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How to: Move security configurations across Dynamics 365 environments
As you might know, security related topics are one of my favorites. It is not only about the technical stuff how to configure the roles. It is also related to e.g. segregation of duties to prevent possible fraud. It is always fun to work together with a customer to get the best possible setup which […]
Custom fields: handle with care!
The Microsoft team did release platform update 13 for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. One of the new features is Custom fields. This feature lets a power user or system administrator configure new fields on existing tables without using the development environment and deploy it on the other environments. It is a […]
What is the temporary voucher functionality in Dynamics 365?
As of several versions of Microsoft Dynamics AX there is a feature to setup and use temporary vouchers for journal entry. Also, this feature still exists in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. In this blog post I will tell you about the temporary voucher number and namely how you can benefit […]
Speed up data import with (data) entity execution parameters
This post will inform you about the Entity execution parameters which can be found on the Data import/export framework parameters form. It will give you an option for gaining performance when importing large number of records using the data management features.
New document count indicator in platform update 11
It’s been a while since I posted a blog post. I have been extremely busy and had barely time to sit down and finish some posts. During my work I collected some experiences and made some drafts, so I will be publishing some more blog posts, for sure. One of the things that took some […]
Don’t forget the enhanced worker information
When using Microsoft Dynamics 365 for Operations you can create new security roles or even customize existing ones. When you do so, you have to be careful if everything is working like intended. This blog post will tell you about the enhanced worker information and how to grant access to this.
Dynamics 365 LCS Tricks – Barcodes, Document Routing, FollowMe printing
This blog assists those who are struggling to set up some aspect of printing in D365 for Operations due to the limited documentation in circulation. We had 2 scenarios at our customer site: – Barcode printing. – FollowMe printing. Barcode printing Barcode printing is not meant to be complex, but when printing to screen or […]
Dynamics 365 LCS Tricks – install Knowledge Base (KB) article
LCS is the place for getting all the information from Microsoft related to your Dynamics 365 for Operations projects. This Web portal also allows you to get your MS fixes to your environment and knows which Knowledge Base (KB) articles have been applied. In the next image, for instance, we can see that there are […]
How to: Read uncommitted records using Dynamics 365 for Operations
Recently we had a challenge to read uncommitted data from the Dynamics 365 for Operations database. Usually this is not required as you may retrieve dirty data. When using a business application, you should rely on correct and committed data as otherwise reporting might provide you incorrect data. However, if you find a very good […]
Manage personalizations in Dynamics 365 for multiple users
In the past, I had written two blog posts about personalizations in Microsoft Dynamics 365 for Operations (at that time still called Dynamics AX). Some features are already enhanced and expanded in the past year. With the release of Platform update 5, Microsoft added the option to centrally upload a saved personalization file to multiple […]