Microsoft Dynamics 365 FinOps Elevated

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...

Electronic reporting (ER) is a configurable tool in Microsoft Dynamics 365 that helps create and maintain regulatory electronic reporting and payments. Configuration of reports can be done by business users with the use of Visual Editors without the need for developers. Refer to Electronic reporting (ER) overview - Finance & Operations | Dynamics 365 | Microsoft Docs for more information and detailed overview on ER. Destinations can be configured for each ER format configuration and its output component. Destinations can only be set up for ER configurations that have been imported into the current Finance instance, and for the formats that are available on the Electronic reporting configurations page. The functionality for ER destination management is available at Organization administration > Electronic reporting > Electronic reporting destination.  Microsoft Dynamics 365 for Operations version 1611 (November 2016) or later allows the use of  the following destinat...