Tag: d365-finance
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D365 Finance : Applying a Service Update to Unified Environment
This article outlines the process for updating a D365 Finance and Operations environment via the Power Platform Admin Center. The prerequisites include having a D365 F&O environment already set up. Users need to navigate to the Power Platform Admin Center, select their environment, and access the Dynamics 365 apps section. The specific app for provisioning…
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OData Integration Guide for D365 Finance with Postman
The OData Setup Guide outlines the process of establishing a connection between an external application and D365 Finance & Operations using Postman. It begins with authentication, requiring Azure app registration and token automation, before detailing how to create requests to access D365 data entities. Supported OData features include filtering, counting, sorting, and expanding data with…
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UPE : Unified Production Environment
The recent update for D365 Finance and Operations introduces a production environment in PPAC mode, eliminating the need for LCS and enabling automatic scaling based on user licenses and storage availability. This includes the Unified Admin for Sandbox and a TIER X feature, providing improved performance without additional costs. The article emphasizes best practices for…
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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,…
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GDAP: Enhancing Security in Microsoft Ecosystems
Granular Delegated Admin Privileges (GDAP) enhances security in Microsoft environments by providing partners with fine-grained, role-based, and time-limited administrative permissions. This modern model ensures that access is tailored to specific responsibilities, reducing unnecessary exposure while improving compliance with the principle of least privilege. GDAP allows controlled intervention by partners, who must submit access requests approved…
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Best Methods to Delete Unused Power Platform Environments
Managing environments in Power Platform is essential for administrators to optimize resources and ensure efficiency. This article outlines two methods for deleting an environment: using the Power Platform Admin Center (PPAC) for a user-friendly approach, and PowerShell for automation and bulk operations. Reasons for deletion include reclaiming storage capacity and maintaining organizational standards. Best practices…
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Required Licenses, Roles in PPAC, and Required Capacity
To create an environment, a SCM or Finance license is needed for administrative tasks, while only the production environment requires a per-user license. Specific Azure roles, including Power Platform Administrator and Dynamics 365 Administrator, must be assigned for environment creation and application management through GDAP. The creator and technical project manager must hold the System…
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Azure DevOps: Enhance Power Platform Automation
This article outlines the automation of Power Platform environment deployment using Azure DevOps pipelines, Power Platform CLI, and Service Principals. It includes deployment time estimates, emphasizing the advantages of Service Principal authentication over traditional methods, and details the installation and setup of the Power Platform CLI. Additionally, it outlines necessary tasks within Azure DevOps pipelines,…
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Streamlined Installation of Dynamics 365 Finance Apps
To successfully install Dynamics 365 Finance and Operations within the Power Platform, several prerequisites must be met, including the appropriate environment type, necessary licenses, and adequate database capacity. The installation process involves using the Power Platform Admin Center to install the required resources, specifically the Platform Tools and Provisioning App. Key limitations include environment URL…
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Unlocking ERP Potential with MCP Technology
The Model Context Protocol (MCP) revolutionizes ERP interaction within Dynamics 365 Finance and Supply Chain Management by enabling AI agents to autonomously perform tasks traditionally executed by human users. It provides a standardized framework that ensures secure access to ERP functionalities, lowering IT maintenance burdens. Currently, AI agents can handle operations like inventory checks and…
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