Author: Sebastien Manjony
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Essential Monitoring Strategies for Dynamics 365 Applications
The content provides an overview of using Azure Application Insights for monitoring Dynamics 365 applications. It emphasizes the importance of collecting telemetry data for early incident detection, performance optimization, and proactive responses. Key aspects include identifying stakeholder needs, establishing use cases, defining KPIs, and aligning with organizational governance. The document outlines the life cycle of…
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Integrate Dynamics 365 CE and Finance: Best Practices
The integration of Microsoft Dynamics 365 Customer Engagement (CE) with Finance & Operations (F&O) is essential for enhancing operational efficiency and customer experience. Various methods are highlighted, including Dual Write for real-time data synchronization, virtual tables for live access without duplication, and the Data Management Framework for bulk data tasks. OData and Web APIs enable…
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Optimizing License Management in D365 Finance
License management in Dynamics 365 ERP is essential due to Microsoft’s licensing changes coming in November 2025. Administrators must utilize the new “Licenses Usage Summary” report to analyze user roles, tasks, and menu accesses to accurately determine licensing needs. This report supports better governance by detailing user access patterns and aligning them with actual responsibilities,…
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Key Features of PPAC License Reports
The post discusses updates in Microsoft’s reporting tools for user licenses within the Power Platform Administration Center. New V2 reports, addressing previous issues, allow administrators to monitor which users have unassigned licenses and provide detailed breakdowns by product and security roles. Key features include filtering options, user license analysis, and the ability to export data…
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What You Need to Know About Licensing Methodology Updates
Microsoft has updated its SysAdmin role licensing, stating that users with this role no longer require a license regardless of other roles assigned. The “None” license type is being re-evaluated for system objects to improve transparency. Legacy license calculations have been deprecated, leading to the removal of related reports and columns in user management forms…
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D365 Finance License Changes: What You Need to Know
Microsoft is updating its licensing validation process for Dynamics 365 Finance and Operations, effective January 15, 2026, featuring staggered deployment aligned with contract renewal dates. Customers will receive notifications 30 days before validation to prepare for license allocation. Key actions include reviewing licensing requirements, utilizing Power Platform Administration Center and Dynamics Lifecycle Services reports for…
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Enhancing Trial Balance with Performance Features
Starting with version 10.0.38, a new feature enhances performance in general ledger dimension set balance calculations, improving trial balance and reporting efficiency. This feature eliminates the need for manual balance calculations, displaying amounts based on the last background process run. Users will see updates every five minutes, necessitating a brief wait for new entries. Additionally,…
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Tracking Purchase Orders Using the Supplier Communication Agent
The supplier communication agent streamlines order management by allowing users to create customized queries for tracking unconfirmed and delayed orders. It automatically drafts emails for suppliers regarding these orders and offers the ability to view, edit, or send these drafts through the procurement system. Users can configure email content, including tone and signature, and set…
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Optimize Your Email Tracking for Supplier Orders
The supplier communication agent enhances communication with suppliers by enabling the Copilot to read and interpret vendor emails. It categorizes emails into order confirmations, modification requests, rejections, or undetermined intentions. The agent matches the email content with the corresponding system fields, facilitating an efficient review process. Users can accept suggested changes directly to purchase orders…
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Supplier Communication Agents Setup
The Microsoft Dynamics 365 Supplier Communication Agent aims to enhance procurement interactions by automating communication tasks with suppliers. It tackles common challenges like missed orders and delays by automating notifications and updates based on user-defined rules. This agent streamlines communication and reduces time spent on manual tasks, allowing procurement teams to focus on more strategic…
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