Posts

Expense Agents in Dynamics 365 FO

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  Expense Agents in Dynamics 365 FO    Expense management is one module in Dynamics that I know Microsoft has been doing a lot of improvements on, from introducing OCR to read receipts and create expense lines to automatic settlement of workspace using the Expense management reimagined. In this post, I just want to do an overview of how the Expense agents works. Although there are limitations which range from several factors: like receipt quality, technical glitches that may still require human intervention. The Expense Agent automates the end-to-end expense management process by using intelligent workflows to handle receipt processing, expense line creation, and report generation. Its functionalities can be summarised as below: Receipt Processing - Focus on Efficiency (Direct and Active) Receipt processing is streamlined and automatic. Users simply forward receipts to a shared mailbox or upload them directly into the finance and operations apps. The system the...

Mastering Background Processes in D365 F&O: Understanding the SysOperation Framework

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  Mastering Background Processes in D365 F&O: Understanding the SysOperation Framework         🚀 Mastering Background Processes in D365 F&O: Understanding the SysOperation Framework If you work with Microsoft Dynamics 365 Finance and Operations ( D365 F&O ), you know that running long-running processes or complex operations efficiently is key. That’s where the SysOperation Framework comes into play—it's the modern, robust architecture for creating batch jobs and service-based operations using X++. The SysOperation Framework has replaced the RunBase and RunBaseBatch classes. Why SysOperation Matters The brilliance of SysOperation is its fundamental design principle: separating the business logic from the user interface (UI) . This separation isn't just neat; it makes your custom processes significantly more: Scalable: Operations can run reliably in the background, even across large datasets. Testable: Logic can be tested independently of the UI....

Ledger Dimension Facade Class

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  Ledger Dimension Facade Class When you create a general journal/Payment journal or any journal in D365FO using code (X++) and you face the error below: Error: Function DimensionValidationRequest::newForLedgerDimensionType has been incorrectly called inD365 F&O This blog post will help you with the resolution. I have seen a couple of people face this problem on forums, and the resolution or solution given to them appears to be too bulky or cumbersome. There's actually a better solution by Microsoft, which I'm not sure many are aware of.   Dynamics 365FO has a simpler solution for this, and Microsoft has written an out-of-the-box helper or utility class to solve this. See the solution in the appendix section at the bottom of the blog, but I urge you to read the blog in its entirety because it has a lot of rich information, especially for developers and solution architects. It's surprising to know that even ChatGPT isn't aware that this utility class exists in Dynam...

How to create a custom number sequence

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  How to create a custom number sequence in Dynamics. To create a custom number sequence, you need the following: 1. An EDT for the number sequence. EDT is called extended data type, an extension of the primitive data types in Dynamics, which includes: anytype, boolean, date, enum, guid, int, int64, real, str, timeOfDay, utcdatetime. 2. Extended the class for managing number sequences in Dynamics (NumberSeqApplicationModule) 3. Override the class's load module method. This method is protected, which means it can only be accessed by its definition class and subclasses. 4. Specify the specific module you would like the number sequence to be, by returning the specified enum. 5. Subscribe to the build modules map method of the Number Sequence Global class(NumberSeqGlobal). 6. Run the load module as a job class to initialise the number sequence on the parameters module. 7. Run the number sequence wizard to generate the value on the parameters module. Let's assume we want to create...

Integration Capabilities and Support in Microsoft Dynamics 365 Finance & Operations (F&O) - An Overview

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Integration Capabilities and Support in Microsoft Dynamics 365 Finance & Operations (F&O) : Title: Unlocking the Power of Integration with Microsoft Dynamics 365 Finance & Operations In today’s fast-paced digital economy, businesses require agile, connected systems to manage operations effectively. Microsoft Dynamics 365 Finance & Operations (F&O) stands out by offering robust integration capabilities, allowing organizations to streamline operations, improve data consistency, and enhance productivity across platforms. This blog post explores the various integration options and support mechanisms that make Dynamics 365 F&O a top choice for enterprise resource planning (ERP). 1. Data Management Framework (DMF) The Data Management Framework , also known as the Data Import Export Framework (DIXF), is one of the core components for integrating data into and out of Dynamics 365 F&O. Key Features: Staging and target data model: Ensures validation before...

Dynamics 365 F&O Deployment Architecture: What You Need to Know

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  Dynamics 365 F&O Deployment Architecture (Cloud Based): What You Need to Know When it comes to Dynamics 365 Finance & Operations (D365 F&O) , understanding the deployment architecture isn’t just a "nice-to-have", it’s a must for ensuring scalability, performance, and long-term maintainability. Whether you're planning a new implementation or optimizing an existing one, this guide will help you understand the building blocks of a well-architected D365 F&O environment. What Is Deployment Architecture? In simple terms, deployment architecture defines how the components of a system are organized, how they interact, and how they're deployed in environments like dev, test, UAT, and production. With D365 F&O, this architecture lives in the cloud-first, SaaS-based world , but there are still many moving parts to consider. ☁️ Cloud-Hosted vs. Microsoft-Managed Deployments There are two primary options: 1. Microsoft-Managed (Pr...

Performance and Monitoring in dynamics 365 F&O.

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  Performance and Monitoring in dynamics 365 F&O. If your Dynamics 365 Finance & Operations (F&O) environment feels sluggish, users are frustrated, or you’re flying blind when issues strike, then it’s time to talk performance and monitoring. Performance tuning is one part some deployments overlook. Can I tell you a secret? Your Dynamics system is not supposed to lag, if it lags then something needs fixing. Let’s be real: F&O is powerful, but without proactive tuning and eyes on the right metrics, even the best deployments can turn into digital traffic jams. In this post, we’ll break down how to boost performance, monitor proactively , and keep your ERP humming like a well-oiled machine.   Why Performance & Monitoring Matter Performance issues aren’t just annoying, they're expensive. Slow load times and failing batch jobs can delay operations, disrupt finance processes, and frustrate users. I have seen cases in implementations where performan...