Category Archives: D365 Finance and Operations
Master Dynamics 365 Lookups: Customize Without Breaking the Code!
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 handlers, a preferred approach that avoids modifying the base code directly.This ensures easier maintenance and compatibility with future updates. Key Steps Highlighted: By pressing the right-click button, you can check the form control details easily Open Visual Studio designer and go to the OnLookup event and Copy event handler. As you can see after deploying the changes Terms of payment field is visible. Conclusion and Benefits of Using Event Handlers We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
Share Story :
Part 2: Configuring and Testing Security Roles in Microsoft Dynamics 365 Finance & Operations
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 Role Step 2: Name the Role Step 3: Assign Duties to the Role Step 4: Assign Tasks & Privileges Step 5: Modify Object Permissions Step 6: Publish the Role Security Diagnostic Tool: Analyzing Security Assignments The Security Diagnostic Tool allows security administrators to analyze security roles, duties, and privileges associated with a form. Benefits of the Security Diagnostic Tool: ✔ Quickly identify security gaps by viewing all assigned roles and privileges.✔ Available on any form, allowing instant analysis.✔ Streamlines security adjustments without manual role mapping. How to Use the Security Diagnostic Tool: By using this tool, administrators can quickly review security settings and make necessary adjustments to ensure data protection and compliance. To conclude, managing security roles in Microsoft Dynamics 365 Finance and Operations is crucial for data security and system integrity. The Security Configuration Tool helps create and modify roles, while the Security Diagnostic Tool provides a quick way to analyze security gaps. By following these steps, administrators can effectively control user access, ensure compliance, and streamline security management. Need further assistance? Feel free to leave a comment or reach out for expert guidance on security configurations in D365FO! Thank you for reading! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
Share Story :
Part 1: Understanding 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 privileges, ensuring that users have the appropriate permissions for their responsibilities. In this blog, we will explore the fundamentals of security roles and their functionality in Dynamics 365 Finance and Operations (FO). Understanding Security in Dynamics 365 Security in Dynamics 365 Finance & Operations is built around four key components: 1. Security Roles 2. Duties 3. Privileges 4. Permissions Security Configuration Tool: Managing Security in D365FO The Security Configuration Tool allows administrators to create, modify, and test security roles, duties, and privileges. Key Features of the Security Configuration Tool: ✔ View Entry Point Permissions – Displays permissions assigned to any role, duty, or privilege.✔ Test Security Role – Allows users to test security settings without creating a test user.✔ Non-Permanent Changes – Changes must be published before they take effect.✔ Export & Import Security Changes – Security settings can be exported and imported across environments.✔ Hierarchy View – Provides a full view of roles, duties, privileges, and entry points.✔ Duplicate Existing Roles – Users can create copies of existing roles to modify. To conclude, security roles in D365FO ensure that users have access only to the necessary data and functions required for their specific job roles. By understanding roles, duties, privileges, and permissions, businesses can maintain control and prevent unauthorized access. In Part 2, we will dive deeper into the step-by-step process of creating and modifying security roles using the Security Configuration and Diagnostic Tools. Stay tuned for Part 2!???? We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
Share Story :
General Ledger User Access control in D365 F&O
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 accounting, procurement, and supply chain management. It is crucial to ensure that access to this data is carefully controlled. In this blog, we’ll explore General Ledger User Access Control in D365 F&O. This feature is to ensure correct level of access to financial data, preventing unauthorized actions and reducing the risk of fraud or errors. By the end of this post, you’ll have a clearer understanding of how to efficiently manage user roles, permissions, and access levels in the General Ledger module, helping to maintain both security and compliance in your financial operations. Please follow the below steps: =>Security diagnostics. Below screen will appear Option 2 This functionality helps in access control and security configuration and audit procedures.As D365 F&O continues to evolve, organizations should regularly review and update user permissions, leveraging available tools like security diagnostics, audit logs, and workflow approvals to maintain a secure and compliant financial environment. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
