Tag: finance-operation
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Supplier Communication Agents Setup
The Microsoft Dynamics 365 Supplier Communication Agent aims to enhance procurement interactions by automating communication tasks with suppliers. It tackles common challenges like missed orders and delays by automating notifications and updates based on user-defined rules. This agent streamlines communication and reduces time spent on manual tasks, allowing procurement teams to focus on more strategic…
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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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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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