Author: Sebastien Manjony
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Essential Guide to Financial Tag Rules in D365FO
Microsoft’s D365FO version 10.0.32 introduced Financial Tags to enhance accounting information in the general ledger with predefined data for better analysis. Financial Tag rules, activated in version 10.0.42, allow for automated entry of these tags during transactions, improving efficiency and consistency. Users can create and manage rules for various journals, utilizing a Power Fx-powered rule…
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Renaming Items in D365 Finance: Features and Risks
Sometimes you need to change the article code, when you make a typo for example while creating a product and you have to delete the article that you just created and start the process again from the beginning. Microsoft introduced in version 10.0.42, a feature that allows you to change the article code of an…
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Mastering D365 Finance Security Architecture
Understand the security architecture When you understand the security architecture of D365 Finance, you can more easily customize security to fit your business requirements. The system architecture of D365 Finance uses the functionality of Microsoft Azure. This allows D365 Finance applications to work and communicate with different devices. The security model is hierarchical, with each…
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Mastering User Management in D365 Finance
Manage users Users are internal employees of your organization or customers and external suppliers who need access to the system to perform their treatments. It is not recommended to add users outside of your company to your organization. Administrators cannot delete roles that are automatically assigned to users. Users can be excluded from roles by…
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Effective Test Strategy Workshop Insights
Prepare Test strategy workshop The time varies depending on the level of detail available for review and the scope and complexity of the solution. Before the workshop, participants should make sure that they know as much as possible about its structure, prerequisites, and the types of topics to be covered. The solution architect will prepare…
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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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