Tips | Resources | Features | Troubleshoot
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
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
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
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
A couple of weeks ago, I wrote a blog called “How GitHub Copilot Can Help a Functional Consultant in D365”, where I shared how AI can assist functional consultants in daily work, even without deep development experience. Today, I want to share another real example – how AI helped me understand a Accounts Receivable parameter … Read more
Today, I encountered an issue reported by one of my clients. They use bridging transactions in the Customer payment journal, and also make use of the Deposit slip functionality. However, after a recent upgrade to version .43, we noticed that the checkbox "Use a deposit slip" can no longer be selected when the Method of … Read more