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.
FeatureManagement
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
Archive Solution Overview
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
Clean Up Routines
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
Where Did the User License Count Report Go?
What Happened Today, I received a request for a license report and went to run it from the usual path: System administration > Inquiry and reports > License > User License Counts To my surprise, the report was nowhere to be found. Both User License Counts and User License Counts history were missing. I then … Read more
Modern Bank Reconciliation feature
What Is Modern Bank Reconciliation? Introduced in 10.0.39 (preview) and generally available in 10.0.41. Advanced Bank Reconciliation enhancement. Feature Highlights Enhanced bank reconciliation matching rules: Worksheet Enhancement: Generate customer/vendor payment journals Settle invoices without leaving the page Cancel payment journals Side-by-side bank lines and ledger lines modern look Setup & Activation Enable the feature: Go … Read more
Business performance analytics (BPA) Installation and Role Assignment
Overview Business performance analytics is a powerful solution designed to transform organizational data into actionable, real-time insights—all in one place Prerequisite Before installing Business Performance Analytics (BPA), ensure the following prerequisites are met: You have a Power Platform admin or Dynamics 365 admin role. Your environment is running Dynamics 365 Finance version 10.0.38 or higher. … Read more
How GitHub Copilot Can Help a Functional Consultant in D365
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
Import Electronic reporting Configuration from Microsoft Dataverse
Description: 10.0.17 – LCS repository as a storage option for Electronic reporting configurations deprecated as replaced with Regulatory Configuration Service (RCS) Global repository 10.0.39 – Regulatory Configuration Service (RCS) deprecated. All new RCS provisioning is stopped as of 10.0.39 GA. Migration RCS to Globalization Studio by August 1, 2024. when open an Environment with 10.0.40 … Read more