Using EFT in Dynamics 365 for Financials

The ability to export payments to a bank file was added in the latest update for Dynamics 365 for Financials.  The documentation for this feature can be found HERE This blog is meant to supplement the available documentation and is not a complete walk-through.  Please note that you DO NOT need to have the ‘Bank Data…

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Installing the Dynamics 365 for Financials Outlook add-in on Exchange 2013

If you attempt to deploy the Dynamics 365 for Financials Outlook add-in using the ‘Set up Outlook for Financials’ assisted setup option and your organization is running Exchange 2013 it will fail.  You can also attempt to manually install the add-in manifest files by downloading them from the ‘Office Add-In Management’ page in Financials.  After…

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Dynamics 365 for Sales (CRM) Initial Setup and Synchronization with Dynamics 365 for Financials

Hello, We’ve had many questions on setting up and synchronizing data between Dynamics 365 for Financials and Dynamics 365 for Sales (CRM), so we hope these videos will help with the process. Watch the first video below for step by step instructions on the initial setup of Dynamics 365 for Sales (CRM) with Dynamics 365 for Financials:…


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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