Share Story :
How to Enable the Latest Purchase Price Parameter in Microsoft Dynamics 365 Finance & Operations
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 in a Purchase Order (PO). This means that every time a new PO is created, the item’s purchase price can change depending on the most recent cost price recorded in the system. In this blog, we will explore:The impact of enabling the Latest Purchase Price parameter.Step-by-step instructions to activate this parameter.How to track price changes using Last Price History. Impact of Enabling the Latest Purchase Price Parameter Key Effects of Enabling This Parameter:The purchase price of an item in the Item Master updates automatically based on the latest purchase price in a PO.This applies to both fixed and variable pricing models.If multiple POs are created for the same item at different prices, the purchase price will fluctuate accordingly.The updated purchase price will also reflect in the Manage Cost > Item Price section. Example Scenario: Steps to Enable the Latest Purchase Price Parameter in Released Products Step 1: Navigate to Released Products Step 2: Select the Product Step 3: Enable the Latest Purchase Price Parameter Step 4: Set Initial Price in Product Master Step 5: Create a Purchase Order (PO) Step 6: Update the Purchase Price Step 7: Confirm the Purchase Order Step 8: Post the Product Receipt (GRN) Step 9: Invoice the Purchase Order Outcome:Once invoicing is complete, navigate to the Product Master and open the product. If the Latest Purchase Price parameter is enabled, you will see that the purchase price has been updated from 50 USD to 100 USD, reflecting the latest purchase cost. Additionally, under Manage Cost > Item Price, the updated purchase price of 100 USD will be visible. How to Enable Last Price History in Dynamics 365 To track purchase price fluctuations over time, you need to enable the Last Price History feature. Steps to Enable Last Price History: Outcome:Once enabled, you can view historical purchase price changes in the Item Price section, helping businesses analyze pricing trends and make informed purchasing decisions. To conclude, enabling the Latest Purchase Price Parameter in D365FO ensures that item prices remain current based on the most recent purchase cost. This feature is beneficial for businesses managing fluctuating costs and needing accurate pricing in their procurement process. Additionally, by enabling Last Price History, organizations can track price variations over time, ensuring better cost analysis and decision-making. By following the steps outlined in this blog, you can optimize your item pricing strategy and enhance financial accuracy in Dynamics 365 Finance & Operations. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com. Need further assistance? Feel free to leave a comment or reach out for expert guidance on pricing configurations in D365FO! Thank you for reading!
Share Story :
Getting Started with Dynamics 365 Finance & Operations: Table and Form Customization
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 an existing table (e.g., CustTable for customers). 1. Create a Table Extension In Visual Studio, right-click your project → Add → New Item. Select Dynamics 365 Items → Data Model → Table Extension. Name it (e.g., MyCustTableExtension). 2. Define the New Fields After choosing the appropriate data type and entering the required information, you can proceed to create the field. 3. Synchronize the Database After adding fields: Right-click the project → Build. Right-click the project → Dynamics 365 → Synchronize Database. Step 2: Extending a Page to Display the New Fields Now, let’s add these fields to the Customer Details page (CustTable form). 1. Create a Page Extension Right-click your project → Add → New Item. Select Application Explorer → User Interface → Forms → Create Extension. Name it (e.g., MyCustTablePageExtension). 2. Add Fields to the Page You can drag and place where you want. 3. Build and Test Build the project (F6). Run the CustTable form (Ctrl+F5). Open a customer record → Your new fields should appear under “General Tab”. Best Practices for Extensions To conclude, with table and form extensions, you can safely customize D365 F&O without altering base Microsoft code. This ensures smoother upgrades and better maintainability. Try it out and enhance your F&O implementation today! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
