How to create a custom security role in Dynamics 365 Finance and Operations?
In Microsoft Dynamics 365 Finance and Operations (D365 F&O), security roles control what users can see and do within the system. While standard security roles cover common business functions, organizations often have unique processes that require customized access. A custom security role ensures that users have only the necessary permissions, improving data security and compliance […]
Understanding Microsoft Dynamics 365 Security: Roles, duties, and privileges
Microsoft Dynamics 365 employs a robust, role-based security model to control access to data and functionality within the system. Since it’s a SaaS services hosted within Microsoft Azure datacenters, it is designed for providing performance, scalability, security, management capabilities and service levels. This model ensures that users can only access the information and perform the […]
Understanding Lifecycle Services (LCS) tools for Microsoft Dynamics 365 Finance and Operations
Lifecycle Services (LCS) is a comprehensive suite of tools provided by Microsoft to help manage the lifecycle of Dynamics 365 Finance and Operations applications. LCS offers a range of features that support the development, deployment, and maintenance of these applications. In this blog post, we will explore some of the key LCS tools and provide […]
Navigating service protection API limits in Dynamics 365: Best practices for optimization
Imagine you’re using Microsoft Dataverse to operate a mission-critical application when suddenly your users are encountering errors like “Service Protection API Limit Exceeded” or “429 Too Many Requests.” Panic strikes, what went wrong? What does the error API rate limit exceeded means and how can it be fixed? More significantly, how can it be avoided […]
How to create a matrix on form in Dynamics 365 Finance & Operations X++
Creating a matrix on a form in Microsoft Dynamics 365 Finance & Operations (D365 F&O) allows users to visualize and interact with data in a structured and meaningful way. A matrix-style grid can help in scenarios such as budgeting, financial reporting, and inventory management by displaying data dynamically in a row and column format. When […]
How to develop number sequence in X++ in Microsoft Dynamics 365 Finance and Operations
Number sequence is a feature in Microsoft Dynamics 365 Finance and Operations that enables the system to generate a unique identifier for records automatically. It lets you to define a specific format for the identifier, tailored to the type of record being created. This feature is particularly useful in situations where a unique value is […]
Streamlining development with unified developer experience for Finance and Operations apps
The unified developer experience for finance and operations apps is designed to streamline and enhance the process of developing, customizing, and maintaining applications within the Dynamics 365 Finance and Operations ecosystem. It not just brings together various tools and environments from finance and operations apps but also from Power Platform, streamlining workflows and simplifying cross-app […]
Purchase and sales ordering with catch weight items in Dynamics 365 Finance and Operations
In Part 1 of this guide, we walked through the foundational steps for setting up catch weight products or warehouse management processes. Now, let’s dive deeper into how these settings come into play within the sales and purchase order processes. Understanding how to effectively handle catch weight management during these transactions is crucial for accurate […]
Setting up catch weight products in Dynamics 365 Finance and Operations: A complete guide
Managing products with varying weights or sizes can be a logistical nightmare for businesses across multiple industries. That’s where catch weight (CW) functionality in Microsoft Dynamics 365 Finance and Operations (F&O) comes in, providing a solution tailored to streamline inventory processes and ensure precision. Whether you’re working with bulk goods or manufacturing components, the ability […]
Consignment inventory in Dynamics 365 F&O: Receiving and consuming your consignment
Consignment inventory management plays a crucial role in modern supply chains, enabling businesses to reduce upfront costs, maintain optimal stock levels, and respond swiftly to market demands. In the first part of this blog series, we explored how Microsoft Dynamics 365 simplifies consignment inventory management, turning it into a streamlined, efficient, and highly flexible process. […]