Tag: d365-finance
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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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Maximize D365 Finance Efficiency Using APIs
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. When building the solution and interacting with other applications, teams must make thoughtful decisions about data…
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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…
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Data Archive Scenario: Add Custom Tables and Fields
Overview So, there are three different scenarios that we have for an extension of existing data archival framework. The very first one is about custom fields in out of box data archiving scenario. So, you have a custom column added in the sales line and sales table, you wanted to add those columns as part…
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Data Archiving Framework: Addressing Business Challenges
Business Challenge Some customers reach the Tera octet in just a few years. So, what we see is that an over and year-and-year growth of Dataverse leads to several other business challenges. One of them is that having historical data in D365 Finance creates some sort of performance challenge for your inquiry screens, And the…
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Archiving Dynamics 365 Finance Inventory Journal Guide
Overview This post explains how to archive the inventory journal data of Dynamics 365 Supply Chain Management. Prerequisites Before the inventory journal data is archived, the following prerequisites must be met: Archive with Dataverse long term retention workspace should now be available in the Workspaces list in Finance and Operation applications. Configure an archive task…
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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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