Tag: D365 Finance
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Use adaptive Cards to update Items with lookup
The article discusses the use of adaptive cards in Copilot Studio to enhance chatbot interactions for D365 Finance. It provides a step-by-step guide on how to set up topics, retrieve item lists using Power Automate, and modify item names. Key processes include defining variables, obtaining AAD tokens, and performing HTTP operations to fetch and update…
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Understanding Microsoft Dynamics 365 License Enforcement
Microsoft’s recent update on Dynamics 365 Finance and Operations emphasizes stricter license management. Starting May 15, 2025, users will receive warnings if their licenses are incorrect or missing, with strict enforcement beginning August 30, 2025, resulting in denied access for non-compliant users. This change reflects Microsoft’s transition from concurrent to nominative licensing. Users are encouraged…
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Understanding User Security Governance 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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Utilizing Copilot for D365 Finance Inventory in Teams
The recent release allows users to view D365 Finance inventory directly within Microsoft Teams, utilizing the Copilot Studio for enhanced inventory visibility. Users can integrate data via Dataverse and create custom agents for inventory management. Key steps include enabling specific Dataverse entities, creating an agent, adding relevant knowledge tables, and publishing the agent in Teams.…
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Understanding Virtual Entities vs. Dual Write in D365 Finance
Virtual Entities and Dual Write are two integration options for connecting D365 Finance with Dataverse. Virtual Entities offer real-time access to D365 Finance data without data duplication, making them ideal for reporting and analysis. They require proper configuration but facilitate seamless use of Power Platform. Dual Write provides near real-time bi-directional synchronization, ensuring data consistency…
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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.
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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…
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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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Boost D365 Finance Efficiency with Simple Tips
I want to share with you a list of simple and useful tips that can help you improve the efficiency and usability of your D365 Finance system without any customization or configuration. These advices are available to all users. Save your views Not everyone finds it convenient to use forms as they are configured by…
D365FOAdviceTips 