003c\/ul\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cstrong style=\"line-height: 21px; margin: 0px;\"\u003eGuide:\u003c\/strong\u003e Configuring the General Ledger Within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"line-height: 21px; margin: 0px;\"\u003eLanguage:\u003c\/b\u003e English\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; color: #000000; font-family: \u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,arial,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"line-height: 21px; margin: 0px;\"\u003eProduct Dimensions: \u003c\/b\u003e 8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13368457822252,"sku":"BBCG.03.D365.1.PDF","price":62.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_Bundle_b8d3f34c-70c8-4d5e-a538-c826e276fc43.png?v=1547298932"},{"product_id":"bbcg-01-d365-1-pdf-configuring-a-training-environment-within-dynamics-365-for-operations","title":"BBCG.01.D365.1.PDF Configuring A Training Environment within Dynamics 365 for Operations","description":"\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eThere is no better way to start learning Dynamics 365 then to just dive in and start setting it up from a blank slate. As you start sculpting your system you are able to see how everything fits together and will also give you the muscle memory that will make you a ninja when it comes to using it in the future.\u003c\/p\u003e\n\u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #585858; font-family: Arial,'Helvetica Neue',Helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003e \u003c\/span\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eFor traditional ERP systems, this is easier said than done because you need to first get the system installed, and then you don’t know where to even start. Luckily with Azure Hosting, and the pre-built demonstration environments that Microsoft deliver through their Lifecycle services, firing up a new system to learn in is a breeze. Also, if you want to have a local version of Dynamics 365 running on your own server – and you have enough power to do that then you can download a copy of Dynamics 365 and install it locally using Hyper-V.\u003c\/p\u003e\n\u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #585858; font-family: Arial,'Helvetica Neue',Helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003e \u003c\/span\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eOnce you have a sandbox to play in, creating a new partition that is clean and ready for you to start tinkering in is just as easy.\u003c\/p\u003e\n\u003cspan style=\"display: inline !important; float: none; background-color: transparent; color: #585858; font-family: Arial,'Helvetica Neue',Helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px;\"\u003e \u003c\/span\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003eIn the following modules we will walk through the setup required to deploy a training system, configure a blank partition so that you can use as the base training system, and also show you how to set up all of the necessary codes and controls so that when you do start learning Dynamics 365, everything will run smoothly for you.\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cstrong\u003eModules Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cdiv style=\"background-color: transparent; box-sizing: border-box; color: #585858; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 14px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\n\u003cstrong\u003eModule 1\u003c\/strong\u003e: Creating a new Environment through Lifecycle Services\u003c\/div\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eModule 2:\u003c\/strong\u003e Provisioning a Local Environment\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #000000; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eSeries:\u003c\/b\u003e Dynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul style=\"background-color: transparent; box-sizing: border-box; color: #000000; cursor: text; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 22.5px; list-style-image: none; list-style-position: outside; list-style-type: disc; min-height: 0px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; padding: 0px; margin: 15px 0px 15px 0px;\"\u003e\u003c\/ul\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #000000; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cstrong style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eGuide:\u003c\/strong\u003e Configuring a Training Environment Within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #000000; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eLanguage:\u003c\/b\u003e English\u003c\/p\u003e\n\u003cp style=\"background-color: transparent; box-sizing: border-box; color: #000000; font-family: Arial,\u0026amp;quot; helvetica neue\u0026amp;quot;,helvetica,sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: 400; letter-spacing: normal; line-height: 21px; orphans: 2; text-align: left; text-decoration: none; text-indent: 0px; text-transform: none; -webkit-text-stroke-width: 0px; white-space: normal; word-spacing: 0px; margin: 0px 0px 15px 0px;\"\u003e\u003cb style=\"box-sizing: border-box; font-weight: bold; line-height: 21px; margin: 0px;\"\u003eProduct Dimensions: \u003c\/b\u003e 8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13371892957228,"sku":"BBCG.01.D365.1.PDF","price":17.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_42f5b109-92bc-4313-aaff-b3c8e97defe3.png?v=1547329109"},{"product_id":"bbcg-04-d365-1-pdf-configuring-cash-and-bank-management","title":"BBCG.04.D365.1.PDF: Configuring Cash And Bank Management","description":"\u003cp\u003e\u003cspan\u003eAlthough the Cash Management module is not the most glamorous of the different areas within Dynamics 365, but it is important if you want to manage all of your bank accounts and make sure that you can easily reconcile your bank accounts.  