Microsoft Dynamics 365 FinOps Elevated

Licensing in enterprise systems has long been a game of mapping menu items to license types, ticking boxes, and hoping your role design didn’t trigger unexpected costs. But with the 2025 updates to Dynamics 365 Finance and Operations, Microsoft has flipped the script—ushering in a smarter, more flexible model that reflects how users actually work. Let’s break it down. In the legacy model, each menu item was tied to a single license type. For instance, if a user accessed MenuItemA that had a Finance license type on it, they needed a Finance license. If they accessed MenuItemB with SCM assigned on it, they needed SCM. Simple? Yes. But also rigid, prone to over-licensing, and blind to real-world role overlap. Example:  This model treated licensing like a static blueprint—ignoring the nuance of blended roles, attach licenses, and shared responsibilities across departments. Fast forward to 2025. Microsoft’s new licensing logic is object-level, dynamic, and context-aware. Now, a single m...

I recently came across the Electronic Signatures feature in Microsoft Dynamics 365 Finance and Operations (D365FO) that enables secure authorization of critical changes or actions within the system. Traditionally, security roles are used to manage access and control edits, but electronic signatures provide an alternative layer of control—especially for regulated industries or audit-sensitive environments. What is an electronic signature? An electronic signature confirms the identity of a person who is about to start or approve a computing process. In some industries, an electronic signature is as legally binding as a handwritten signature. You can use electronic signatures for critical business processes. Some processes have built-in electronic signature capabilities. You can also create custom signature requirements for any database table and field. Electronic signatures have built-in digital signature functionality. Every user who signs documents must obtain a valid cryptographic cer...

Getting started with Microsoft 365 Copilot agents can transform how your organization leverages AI to streamline workflows, enhance productivity, and empower employees to build intelligent solutions. This blog outlines a phased approach—starting with forming a champion team, training employees, and scaling deployment—to help your organization confidently adopt Copilot Studio’s Agent Builder.  To start empowering employees to create and manage Microsoft 365 Copilot agents securely at scale, it is recommended that a three-phase approach is taken:  Form an "agent adoption champion" team within IT and try out Agent Builder. Train employees to build agents with Agent Builder. Provide selected employees with access to Agent Builder and set up pay-go meters.  Phase I – Form a team Step 1: Create an "agent adoption champion" team  Select a group of early adopters (your "champion team”) to explore building agents using Microsoft Copilot Studio Agent Builder in Microsoft...

Let's take a first look at User security governance . It is the latest set of features in the D365F&O 10.0.43 update which provides useful tools to System administrators for role management, licenses auditing, enhanced audit trails and versioning, supported with some useful very useful reports around license usage, separation of duties violations etc. Key aspects of this feature include: Role Management: Improved tools for creating, modifying, and managing user roles. Audit Trails: Enhanced tracking of changes made to security settings, helping administrators monitor and review security configurations. Compliance: Tools to ensure that security settings comply with organizational policies and regulatory requirements. Feature management A new feature called (Preview) User security governance has been added to Feature management to control the overall functionality. Navigate to System administration > Security > Security governance to explore all the features. Security analy...

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...