Tips, Resources, Features & Solutions
Reason codes help standardize why a transaction happened (write-off, adjustment, return, cancellation, etc.) and optionally provide a default comment users can keep or overwrite. Financial Reasons A hub for all Financial Reasons under Organization administration. When you set up a reason code (and its description), make sure you select the appropriate module(s). After a module … Read more
Dynamics 365 Finance and operations apps support custom retention policies for securely archiving and retaining unlimited data for the long term in a cost-efficient way. How it works pre-setup Security Role System administrator in FinOps System Administrator and System Customizer in Power Platform Admin Project owner or Environment manager in Lifecycle Services Install Dynamics 365 … Read more
In Dynamics 365 Finance and Dynamics 365 Supply Chain Management, cleanup routines are available in various modules. This article provides an overview of the routines that are currently available. It is important to note that these cleanup routines should be only executed after detailed analysis and confirmation from the business this data is no longer … Read more
This is Part 2 of my D365 F&O Local Demo Environment series. Missed Part 1? Check out How to Install D365 F&O Demo VM In my previous post, I covered how to install the Dynamics 365 Finance & Operations demo environment on a local host. Unfortunately, the 10.0.46 VM has a critical issue that blocks … Read more
I had been taking notes in OneNote for years, but since 5 years ago I switched to Obsidian, and it completely changed how I manage my knowledge. Here is why it beats the traditional giants. 1. Universal Format (it is a TEXT file) This is the biggest game-changer. Word or OneNote: format is .docx or … Read more
This article explains how to install a local Dynamics 365 Finance & Operations (D365 F&O) development VM using a downloadable VHD and Hyper-V. Prerequisites Register Azure account An account able to log into LCS Hyper-V enabled on the host machine Download go to LCS > Shared Asset Library Downloadable VHD Deployment Extract and Import VHD … Read more
Dynamics 365 Finance & Operations (D365FO) security is role-based. Users get access by being assigned one or more security roles, which are built from duties, privileges, and permissions. Security Architecture Role-based security Security Role represents a job function (e.g., AP Clerk, AR Manager). Users are assigned roles. Functional role: e.g., Warehouse worker Organization role: e.g., … Read more
Document management in Dynamics 365 Finance allows users to attach, store, and manage documents (files, images, URLs, notes, etc.) directly on business records such as invoices, journals, and master data. The setup is straightforward and mainly involves three areas: Activating the feature Defining document types Configuring document management parameters Activate Document Management (User-Level Setting) User … Read more
In Dynamics 365 Finance and Operations, workflows can be assigned using three hierarchies: Managerial Hierarchy and Configurable Hierarchy, and Expense multi-level approvals. 1. Managerial Hierarchy (Organization) Managerial Hierarchy is the most commonly used hierarchy type. It is based on the organizational position structure, where approvals flow through line managers. 1.1 Source for Managerial Hierarchy Human … Read more
Bank reconciliation is a critical part of financial management. In Dynamics 365 Finance, there are two out of box functions to bank reconciliation, each designed for different levels of transaction volume and automation needs. In this blog, I’ll walk through each option, explain how they work, and highlight their key advantages and limitations to help … Read more