How to Create a Model in Dynamics 365 for Operations

A model, which is a collection of elements that represent a distributable software solution, can be created using a wizard.

To create a model, navigate to Dynamics 365 > Model Management > Create Model.

It’ll open a wizard for creating a model. In this window, we can specify the model name. For this example, the model is called “AirlineReservation.”

For the “publisher,” we type in our name or the publisher’s name.

Give a short description in the model description.

Give the “model display name.” This is the name that’ll be seen in the Application Explorer in the Application Object Tree (AOT).

Click “Next.”

Here, a page will open with two options.

If “Select existing package” is chosen, that means we’ll be using our over-layering or customization development approach. In this, we must select a model that contains the elements we wish to customize as a referenced model in the wizard. In this way, our new model has access to those elements.

If “Create new package” is chosen, this implies we’re going to use the extension model approach. Developing this way allows us to access the elements from any models we selected as referenced models. We can create new elements and add functionality to the existing code.

In the “AirlineReservation” model, we’re going to create a new package (we’re using the extension development approach). Select the “Create new package” option and click “Next.”

Now we’re going to select our referenced models. This means we’re choosing the other models our “AirlineReservation” model can see, or which elements it’ll have access to.

Here, we’ll only select “Application Platform” and then choose “Next.”

This will open a summary window of our model name, display name, publisher and the referenced packages.

Select the options “Create new project” and “Make this my default model for new projects.”

Click “Finish.”

This will open a screen to create a project. Here, give the project name—in this case, “AirlineProject”—and click “OK.”

This finalizes the model and project creation. It’ll open the project in the solution explorer, displaying the project and model names.

We can now add new elements to this project.

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

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It’s Raining Data! Business Intelligence in the Cloud with BI360

Cloud-based computing is trending up for consumers and businesses alike. Cloud computing has been with us since the 1960s and continues to grow.

The post It’s Raining Data! Business Intelligence in the Cloud with BI360 appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on August 23, 2017 at 11:53 by admin · Permalink · Leave a comment
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It’s Raining Data! Business Intelligence in the Cloud with BI360

Cloud-based computing is trending up for consumers and businesses alike. Cloud computing has been with us since the 1960s and continues to grow.

The post It’s Raining Data! Business Intelligence in the Cloud with BI360 appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on August 23, 2017 at 05:31 by admin · Permalink · Comments Closed
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When ‘Export to Excel’ Doesn’t Work

The “Export to Excel” feature that’s been in many Microsoft Dynamics 365 versions is a useful tool that allows users to export the contents of a form grid to an Excel workbook. This feature allows users to get specific AX data into a spreadsheet format where Excel functions can be used. Some users also may be more comfortable and familiar with using Excel for data analysis.

When Dynamics 365 for Operations is installed, there may be some unseen difficulty when first trying to use Export to Excel. For some users, the dropdown from the Office icon in the D365 toolbar may only show “No options” when clicked:

If you encounter this, navigate to System Administration > Setup > Office app parameters:

Once the form loads, on the “App parameters” tab, click the “Initialize app parameters” button and accept the pop-up message. After the process completes, there’ll be a new record in the grid with an App ID:

Close your browser and reload the Dynamics 365 for Operations environment. The Export to Excel functionality now will appear when clicking the Office icon on the D365 toolbar in the internet browser:

Note:  In some instances, the browser may need to be closed and reopened twice after initializing the app parameters for the Export to Excel feature to properly function.

The post When ‘Export to Excel’ Doesn’t Work appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on August 22, 2017 at 12:32 by admin · Permalink · Comments Closed
In: Dynamics · Tagged with: , , ,

When ‘Export to Excel’ Doesn’t Work

The “Export to Excel” feature that’s been in many Microsoft Dynamics 365 versions is a useful tool that allows users to export the contents of a form grid to an Excel workbook. This feature allows users to get specific AX data into a spreadsheet format where Excel functions can be used. Some users also may be more comfortable and familiar with using Excel for data analysis.

