In today’s fast-paced business environment, staying on top of critical tasks and approvals is vital for maintaining efficiency and ensuring seamless operations. Microsoft Dynamics 365 Finance and Operations (D365 FO) provides a powerful feature—workflow email alerts—to help organizations streamline their processes by automatically notifying the right individuals when certain tasks are completed or conditions are met. In this blog, we will guide you through the step-by-step process of setting up workflow email alerts in D365 FO. Why Workflow Email Alerts Are Important Workflow email alerts are a critical tool for keeping business processes on track. They ensure that: With proper configuration, workflow email alerts can help minimize bottlenecks, enhance communication, and improve overall productivity. Step-by-Step Guide to Setting Up Workflow Email Alerts Step 1: Configure Email Parameters Before you begin, verify that your email parameters are set up correctly to enable email communication: 3. Send a test email to ensure the configuration is working. Step 2: Assign Email Addresses to Users Each user who will receive workflow email alerts needs to have a registered email address in the system: Step 3: Create an Email Template An email template defines the content and layout of the workflow alert emails: Step 4: Assign the Template to the Workflow To send email alerts for specific workflows: Step 5: Configure the Batch Job for Email Notifications To ensure workflow email alerts are sent automatically: Step 6: Monitor Email Sending Status To check the status of email notifications: By following these steps, you can set up workflow email alerts in D365 FO and enhance your organization’s workflow management. With properly configured email alerts, your team will be notified promptly of critical tasks and approvals, ensuring smooth and efficient operations. Take the time to configure these alerts today and experience the benefits of improved communication and productivity in your organization. Thank you for reading! If you have any questions or need further assistance, feel free to reach out in the comments. 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.

Data accuracy and completeness are essential for maintaining robust internal controls in any organization. Microsoft Dynamics 365 Finance and Operations (D365FO) offers various ways to customize forms to meet specific business requirements. One common scenario is when a customer requires certain fields to be mandatory for data entry, even though they aren’t mandatory by default. Fortunately, D365FO allows you to achieve this without any coding. In this blog, we will guide you through the steps to make a field mandatory using the personalization feature. Why Make Fields Mandatory? Ensuring certain fields are mandatory improves data accuracy, reduces errors, and enforces internal controls. For instance, a mandatory Tax Exempt Number field ensures compliance and proper documentation for tax-exempt customers. Step-by-Step Guide to Make a Field Mandatory Step 1: Navigate to the Form and Identify the Field In this example, we’ll make the Tax Exempt Number field mandatory on the Customer form: Step 2: Personalize the Field Step 3: Test the Field Making fields mandatory in D365FO is a simple process that doesn’t require any coding expertise. By using the personalization feature, you can enforce stricter data accuracy and completeness controls to meet customer or business requirements. This quick and easy method ensures that critical information is always captured, improving overall operational efficiency and compliance. Have Questions?If you found this guide helpful or need assistance with further customization in D365FO, feel free to leave a comment or reach out. 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.

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 object in Project C. In such cases, the original logical grouping of the object—essentially the reason for creating a project—can become unclear. Unfortunately, Visual Studio does not provide a built-in method to identify all the projects an element belongs to. In this blog, we’ll explore how to determine the projects associated with a specific element. Steps 1. Go to the root of your projects folder in File Explorer. This will generally be the “C:\Users\<Username>\source\repos” folder. 2. Open a command prompt from this window by typing CMD in the address bar.  3. Type “dir /s /b *.rnrproj > projectslist.txt” this will generate a text file containing the addresses of all the project files in your selected folder. 4. Type “findstr /f:projectslist.txt /m Name_Of_Your_File”, this will return a list of all the projects which contain a file with the selected name. 5. You can also use regular expressions in FindStr to further narrow down the file you want. Conclusion Identifying which projects reference a specific file in Finance and Operations can be a challenging task, especially when dealing with large and complex solutions.By leveraging simple command-line tools like dir and findstr, developers can efficiently locate project dependencies without relying on Visual Studio’s limited search capabilities. This approach not only saves time but also provides greater flexibility through the use of regular expressions, allowing for more refined searches.Whether you’re debugging, modifying, or reorganizing your codebase, this method ensures you maintain better control and organization over your projects. 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.

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.

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.

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.

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.

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!

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.

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.