With additional features though like the ability to configure Positive Pay, this module isn’t as mild mannered as you would think.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eIn this guide we will show how to configure your Cash Management module so that you can start tracking cash and bank transactions within Dynamics 365.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModules Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1: \u003c\/strong\u003eConfiguring the Cash and Bank Management Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Bank Accounts\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eConfiguring Cash and Bank Management within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13450128556076,"sku":"","price":34.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_7baa3849-5aae-44ab-aabd-d130aa7fa687.png?v=1547988981"},{"product_id":"bbcg-05-d365-1-pdf-configuring-accounts-receivable","title":"BBCG.05.D365.1.PDF: Configuring Accounts Receivable","description":"\u003cp\u003e\u003cspan\u003eThe Accounts Receivable area is one of the three foundation financial modules within Dynamics 365that you will want to set up.  It not only allows you to manage all of your customer information, post your invoices, and receive in your cash payments, but also allows you to manage your collections, track deductions, and much more.\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eIt’s not hard to configure either and this book is designed to give you step by step instructions to show you how to configure the receivables area, and also how some of the basic transactions work to get you up and running and working with your customers.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModules Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1: \u003c\/strong\u003eConfiguring the Accounts Receivable Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Customer Accounts\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring Invoicing\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Collection Management\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring Cash Receipts\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 6: \u003c\/strong\u003eConfiguring Deduction Management\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eConfiguring Accounts Receivable within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13450131931180,"sku":"BBCG.05.D365.1.PDF","price":44.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_9aa2ce2b-6448-402f-900f-3e4357241f18.png?v=1547989153"},{"product_id":"bbcg-06-d365-1-pdf-configuring-accounts-payable","title":"BBCG.06.D365.1.PDF: Configuring Accounts Payable","description":"\u003cp\u003e\u003cspan\u003eThe Accounts Payable area is one of the three foundation financial modules within Dynamics 365that you will want to set up.  It not only allows you to manage all of your vendor information, post your invoices, and make in your payments, but also allows you to manage approval workflows, and much more.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eIt’s not hard to configure either and this book is designed to give you step by step instructions to show you how to configure the payables area, and also how some of the basic transactions work to get you up and running and working with your vendors.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModules Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1: \u003c\/strong\u003eConfiguring the Accounts Payable Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Vendor Accounts\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring Vendor Invoicing\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Vendor Payments\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring Invoice Journal Approvals\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eConfiguring Accounts Payable within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13450149396524,"sku":"BBCG.06.D365.1.PDF","price":32.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_f783494b-1612-4137-ab4d-ed8eb0f40934.png?v=1547989497"},{"product_id":"bbcg-07-d365-1-pdf-configuring-product-information-management","title":"BBCG.07.D365.1.PDF: Configuring Product Information Management","description":"\u003cp\u003e\u003cspan\u003eThe Product Information Management area within Dynamics 365 not only allows you to manage all of the core product details.  It is also the central location for all the other product information such as the Product Attributes, Product Categories, External Product Descriptions and Product Structures.  It also allows you to track the interrelationships between the products through this part of the system with the Product Relationships.  If you want to add more control over the products lifecycle then you can use the Product Change Management Cases.  All of this information is managed through this one location and then consumed within all of the other modules.\u003c\/span\u003e\u003cspan\u003e\u003cbr\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eSetting up the Product and Service details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Product Information Management area, and also how some of the basic parts work to get you up and running and working with your Products and Services.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModules Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1: \u003c\/strong\u003eConfiguring the Product Information Management Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Products and Services\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring Dimensional Products\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Product Categories and Attributes\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring Product Relationships\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 6: \u003c\/strong\u003eConfiguring Product Change Management\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eConfiguring Product Information Management within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13450170171436,"sku":"BBCG.07.D365.1.PDF","price":39.