In Dynamics 365 Finance & Operations, lookup methods are used to display a list of selectable values for fields, enhancing data entry efficiency and accuracy. Sometimes, the default lookup behavior doesn’t meet specific business requirements, necessitating customization. Overriding Lookup Methods with Event Handlers This article will cover how to override existing lookup methods using event … Continue reading Master Dynamics 365 Lookups: Customize Without Breaking the Code! →

As Business Central continues to advance, its features and functionalities are also evolving. One significant enhancement is the introduction of a new series system. This update is designed to simplify the process of assigning numbers to various documents, ensuring both consistency and efficiency. In this blog, we’ll explore the core aspects of this new number … Continue reading Enhancing Number Series in Business Central: New Architecture and Copilot Integration →

In Part 1, we covered the fundamentals of security roles, duties, privileges, and permissions in Dynamics 365 Finance & Operations. Now, let’s explore how to create, modify, and test security roles using the Security Configuration and Security Diagnostic Tools. How to Add a New Role Using the Security Configuration Tool Step 1: Create a New … Continue reading Part 2: Configuring and Testing Security Roles in Microsoft Dynamics 365 Finance & Operations →

Ensuring user security is a crucial aspect of Microsoft Dynamics 365 Finance and Operations (D365FO). To access or utilize any features within the system, users must be assigned a security role. Without a role, they will be unable to perform any actions. Access levels and business processes for a role are defined by duties and … Continue reading Part 1: Understanding Security Roles in Microsoft Dynamics 365 Finance & Operations →

Companies need to control access of different modules for security and operational reasons. In this blog, we will see how we can do it in D365 F&O. For any business securing financial data is paramount. Microsoft Dynamics 365 Finance and Operations (D365 F&O) provides organizations with a functionalities to manage and analyze financial operations, including … Continue reading General Ledger User Access control in D365 F&O →

Efficient file management is essential for businesses leveraging Azure cloud storage. Automating file transfers between Azure File Share and Azure Blob Storage enhances scalability, reduces manual intervention, and ensures data availability. This blog provides a step-by-step guide to setting up an Azure Timer Trigger Function App to automate the transfer process. Why Automate File Transfers? … Continue reading Automating File Transfers from Azure File Share to Blob Storage with a Function App →

Managing item purchase prices effectively is crucial for accurate cost control in Microsoft Dynamics 365 Finance & Operations (D365FO). One of the key features that impacts how item prices update is the Latest Purchase Price Parameter. When enabled, this parameter ensures that an item’s price is updated based on the most recent purchase cost recorded … Continue reading How to Enable the Latest Purchase Price Parameter in Microsoft Dynamics 365 Finance & Operations →

Dynamics 365 Finance and Operations (D365 F&O) allows customization through extensions, enabling developers to add new fields to existing tables and forms without modifying the original Microsoft code. This approach ensures upgrade safety and maintainability. In this blog, we’ll cover: Step 1: Creating a Table Extension A table extension lets you add custom fields to … Continue reading Getting Started with Dynamics 365 Finance & Operations: Table and Form Customization →

Maintaining optimal performance in Dynamics 365 (D365) requires proactive storage management. Running out of space can slow down your system, so it’s crucial to monitor storage usage and act before reaching capacity. Ideally, you should receive an alert when storage hits 80%, giving you time to take corrective action. How to Reduce Storage Consumption in D365 If your … Continue reading Optimizing Dynamics 365 Storage: Ways to Free Up Space →

In the pharmaceutical industry, quality doesn’t stop at the first inspection. Even after raw materials (RM) and finished goods (FG) pass initial testing, they may need to be retested over time to ensure they still meet quality standards. Retesting is done for various reasons—checking product stability, verifying shelf-life, or re-evaluating materials due to storage issues. … Continue reading Phases of Quality Control in Business Central – 6 →