D365 Updates

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D365 for Finance and Operations Feature Management

Features are added and updated in every release of Microsoft Dynamics 365 for Finance and Operations. The D365 for Finance and Operations Feature Management experience provides a workspace where you can view a list of features that have been delivered in each release. By default, new features are turned off. You can use the workspace to turn them on and view the documentation for them.You can open the Feature management workspace by selecting the appropriate tile on the dashboard. You will see a page that displays a list of features for all releases that are supported by the Feature management experience. Over time, Microsoft will enhance the Feature management experience so that it includes additional functionality to help you manage features. D365 for Finance and Operations Feature Manag...

D365 F&O Testing Services Using Postman

This article explains about D365 F&O Testing Services Using Postman. Microsoft provides sample code for consuming services for Microsoft Dynamics 365 for Finance and Operations. However, there are numerous scenarios where the other endpoint in an integration might not use a Microsoft stack. Even when the other endpoint does use, for example, the Open Data Protocol (OData) client code that Microsoft makes available, you might find it useful to perform the following actions: Explore and analyze how an interaction’s messages are constructed. Test the response of a service to a well known request. Decide how exceptions will appear to the other endpoint. Many frequently used tools that will help you perform these actions are available. This topic is not an endorsement of any tool. Alt...

Dynamics 365 Manufacturing Business Transformation

This article, explains how Dynamics 365 Manufacturing Business Transformation Digitally. Digital transformation says that the idea of applying the latest available technology to improve your business processes, services, and even product offerings. Used creatively, digital transformation can make your manufacturing business more capable and efficient and hence more profitable and more valuable to your clients who will reward you with their loyalty. Digital transformation means different things to different people. But what can it mean for you, and how can it be used to change the manufacturing business? Dynamics 365 Manufacturing Business Transformation Process Production Control:  Flexibly manage the huge number of variables that go into production scheduling, like market demand, equipmen...

Upgrade of Dynamics 365 for Finance and Operations

This article explains the process of updating or upgrading to the latest release of Microsoft Dynamics 365 for Finance and Operations. It describes the overall process and supported scenarios, but it doesn’t provide detailed instructions for every step of the process. Upgrade – The process of moving from one official release of F&O to the next release, for source environments prior to version 8.0. Some examples are the move from 7.1 to 7.3, or from 7.3 to 10.0.1. The process involves the setup of a free sandbox environment, code upgrade, and data upgrade. Update – The process of applying a binary package to an environment to move it from 1 official release of the Finance and Operations to the next release, for source environments beginning with version 8.0. This process has lower...

D365 Finance and Operations Version 10.0.1

This article describes the D365 Finance and Operations Version 10.0.1. Dynamics 365 for Finance and Operations is a complete business management solution for large organizations. Microsoft Dynamics 365 for Finance and Operations (Dynamics AX) is a cloud-based Enterprise Resource Planning system that provides you the ability to keep a track of your finances and inventory. Larger enterprises can benefit from integrated retail, manufacturing, HR, supply chain, and more general functionality in the Enterprise Edition. D365 Finance and Operations Version 10.0.1 Features Enable Edit for Externally Maintained Fields Due to integration scenarios with external systems, such as the Prospect to cash integration, certain fields on Global address book and customer records were marked as externally main...

D365 Finance and Operations Version 10.0.2

This article describes the new features in D365 Finance and Operations Version 10.0.2. Microsoft Dynamics 365 for Finance and Operations, delivers enterprise ERP capabilities within a single, cloud-based business application. Supply chain, financials, sales and purchase orders, inventory, production, and distribution processes are connected all in one application. You gain the visibility and digital intelligence the company wants to optimize the operational efficiency, deliver outstanding customer experiences and accelerate growth. Dynamics 365 for Finance and Operations (formerly called Dynamics AX) is Microsoft’s flagship enterprise resource planning suite. Seamless integration with Dynamics 365 customer relationship management (CRM) apps and Office 365 enables faster business processes ...

