Dynamics 365 for Financials: Initial User and Security Setup

I’ve had a lot of support requests for users who are unable to sign into Financials.  This problem is usually a symptom of the users being new to the Microsoft O365\SaaS environment and Financials.  I’ve created a video that quickly walks through the main points that you need to be aware of when setting up…

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Dynamics 365 for Financials Setup and Help Resources

There are videos and setup walk-through guides accessible within the Financials application that you may not notice.  Check the following: On the sample company home page you should see a ‘Business Assistance’ section. If you’re seeing a chart here you can click the drop-down and change it to ‘Show Setup and Help Resources’. Once you do…

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Purchasing Dynamics 365 for Financials

When you decide to purchase Dynamics 365 for Financials–regardless of whether you have a trial version or not–here are few things to know: Microsoft is selling Dynamics 365 for Financials through our Cloud Service Provider (CSP) partner channel. This means that you will be referred to a CSP partner in your region in order to…

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How To: Deploy the Dynamics 365 for Financials Power BI content pack.

Here is a quick walk-through on deploying the Dynamics 365 for Financials Power BI content pack.  This walk through assumes that you are already able to log into your own Power BI environment. First you will need to make sure you have your user setup with a ‘Web Service Access Key’ in Dynamics 365 for…

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Security in Dynamics 365 for Financials, Business Edition

Hello! We have had many questions around security in Dynamics 365 for Financials and we wanted to share some details that may help in understanding security and what options are available. I want to first share a brief description of the different parts that play a role in security in Dynamics 365 for Financials and…


Getting Started wizard Outlook Add-in Error: “The account does not have permission to impersonate the requested user.”

If you attempt to deploy the Dynamics 365 for Financials Outlook Add-ins from the Getting Started wizard by choosing Set up in Outlook, you may receive the following error: “A call to Microsoft.DynamicsNav.Exchange.ExchangeServiceWrapper.SaveHtmlMessageToInbox failed with this message: The account does not have permission to impersonate the requested user.”  You can work around the error by…


Login Error – “There is no Assisted Setup within the filter.”

If you are receiving the following error when attempting to log in, please see the below steps. An error has occurred Could not open the ” company. There is no Assisted Setup within the filter. Filters: Assisted Setup Navigate to: https://<tenant url>.financials.dynamics.com/MS/WebClient/Default.aspx?company=CRONUS%20US You must update the <tenant url> section of the URL above with your…

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Basic troubleshooting for problems logging into Dynamics 365 for Financials

Here are some quick tips for troubleshooting issues you may run into when attempting to access the home.dynamics.com site or the Dynamics 365 for Financials site. Try using Internet Explorer, Edge or Chrome to see if any work or give different errors Try launching an InPrivate browsing session\window and log in In Internet Explorer, try…

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Migration options for Dynamics 365 for Financials

Let’s talk about migrating your data into Dynamics 365 for Financials.  You should have the following 3 migration options by default when you go through the Data Migration wizard, which can be launched from the Assisted Setup window: Import from Excel Import from QuickBooks (IIF) Import from Microsoft Dynamics GP You can also find additional…

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Announcing Microsoft Dynamics 365

We have been waiting for the announcement of general availability of Microsoft Dynamics 365—including our “edition of choice” Microsoft Dynamics 365 for Financials. Here it is: https://community.dynamics.com/b/msftdynamicsblog/archive/2016/11/01/microsoft-dynamics-365-now-generally-available

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