Use Power Automate, D365 F&O and Word connector to build offer letters from data stored in D365 F&O

Hello all, In an earlier blog I shared some details about my blog and why I was doing this blogging. Basically it is to pass knowledge to the Dynamics community during the pandemic times. I also been having more time since the stay at home rules. The idea for this blog came a few days … Continue reading Use Power Automate, D365 F&O and Word connector to build offer letters from data stored in D365 F&O

D365 F&O and Power Automate to compare two tables and find differences

Hello all, Today's blog post will be quick. I decided two write this blog because I thought this was an easy problem to solve using Power Automate. Turns out there is more to it, so I am hoping you can learn from my mistakes, also a good way for me to document the solution. Business … Continue reading D365 F&O and Power Automate to compare two tables and find differences

Insert a Power App into D365 for Finance and Operations

Hello all, During these challenging times, I figured the best way for me to contribute to the world is by sharing some knowledge. I am hoping my blogs will help someone out there solve an issue they are encountering while working with these Microsoft apps. I am going to rant a bit about where the … Continue reading Insert a Power App into D365 for Finance and Operations

Leverage Power Automate with D365FO workflows (Vendor invoice journal workflow)

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)

Update bank Account, Employee self-service

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

How to Display Vendor and Customer information using Management Reporter (MR) in Dynamics 365

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

New D365 Workspaces to get more out of your system

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