Microsoft Dynamics 365 FinOps Elevated

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...

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...

In this blog, we will delve into the powerful combination of Application Insights and explore how they can significantly enhance the performance optimization of your Dynamics 365 Finance and Operations (D365 FinOps). What is Application Insights? Application Insights is a cloud-based application performance monitoring (APM) service that helps you detect, diagnose, and resolve issues with your applications. APM tools are useful to monitor applications from development, through test, and into production in the following ways: Proactively understand how an application is performing. Reactively review application execution data to determine the cause of an incident. It is able to provide real-time telemetry data on your application's performance, such as page load times, exception rates, and server response times. Application Insights also provides powerful analytics capabilities that allow you to visualize and analyze the telemetry data to gain insights into the health of your applica...