Tag: technology
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Guide to Setting Up Supplier Communication Agents
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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Optimize Supplier Communication with Dynamics 365 AI
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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Streamline Account Reconciliation with D365
This guide outlines the setup and use of account reconciliation agents in Dynamics 365 Finance and Operations. The process begins by reconciling subledgers with general ledger balances through automated issue detection and solution recommendations. Key prerequisites include linking to Dataverse and activating necessary features. The account reconciliation workspace allows users to manage exceptions and view…
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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 Transactions Guide
Overview This post explains how to archive inventory transactions from Dynamics 365 Supply Chain Management. Archive with Dataverse long-term retention feature optimizes storage and system performance by moving InventTransArchive records to a Microsoft Azure data lake and replicating corresponding records in the InventTransArchiveHistory table. InventTransArchive table records represent inventory transactions that have already been consolidated.…
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Archiving Dynamics 365 Finance General Ledger Data Guide
Overview This post explains how to archive the data of the general ledger of Microsoft Dynamics 365 Finance. Prerequisites The following prerequisites must be met before archiving general ledger transactions: Enable feature in D365FO Archive with Dataverse long term retention feature must be enabled. Configure an archive task To set up an archive job, follow…
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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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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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