Author: Sebastien Manjony
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Customizing Archiving in D365 Finance
This post describes briefly how the archiving feature in Microsoft Dynamics 365 Finance and Operations applications supports customization. The archive framework supports extensions to include custom table fields and custom tables in supported functional scenarios. Add custom fields Custom fields added to a standard table must be added to the corresponding history table (suffixed History)…
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Configuring Data Archiving in D365 Finance
This post describes how to configure and manage archive data in Microsoft Dynamics 365 Finance and operations applications. Privileges required The following privileges are required: To confirm that you have these privileges, follow these steps. To confirm that you have these privileges, follow these steps. Preparing the environment To prepare your environment for data archiving,…
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Understanding Data Archiving in D365 Finance
Overview This post describes how to archive data in Microsoft Dynamics 365 Finance and Operations applications. Finance and Operations applications support custom retention strategies to securely archive and store unlimited data over the long term in a cost-effective manner. Finance and Operations applications set no limits to active data, so they support your business growth.…
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Streamline D365FO Returns with AI Builder and Power Automate
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…
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Automate Document Processing in Sales Orders with AI Builder in D365FO
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…
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Efficiently Delete Journal Lines in Version 10.0.34
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”…
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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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