Category Archives: Personalisations and User Options

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

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

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’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