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_5ea25299-78d2-4130-baf0-f2996bf6f64b.png?v=1547990800"},{"product_id":"bbcg-08-d365-1-pdf-configuring-inventory-management","title":"BBCG.08.D365.1.PDF: Configuring Inventory Management","description":"\u003cheader class=\"section-header\"\u003e\n\u003cdiv class=\"rte rte--header\"\u003e\n\u003cp\u003eThe Inventory Management area of Dynamics 365 allows you to track all of the inventory within your warehouses, manage all of the movements and inventory adjustments and also set the inventory policies for costing. This is also the foundation for the other modules like Procurement \u0026amp; Sourcing and Sales Order Management because it gives you something to receive into and also ship from which is useful to track.\u003c\/p\u003e\n\u003cp\u003eIn this guide we will step you through the setup of all of the basic configuration that is needed in order to get your sites and warehouses configures, show you how to tweak your products so that they can be used within the warehousing structures, how to perform common inventory transactions like cycle counts and also how to configure batch controlled and serialized items.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/header\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModules Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1: \u003c\/strong\u003eConfiguring the Inventory Management Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring the Inventory Structures\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eConfiguring Products for Inventory Management\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Inventory Counting\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring Batch and Serialized Products\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eConfiguring Inventory Management within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13450181115948,"sku":"BBCG.08.D365.1.PDF","price":34.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_71bcb5f9-9b29-4739-b824-ab972bfd8c65.png?v=1547989906"},{"product_id":"bbcg-09-d365-1-pdf-configuring-procurement-and-sourcing","title":"BBCG.09.D365.1.PDF: Configuring Procurement and Sourcing","description":"\u003cheader class=\"section-header\"\u003e\n\u003cdiv class=\"rte rte--header\"\u003e\n\u003cp\u003eThe Procurement and Sourcing  area within Dynamics 365 not only allows you to manage and track all of the purchasing activities within your organization.  It is also where you can manage all of your purchasing hierarchies, which allow you to organize all of your purchased products into more manageable groups.  You can initiate purchase orders, manage the changes to the purchase orders, and even raise requisitions that can then work through approval workflows before you convert them into live purchase orders.  All of these transactions then feed down into the Accounts Payable module, making the whole procurement cycle seamless.\u003c\/p\u003e\n\u003cp\u003eSetting up the Procurement and Sourcing details are not hard either and this guide is designed to give you step by step instructions to show you how to configure the Purchasing area, and also how some of the basic parts work to get you up and running.  \u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/header\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModules Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1: \u003c\/strong\u003eConfiguring the Procurement and Sourcing Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Procurement Categories\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eProcessing Purchase Orders\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Price Lists and Discounts\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eEnabling Change Management on Purchase Orders\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eConfiguring Procurement and Sourcing within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":13450195566636,"sku":"BBCG.09.D365.1.PDF","price":42.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_3c8dc085-de8f-4b49-a8a5-05662bdbce29.png?v=1547990130"},{"product_id":"bbcg-10-d365-1-pdf-configuring-sales-order-management","title":"BBCG.10.D365.1.PDF: Configuring Sales Order Management","description":"\u003cheader class=\"section-header\"\u003e\n\u003cdiv class=\"rte rte--header\"\u003e\n\u003cp\u003eThe Sales and Marketing area within Dynamics AX not only allows you to manage and track all of the customer contact information and marketing activities, but it also allows you to manage all of your sales order activities within your organization. It is where you can configure your sales hierarchies, which allow you to organize all of your products into more manageable groups, and it is also where you can initiate sales orders, manage the changes to the orders, and also manage all of your standard pricing and discount masters. All of these transactions then feed down into the Accounts Receivable module, making the whole sales cycle seamless.\u003c\/p\u003e\n\u003cp\u003eSetting up the Sales Order Management details are not hard either and this guide is designed to give you step by step instructions to show you how to set up the Sales area, and also show you how most of the base components of the module work so that you can get you up and running and taking sales orders.