Requirement: When ever a field value is changed D365 Finance and operation has to send alert to the respective user over the email with old values to new values changed. Solution: We used changed based alert functionality available out of the box in D365 finance and operation with customizing a small part of the message… Continue reading Customizing D365 Finance and Operations user alerts.
A very easy way to add new financial dimension selection values in “Use values from” list in Financial dimension configuration in Microsoft Dynamics 365 for Finance and Operations. Create a new view, View name must be DimAttributeYourTableName in my case “DimAttributeOpportunityTable” and the data source name as BackingEntity with 3 fields Key(Recid),Value(OpportunityId),Name(Subject) and indexes on… Continue reading Add new system related value in “Use values from” in Financial dimensions in D365 Finance and Operations
Microsoft always surprises us by giving new features which really helps organization to automate the work similarly now we have a new feature in Microsoft Dynamics 365 for Finance and Operations to approve Purchase orders and Purchase Requisition using Mobile Application / Power Platform. To use this app, make sure your Power Platform Admin center… Continue reading Dynamics 365 Approvals Management for Purchase order and Purchase Requisition Approval of D365 Finance and operations using Power platform / Mobile application
Requirement: In D365 Finance and Operation POS we have filter on Inbound Operations to filter on order type either Transfer order or Purchase Order but the requirement is by default it has to show only Transfer Orders only. Solution: To achieve this we can either pass default parameter in POS extension but in that scenario… Continue reading Inbound Operation in D365 Commerce/ D365 Finance and Operations to view Transfer Orders Only.
Requirement: In D365 Finance and operations, if the warehouse which is set on the store is enabled for “Use warehouse management process”, inventory lookup matrix for product master will not show on-hand quantities. Solution: Out of the box D365 Finance and operations does not support inventory lookup of product master which has warehouse process enabled.… Continue reading Inventory lookup for warehouse enabled items in D365 Commerce / D365 Finance and Operations
Requirement: To prompt POS user to email POS receipt to customer in Microsoft Dynamics 365 Finance and Operations. Solution: In Microsoft D365 Finance and operations we have 3 options to configure the emails for POS Receipts, In Order to configure receipt email in Microsoft D365 Finance and Operations make sure following features are enabled from… Continue reading Email POS Receipt configuration in Microsoft D365 Finance and Operations
Requirement: To have multi-selection lookup of product category in a tree view on form control in Microsoft Dynamics 365 finance and operation. Solution: Developing a custom form to control the multi selection on the tree view and calling it on the form control lookup method. Creating new multi selection tree view form “EcoResCategoryMultiLookup” have datasource… Continue reading Multi select lookup using a Tree in Microsoft Dynamics 365 F&O
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