D365 Finance and Operations Version 10.0.3

This article describes the features that are either new or changed in Microsoft D365 Finance and Operations Version 10.0.3. This version has a build number of 10.0.107. Microsoft Dynamics 365 for Finance and Operations assist businesses to adapt rapidly to changing market demands and boost business growth. It seamlessly integrates CRM apps and Office 365, enabling enhanced visibility, faster business processes, and smarter decision making. D365 Finance and Operations Version 10.0.3 Features 1. Feature Management The Feature management experience provides a workspace where you can view a list of features that have been delivered in each release. By default, new features are turned off. You can use the workspace to turn them on and view the documentation for them. 2. Enable Bank Foreign Curr...

New Feature in D365 for F&O Version 10.0.4

This article describes the New Feature in D365 for F&O Version 10.0.4. Microsoft introduced with D365 for Finance and Operations is the new Visual Studio-based development experience and new all-in-one OneBox development environments. In addition to an Azure-hosted option, they also make it very easy to quickly stand up a local Dynamics 365 development instance by offering a downloadable virtual hard disk image. Set up Interest Distribution for Cash Accounts The agency can allocate (distribute) the interest on a bank account to specific General ledger accounts, based on the average daily balance in cash accounts. You can use this process to generate an advanced ledger entry for the interest amounts. Alternatively, you can generate the interest amounts for review, without posting them. ...

Migrating from Retail Modern POS to Cloud POS in D365

This article demonstrates how to change and Migrating from Retail Modern POS to Cloud POS in D365 for Retail. The Retail Modern Point of Sale application is well known to many Microsoft Dynamics AX users. Even as Microsoft pivots to Dynamics 365, POS apps have hardly gone away. In fact, users have access to both Retail POS and Cloud POS in Dynamics 365 for Retail. For many organizations, it may simply make the most sense to adopt Cloud POS. Migrating from Retail Modern POS to Cloud POS in D365 Process Go to all Retail stores. Click on the Register for which you want to change from MPOS to CPOS. Click on the device. In the application, type select Retail Cloud POS. Change the activation status to pending and click on “Validate the devices for activation.” Click to the Ok for all...

Automate Tasks in D365 for Marketing

Using Microsoft Flow, it is possible to automate tasks in D365 for Marketing, including those that can drive key functionality like segmentation and customer journeys. The example below illustrates a possible solution aimed at allowing a minimal effort on behalf of the salesperson, following a simple setup by the Marketing team. Prepare Dynamics 365 for Marketing Ensure all the relevant entities are synched to insights. For the purpose of this scenario, we are adding the Sales Order entity to the Customer Insights Synchronize, first navigating within the Marketing Application to the Settings Area. In this area, when selecting Customer Insights Synchronize in the Marketing Settings section, we are able to view the entities which are currently synchronized. These are the entities that can be...

Dynamics 365 for Marketing New Updates

This article explains What’s New in Dynamics 365 for Marketing. Dynamics 365 for Marketing is a marketing automation tool that helps businesses find and nurture sales-ready leads, connect sales and marketing departments and automate processes. In this latest updates, Marketing will see a host of incremental improvements and enhanced extensibility capabilities. The new feature will enable the personalization of pages for individual visitors based on their attributes and past behavior to adjust the layout, dynamic content, branding and more. Leveraging customer data to create highly personalized landing pages will be a further tactic marketing teams can use to boost engagement and increase demand generation. Dynamics 365 for Marketing New Updates Key Functionality Extensibility for campaigns...

Analytics and Dashboard with D365FO

Analytics and Dashboard with D365FO plays play a critical role in adapting to the modern way of decision making in the process of implementing, upgrading to or evaluating. Though ERP has tremendous contributions in providing the right data to the right people, the analytics journey is the one which helps in realizing your investment ROI. Microsoft’s most advanced ERP solution, on par with SAP Business 1 or Oracle, Dynamics 365 Finance & Operations is designed to fuel steady business process transformation efforts across market segments. D365FO and embedded Power BI Here are a few brief steps useful in enabling embedded CFO dashboard: You can find CFO dashboard under workspaces If it is not already configured, then expect this message Sign in to dev.powerbi.com/apps and register y...

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