Category: Data
-
Understanding BPA vs BPP in Dynamics 365
Business Performance Analytics (BPA) and Business Performance Planning (BPP) are distinct capabilities in Microsoft Dynamics 365 Finance, serving different purposes. BPA focuses on real-time reporting, monitoring, and analysis of actual financial and operational data, while BPP is designed for budgeting, forecasting, and scenario planning, allowing organizations to shape future outcomes. Their integration enhances performance management,…
-
Choosing Between BPA and Azure Synapse Link in D365 Finance
The evolution of analytics in Dynamics 365 Finance has led to two primary options: Azure Synapse Link and Business Performance Analytics (BPA). Azure Synapse Link offers a robust, enterprise-grade data warehouse for organizations with existing infrastructure, providing near real-time data replication. In contrast, BPA serves those without a data warehouse, offering a managed solution for…
-
Creating Sales Orders with Copilot & Teams in D365 Finance
The content discusses creating sales orders and lines in D365 Finance using PowerApps and Copilot Studio. It details step-by-step prompts, the usage of JSON for data formatting, and the integration of AAD tokens for authentication. It also covers creating sales orders via Microsoft Teams, allowing users to streamline order processing effectively.
-
Key Steps to Improve Data Migration Efficiency
Data migration is crucial for successful implementations, especially regarding speed and data volume. The Data Migration Framework aids in transferring data for business needs. Optimization techniques include disabling change tracking, enabling set-based processing, creating specific batch groups, and employing priority-based scheduling during imports. Testing different configurations, such as import record counts and validation settings, enhances…
-
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…
-
Data Archive Scenario: Add Custom Tables and Fields
Overview So, there are three different scenarios that we have for an extension of existing data archival framework. The very first one is about custom fields in out of box data archiving scenario. So, you have a custom column added in the sales line and sales table, you wanted to add those columns as part…
-
Data Archiving Framework: Addressing Business Challenges
Business Challenge Some customers reach the Tera octet in just a few years. So, what we see is that an over and year-and-year growth of Dataverse leads to several other business challenges. One of them is that having historical data in D365 Finance creates some sort of performance challenge for your inquiry screens, And the…
-
Archiving Dynamics 365 Finance Inventory Transactions Guide
Overview This post explains how to archive inventory transactions from Dynamics 365 Supply Chain Management. Archive with Dataverse long-term retention feature optimizes storage and system performance by moving InventTransArchive records to a Microsoft Azure data lake and replicating corresponding records in the InventTransArchiveHistory table. InventTransArchive table records represent inventory transactions that have already been consolidated.…
-
Archiving Dynamics 365 Finance General Ledger Data Guide
Overview This post explains how to archive the data of the general ledger of Microsoft Dynamics 365 Finance. Prerequisites The following prerequisites must be met before archiving general ledger transactions: Enable feature in D365FO Archive with Dataverse long term retention feature must be enabled. Configure an archive task To set up an archive job, follow…
-
Archiving Dynamics 365 Finance Inventory Journal Guide
Overview This post explains how to archive the inventory journal data of Dynamics 365 Supply Chain Management. Prerequisites Before the inventory journal data is archived, the following prerequisites must be met: Archive with Dataverse long term retention workspace should now be available in the Workspaces list in Finance and Operation applications. Configure an archive task…
D365FOAdviceTips 