Business Events Overview
How D365 F&O business events work end to end – catalog, commit log, batch processing, endpoints – plus a setup walkthrough and fixes for the most common Key Vault, endpoint, catalog and performance errors.
Dynamics 365 Workflow Reader
Why The built-in workflow editor shows you boxes and arrows, and hides everything that matters. Who approves this step, how long they get, what happens when nobody acts: all of it sits two or three clicks deep, one node at a time. What So I built D365 Workflow Reader. Drop in a workflow XML file … Read more
Filter for Blank Values in D365 F&O OData
A simple question came up recently: which vendors in our environment have no primary address? In SQL this is a five-second job SELECT vendtable WHERE ADDRESSLOCATIONID IS NULL Through the D365 Finance & Operations OData endpoint, it turned into a small investigation. The short version: the OData $filter in F&O cannot express "this field is … Read more
Sync Active Users into a Teams with Power Automate
A step-by-step Power Automate flow that periodically compares active D365 Finance & Operations users against Microsoft Teams membership and adds the missing ones. The build order of the actions is what makes it work.
Priority-Based Batch Scheduling
How scheduling priority and reserved capacity distribute batch threads in Dynamics 365 Finance & Operations, plus Microsoft’s recommended configuration best practices.
Customer and Vendor Netting feature
A practical guide to customer and vendor balance netting in Dynamics 365 Finance: journal and account setup, netting agreements, manual and automatic netting, reversal, history, and intercompany netting.
Intercompany Process in Dynamics 365 Finance and Operations
A concise guide to how intercompany trade works in D365 F&O, including setup, order flow, accounting, and common posting issues.
How Commission Works in Dynamics 365 Finance
Commission is used to calculate and distribute commission from a sales order to members of a commission sales group Set up Customers Customer groups for commission Sales groups Items Commission Item Group Calculation Sales groups Sales Representative Commission Calculation Commission Posting How the process works In daily use, the process is straightforward: Create the sales … Read more
Key Lessons Learned from Testing Collections Process Automation
The previous post I discussed is how to set up Collection Automation process. After spending some time testing the collections process automation setup, I ran into a few behaviors that weren’t obvious from the documentation. These notes are specific to when collection letters are configured at the customer level. 1. The number of collection letter levels … Read more
How Collection Letters Work in Dynamics 365 Finance
What Is a Collection Letter? A collection letter is a system-generated notification sent to a customer when one or more invoices have not been paid by their due date. The letter reminds the customer of: The amount owed The invoice(s) in question How overdue the payment is What makes D365’s approach powerful is the concept … Read more