Tag: ai
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D365 Finance: The Future of Autonomous ERP Solutions
Microsoft’s D365 Finance is evolving from a traditional ERP to an AI-supported standalone ERP, incorporating AI agents for enhanced functionality. These AI tools manage key tasks autonomously, such as supplier communication and account reconciliation. While AI assists users in optimizing business processes, the transition to an autonomous ERP hinges on well-organized processes and high data…
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Archiving Dynamics 365 Finance Inventory-related documents Guide
Overview This post explains how to archive Microsoft Dynamics 365 Supply Chain Management inventory-related documents t. For removed inventory transactions, a scheduled job moves the corresponding inventory transactions originator from the InventTransOrigin table to the InventTransOriginHistory table. Prerequisites Before you can use this feature, you must enable it on your system. To enable the archiving feature in Feature Management,…
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Archiving Dynamics 365 Finance Sales orders Guide
Overview This post explains how to archive Sales order data in Dynamics 365 Supply Chain Management. The archiving solution moves transactional data to history tables in the database. These tables have limited indexing, so the storage space is minimal. Historical transactions are moved to smaller volumes to avoid delays in other major processes. Data can…
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How to Display Archived Data in Dataverse
This post describes how to display archived data in the long-term retention of Microsoft Dataverse. Display data using Fabric You can use Fabric to view live (active) and archived (long-term kept inactive) Dynamics 365 Finance and Operations application data. To use this feature, you must link your Dataverse environment to Fabric. If the configuration of…
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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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