Microsoft Dynamics 365 FinOps Elevated

Licensing in Dynamics 365 Finance & Supply Chain Management  (D365 FSCM) has evolved from a static, menu-item-based model to a dynamic, priority-driven framework. Refer to my previous blog  License Mapping on Menu Items  to understand the new multi-license mapping structure on menu items Each license type in D365 FSCM is now assigned a priority score, which determines how licensing is applied when users access multiple securable objects. The higher the priority score, the more comprehensive (and costly) the license. The system evaluates the highest-priority license required based on the user’s role and access level. This means licensing is no longer just about what a user touches—it’s about how their role is structured and which license tier their role access escalates to.  What happens if a user has multiple security roles? The highest license requirement applies. In case security roles span multiple workloads, this user requires more than one full user license....

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 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...

Microsoft Dynamics 365 Commerce is an evolution of Dynamics 365 Retail, which launched with new and improved capabilities for e-commerce, content management. To begin development and extension on Dynamics 365 eCommerce we'll need to install the following tools on the development machine: VSCODE - https://code.visualstudio.com Node.js - https://nodejs.org   (Currently version 10.x is the main supported version and the MSI installer can be found here : https://nodejs.org/dist/latest-v10.x/   ) Yarn - https://legacy.yarnpkg.com Git - https://git-scm.com/downloads (Note that development on eCommerce is only supported on Windows (as at 18/06/20).) Create a folder in your local drive to hold the e-Commerce site code - 'C:\repos' Open CMD in administrator mode and go to the folder directory you just created and clone the  Microsoft eCommerce repository with the following command:  git clone https://github.com/microsoft/Msdyn365.Commerce.Online.git This may take a while....

Recently our team has been working on the new eCommerce extensions. One of the things we figured out was how to add the module configuration fields in the page authoring tools of the site builder. These configuration fields can be added to modules to allow page authors to take control of certain features of the module and determine how these features should render or behave on the site. Some examples include the alignment, position, layouts and adding customized text on contents of the modules.   Assuming you have your development environment setup, and have already created an extension module, open 'yourmodulename.definition.json' file and add a 'config' section if it does not exist. The config section of the module's definition file will contain all the fields that you want to expose and make usable in the page authoring tools of the site builder. Add your configuration fields in the config section. {      "$type" :  "contentModule" ,   ...