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A simple question came up recently: which vendors in our environment have no primary address? In SQL this is a five-second job SELECT vendtable WHERE ADDRESSLOCATIONID IS NULL Through the D365 Finance & Operations OData endpoint, it turned into a small investigation. The short version: the OData $filter in F&O cannot express "this field is … Read more
A step-by-step Power Automate flow that periodically compares active D365 Finance & Operations users against Microsoft Teams membership and adds the missing ones. The build order of the actions is what makes it work.
How scheduling priority and reserved capacity distribute batch threads in Dynamics 365 Finance & Operations, plus Microsoft’s recommended configuration best practices.
A practical guide to customer and vendor balance netting in Dynamics 365 Finance: journal and account setup, netting agreements, manual and automatic netting, reversal, history, and intercompany netting.
A concise guide to how intercompany trade works in D365 F&O, including setup, order flow, accounting, and common posting issues.
Commission is used to calculate and distribute commission from a sales order to members of a commission sales group Set up Customers Customer groups for commission Sales groups Items Commission Item Group Calculation Sales groups Sales Representative Commission Calculation Commission Posting How the process works In daily use, the process is straightforward: Create the sales … Read more
The previous post I discussed is how to set up Collection Automation process. After spending some time testing the collections process automation setup, I ran into a few behaviors that weren’t obvious from the documentation. These notes are specific to when collection letters are configured at the customer level. 1. The number of collection letter levels … Read more
What Is a Collection Letter? A collection letter is a system-generated notification sent to a customer when one or more invoices have not been paid by their due date. The letter reminds the customer of: The amount owed The invoice(s) in question How overdue the payment is What makes D365’s approach powerful is the concept … Read more
Reason codes help standardize why a transaction happened (write-off, adjustment, return, cancellation, etc.) and optionally provide a default comment users can keep or overwrite. Financial Reasons A hub for all Financial Reasons under Organization administration. When you set up a reason code (and its description), make sure you select the appropriate module(s). After a module … Read more
Dynamics 365 Finance and operations apps support custom retention policies for securely archiving and retaining unlimited data for the long term in a cost-efficient way. How it works pre-setup Security Role System administrator in FinOps System Administrator and System Customizer in Power Platform Admin Project owner or Environment manager in Lifecycle Services Install Dynamics 365 … Read more