Author: Sebastien Manjony
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Effective Testing Strategies for D365 Finance
The objective of implementing a testing strategy is to ensure a successful client outcome when implementing D365 Finance. This review is done through different workshops whose objectives are: Overall testing strategy The testing strategy covers the high-level approach and the plan to validate that the solution will be suitable for use in production. The questions…
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Essential Data Migration Strategies for D365 Finance
Data migration is a key step in successful implementation. Data migration workshops help define this strategy which includes general strategic considerations and specific topics such as volumes, tools, performance and validations.These workshops help ensure a successful migration to Dynamics 365. Strategy Data migration strategy The objective is to define a data migration strategy through workshops…
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Mastering Advanced Date Ranges Filters in D365 Finance
Suppose you have a list of Sales orders, and you want to use the information according to the column “Created date and time”: For example, you want to have a preview of sales orders created in the last 5 days. To make this filter, I use «Advanced filter or sorting». I select the field “Created…
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Unlocking Insights: Utilizing Telemetry & Copilot in Implementation Portal
Overview of telemetry Telemetry information in the Dynamics 365 implementation portal is available as a public preview. The features in the preview version are not intended for use in production and may have limited functionality. Telemetry information detects optimization opportunities and provides practical guidance based on usage patterns in customer environments. Results appear with severity…
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Managing Implementation Portal Projects
When you integrate an implementation project into the Dynamics 365 Implementation Portal, the following features can help you manage your project. Start To start managing an implementation project, follow these steps. Summary of the project The Summary tab on Project Page allows you to perform the following tasks: Some fields are not editable, such as…
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Guide to Navigating the FastTrack Implementation Portal
Introduction FastTrack Implementation Portal is a web-based platform that helps customers and partners accelerate their cloud adoption journey with Microsoft. This portal provides access to resources, tools, and best practices, as well as guidance on planning, deploying, and adopting Microsoft cloud services. This portal also allows customers and partners to track their progress, manage their…
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FastTrack Implementation Portal: Create, View, and Join Projects
Project Overview The integration wizard makes it easy to create an implementation project in real time, so you can get implementation guidance and create reviews. You can also join an existing project if you are already a member. The wizard guides you through the process of creating a project, adding users, and configuring project details.…
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Beyond LCS: Dynamics 365 Implementation Portal Explained
Introduction We are in a transition period where LCS will become obsolete in 2025 and will become One Dynamics One Platform. Dynamics One Platform focuses on the convergence of D365 Finance applications with Microsoft Power Platform, enabling customers to fully leverage the Power Platform with each D365 Finance environment. New features will improve development, administration,…
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Maximize D365 Finance Efficiency Using APIs
I want to share with you a list of simple and useful tips that can help you improve the efficiency and usability of your D365 Finance system without any customization or configuration. These advices are available to all users. When building the solution and interacting with other applications, teams must make thoughtful decisions about data…
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Boost D365 Finance Efficiency with Simple Tips
I want to share with you a list of simple and useful tips that can help you improve the efficiency and usability of your D365 Finance system without any customization or configuration. These advices are available to all users. Save your views Not everyone finds it convenient to use forms as they are configured by…
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