Category Archives: D365 for Operations and Finance

So we left the last article (Part 1 – if you have not read Part 1 please do before moving onto Part 2) with a glorious self app that involved putting a camera element into a new screen then configuring the ‘OnSelect’ command to capture the image from the camera and store it in a collection. […]

D365 for Operations and Finance, Dynamics 365 for Customer Engagement, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales, Dynamics 365 for Talent, Power BI, PowerApps 0

Here is some more great reference material lifted from Microsoft regarding PowerApps requirements, limitations and configuration values.   Supported platforms for running apps using the PowerApps app Minimum required Recommended iOS 9.3 or later iOS 10 or later with at least 2GB of RAM Android 5 or later Android 7 or later with at least […]

D365 for Operations and Finance, Dynamics 365 for Customer Engagement, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales, Dynamics 365 for Talent, Power BI, PowerApps 0

Formula reference for PowerApps When building PowerApps I have found the below from Microsoft incredibly really helpful, an index of awesomeness for all things related to PowerApp formulas. I have lifted this from the Microsoft page but kept all the hyper links to allow you to drill into each piece of functionality. A Abs – Absolute […]

D365 for Operations and Finance, Dynamics 365 for Customer Engagement, Dynamics 365 for Customer Service, Dynamics 365 for Field Services, Dynamics 365 for Marketing, Dynamics 365 for Sales, Dynamics 365 for Talent, Office 365, Power BI, PowerApps 0

Part one of the ‘Those Dynamics Guys’ PowerApps Series. As promised via Linked-In I am going to publish a series of Blogs on how to start using PowerApps. PowerApps is part of the Dynamics 365 stack that allows a user to create various application that connect with not only Dynamics 365 Data Sources but a […]

D365 for Operations and Finance, Dynamics 365 for Customer Engagement, Dynamics 365 for Talent, Office 365, Power BI, PowerApps 1

It is now possible to add alerts/notifications for events that have occurred within Dynamics 365 for Finance and Operations. This allows a user to create their own set of alerts to track various aspects of the environment that they wish to be alerted too. In this example we are going to track when a Customer […]

D365 for Operations and Finance, Personalisations and User Options, Security and Workflow 0

Previously I mentioned how Microsoft had ‘In Development’ on their RoadMap the ability to ‘Create New Field’ which would allow a user via Personalisation to insert a new field onto a table. This has now been rolled out in the latest release of Dynamics 365 for Finance and Operations (8.0). The example I am going […]

D365 for Operations and Finance, Personalisations and User Options 0

So you’ve logged into your LCS, gone to the project where your environment sits and you are greeted with a beautiful array of red text: First of all, don’t panic, your environment is fine – but now we are in the world of cloud computing we have to ensure that all things stay safe and […]

D365 for Operations and Finance, LCS 0

I’ve been putting together a presentation around Microsoft Dynamics 365 for Finance and Operations snapshot report functionality related to Project Management & Accounting and thought i’d present a few of the various rapid bits of analysis you can do to see the health of a project. Please note that all of these reports and queries […]

D365 for Operations and Finance, Project Management and Accounting 0

Here is a quick copy and paste job from Microsoft’s documents site (https://docs.microsoft.com/) for reference to assist with advanced filtering and query syntax: Advanced query syntax Syntax Character description Description Example value Equal to the value that is entered Type the value to find. Smith finds “Smith”. !value (exclamation point) Not equal to the value that is […]

D365 for Operations and Finance, Personalisations and User Options 0

NOTE: THIS ARTICLE DETAILS DELEGATION OF APPROVAL (OF WORKFLOW ITEMS) NOT DELEGATION OF ENTERING REPORTS (TIME SHEETS, REPORTS ETC.) ON YOUR BEHALF. Finally the time has come, you’ve counted the days down, you’re going on Holiday – you can feel the golden sand in your toes and just about taste the cocktails on your lips. […]

D365 for Operations and Finance, Security and Workflow 0