Share Story :
Failed to Rotate Secrets in Lifecycle Services (LCS)? Here’s What to Do Next
Working with Lifecycle Services (LCS) may feel a bit outdated as we prepare for its eventual phase-out, but the reality is that many businesses still rely on it daily. Recently, I encountered an issue while deploying to a new environment after a long break; it kept failing without a clear cause. After investigating, I discovered the SSL certificate was the culprit, which I’d run into before (I’ve shared that experience in a previous post). Naturally, I tried rotating the secrets from LCS, but it failed repeatedly without any error message or explanation. I was ready to raise a ticket with Microsoft when Copilot stepped in with a suggestion that helped me quickly resolve the problem. Here’s what happened and how you can fix it if you face the same issue. What to do: Go into your development VM and search for certificates. You’ll see there’s a certificate with the same name as your VM and if you observe the “Expiration Date” it is past your current date. This is the reason the certificate rotation is failing. Microsoft offers a simple script that can be used to generate another certificate to replace this. Go to “Shared Asset Library” in LCS. Scroll down to “Renew WinRM Certificate” and download it. Move the downloaded zip into your Development VM and extract it. Right click on “RenewWinRMCertificate” file and click on “Edit” to edit it in Windows ISE. Once this is completed, go back to the Certificates and refresh the page. You’ll see there’s another entry with the VM name and a different expiration date. At this point, you can delete the old certificate. After this, go to LCS and restart your development environment. That’s it! Now you can try to rotate your certificate from LCS. And now I can finally get back to my development work! LCS might be on its way out, but for now, it’s still a big part of many businesses’ workflows.Running into deployment failures because of an expired SSL certificate was a frustrating experience, but fixing it turned out to be pretty straightforward.After checking the certificates, running Microsoft’s “Renew WinRM Certificate” script, and restarting the environment, I was able to rotate the secrets without a hitch. If you ever find yourself in the same boat, start by checking your certificates, it’s a quick step that can save you a lot of stress! If you need further assistance or have specific questions about your ERP setup, feel free to reach out for personalized guidance. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
Share Story :
Ready to Set Up a Legal Entity in D365 Finance and Operations? Here’s How!
Setting up a legal entity in Dynamics 365 Finance and Operations (D365 F&O) is a crucial step for organizations managing multiple business units, subsidiaries, or operations across different regions. A legal entity represents an organization that has a registered business name, legal obligations, and transactions within the system. This guide provides a step-by-step process to create a legal entity in D365 F&O, ensuring that your business is structured properly for financial reporting, transactions, and compliance. Steps to Create a Legal Entity 3. In the Navigation Pane, go to Modules > Organization administration > Organizations > Legal entities. 4. Click New to create a new legal entity. 5. Enter Basic Legal Entity Information 6. General Fast-tab 7. Configure Address and Contact Details Under the Contact Information tab, click Add and enter: 9. In the Statutory Reporting section, enter the legal entity’s registration numbers required for compliance. 10. In the Registration Numbers section, fill in any necessary legal details based on the country’s requirements. 11. In the Bank Account Information section, add bank accounts and routing numbers. It’s best to manage these in the Cash and Bank Management module. 12. In the Foreign Trade and Logistics section, enter the shipping details for the company. 13. In the Number Sequences section, 14. In the Dashboard Image section, you can upload or change the company’s logo or dashboard image. 15. In the Tax Registration section, enter tax registration numbers required for reporting. 16. In the Tax 1099 section, enter 1099 details (only needed for US-based companies). 17. Finally, click Save to apply the changes. To conclude, creating a legal entity in Dynamics 365 Finance and Operations is a foundational step for ensuring seamless business operations, compliance, and financial tracking. By following these structured steps, businesses can effectively manage multiple legal entities within the system. If you’re new to D365 F&O or need to discuss business needs, you can reach out to us at transform@cloudfonts.com.
