Columns appear to be missing from Dynamics 365 for Finance and Operations, Business Edition

After a recent update, users have noticed that columns that they had before are suddenly missing from pages like journals and posting setup. Columns like Debit Amount, Credit Amount, and Sales/Purchases Discount Accounts are marked as columns to display but they aren’t showing up in lists. To resolve these situations you can do the following:…


Using Web Services for reporting in Dynamics 365 for Financials

I’ve created a quick demonstration video on how you can use Web Services to build reports for Excel and Power BI. If you have any questions on where to find data head over to the community forums and ask – https://community.dynamics.com/business/f/758#pi53924=1

0

Creating a Sandbox Environment in Dynamics 365 for Financials and Operations, Business Edition

A sandbox environment (Preview) is a non-production instance of Financials. Isolated from production, a sandbox environment is the place to safely explore, learn, demo, develop, and test the service without the risk of affecting the data and settings of your production environment. Additional documentation regarding a sandbox environment can also be found here: https://docs.microsoft.com/en-us/dynamics365/financials/across-how-create-sandbox-environment To create…


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…

0

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…

0

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…

0

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…

0

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…

0