In Finance and Operations development, it’s common for the same object to be referenced across multiple projects for different purposes. For example, one developer might have created the object in Project A, another could be using it with slight modifications in Project B, and yet another might be working on bug fixes for the same … Continue reading Find Your Element’s Project in Visual Studio for Finance and Operations Developers →

In today’s data-driven business landscape, organizations strive to enhance visibility into their project operations to make informed decisions. Microsoft’s Project Operations (PO) provides a robust solution for managing projects, finances, and resources. However, to unlock its full potential, integrating PO with Power BI allows businesses to gain deeper insights through real-time analytics and visualization. This … Continue reading Enhancing Business Visibility: Integrating Project Operations (PO) with Power BI for Data-Driven Insights →

As businesses grow, the need for a solid, scalable ERP system becomes clear. Two popular names  frequently pop up in these  exchanges Microsoft Dynamics 365 Business Central and Odoo. Both have their strengths, and both  pledge to streamline operations but the real question is which one’s the better fit for your business? Let’s break it … Continue reading Out-of-the-Box or Open-Source? Choosing Between Business Central and Odoo →

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 →