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Category Archives: D365 Finance and Operations

Importing Budgets using Excel in Dynamics 365 for Financials

Dynamics 365 for finance and operations is a product from Microsoft. It is an ERP or enterprise resource planning software. Both medium and large companies can benefit from using this ERP solution. Companies can streamline the processes in the finance and operations functions. You will get a detailed view of what’s happening in departments such … Continue reading Importing Budgets using Excel in Dynamics 365 for Financials

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Cross Company Depreciation

In Dynamics 365 for Operation, user can now start a depreciation run for assets across all legal entities from a single page. There is also a new option to automatically post the journals after they are created. The creation and posting of the journals can be sent to batch processing, allowing the depreciation to run … Continue reading Cross Company Depreciation

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Correct Posted Sales Invoice

Accounting team can correct posted sales invoice if there is mistake in Invoice or want to make some changes. This functionality help to correct posted ledger entries as well as other changes like Invoice discount, currency code, Payment terms etc. User cannot correct sales invoice which has been paid. By using below steps you can … Continue reading Correct Posted Sales Invoice

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Integrating attachments to and from Dynamics 365 Operations

Dynamics 365 for finance and operations is an ERP solution that helps you to streamline the processes and helps you to become efficient. ERP stands for enterprise resource planning. It is a cloud-based application that helps the team members to work with each other with ease. This product is developed by Microsoft and is one … Continue reading Integrating attachments to and from Dynamics 365 Operations

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Setting up Company using Assisted Setup

Dynamics 365 for Financials supports Multiple Legal Entities. Assisted Setup helps in setting up the new company in few hours and get it ready for use. Please find below the steps on how to create a company and set it up : To Create a new Legal Entity In the top right corner, choose theSearch … Continue reading Setting up Company using Assisted Setup

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Connecting to Dynamics 365 Financials through Scribe

TIBCO Cloud Integration NAV Connector is compatible with Dynamics 365 Financials. Prerequisite: Dynamics 365 Financials. TIBCO Cloud Integration Subscription. Steps: Login to TIBCO Cloud Integration URL: https://app.scribesoft.com/ Create a new connection by selecting the connector type as Microsoft Dynamics NAV. Fill in the required details. OData Service URL: For the OData URL, login to Financials … Continue reading Connecting to Dynamics 365 Financials through Scribe

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Model Import/Export in Dynamics 365 Operations

In this blog article, we will see how we can export model in a model file, then import model file in development environment and delete existing model in development environment. Prerequisites: D3fO Environments. Steps: Export Model in a Model File. Import Model File. Resolve Conflicts. Build and Synchronize Model. Export Model To export a model … Continue reading Model Import/Export in Dynamics 365 Operations

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New Dynamics 365 Financials connector for Power BI

In this blog article, we will explain you on how to connect dynamics 365 financials service inside of Power BI. Earlier Microsoft dynamics 365 gives out of the box connectors for Sales, service Manager and Marketing to connect over Power BI for readymade dashboards but on the new powerbi updates we have direct connector for … Continue reading New Dynamics 365 Financials connector for Power BI

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Deploy Dynamics 365 Operations Environment using LCS

In this blog article, we will see how we can create a Project and Deploy a Dynamics 365 Operations Environment using Microsoft Dynamics Lifecycle Services. Prerequisites: Lifecycle Service Account Azure Subscription Steps: Create a new project in Lifecycle Service Account. Azure Settings Deploy Environment. Create New project in Lifecycle Services Navigate to https://lcs.dynamics.com/Logon/Index Click Sign in. Loginwith … Continue reading Deploy Dynamics 365 Operations Environment using LCS

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Use of EVENT in Dynamics 365 for Operations

In legacy X++, it was possible to prescribe in metadata that certain methods were to be executed prior to and after the execution of a method. The information about what subscribes call was recorded on the publisher, which isn’t useful in the Dynamics AX environment. It’s now possible to provide Pre and Post handlers through … Continue reading Use of EVENT in Dynamics 365 for Operations

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