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 →

In our previous posts, we covered the key stages of production—planning, creating orders, managing materials, and reviewing the final product. Now, let’s focus on an important next step: quality control of Finished product. Quality control is not something we just do at the end of the process; it’s crucial to making sure our products meet … Continue reading Phases of Quality Control in Business Central – 5 →

In Microsoft Dynamics 365 Business Central, securing sensitive data like passwords is crucial for protecting both businesses and customers. By the end of this post, you will understand how passwords are encrypted before being stored and decrypted only when necessary. This ensures that passwords remain secure, minimizing exposure and building trust. 1. Storing Encrypted Passwords … Continue reading Implementing Encryption and Decryption Functions via API in Business Central →

Businesses regularly invoice customers and require an efficient method to generate these invoices simultaneously. Microsoft Dynamics 365 Business Central offers a feature called “Create Recurring Sales Invoices,” which enables the batch creation of sales invoices for multiple customers using predefined recurring sales lines. Pre-requisites Business Central onCloud Configuration: To set up recurring sales lines. Search … Continue reading Driving Efficiency with Automation: Transforming Sales Processes with Recurring Invoices in Microsoft Dynamics 365 Business Central →