Microsoft Dynamics AX

9
Feb

Render report to memory stream D365 (aka AX7)

Recently I was tasked with an upgrade of a functionality we have on AX2012 to Dynamics365, which includes running the report from the code and attaching it to the caller record. As you are probably aware of, this was very easy to accomplish in the earlier Microsoft Dynamics AX versions, where you could simply run the report to a file, save it locally and attach it to the record using the DocuActionArchive class.

Things are a bit more complicated when it comes to D365 in cloud. You are no longer able to save the file locally (for example using System.IO.Path::GetTempPath() + fileName) as storage is now moved to Azure and files are stored as a Blob. You may have also noticed that most of the classes that work with files now use stream objects with their content type instead.

In order to attach the report to a record I needed to provide a MemoryStream object which would represent my report. As I found no existing code that could provide me with the memory stream output of the report I created my own method to do this. Below is given a code (runnable class – job) to perform rendering of a report to a memory stream.

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9
Feb

SharePoint Online Integration with Dynamics 365 for Operation (D365FO) Upload File / Create Folder

This blog will explain how to create files and folders on SharePoint Online programmatically, using AX7 code (Dynamics 365 for Operations).

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1
Feb

Upgrade to Microsoft Dynamics 365

Are you running Microsoft Dynamics AX, NetSuite, or another ERP solution?

Are you ready to upgrade to Microsoft Dynamics 365 – a unified digital platform encompassing traditional ERP, CRM, BI, cloud, and productivity applications?

Some of the reasons to upgrade to Microsoft Dynamics 365 include:

  • All-in-One Digital Platform – The best of Microsoft technologies join forces – from ERP and CRM to BI and IoT – to create the next generation, mobile ready productivity platform.
  • Data Intelligence for All – Turn complex data from all of the apps you rely on into actionable intelligence that can be easily understood, shared, and used to make critical decisions.
  • Reduce Costs and Increase Value – Reduce the hardware and employee costs required to use and maintain applications – freeing resources for more value-adding activities.
  • Unleash the Power of the Cloud – Enjoy the agility and rapid delivery of Azure cloud-based data intelligence – and deploy workloads and applications at scale.

If you are considering your own ERP evaluations, learn more about our Microsoft Dynamics 365 Upgrade services.

22
Nov

Dynamics 365 for Operations Exam MB6 – 890

This topic will give some input on passing the MB6-890 exam (Microsoft Dynamics AX Development Introduction).

Exam questions have single choice or multiple choice answers. No other user input is required.

Exam time is 90 minutes. There are about 50 questions.

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4
Nov

Disable/Enable New Button Using Extensions in new Microsoft Dynamics AX

This topic will describe how to add new button to existing form in new Dynamics AX and disable or enable it based on condition.

Requirement is to add menu item button on Job card form that will be enabled if the production order has any quality orders, disabled otherwise. It should open the quality order related to production order.
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25
Oct

Biopharmaceutical Company Rapidly Implements Dynamics AX To Drive Growth

Biopharmaceutical Company Rapidly Implements Dynamics AX To Drive Growth

This confidential organization is a biopharmaceutical company specializing in the development of novel therapeutics to treat back-of-the-eye diseases. Their most advanced product candidate is in Phase 3 clinical trials. Their second product candidate is currently being developed.

“Merit has a fast response time and individuals have the willingness to look for a resolution to issues and to get the right people on the issue if it was out of the individual’s scope. They have dedicated professionals who work to make your job easier.”
– AP Specialist


Fast Facts

Industry:
Pharmaceuticals

Location:
New York

Existing Systems:
QuickBooks and Excel

Evaluated Systems:
Microsoft Dynamics AX, SAP

System Selected:
Microsoft Dynamics AX

THE SITUATION

As a rapidly growing and publicly traded organization, this organization found that their SMB Financial software and Excel could no longer cost-effectively drive performance improvements while maintaining compliance. The company’s reporting processes relied heavily on exporting data to Excel for the creation of financial, operational, and project reporting. To enable the company’s anticipated growth, leadership decided they needed to implement an enterprise-class ERP solution to support their core processes related to general ledger accounting, accounts payable, CMC, HR, purchasing, inventory management, and project accounting.

Excel Could No Longer Support Growth

Microsoft Dynamics AX for Pharmaceuticals

MERIT’S SOLUTION

The company narrowed their vendor evaluations to two solutions: Microsoft Dynamics AX and SAP ERP. They believed both systems could help them improve business performance now while also supporting the future growth strategies of the organization. Ultimately, the organization chose Microsoft Dynamics AX because it provided all the immediate functionality they needed while remaining scalable, flexible, and extensible for adapting to future growth strategies and operating models. They also liked that both the up-front costs to implement and long-term costs to support and maintain Microsoft Dynamics AX were significantly lower than the total cost of ownership for SAP. Finally, company leaders trusted Merit Solutions’ industry experience for deploying Microsoft Dynamics AX in FDA regulated environments and believed Merit could mitigate project risk and drive the expected ROI from their investments.


Expected Benefits:

  Automate business processes and reporting functions.

  Provide a single source of the truth.

  Extend visibility into financial and supply chain data.

  Minimize the need for utilizing “outside of system” processes.

  Decrease time to close books.

  Increase ability to forecast, plan, and make informed decisions.

  Manage inventory throughout contract manufacturing.

Microsoft Dynamics 365 - Improve Decision Making


Trust Merit Solutions with your Life Sciences Industry Projects.

  Life Sciences Experience

We have been implementing, integrating, and customizing Life Sciences ERP and mobile applications for more than 10 years.

  We Know Validation

We understand the rigors of designing and deploying validation-ready systems.

