Category: Dynamics 365 Finance and Operations
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D365 Finance How to determine security for a form or page
If you do not know this security trick for Dynamics 365 Finance and Operations you might think it’s hard to determine the security required to access a form.
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New Years Resolution Do Not Wait on Security
This is my first blog post of 2022. I hope everyone had a great new year. One of my “New Year’s Resolutions” this year is to work on security during my projects and not wait until the end of the project.
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Setting up Virtual Entities for Microsoft Dynamics 365 Finance and Operations in the Common Data Service
The setup for virtual entities has you bouncing around a little bit but is straight forward. Hopefully, you found this blog post helpful.
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Resize Task Recording menu
I was creating some task recordings for a client recently and noticed that you can now resize the task recording window. Now instead of having to have the task recorder relegated to a sliver of the screen you can now expand the task recorder out. It turns out that this came out in 10.0.9 it’s…
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Saved Views in Dynamics 365 Finance and Operations
Today we’re taking a look at a feature that allows the saving of a grid view. You can make these views the default when the screen loads. They are available on most of the all screens (all customers, all purchase orders etc..) This feature is still in preview in Dynamics 365 Finance and Operations, but…
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Task Recording Capture Screenshots
The task recorder in Dynamics 365 Finance and Operations is almost the perfect tool to create training materials for your users. I say almost because as they say a picture is worth a thousand words. The out of the box task recorder does not capture screenshots as the task recording is being made. The good…
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Create a customized Workspace in Dynamics 365 Finance and Operations
Work spaces allow you to organize your work. You can add your most common screens and data to your own personal workspace that will make you more efficient. Today we’ll take a look at how you can create your own personal workspace in Dynamics 365 Finance and Operations.