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/header\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModules Included:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1: \u003c\/strong\u003eConfiguring the Sales Order Management Controls\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2: \u003c\/strong\u003eConfiguring Sales Categories\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3: \u003c\/strong\u003eProcessing Sales  Orders\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4: \u003c\/strong\u003eConfiguring Sales Pricing\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5: \u003c\/strong\u003eConfiguring Sales Order Discounts\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eModule 6: \u003c\/strong\u003eConfiguring Order Charges\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eConfiguring Sales Order Management within Dynamics 365 for Operations\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default 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of\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eon the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eSword Coast\u003c\/strong\u003e.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003eRecently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll based financial system is not going to scale any more, and their manual supply chain management processes that they are using will not be able to handle their forecasted future demand.\u003c\/p\u003e\n\u003cp\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eMicrosoft Dynamics 365\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eto manage all their legal (and not so legal) entities, and the following is a journal of how they set up their system, and how they tweaked the system to make it work perfectly for them.\u003c\/p\u003e\n\u003cp\u003eIf you want to follow along in the journey and set up your own copy of the system, then feel free.\u003c\/p\u003e\n\u003ch3\u003eModules Included\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eMODULE 1:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eSETTING UP A CLOUD-HOSTED ENVIRONMENT FOR DYNAMICS 365\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMODULE 2:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eCONFIGURING THE LOCALIZATIONS FOR FAERÛN\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMODULE 2.1:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eCONFIGURING THE FAERÛN CULTURAL LOCALIZATIONS\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMODULE 3:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eCONFIGURING A NEW COMPANY FOR THE WATERDEEP TRADING COMPANY\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMODULE 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src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/files\/AdvancedDnDIG_large.png?v=1546023088\" alt=\"\"\u003e\u003c\/p\u003e\n\u003cp\u003eThe\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep Trading Company\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eis the purveyor of all the finest adventuring supplies to travelers, rogues, wizards and clerics in all Faerûn, and are headquartered in the great city of\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eWaterdeep\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eon the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eSword Coast\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003eRecently they have been experiencing a huge upswing in the traffic through their store and have realized that the old quill and scroll based financial system is not going to scale any more, and their manual supply chain management processes that they are using will not be able to handle their forecasted future demand.\u003c\/p\u003e\n\u003cp\u003eAs a result, they have taken the step to modernize their finance and supply chain systems and implement\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eMicrosoft Dynamics 365\u003cspan\u003e \u003c\/span\u003e\u003c\/strong\u003eto manage all their legal (and not so legal) entities, and the following is a journal of how they set up their system, and how they tweaked the system to make it work perfectly for them.\u003c\/p\u003e\n\u003cp\u003eIf you want to follow along in the journey and set up your own copy of the system, then feel free.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch2\u003eModule 1:\u003cspan\u003e \u003c\/span\u003eCreating a new Training Partition and Legal Entity within\u003cspan\u003e \u003c\/span\u003eDynamics 365\u003c\/h2\u003e\n\u003cp\u003eIn earlier versions of\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eDynamics 365\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003ethere was a feature that we could take advantage of which was called\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003ePartitions\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003ewhich allows us to create separate versions of the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eDynamics 365\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003ewithin the same database without sharing a lot of the data.\u003c\/p\u003e\n\u003cp\u003eUnfortunately, this feature was deprecated i.e. removed from all the menus and no longer officially supported with the official\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eDynamics 365\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eversion release within production environments.\u003c\/p\u003e\n\u003cp\u003eLuckily for us, even though the feature has been deprecated from the standard supported features, it is still available to us to use, and it is the perfect way for us to create blank training environments without having to deploy out entirely new versions or\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003eDynamics 365\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eand incur the hosting costs.\u003c\/p\u003e\n\u003cp\u003eAll you need to know is the hack that will allow you to take advantage of this feature.\u003c\/p\u003e\n\u003cp\u003eIn this walkthrough we will show you how you can access the\u003cspan\u003e \u003c\/span\u003e\u003cstrong\u003ePartition\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003emaintenance form, that then allows us to create a new blank partition for training purposes, and how to switch between the partitions.