D365 Finance: Bank reconciliation worksheet error

Purpose: The purpose of this blog post is to demonstrate how can we resolve the error which surfaces when user tries to open the worksheet for a bank reconciliation. Product: Dynamics 365 Finance Error message: When user tries to open worksheet for a given bank reconciliation record, he gets the following error message: Solution: Setting … Continue reading D365 Finance: Bank reconciliation worksheet error

Extensible data security policy for financial reports

Purpose: The purpose of this blog post is to demonstrate how we can achieve data filtration through Extensible Data Security (XDS) policies which cannot be achieved using Role-Based Security (RBS). Product: Dynamics 365 for Finance and Operations Disclaimer: This blog post uses Microsoft’s demo company data to demonstrate the concepts and processes and hence therefore … Continue reading Extensible data security policy for financial reports

How to get Table Ids

Purpose: The purpose of this post is to demonstrate how we can get the table ids out of the development or production environment of Dynamics 365 for Finance and Operations. Product: Dynamics 365 for Finance and Operations Steps: In AX 2012, we used to find table ids from the properties window for a selected table … Continue reading How to get Table Ids

Budget control for purchase orders

Purpose: The purpose of this blog post is to demonstrate how can we configure budget controls for purchase orders. Product: Dynamics 365 for Finance and Operations Prerequisites: Basic understanding of main accounts and financial dimensionsBasic understanding of purchase orders, procurement categories, posting profile Disclaimer: This blog post uses Microsoft's demo company data to demonstrate the … Continue reading Budget control for purchase orders

Azure DevOps Workspaces Command

Purpose: The purpose of this blog is to demonstrate the use of Azure DevOps Workspaces command and how it can be executed using the Developer Command Prompt for V2015. Assumptions: Visual Studio 2015 version is being used. Steps: Sometimes you need to know the existing workspaces created for different users on different machines. The best … Continue reading Azure DevOps Workspaces Command

D365FO: Design Flow for Business Events in Dynamics 365 for Finance and Operations

Products: Dynamics 365 for Finance and Operations Microsoft Flow Azure messaging service Purpose: The purpose of this blog is to demonstrate how you can write Microsoft Flows to consume Business Events which are available in Dynamics 365 for Finance and Operations. Prerequisites: Basic understanding of Microsoft Flows Business events are activated in Dynamics 365 for … Continue reading D365FO: Design Flow for Business Events in Dynamics 365 for Finance and Operations

D365: Send email in X++ using email templates

Product: Dynamics 365 for Finance and Operations Purpose: The purpose of this document is to demonstrate how we can send emails in X++ using built-in email templates. For demonstration purposes we'll be using standard email template CnfmOrder. This email template is used to send email to customer when a sales order is confirmed. Business requirement: … Continue reading D365: Send email in X++ using email templates