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How-to set up BYOD BYOD uses the Export services of Dynamics 365 for Finance and Operations (D365 F&O), found in the “Modules > System Administration > Data Management” workspace of the environment. The first step is to Configure the entities to export to your external database. I will use an Azure SQL database as the … Continue reading AX – D365FO – Bring your own database (BYOD) →

This topic describes how to install and configure the Document Routing Agent (DRA). The DRA is a downloadable application that you can use to enable network printing scenarios. You can enable network printers for specific companies by using in-client administrative pages. Preparing to install the Document Routing Agent Supported on Windows 8.1, Windows 10, Microsoft … Continue reading AX – D365FO – Enable network printing →

Alerts are a very power piece of functionality in Dynamics 365 Finance and Operations. Alerts give users the power to set up custom automated alerts that trigger upon user defined events. This allows users to monitor the creation, changes of certain fields, records or  data sets and get alerted to due dates and deadlines. In a … Continue reading AX – D365FO – How to Use Alerts →

Create sales orders : https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/tasks/create-sales-ordersManage order holds : https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/tasks/manage-order-holdsConfirm sales orders : https://docs.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/tasks/confirm-sales-orders

Organizations and organizational hierarchies overview : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/organizations-organizational-hierarchies?toc=/dynamics365/commerce/toc.json Plan your organizational hierarchy : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/plan-organizational-hierarchy?toc=/dynamics365/commerce/toc.json Create an organization hierarchy : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/tasks/create-organization-hierarchy?toc=/dynamics365/commerce/toc.json Create a legal entity : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/tasks/create-legal-entity?toc=/dynamics365/commerce/toc.json Create an operating unit : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/tasks/create-operating-unit?toc=/dynamics365/commerce/toc.json

Task recorder resources : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/task-recorder Task Recorder quick reference : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/task-recorder-quick-reference Create documentation or training with Task Recorder : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/task-recorder-training-docs

Alerts overview : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/alerts-overviewCreate alert rules : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/create-alerts?toc=/dynamics365/commerce/toc.jsonBatch processing of alerts : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/alerts-managing?toc=/dynamics365/commerce/toc.jsonClient alert notifications by email : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/alert-email-notifications?toc=/dynamics365/commerce/toc.json

This topic explains how to set up units of measure and unit conversions for products in Retail essentials. A unit of measure is a standard quantity, size, or other basis that is used for measurement or exchange. When you enter an order in Retail essentials, you specify a quantity and the unit of measure that … Continue reading AX – D365FO – Set up units and unit conversions (Retail essentials) →

This topic explains how to change the date for a session. By default, the current date is used when entering and posting journal entries or source documents. You can change the date that is used for your current session. Use this feature to back-date journal entries or source documents, as necessary. In the navigation pane, … Continue reading AX – D365FO – Change the date for a session →

See Microsoft guideline article to generate "Person search report" : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/gdpr/gdpr-person-search-report