Share Story :
Method of Depreciation – Reducing Balance Depreciation – D365 F&O
Certain Companies are required to follow reducing balance method of depreciation. The reducing balance depreciation method applies a fixed percentage rate of depreciation to the asset’s net book value (the asset’s value after previous depreciation) each accounting period. This results in higher depreciation expenses during the earlier years of the asset’s useful life and gradually lower charges in later years. Within D365 F&O, this method is easy to configure through the fixed assets module, enabling organizations to automate depreciation schedules, comply with accounting standards, and maintain accurate financial records. Setting up the Reducing Balance method involves defining depreciation profiles, setting appropriate percentage rates, and aligning the method with an organization’s accounting policies. This approach supports better financial management by providing a realistic representation of asset values, aiding in decision-making processes related to asset replacement, disposal, and reporting. In D365F&O, for reducing balance method, below steps needs to be followed: 2. Select depreciation year – Calendar or fiscal. 3.Assign depreciation method to specific asset and run depreciation proposal. To conclude, this depreciation method matches higher early asset usage with higher early expenses and for fast-obsoleting assets. Industries applicable – Technology, Automotive, Retail, Aviation.The reducing balance depreciation method in D365 F&O offers a practical and flexible approach for organizations to manage asset depreciation more accurately. By applying a consistent percentage rate to the declining book value of an asset, this method aligns well with assets that lose their value more rapidly in the earlier years of use. Microsoft Dynamics 365 Finance and Operations simplifies the implementation of this method through its comprehensive fixed assets module, allowing businesses to automate calculations, ensure compliance with accounting standards, and produce reliable financial reports. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
Share Story :
A Guide to Batch and Serial Numbers in D635 FNO: Part 2
In the Part 1 of this blog series, we covered the Basics of Batch and Serial Numbers wherein we covered What are they, why they are important, and how to configure them. In this part we will cover how these tracking features are used in day-to-day transactions. For a better and easy understanding, I will cover the Purchase and Sales Transactions of Items that are Serial and Batch tracked. Firstly, create a Purchase Order and Select the Item which is Batch or Serially tracked. Here I have selected the Product which is Tracked by both Batch and Serial Number. Below is the screenshot for the Purchase Order that I have created you can see that the Purchase order is currently in the Approved stage: Now let’s process the Purchase Order. For that first Confirm the Purchase Order. Then after confirmation Register the Item with a Specific Batch Number. To do that click on the Update Line option present on the Purchase Order Line. Then Click on Registration under the Process Tab. Here you can see the Order status along with the Batch and Serial Numbers. As you can see, the system has automatically generated unique serial numbers for each quantity—since I’ve taken 5 quantities, the system has generated 5 different serial numbers. This happens because the Serial number control parameter is enabled on the Tracking dimension, which enforces the system to assign a unique serial number to each individual unit. Next click on Add Registration Line then click on Confirm Registration this will confirm the registration of the Items to that of the Batch Number and Serial Numbers. This simply means that this Batch Number or Serial number belongs to this product. And this quantity of Products was received with that Batch/Serial. As you click on that you can see that the Receipt Status will be changed to Registered. Now go back and Post the Product receipt. Then post the Invoice and the Purchase Process is done. The below screenshot shows the On Hand list report after Invoicing. 2. Sales Scenario: Create a New Sales Order and select the Item that has Serial/Batch number Tracking enabled. In my case I will take the same item that I have Procured which is D0111. Now for the Sales Process add the Sales Order line then Confirm the Sales Order. As you can see, we have not yet selected the Batch number and Serial number for the item to be sold. Since these tracking dimensions are not specified, the system currently does not know which specific serial-numbered item needs to be sold. So, to do that we will go to the Line Details tab. In that we can see the Batch and Serial Number options. The next step is to Select the Batch and Serial number which needs to be sold. As per my example I’m selecting the 000450 Serial Number from the Batch 250423-000038. After this Post the Packing slip and Invoice the Sales Order. This completes the blog series. Hope this helps. In this blog, we walked through how batch and serial numbers are used in the purchase and sales processes in D365 F&O. From registering items with unique identifiers during purchase to selecting the correct batch/serial during sales, these tracking features ensure complete traceability, accuracy, and compliance. Implementing them effectively helps streamline operations, reduce errors, and improve customer confidence. Hope this blog series helped you understand the end-to-end usage of batch and serial numbers in D365 F&O! Thanks for reading!!! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
Share Story :
SEARCH BLOGS:
Anil Shah, CEO
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.