Category Archives: Security and Workflow

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

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

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

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

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