In Microsoft Dynamics 365 Finance and Operations (D365 F&O), menu items are the links that can be clicked on to access forms, reports, classes, jobs, and queries. Feature keys are typically used to control the visibility of menu items based on user licenses. However, there are scenarios where you might want to hide menu items conditionally without relying on feature keys. This can be accomplished by extending the 'SysMenuNavigationObjectFactory' class and modifying the checkAddSubMenu(...) method. Suppose we want to hide the Vendor payment journal menu item under Accounts payable > Payments > Vendor payment journal Steps 1. Create an extension of the SysMenuNavigationObjectFactory class [ ExtensionOf ( classStr (SysMenuNavigationObjectFactory))] internal final class SysMenuNavigationObjectFactory_PS_Extension { } 2. Create a Chain of Command (CoC) for the checkAddSubMenu method [ ExtensionOf ( classStr (SysMenuNavigationObjectFactory))] internal final...
Process automation in Microsoft Dynamics 365 Finance and Operations (D365FO) is a powerful feature that allows you to schedule processes to be executed by the batch server automatically. It simplifies the creation of batch jobs, thanks to the built-in wizards within the Process Automation setup. The updated calendar view of the scheduled work allows end users to view and take action on scheduled and completed work. The central administration page for all process automations is found in the System Administration module under the Setup menu. This page will list all automated processes (series) that are set up in the system. It will also allow you to add new process automations directly from this page. After a series is set up, you can manage each series from this list. You can choose to edit the entire series, delete it, view all occurrences in a list view, or disable the series if you would like to pause the scheduled work for a while. For more information about process automa...