Blogs

1. Introduction This is part one of the two-part blog series, which discusses about the AP automation framework for Microsoft Dynamics 365 Finance and Operations (D365FO). Microsoft introduced the framework to automate the vendor invoicing, which I will discuss in this post and has made some improvements to the AP automation process, including data integrations, which I will discuss in the following post. I have briefly discussed the use of OData service to expose or access the data entities. Also, I have demonstrated the use of Excel's query "from OData Feed" to export, change add or delete tables for selected data entity as part of the export process ...

In my last two posts, we looked at the various available data management concepts, tools available within the Data Management Framework, and LCS. We also looked at how to manage the data and configuration by leveraging with the discussed tools. In this post, I will discuss the end-to-end picture of all the tools available in D365 F&O and LCS that you can use to manage the data and configuration in the implementation and beyond. 1. Toolsets Recap Different toolsets and frameworks are available for data management in a Dynamics 365 Finance and Operations implementation project. 1.1. Data Import/Export framework Dynamics 365 Finance and Operations ...

In my previous post, " Data Management tools &concepts in D365 F&O and LCS -Part 1," we looked at some of the building blocks of the data management framework in D365 F&O. In this post, we will look at some additional tools that are available in D365 F&O and LCS. 1. Configuration Data Templates Configuration data templates are used both for import and export of data. They are reusable and are exportable to other environments. Configuration data templates have become the easiest way to migrate complex data that require multiple entities loaded in a sequence to satisfy the relations between selected tables. Self-references (customer account references ...

Objective Demonstrate new feature added under Feature management - Add Vendor ID, Vendor name, Customer ID, and Customer name to the Voucher transaction list page. System requirements Application version 10.0.9 Platform update 33 Business value This feature adds more flexibility in financial reporting. Using the subledger information improves the ledger to subledger reconciliation and matching process. Feature enabling Follow these steps to enable this feature in your environment. Navigate to workspaces > Feature management. Select feature name ‘Add Vendor ID, Vendor name, Customer ID, and Customer name to ...

This blog post is part one of the three-part data management concepts and tools blog series, where I will be discussing the data management concepts and tools within D365 F&O, LCS, and discuss supported data integration with D365 F&O. Data Management Tools In D365 F&O, the implementation team can use various tools and frameworks for data management. The following section and following posts explains the different tools and frameworks available for data management in D365 F&O. Let's start with the primary and most useful tool to handle various data management scenarios – data management framework in D365 F&O. Data Management Framework ...

1. Introduction Data is an essential part of any initiative and is often the most complex and underestimated area in any ERP implementations. Managing your data during a project could be challenging based on the project size, requirements and systems involved in the migration to the new selected system. Here I have listed some tools with examples and best practices that can assist in data management in an  ERP implementation project. Tools that can be used for effective management of data are: Scope sessions  - Scope is the foremost important step in any initiative. The scope of data required for data migration, along with any key decisions from stakeholders, ...

As the pace of business accelerates, organizations have to drive efforts to keep up with the times. For businesses using on-premises   ERP applications   such as Dynamics AX 2009 or 2012, moving to a flexible cloud model has enormous advantages – from both cost and productivity perspectives. And with Microsoft ending   mainstream support   for Dynamics AX, time is of the essence. Businesses need to quickly embark on the upgrade journey, and plan their move to a more modern solution like Dynamics 365 for Finance Operations to stay nimble and relevant. Dynamics 365 for Finance and Operations (cloud) offers a bevy of new features, that can enable organizations ...

1.1.       Filtering and Sorting Objective To filter and sort on tables to enable viewing of specific information.  In order to work efficiently in tables with numerous records, it is crucial to find the right records quickly. For this purpose, Dynamics 365 includes various features for filtering and sorting in list pages and detail forms. 1.1.1.       Quick filters The quick filter appears as a search box in most screens in D365. This filter allows you to search under the various columns within your screen using the “begins with” filtered criteria. 1.1.2.  Column header filters Column Filters are easily accessible within D365. By ...

📇 Product version D365 v10.0.10 PU34 ✍ Setup process When reviewing the feature management workspace in a 10.0.10 PU34 box, I came across this new feature which wasn’t referenced in the 10.0.10 release notes: Upon activating the inventory journal approve workflow, the new menu item appears: The available OOTB options are shown below: There have been no changes to the workflow elements: Keep in mind, you’ll need to associate the approval workflow with the journal name, as you would with AP/GL/FA journals:                 Inventory management > Setup > Journal names > Inventory ...