Author: Sebastien Manjony
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Understanding Copilot Summaries in D365FO
In this post we will talk about the Copilot summaries. What is their usefulness? How to use them? And what is the impact on the information that will be presented in these summaries? This is a first brief overview of what exists. Copilot contextual summaries are AI-generated summaries with information about the specific data present…
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UAE: Efficient Environment Copying in Dynamics 365 FO
When we implement a project, we need to make copies. We have user interface and automation options. In LCS, we could only copy the database. When you send your production data to your sandbox or development environment, you obviously get the data, but you still need to apply packages. With the Power Platform and the…
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UAE: How to Install Dynamics 365 FO Applications Easily
The finance and Operation applications have been redesigned as a Microsoft Dataverse hosted application. It is possible to provision the Finance and Operation applications directly in the Dynamics 365 platform. Additionally, most administrative actions in Power Platform are available through the administration center and an API-based experience. Environments Provisioning Provisioning a new environment is much…
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UAE: Understanding Roles, Licensing in PPAC: Key Insights
In this post we will cover the subject related to roles, licenses and permissions in relation to the Power Platform Administration Center and D365FO. Roles The most important question to start with is who can create environments in the admin center. By default, everyone in your company can create environments for Low Code scenarios. So,…
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UAE: Streamline Administration with PPAC in D365 Finance
In this post we will cover from a high level point of view the Power Platform Administration Center also known as PPAC. This administrative center becomes the Finance and Operations application. Introduction Technically, this is certainly the most important topic we have had for several years on the D365 Finance and Operations platform. It will…
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Integrate Email with Microsoft Graph in D365FO
To send an email from Dynamics 365 Finance and Operations (D365FO) using Microsoft Graph, you need to follow several steps, including setting up the necessary permissions in Azure and configuring the email provider in D365FO. Here are the steps but before that lets understand what Microsoft Graph basically is. Understanding Microsoft Graph Microsoft Graph is…
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Mastering Performance Checks in Dynamics 365 F&O
It is common to hear during user tests or later when the system is live the following sentences: «The system is slow today. », “Nothing works!” Performance in Dynamics 365 is a critical aspect for users and system managers. For end users, mediocre performance can be frustrating, while system owners face challenging in identifying and…
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How to set up this application performance – Part 4
Approach and Process Having an approach to what the company considers critical is particularly important: you will focus on what is important for them in terms of process. What would be the performance objective: the duration of the process, the maximum response time of the interaction. You will prioritize the scenarios and then prepare them.…
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Define the Scope – Part 3
The Test Scenarios There are four main types of scenarios, supplemented by a fifth which is the aggregation of the previous four. It is important to simulate the tasks and activities that would occur during working hours after live. Interactive Scenarios The interactive scenarios are all that happens on the user interface in the web…
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When to set up this application performance – Part 2
Constant attention to Performance The activities and performance objectives, which will be realized during our performance tests as well as validations must start at the beginning of the implementation during the analysis phase. This involves defining the objectives not only from the point of view of business processes, response time or integration success. It is…
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