Dynamics 365 for Finance and Operations

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Cash and bank management, Dynamics 365 for Finance and Operations, Functional (D365FO)

D365 Finance: Bank reconciliation worksheet error

Purpose: The purpose of this blog post is to demonstrate how can we resolve the error which surfaces when user tries to open the worksheet for a bank reconciliation. Product: Dynamics 365 Finance Error message: When user tries to open worksheet for a given bank reconciliation record, he gets the following error message: Solution: Setting

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Dynamics 365 for Finance and Operations, Extensible data security, Technical (D365FO)

Extensible data security policy for financial reports

Purpose: The purpose of this blog post is to demonstrate how we can achieve data filtration through Extensible Data Security (XDS) policies which cannot be achieved using Role-Based Security (RBS). Product: Dynamics 365 for Finance and Operations Disclaimer: This blog post uses Microsoft’s demo company data to demonstrate the concepts and processes and hence therefore

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Budgeting, Dynamics 365 for Finance and Operations, Functional (D365FO)

Budget control for purchase orders

Purpose: The purpose of this blog post is to demonstrate how can we configure budget controls for purchase orders. Product: Dynamics 365 for Finance and Operations Prerequisites: Basic understanding of main accounts and financial dimensions Basic understanding of purchase orders, procurement categories, posting profile Disclaimer: This blog post uses Microsoft’s demo company data to demonstrate

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Development (D365FO), Dynamics 365 for Finance and Operations, Technical (D365FO)

D365FO: Design Flow for Business Events in Dynamics 365 for Finance and Operations

Products: Dynamics 365 for Finance and Operations Microsoft Flow Azure messaging service Purpose: The purpose of this blog is to demonstrate how you can write Microsoft Flows to consume Business Events which are available in Dynamics 365 for Finance and Operations. Prerequisites: Basic understanding of Microsoft Flows Business events are activated in Dynamics 365 for

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