Check out my latest blog post. Fun stuff, D365F&O, Power Query and Power Automate.
Recently I came across the following business requirement: When a business approver rejects an invoice journal workflow for any reason the workflow originator gets notified. At this point the workflow originator has two options, either correct the invoice journal and re-submit again or simply delete the invoice journal. The issue with the process is that … Continue reading Leverage Power Automate with D365FO workflows (Vendor invoice journal workflow)
Hello, Recently I came across this issue when doing an implementation. Users with the employee role only would get an error when trying to update their bank account in the employee self-service work space. It was a permission issue. To solve this issue head over to system administrator>Security configuration and then look for the employee … Continue reading Update bank Account, Employee self-service
Today's blog will be short and sweet. Let me start off the blog by laying out the scenario. In my time working with Dynamics AX, there always seem to be one common complaint among users (Myself included, I wish Microsoft will do something about it), that complaint is the lack of a report that will … Continue reading How to Display Vendor and Customer information using Management Reporter (MR) in Dynamics 365
In today's post I am going to go over a very unused but very powerful feature in Dynamics 365, also available in Dynamics AX 2012 called ledger settlements. Let me start by laying out the common scenario I seen many times at multiple organizations. Usually most companies following accrual accounting will have a miscellaneous expense … Continue reading General Ledger Account Settlements (Reconcile inside Dynamics 365)
In my first blog post, I want to bring your attention to two new Workspaces available out of the box in the new Dynamics 365 for operations system. The first one is the financial period close workspace and the second one is Business processes for human resources workspace. The Financial period close workspace is aimed … Continue reading New D365 Workspaces to get more out of your system