Author: Sebastien Manjony

in Uncategorized

Overview AI Builder is a component of Microsoft Power Platform that empowers users to build AI models without the need for extensive coding or data science expertise. In the context of Dynamics 365 for Finance and Operations (D365FO), AI Builder can be leveraged to enhance various processes, including: Process Automation: AI Builder can automate repetitive…

Efficiently Delete Journal Lines in Version 10.0.34

Oct 13, 2024

—

by

in Performance

In version 10.0.34, the functionality “Delete journal performance using batch” is available. This feature allows you to schedule a deletion of financial journal lines via batch processing. To use it, you must enable this feature in the Feature Management: When this option is enabled, you can use the “Delete Journal Lines” option from the “Functions”…

Understanding Copilot Summaries in D365FO

Oct 13, 2024

—

by

in Copilot

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…

UAE: Efficient Environment Copying in Dynamics 365 FO

—

by

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…

UAE: How to Install Dynamics 365 FO Applications Easily

—

by

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…

UAE: Understanding Roles, Licensing in PPAC: Key Insights

—

by

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,…

UAE: Streamline Administration with PPAC in D365 Finance

—

by

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…

Integrate Email with Microsoft Graph in D365FO

Sep 29, 2024

—

by

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…

Mastering Performance Checks in Dynamics 365 F&O

Sep 28, 2024

—

by