Category: Finance
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Effective Use of Financial Tags in D365 Finance
User security governance in Microsoft Dynamics 365 Finance, currently in preview version 10.0.43, provides organizations with tools for effective security architecture and role management. Key features include detailed reports, process-based roles, temporary role assignments, and privileged user management. While beneficial, users must understand the overall security architecture for optimal implementation. General availability is set for…
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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…