In this session, we’ll explore the three primary ways to communicate with customers about their account statements and overdue invoices: using the Aged Balances inquiry, Process Automations, and Copilot for Finance in Outlook. These tools provide efficient solutions for maintaining contact and ensuring timely updates, […]
Author Blog Posts (19)
How to Access D365FO Azure Storage When EnableSharingOfValidStorageConnectionString Flight Is Disabled
Microsoft Dynamics 365 Finance and Operations (D365FO) uses an internal Azure Storage account as the default storage for various standard functionalities like: Attachments Document templates File download Printing via DRA etc. It can also be used from custom code wherever it needs some file storage […]
DynamicsMinds 2024: Emailing Tips, Tricks and Troubleshooting
Emailing seems straightforward, but there are many challenges related to it. In this session, we will dive deep into how to create rich, personalized emails and distribute them securely and reliably through various channels. We will learn about different email providers and authentications (including Graph […]
Alerts++ in D365FO – Part 2
Alerts are one of the most popular functionalities in D365FO, but there is still room for improvements such as configurable alert email templates, emailing via Email distributor batch with attachments, creating conditional alert rules and enabling summary alert notifications. In this session, we will give […]