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eAccessing the Partitions administration maintenance form\u003c\/li\u003e\n\u003cli\u003eSwitching to the new Partition\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003ch3\u003e\u003cb\u003eMore Information\u003c\/b\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e Waterdeep Trading Company Project\u003cbr\u003e\u003c\/span\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e Creating a new Training Partition and Legal Entity within Dynamics 365\u003cbr\u003e\u003c\/span\u003e\u003cb\u003ePDF:\u003c\/b\u003e 71\u003cspan\u003e \u003c\/span\u003epages\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (July 7, 2019)\u003cbr\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003cbr\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":29388402753580,"sku":"WDTC.01.1.D365.1","price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_101ba7c2-8a76-497e-a664-45d25bb0b8cd.png?v=1562519296"},{"product_id":"bbcg-19-01-d365-1-pdf-configuring-asset-management-within-dynamics-365-supply-chain-management-module-1-configuring-asset-types","title":"BBCG.19.01.D365.1.PDF Configuring Asset Management within Dynamics 365 Supply Chain Management - Module 1: Configuring Asset Types (Digital)","description":"\u003cp\u003eThe first thing that we will do within the Asset management module is to set up some of the coding that we will use to define all the assets.\u003c\/p\u003e\n\u003cp\u003eIn this module we will start setting up the Asset types that we will use to group all our assets together, and this will also include the creation of some lifecycle setup for the Assets themselves.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring Asset Lifecycle States\u003c\/li\u003e\n\u003cli\u003eConfiguring Asset Lifecycle Models\u003c\/li\u003e\n\u003cli\u003eConfiguring Allowed Lifecycle States\u003c\/li\u003e\n\u003cli\u003eConfiguring Asset Types\u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eConfiguring Asset Management within Dynamics 365 Supply Chain Management\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003ePDF:\u003c\/b\u003e 100 pages\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 5, 2019)\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":31299291742341,"sku":"BBCG.19.01.D365.1.PDF","price":4.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_a886734c-015a-4159-a7a4-3265d4e8bbe2.png?v=1575548634"},{"product_id":"bbcg-19-01-d365-1-pdf-configuring-asset-management-within-dynamics-365-supply-chain-management-module-2-configuring-functional-locations-digital","title":"BBCG.19.02.D365.1.PDF Configuring Asset Management within Dynamics 365 Supply Chain Management - Module 2: Configuring Functional Locations (Digital)","description":"\u003cp\u003eFunctional locations within Asset management are used to track the possible locations that assets may be stored or installed at. \u003c\/p\u003e\n\u003cp\u003eFunctional locations could contain other functional locations as well, for example, a plant could contain multiple production areas, that could then contain multiple production lines where assets could be stored.\u003c\/p\u003e\n\u003cp\u003eFunctional locations can also be storage areas like a maintenance area where we are just storing assets that are not actively being used by the system.\u003c\/p\u003e\n\u003cp\u003eIn this module we will step through the process of creating functional locations within Asset Management and show you the setup that is required to effectively manage the lifecycle of the functional locations.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring Functional Location Lifecycle States\u003c\/li\u003e\n\u003cli\u003eConfiguring Functional Location Lifecycle Models\u003c\/li\u003e\n\u003cli\u003eConfiguring Functional Location Lifecycle State Updates\u003c\/li\u003e\n\u003cli\u003eConfiguring Functional Location Types\u003c\/li\u003e\n\u003cli\u003eConfiguring Functional Locations\u003c\/li\u003e\n\u003cli\u003eActivating Functional Locations\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/p\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e \u003c\/span\u003eConfiguring Asset Management within Dynamics 365 Supply Chain Management\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003ePDF:\u003c\/b\u003e 180 pages\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 5, 2019)\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/p\u003e","brand":"Murray Fife","offers":[{"title":"Default Title","offer_id":31299298295941,"sku":"BBCG.19.02.D365.1.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_6cbbd641-6c41-4bff-a104-83976b20d15b.png?v=1575549179"},{"product_id":"bbcg-19-03-d365-1-pdf-configuring-asset-management-within-dynamics-365-supply-chain-management-module-3-configuring-service-levels-digital","title":"BBCG.19.03.D365.1.PDF Configuring Asset Management within Dynamics 365 Supply Chain Management - Module 3: Configuring Service Levels (Digital)","description":"\u003cp\u003eService levels within Asset Management allow us to define the acceptable time that we expect work orders to be started and completed for based on function locations, asset types and assets.\u003c\/p\u003e\n\u003cp\u003eService levels need to be configured in the system before we can create any work orders within the system, so we will want to configure them before we move on.\u003c\/p\u003e\n\u003cp\u003eIn this module we will show you the steps required to configure some simple service levels, and also configure the default service levels by asset type and functional location.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring Work Order Service Levels\u003c\/li\u003e\n\u003cli\u003eConfiguring Asset Service Levels\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration 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posting to the ledger.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will step you through the General Ledger's initial configuration to start using it.