• Dynamics 365 Currency Configuration for Price List Items

      Colin Maitland, 20 May 2019

      In Dynamics 365 several Pricing Methods may be used for the configuration of Price List Items. These are Currency Amount, Percent of List, Percent Markup and Percent Margin. The Percent Markup and Percent Margin Pricing Methods may be proportional to either the Current Cost or the Standard Cost of t

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    • Flattening Opportunity and Opportunity Products in Power BI

      Colin Maitland, 08 May 2019

      In Microsoft Dynamics 365 the Opportunity and Opportunity Products entities form a Header/Detail relationship. This is a common type of relationship between entities. Other examples include Quote, Order, Invoice and their corresponding Quote Product, Order Product and Invoice Product entities. In Po

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    • Power BI Desktop Memory Issue Resolution - Part 2

      Colin Maitland, 08 February 2019

      In part one of this article, I described my experience of a “not enough memory to complete this operation” error I encountered in Power BI desktop. In this part, I will describe the cause and resolution for this issue. The cause of the issue was actually the formula used for generating the Sequentia

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    • Power BI Desktop Memory Issue Resolution - Part 1

      Colin Maitland, 05 February 2019

      In this article I will describe a “Failed to save modifications to the server …  not enough memory to complete this operation” error I encountered in Power BI desktop and how this issue was resolved. The Power BI Data Model included a Referred Contact dimension table, Referrals fact table and a

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    • Duplicate Detection Rule for Comparing Leads with Contacts in Dynamics 365

      Colin Maitland, 26 November 2018

      A little known and uncommonly used feature of Duplicate Detection Rules in Microsoft Dynamics 365 is that they can be used to detect Potential Duplicates with records of a different record type to the record being created or updated. For example, Duplicate Detection Rules can be configured that chec

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    • Discount Calculation Method for Product Line Items in Dynamics 365

      Colin Maitland, 15 November 2018

      There are two methods that might be used by Microsoft Dynamics 365 for calculating the Extended Amount on Opportunity Products, Quote Products, Order Products and Invoice Products depending on the configuration of the Discount Calculation Method option in System Settings. By default this option is s

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    • Tax and Discounts on Quotes/Orders in Dynamics 365 - Part 3 of 3

      Colin Maitland, 07 September 2018

      In the third of this three-part series I will describe the second of two approaches that might be used for correctly calculating Total Tax on Quotes/Orders that have a Discount applied to the Quote/Order when it is desired that the calculation of Total Tax should take the Discount into consideration

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    • Tax and Discounts on Quotes/Orders in Dynamics 365 - Part 2 of 3

      Colin Maitland, 06 September 2018

      In the second of this three-part series I will describe the first of two approaches that might be used for correctly calculating Total Tax on Quotes/Orders that have a Discount applied to the Quote/Order when it is desired that the calculation of Total Tax should take the Discount into consideration

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    • Tax and Discounts Quotes/Orders in Dynamics 365 - Part 1 of 3

      Colin Maitland, 05 September 2018

      In the first of this three-part series I will briefly describe how the Tax Amount field for Quote/Order Products and Total Tax Amount field for Quotes/Orders in Microsoft Dynamics 365 work, especially when a Discount has also been applied to Quote/Order. TAX AMOUNT AND MANUAL DISCOUNT ON QUOTE/ORDER

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    • System Calculated Fields - Dynamics 365 Quote and Order Discounts

      Colin Maitland, 20 August 2018

      In the third part of this three-part series I will describe two system calculated fields for Quotes/Orders that provide system calculated totals for the discounts that have been applied to the Quote/Order. These two fields are not displayed on the Order form but can be added to the Order form if req

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    • Rounding Options for Price List Items in Dynamics 365

      Colin Maitland, 17 August 2018

      Price List Items in Dynamics 365 allow the configuration of pricing for Products using several options. These options are Currency, Discount List, Quantity Selling Option, Pricing Method and Rounding Policy. In this article I will describe the Rounding Policy options for Price List Items in Dynamics

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    • System Pricing Calculations for Quotes and Orders in Dynamics 365

      Colin Maitland, 15 August 2018

      In this article I will briefly describe the System Pricing Calculations for Quotes/Orders in Microsoft Dynamics 365. It is possible to disable the System Pricing Calculations for all the pricing fields on Opportunities, Quotes, Orders and Invoices in Dynamics 365. Refer to https://msdn.microsoft.com

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    • How to Provide User Access to Update Global Option Sets in Microsoft Dynamics 365

      Colin Maitland, 07 August 2018

      In Microsoft Dynamics 365, it is possible to provide access for Users to add and update the options in a Global Option Set without the need to assign them either the System Administrator or System Customiser Security Roles. Here’s how. Add these four permissions to an existing or new Security Role a

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    • Adding Manual Discounts to Quotes and Orders in Dynamics 365

      Colin Maitland, 27 July 2018

      In the first part of this three-part series I will describe two methods by which a discount can be manually applied to a Quote/Order in Microsoft Dynamics 365. Orders and Quotes have the following fields that may be used to apply a discount: •    Discount Percent: Is a manually applie

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    • Automatically Apply Discounts to Quotes And Orders in Dynamics 365

      Colin Maitland, 30 July 2018

      In the second part of this three-part series I will describe three methods by which a discount can be automatically or manually applied to Quote/Order Products. Quote/Order Products have the following fields that may be used to apply a discount: •Manual Discount Amount: Is a manually applied dollar

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