Tag: d365fo
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Archiving Dynamics 365 Finance Tax Transactions Guide
Overview This post explains how to archive Dynamics 365 Finance tax transaction data. When you archive tax transactions, the data from the following tables is moved to the history tables: Prerequisites Verify that your environment is configured to use the archive feature. In addition, the following prerequisites must be met before tax transactions are archived:…
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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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Customizing Archiving in D365 Finance
This post describes briefly how the archiving feature in Microsoft Dynamics 365 Finance and Operations applications supports customization. The archive framework supports extensions to include custom table fields and custom tables in supported functional scenarios. Add custom fields Custom fields added to a standard table must be added to the corresponding history table (suffixed History)…
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Configuring Data Archiving in D365 Finance
This post describes how to configure and manage archive data in Microsoft Dynamics 365 Finance and operations applications. Privileges required The following privileges are required: To confirm that you have these privileges, follow these steps. To confirm that you have these privileges, follow these steps. Preparing the environment To prepare your environment for data archiving,…
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Understanding Data Archiving in D365 Finance
Overview This post describes how to archive data in Microsoft Dynamics 365 Finance and Operations applications. Finance and Operations applications support custom retention strategies to securely archive and store unlimited data over the long term in a cost-effective manner. Finance and Operations applications set no limits to active data, so they support your business growth.…
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Streamline D365FO Returns with AI Builder and Power Automate
Overview AI Builder is a component of Microsoft Power Platform that empowers users to build AI models without the need for extensive coding or data science expertise. In the context of Dynamics 365 for Finance and Operations (D365FO), AI Builder can be leveraged to enhance various processes, including: Process Automation: AI Builder can automate repetitive…
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Automate Document Processing in Sales Orders with AI Builder in D365FO
Overview AI Builder is a component of Microsoft Power Platform that empowers users to build AI models without the need for extensive coding or data science expertise. In the context of Dynamics 365 for Finance and Operations (D365FO), AI Builder can be leveraged to enhance various processes, including: Process Automation: AI Builder can automate repetitive…
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Efficiently Delete Journal Lines in Version 10.0.34
In version 10.0.34, the functionality “Delete journal performance using batch” is available. This feature allows you to schedule a deletion of financial journal lines via batch processing. To use it, you must enable this feature in the Feature Management: When this option is enabled, you can use the “Delete Journal Lines” option from the “Functions”…
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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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UAE: Efficient Environment Copying in Dynamics 365 FO
When we implement a project, we need to make copies. We have user interface and automation options. In LCS, we could only copy the database. When you send your production data to your sandbox or development environment, you obviously get the data, but you still need to apply packages. With the Power Platform and the…
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