When Dynamics 365 for Operations is installed, there may be some unseen difficulty when first trying to use Export to Excel. For some users, the dropdown from the Office icon in the D365 toolbar may only show “No options” when clicked:

The post When ‘Export to Excel’ Doesn’t Work appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on August 18, 2017 at 12:51 by admin · Permalink · Comments Closed
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How to Handle Inactive Employees on PTE Timesheet Status Report

The impending solar eclipse surely indicates something spooky’s happening in the cosmos. It’s affected my life by way of three different Microsoft Dynamics GP clients all moving from Business Portal (PDK) to the built-in Employee Self-Service and Project Time and Expense (PTE) functionality of GP 2016 R2.

Learn more about the new Microsoft Dynamics GP 2016 R2:  Project Accounting PTE Timesheet Status Report here.

The report is a pivotal part of managing PTE timesheets and a welcome improvement to the PTE module. However, there’s a glaring problem that makes it impossible to use in larger GP implementations. The PTE timesheet status report pulls all employees regardless of their active/inactive status. Right now, there’s no way to filter the inactive users from the report. My clients obviously weren’t happy with Microsoft’s out-of-the-box solution.

After some research, I located the stored procedure used in generating the report. A quick modification will allow you to restrict the report to active employees. Be sure to have backups anytime you directly make changes in structured query language (SQL). The name of the stored procedure and added SQL code are listed below.

stored procedure : PTE_FillTimesheetWFStatusData

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BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on August 16, 2017 at 12:03 by admin · Permalink · Comments Closed
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Dynamics GP Upgrades Lead to Missing Navigation List Data

We recently had a great day in the Rockies, but missed that standard Colorado sunshine. Coincidentally, a few of my Microsoft Dynamics GP clients also missed the standard Project Time and Expense (PTE) functionality of their systems.

Three separate upgrades with three unique upgrade paths to get to Microsoft Dynamics GP 2016R2 led to the same results:  missing Employee Self-Service PTE Expense Navigation Lists—see the graphic below. Our troubleshooting determined the Navigation List data was missing from the SY07220, SY07221, SY07222 and SY07225 tables. The scripts to recreate the data and restore Navigation List functionality can be found below.

insert into SY07220 (ListDictID,	ListID,	ViewID,	ViewName,	CompanyVisibility,	IsShared,	RoleSharing,	UserSharing,	CRUSRID,	CREATDDT,	MDFUSRID,	MODIFDT,	DefaultViewID)
values( '258',	'958',	'2',	'Not Submitted',                                                                    	'2',	'1',	'0',	'0',	'DYNSA',          	'2016-05-24 00:00:00.000',	'sa',             	'2016-05-24 00:00:00.000',	'3')
insert into SY07220 (ListDictID,	ListID,	ViewID,	ViewName,	CompanyVisibility,	IsShared,	RoleSharing,	UserSharing,	CRUSRID,	CREATDDT,	MDFUSRID,	MODIFDT,	DefaultViewID)
values( '258',	'958',	'3',	'Pending Approval',                                                                    	'2',	'1',	'0',	'0',	'DYNSA',          	'2016-05-24 00:00:00.000',	'sa',             	'2016-05-24 00:00:00.000',	'4')

insert into SY07221 (ListDictID,	ListID,	ViewID,	ViewAccessType,	IDValue,	USERID,	IsEditable)
values(258,	958,	2,	1,	-1,	  '',             	0)
insert into SY07221 (ListDictID,	ListID,	ViewID,	ViewAccessType,	IDValue,	USERID,	IsEditable)
values(258,	958,	3,	1,	-1,	  '',             	0)

insert into SY07222 (USERID,	ListDictID,	ListID,	CmdSequence,	ViewID)
values('sa',             	258,	958,	1,	2)
insert into SY07222 (USERID,	ListDictID,	ListID,	CmdSequence,	ViewID)
values('sa',             	258,	958,	2,	3)

