Filter voucher transactions by cost center

Purpose: The purpose of this blog post is to demonstrate how can we filter voucher transactions by cost center financial dimension for each user and the technical challenges behind it. Product: Dynamics 365 Finance and Operations Problem: Business requirement is that users should only view voucher transactions for their cost centers. Although we can define … Continue reading Filter voucher transactions by cost center

Generate financial report in X++

Purpose The purpose of this blog post is to demonstrate how can we generate a financial report in X++ and download it as a file. Product Dynamics 365 Finance. Description Please find the code snippet below which can be used to generate a financial report in X++. The code generates the report in XML format. … Continue reading Generate financial report in X++

How to connect to SQL database in UAT

Product Dynamics 365 Finance Description Once you get the SQL server name from UAT environment details page on LCS, it would look like this: <SQL server name>\<Database name> Copy SQL server name and append .database.windows.net at the end so that it becomes: <SQL server name>.database.windows.net Use this string to connect to the database in SQL … Continue reading How to connect to SQL database in UAT

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