Category Archives: D365 for Operations and Finance

A great piece of functionality that will help end-users be more efficient with interrogating large amounts of data and sifting through processes – this functionality is on most forms within Dynamics 365 for Ops – check it out!

D365 for Operations and Finance 0

So you’ve setup some workflow for Dynamics 365 for Operations and Finance, now you get asked – “Will I receive an email when I have to approve something?” The answer is “If you want(!?)” This article will guide the user through the three necessary steps to setup Workflow email notifications (both on the User/Worker side […]

D365 for Operations and Finance, Security and Workflow 0

So, it’s happened, you’ve gone live after providing an awesome new Dynamics 365 for Finance and Operations system – Security Roles have been built and tested, everything is going smoothly and then you get an email from VSTS stating that a bug has been assigned to you. You open it and it’s concerning security – […]

D365 for Operations and Finance, Security and Workflow 0

Well it is the season for giving and that means many of us will be receiving shiny new items we never knew we needed. Which got me thinking, usually a dangerous past time that ends in long hours at a pub, what new items will Microsoft be bestowing onto us in the coming months – […]

D365 for Operations and Finance 0

You missed them, I missed them, we all missed them but guess what they are back! What is he talking about you ask? I’m referring to keyboard shortcuts for Dynamics 365 for Finance and Operations! See them in all their glory below:   Action shortcuts To do this Press Open action search Ctrl+’ or Alt+Q […]

D365 for Operations and Finance, Personalisations and User Options 1

So you occasionally login to the Microsoft Environments VMs (Sandboxes etc.) without a care in the world. However, there are some security compliance details that you must obey by otherwise Microsoft will enforce them: Acquiring that awesomely long password from the ‘Environment Manager Screen’ to gain access to the local admin account can be long […]

D365 for Operations and Finance, Security and Workflow 0

So you’ve finished going through your various sessions of UAT and now you’re sitting in front of your brand new, shiny, time-saving, live saving (you get the point-right) application but what really is bugging you is the fact the ‘theme colour’ is blue and you’re more of a Dark Green kind of person – not […]

D365 for Operations and Finance, Personalisations and User Options 0

Electronic Reporting (aKa G(General)ER – depending on how up-to-date you are on the awesomeness of ER) – is the shining light of Dynamics 365 for Finance and Operations for Functional Consultants that has put an end to you shouting over to your best bud in Technical Consultancy to build you a payment file – you […]

D365 for Operations and Finance 0

Task Guides, the awesome new feature introduced by Microsoft in AX7/Dynamics 365 for Operations/Dynamics 365 for Finance and Operations Enterprise Edition (any more names that won’t fit on labels…. 😉). Now those who have had a chance to play with D365 for Ops will now that they really are a great familarisation, training and troubleshooting […]

D365 for Operations and Finance, Security and Workflow 0

This short article will provide a brief introduction of the various Data Management (DM) artifacts available Microsoft Dynamics 365 for Operations (D3654Ops). As can be seen from the Data Management workspace within D3654Ops and within the Lifecycle Services Tools Asset Library and Shared Asset Library there is various DM artifacts that can be used when […]

D365 for Operations and Finance, LCS 0