Chronicles

Dynamics 365 F&O Product Bundles

Introduction

Microsoft has announced a new Product Bundle functionality, replacing the old bundle functionality (revenue recognition). It is already in preview mode, available from Finance and Operations version 10.0.36, so let's take a look at the process.

Streamlining Development in Dynamics 365 F&O with Unified Developer Environments

Implementing warehouse management with a wizard in Dynamics 365 F&O

Introduction

If you have ever implemented a warehouse management in Dynamics 365, you know that it is not a simple task. The list of settings and parameters that need to be configured in warehouse management is quite long and most of them must be discussed with a customer beforehand. In this case, it is easy to overlook or forget something.

Dynamics 365 : Vendor Invoices in Project Operations (Non-stocked scenario)

Introduction

Project Operations supports different scenarios in the non-stocked deployment, where two different approaches can be distinguished:

Dynamics 365 F&O : Transfer order processing

This article describes ways to transfer items within your organization. If you have multiple legal entities, the intercompany purchase orders and sales orders cover the movement. If you move items within one company, transfer orders and transfer journals provide functionality to support those processes – these topics will be explored now.

Getting started with Microsoft Dynamics 365 Supply Chain Center

Dynamics 365 Supply Chain Pricing management module overview

Introduction

Microsoft has recently announced a new pricing engine called Pricing Management. There is a very good summary already available on the Microsoft Learn site. As the feature is already available in preview, and the mentioned summary provides detailed description with examples.

Microsoft Viva Sales Overview and Presentation:

Error handling in Power Automate flows

Low Code solutions using Power Automate flows are becoming more and more popular in CRM Dynamics projects. But often low code solutions show maintenance issues because of the tendency of the developers (myself included of course) to neglect the exception handling aspects of the power automate flows under the assumption that "low code" also means "low error handling". 

Filtering Dynamics 365 Finance and Operations Dataverse Virtual Entities in Customer Portal

PowerApps portal helps you exposing CRM data to your customer through a web application.  It works pretty well when the data are persisted in CRM, then we can use all the power of the dataverse platform to propose forms, views and processes to the end customer.

The CRM Portal Management application proposes a full set of tools to manage the customer access: Table permission, Web Roles, Content access level, Web Page Access etc... but there are some limitations to it.