insert into SY07225 (ListDictID,	ListID,	ViewID,	USERID,	PreviewPaneVisible,	PreviewPaneHeight,	AdvFilterPaneVisible,	AdvFilterPaneHeight,	ActionsPaneVisible,	IncludeWorkflowInfo,	ListDateRestriction,	STRTDATE,	ENDDATE,	ListOption,	FactBoxVisible,	FactBoxWidth,	FactBoxMode,	FactBoxSRAVisible,	FactBoxSRAHeight,	FactBoxSRADockMode,	ListOption2)
values(258,	958,	2,	       '',        	1,	150,	1,	-1,	1,	0,	6,	'1900-01-01 00:00:00.000',	'1900-01-01 00:00:00.000',	1,	0,	0,	1,	1,	0,	1,	1)
insert into SY07225 (ListDictID,	ListID,	ViewID,	USERID,	PreviewPaneVisible,	PreviewPaneHeight,	AdvFilterPaneVisible,	AdvFilterPaneHeight,	ActionsPaneVisible,	IncludeWorkflowInfo,	ListDateRestriction,	STRTDATE,	ENDDATE,	ListOption,	FactBoxVisible,	FactBoxWidth,	FactBoxMode,	FactBoxSRAVisible,	FactBoxSRAHeight,	FactBoxSRADockMode,	ListOption2)
values(258,	958,	3,	       '',        	1,	150,	1,	-1,	1,	0,	6,	'1900-01-01 00:00:00.000',	'1900-01-01 00:00:00.000',	1,	0,	0,	1,	1,	0,	1,	1)

The post Dynamics GP Upgrades Lead to Missing Navigation List Data appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on August 10, 2017 at 05:32 by admin · Permalink · Comments Closed
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BKD Now Value-Added Reseller of Route Accounting Software, eoStar

SPRINGFIELD, MO – BKD Technologies, a division of BKD, LLP, today announced a value-added reseller agreement with Rutherford and Associates, a leading developer of route accounting software solutions.

“We are pleased to announce our agreement with eoStar,” said Jerry Henderson, Managing Partner for BKD’s National Performance Advisory Services Group. “Working with eoStar bolsters our presence in the Direct Store Delivery (DSD) market. When integrated with Microsoft Dynamics or Dynamics 365, the solution becomes a world class leader in supply chain solutions.

Based in Holland, Mich., Rutherford and Associates is the creator of eoStar®, a comprehensive Microsoft-based solution designed to maximize sales performance, realize greater profits, and better manage inventory.

“This agreement brings together powerful software tools that food and beverage distributors need to enhance their most important functions: sales and operations,” said Paul Rutherford, president, Rutherford and Associates. “Paired with eoStar, BKD Technologies is equipped with the depth of resources and industry expertise to bring clients value throughout their supply chain and distribution process.”

eoStar is the preferred route accounting software for many regional and national bottling and distributing companies. This business management solution integrates numerous functions—warehouse management system, voice picking, forecasts, surveys, web orders, mobile sales and delivery—into a single database.

The BKD Technologies M&D Advisory Services team work closely with clients to provide: Project management (PMO), Change Management, Software Selection and Implementation, Systems Integration and Data Conversion, Business Intelligence for Operational Improvement, and Transaction lifecycle services. Our seasoned Team has a long history of successful implementations of eoStar® route accounting software.

The post BKD Now Value-Added Reseller of Route Accounting Software, eoStar appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on July 26, 2017 at 12:05 by admin · Permalink · Comments Closed
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BKD Technologies Director Is Four-Time Microsoft MVP

Christina Phillips, a director with BKD Technologies, has received the Microsoft Most Valuable Professional (MVP) Award for the fourth consecutive year. Microsoft presents the award to outstanding Microsoft community leaders who share their passion, real-world knowledge and technical expertise with others. Click here to learn more about the recognition.

The post BKD Technologies Director Is Four-Time Microsoft MVP appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on July 26, 2017 at 05:58 by admin · Permalink · Comments Closed
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Planning Your Organization’s Future with BI360

Many companies create budgets and forecasts using a combination of tools and methods. What if you had a single suite of functions that worked together to provide a solution for creating those budgets and forecasts?

The post Planning Your Organization’s Future with BI360 appeared first on Dynamics GP Insights.


BKD presented tips, tricks and insights for getting the most out of Dynamics GP

Posted on July 19, 2017 at 12:19 by admin · Permalink · Comments Closed
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