  We Know Support

Our MeritCare team has been providing clients with issue resolution, ongoing support, managed and systems optimization services for years.

  Proven Implementation Methodology

We have a proven implementation methodology – both for enterprise transformations and rapid, pre-configured, and best practices deployments.


Contact Us Today

If you're interested in learning more about Microsoft Dynamics 365, AXcelerate, MAXLife, or mobile applications for the Life Sciences Industry - please contact us now!

25
Oct

Pharmaceutical Company Rapidly Implements Dynamics AX To Drive Growth

Pharmaceutical Company Rapidly Implements Dynamics AX To Drive Growth

This confidential organization is a specialty pharmaceutical company focused on developing and commercializing products for the treatment of central nervous system diseases. They have two marketed products and are developing several product candidates to address large market opportunities in psychiatry.

“The Merit team is very friendly and helpful and has provided a tremendous amount of guidance that is leading us to utilize the new system to its full potential. Team members often work late to help us complete tasks. All the hard work is much appreciated.”
– Senior Accountant


Fast Facts

Industry:
Pharmaceuticals

Location:
Maryland

Existing Systems:
Excel

Evaluated Systems:
Microsoft Dynamics AX, Oracle, NetSuite

System Selected:
Microsoft Dynamics AX

THE SITUATION

This is a rapidly growing pharmaceutical development company improving the lives of people with central nervous system diseases. As the organization planned for aggressive growth strategies, leadership decided that they could no longer achieve their goals by running their publicly traded and FDA regulated organization using Microsoft Excel. In order to improve business performance, the company needed to automate processes and implement an enterprise-class and integrated ERP system. Specifically, the company hoped to shorten month-end close and improve the reporting and intelligence generated by company data.

Excel Could No Longer Support Growth

Microsoft Dynamics AX for Pharmaceuticals

MERIT’S SOLUTION

The company narrowed their ERP vendor evaluations to three potential solutions: Microsoft Dynamics AX, NetSuite, and Oracle. The main criteria used to evaluate the ERP systems included pharmaceutical industry capabilities, total cost of ownership, supplier viability, long term vendor vision, and strength of product roadmap. The company ultimately chose Microsoft Dynamics AX because it provided stronger out-of-the-box Life Sciences industry functionality the company needed while remaining scalable, flexible, and extensible for adapting to future growth strategies and operating models. Company leadership also trusted Merit Solutions’ industry experience and the successful track record of FDA Regulated organizations using Microsoft Dynamics AX. They also believed Merit Solutions would mitigate implementation risks and drive the ROI needed from their ERP investments.


Expected Benefits:

  Standardize and improve financial reporting.

  Dramatically decrease time to close books.

  Streamline and automate manual and inefficient processes.

  Implement a single version of truth.

  Extend visibility and access into financial and supply chain data.

  Increase ability to forecast, plan, and make informed decisions.

  Manage inventory throughout contract manufacturing.

Microsoft Dynamics 365 - Improve Decision Making


Trust Merit Solutions with your Life Sciences Industry Projects.

  Life Sciences Experience

We have been implementing, integrating, and customizing Life Sciences ERP and mobile applications for more than 10 years.

  We Know Validation

We understand the rigors of designing and deploying validation-ready systems.

  We Know Support

Our MeritCare team has been providing clients with issue resolution, ongoing support, managed and systems optimization services for years.

  Proven Implementation Methodology

We have a proven implementation methodology – both for enterprise transformations and rapid, pre-configured, and best practices deployments.


Contact Us Today

If you're interested in learning more about Microsoft Dynamics 365, Rapid365, MAXLife, or mobile applications for the Life Sciences Industry - please contact us now!

29
Sep

Microsoft Dynamics 365 – Rethink What’s Possible

Microsoft Dynamics 365

Microsoft Dynamics 365 is expected to be center stage at AXUG Summit in two weeks in Tampa.

Since there is a lot of speculation right now on Dynamics 365, we decided to put some initial information together for those not attending Summit – or just wanting to learn more now. Here is a Microsoft Dynamics 365 brochure.

Merit Solutions will be in Booth #913 at Summit if you’re interested in learning more about Dynamics 365, AX upgrades, ongoing support, or mobile application initiatives.

And don’t forget to join our Merit Walk Off competition – where one Summit attendee will win a Caribbean vacation! Download our app now to register.

         

6
Sep

Microsoft Dynamics AX vs QAD White Paper

Is your team evaluating new ERP systems and Microsoft Dynamics AX and QAD are solutions being considered?

We invite you to download our free white paper, Microsoft Dynamics AX vs QAD.

This white paper evaluates the two ERP solutions across a wide range of evaluation criteria, including:

  • Implementation Times: The commonly held belief that QAD is de facto much faster to implement than Microsoft Dynamics AX is no longer valid thanks to AXcelerate.
  • Implementation Costs: One can’t say that QAD will cost less than Microsoft Dynamics AX, or vice versa, in every instance.
  • Ease of Use: Gartner still references user experience as a caution in its assessment of QAD.
  • Business Intelligence: AX provides a breadth and depth of reporting and business intelligence that QAD does not, due to the fact that Microsoft owns its BI tools.
  • Validation: Merit Solutions now provides comparable validation capabilities with Microsoft Dynamics AX and MAXLife Life Sciences ERP.

Register now to download the free white paper: Microsoft Dynamics AX vs QAD.

23
Aug

New White Paper: Microsoft Dynamics ERP – Comparing AX vs GP vs NAV

In today’s competitive environment, companies that are looking to implement new ERP systems must carefully navigate the crowded highway of vendor solutions that are available. Once implemented, the right ERP systems can enhance productivity, encourage growth and increase ROI. First, though, companies have to embark on the journey toward choosing the best ERP system for their businesses.

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