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.
workflow
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
Understanding Hierarchies in Dynamics 365 Finance Workflows
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
Vendor Invoice Automation Process
Overview Out of box automation processes can be used to perform these tasks: Automatically apply prepayments to vendor invoices Match product receipts to pending vendor invoice lines. Automatically submit imported invoices to the workflow system. Simulate posting before a vendor invoice is posted. Quickly and efficiently view workflow and automation history. View and analyze the … Read more