Tag: Sales Orders
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Improve Performance in D365 Finance & Operations: Limit the Number of Sales Orders Displayed
Enabling the Sales Order Limit in D365 Finance & Operations significantly enhances loading times for the Sales Order List Page by restricting the number of displayed orders. Recommended settings suggest a limit between 1 to 200 orders, improving performance and user experience in high-volume environments while reducing system resource usage.
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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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Archiving Dynamics 365 Finance Sales orders Guide
Overview This post explains how to archive Sales order data in Dynamics 365 Supply Chain Management. The archiving solution moves transactional data to history tables in the database. These tables have limited indexing, so the storage space is minimal. Historical transactions are moved to smaller volumes to avoid delays in other major processes. Data can…
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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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