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eAdding Currency Codes\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring the System Parameters\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eAdding additional Main Account Categories\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring a new Chart of Accounts\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eImporting the Main Accounts Through Excel\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Account Structures\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating a new Fiscal Calendar\u003c\/li\u003e\n\u003cli 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Title","offer_id":37546205216946,"sku":"BBCG.03.01.D365.2.PDF","price":12.45,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_d9384d5a-0f66-40b8-b2fe-e0699d9feabc.png?v=1605526002"},{"product_id":"bbcg-03-02-d365-2-pdf-configuring-the-general-ledger-within-dynamics-365-finance-second-edition-module-2-configuring-the-general-ledger-journals-digital","title":"BBCG.03.02.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 2: Configuring the General Ledger Journals (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eOnce you have a Ledger defined for your Legal Entity, then the next thing that you will probably want to do is to start populating it with postings.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eWithin Dynamics 365 Finance, all postings that are made to the \u003cstrong\u003eGeneral Ledger\u003c\/strong\u003e through Journals, and the journals are controlled through types called Journal Names.  You can configure as many of these as you like. As we move through all the different modules within \u003cstrong\u003eDynamics 365 Finance\u003c\/strong\u003e, you will notice that the Journal Names are a very important piece of the system. You will be configuring a lot of these to do pretty much everything from Invoicing to Production posts.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eIn this module, we will work through creating a new Journal Name within \u003cstrong\u003eDynamics 365 Finance\u003c\/strong\u003e and then show you how to start using this to post directly to the ledger.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring Journal Names\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003ePosting Journals to the Ledger\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating and Using Voucher Templates\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eCreating Account Aliases\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eConfiguring and Using Ledger Reason Codes within Journals\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eUsing Excel to create Journal Entries\u003c\/li\u003e\n\u003cli data-mce-fragment=\"1\"\u003eViewing the Voucher Transactions\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring the General Ledger within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule:\u003c\/strong\u003e 2 - Configuring the General Ledger Journals\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital:\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e264 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (November 30, 2020)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37644159877298,"sku":"BBCG.03.02.D365.2.PDF","price":14.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_92ff56b6-fc65-4981-bdd6-9f93aff6a4b1.png?v=1606737221"},{"product_id":"bbcg-03-03-d365-2-pdf-configuring-the-general-ledger-within-dynamics-365-finance-second-edition-module-3-configuring-the-general-ledger-periodic-journals-digital","title":"BBCG.03.03.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 3: Configuring the General Ledger Periodic Journals (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003eNow that we know how to create simple Journals within \u003cstrong data-mce-fragment=\"1\"\u003eDynamics 365 Finance\u003c\/strong\u003e, let us look at some of the other journal types that we can create. We will start by checking out the \u003cstrong data-mce-fragment=\"1\"\u003ePeriodic Journals\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cstrong data-mce-fragment=\"1\"\u003ePeriodic Journals \u003c\/strong\u003eare designed to take care of all those journals that we need to post regularly, such as expenses, utilities, or recurring transactions.\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003eRather than recreate the Journal Voucher lines each time, you can create these Journals each time. 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When you reorganize your business, you can see the before and after structures at any time.\u003c\/p\u003e\n\u003cp\u003eThese are the foundation for assigning organizational components within our Chart of Accounts as financial dimensions and then extending out the Account Structures to take advantage of them.\u003c\/p\u003e\n\u003cp\u003eIn this module we will see how we can configure our \u003cstrong\u003eOrganizational Structures\u003c\/strong\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eConfiguring Organizational Numbering Sequence to be Manual\u003c\/li\u003e\n\u003cli\u003eConfiguring Business Units\u003c\/li\u003e\n\u003cli\u003eConfiguring Cost Centers\u003c\/li\u003e\n\u003cli\u003eConfiguring Departments\u003c\/li\u003e\n\u003cli\u003eConfiguring Organizational Hierarchies\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring the General Ledger within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule: \u003c\/strong\u003e4 - Configuring the Organizational Structures\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital:\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e182 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 21, 2020)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37795259154610,"sku":"BBCG.03.04.