Tag: d365-finance
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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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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…
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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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Mastering D365 Finance Security Architecture
Understand the security architecture When you understand the security architecture of D365 Finance, you can more easily customize security to fit your business requirements. The system architecture of D365 Finance uses the functionality of Microsoft Azure. This allows D365 Finance applications to work and communicate with different devices. The security model is hierarchical, with each…
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Mastering User Management in D365 Finance
Manage users Users are internal employees of your organization or customers and external suppliers who need access to the system to perform their treatments. It is not recommended to add users outside of your company to your organization. Administrators cannot delete roles that are automatically assigned to users. Users can be excluded from roles by…
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Effective Test Strategy Workshop Insights
Prepare Test strategy workshop The time varies depending on the level of detail available for review and the scope and complexity of the solution. Before the workshop, participants should make sure that they know as much as possible about its structure, prerequisites, and the types of topics to be covered. The solution architect will prepare…
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Effective Testing Strategies for D365 Finance
The objective of implementing a testing strategy is to ensure a successful client outcome when implementing D365 Finance. This review is done through different workshops whose objectives are: Overall testing strategy The testing strategy covers the high-level approach and the plan to validate that the solution will be suitable for use in production. The questions…
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Mastering Advanced Date Ranges Filters in D365 Finance
Suppose you have a list of Sales orders, and you want to use the information according to the column “Created date and time”: For example, you want to have a preview of sales orders created in the last 5 days. To make this filter, I use «Advanced filter or sorting». I select the field “Created…
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