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_e06d9464-bcd3-4395-b04c-66d144f6005d.png?v=1608564561"},{"product_id":"bbcg-03-05-d365-2-pdf-configuring-the-general-ledger-within-dynamics-365-finance-second-edition-module-5-configuring-the-financial-dimensions-digital","title":"BBCG.03.05.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 5: Configuring the Financial Dimensions (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e\n\u003cp\u003eAnother benefit of having the Organizational Units configured is that we can now take advantage of them within the Account Structures and add them as financial dimensions.  This allows us to include them when posting to the ledger to further refine our postings and assignment by department, business unit, and cost center.  We can also have different versions of the Account Structures for the different types of accounts – i.e., the Balance Sheet and Profit \u0026amp; Loss structures do not have to include dimensions that don't apply to them.\u003c\/p\u003e\n\u003cp\u003eThis module will show how we can extend our Chart of Accounts to include Financial Dimensions and how they work when using them within Journals.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDefining Financial Dimensions\u003c\/li\u003e\n\u003cli\u003eConfiguring Account Structures with Dimensions\u003c\/li\u003e\n\u003cli\u003eUsing the Account Dimensions within Journals\u003c\/li\u003e\n\u003cli\u003eConfiguring Account Structure Rules\u003c\/li\u003e\n\u003cli\u003ePosting Journals using the Account Rules\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring the General Ledger within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule: \u003c\/strong\u003e5 - Configuring the Financial Dimensions\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital:\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e193 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 24, 2020)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37818941407410,"sku":"BBCG.03.05.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_a5572bda-26fa-431d-b53a-008d07a93971.png?v=1608814970"},{"product_id":"bbcg-03-06-d365-2-pdf-configuring-the-general-ledger-within-dynamics-365-finance-second-edition-module-6-configuring-allocation-rules-digital","title":"BBCG.03.06.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 6: Configuring Allocation Rules (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e\n\u003cp\u003eNow that we have configured our organizational units, then it opens up a squirrelly problem within the finances that with some postings, we want to distribute the amounts of the posting over multiple departments, cost centers, and even business units.\u003c\/p\u003e\n\u003cp\u003eFor example, rent might be shared across all the departments residing in that building. But we don't want to have to enter in a rent posting multiple times and manually calculate the breakout of the expense to each of the departments, which may be in proportion to that department's square footage of office space occupied headcount, or some other criteria.\u003c\/p\u003e\n\u003cp\u003eLuckily there is a solution for this within Dynamics 365 for Operations where we can create \u003cstrong\u003eAllocation Rules\u003c\/strong\u003e which wait for specific account combinations to be posted to and then based on an allocation rule, it will break up the posting and then distribute it over a set of pre-defined financial dimensions, and spread the posting amount fairly and automatically.\u003c\/p\u003e\n\u003cp\u003eThis module will show how to configure Allocation rules and then use them within the system.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eTopics Covered\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCreating an Allocation Journal Name\u003c\/li\u003e\n\u003cli\u003eConfiguring an Equal Spread Allocation Rule\u003c\/li\u003e\n\u003cli\u003eConfiguring Weighted Allocation Rules\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cdiv\u003e\n\u003cb\u003eSeries:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eDynamics Companions Bare Bones Configuration Guides\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eGuide:\u003c\/strong\u003e\u003cspan\u003e  Configuring the General Ledger within Dynamics 365 Finance\u003c\/span\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cspan\u003e\u003cstrong\u003eModule: \u003c\/strong\u003e6 - Configuring Allocation Rules\u003c\/span\u003e\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eDigital:\u003cspan\u003e \u003c\/span\u003e\u003c\/b\u003e156 pages\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eEdition: \u003c\/strong\u003eSecond\u003cbr\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003ePublisher:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eBlind Squirrel Publishing (December 25, 2020)\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eLanguage:\u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003eEnglish\u003c\/div\u003e\n\u003cdiv\u003e\n\u003cb\u003eProduct Dimensions: \u003c\/b\u003e\u003cspan\u003e \u003c\/span\u003e8.5 x 11 inches\u003c\/div\u003e","brand":"Dynamics Companions","offers":[{"title":"Default Title","offer_id":37825107296434,"sku":"BBCG.03.06.D365.2.PDF","price":9.95,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0832\/3601\/products\/Digital_119cfc52-1c41-4a2a-a301-1fca148062be.png?v=1608901039"},{"product_id":"bbcg-03-07-d365-2-pdf-configuring-the-general-ledger-within-dynamics-365-finance-second-edition-module-7-configuring-accrual-schemes-digital","title":"BBCG.03.07.D365.2.PDF: Configuring the General Ledger within Dynamics 365 Finance (Second Edition)- Module 7: Configuring Accrual Schemes (Digital)","description":"\u003cp data-mce-fragment=\"1\"\u003e \u003c\/p\u003e\n\u003cp\u003eIf you have any revenue recognition requirements, or if you want to recognize costs at times after the costs have been incurred, then you will probably also be interested in tracking accruals within the ledger. 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