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 […]
When working with D365FO, we usually expect that every change has immediate effect all over the application. D365FO runs on a multi-node cluster so all nodes should see the same data. However, most data are rarely changed, so several caching mechanisms are used to improve […]
Alerts++ in Dynamics 365 Finance & Operations
Alerts were one of the most wanted missing functionalities in the beginning of Dynamics 365 Finance & Operations. Now they are supported, but on a basic level with room for improvements. In this session we will demonstrate how to use alerts in different business scenarios […]
What Is Azure Key Vault and How To Use It in D365FO
Azure Key Vault is a secure centralized store for all your certificates, keys, passwords and other credentials that you can use from a D365FO environment. In this session, we will explain what certificates, keys and secrets are, and how to create, configure and manage them […]
Let’s say that we want to send eInvoices from Dynamics 365 for Finance and Operations to our customers. In addition to the invoice data in XML, we also want to send along the invoice document in PDF format and some other related documents (e.g. specifications). […]
Using Business Events and Azure Event Grid to Automate Report Distribution in D365FO
Automation of report distribution to an external system can be a challenge. For example, you might want to publish generated invoices on your customer portal or send them to the customer’s ERP system. In this session, you will learn how to implement a robust and […]
We cannot check execution in batch in Print management setup in Dynamics 365 for Finance and Operations using built-in filtering, but having this as an option would allow us to set up for a report to be printed using different Print management settings, depending on […]
When it comes to emailing reports from DYN365FO, we are all facing the same problem: it’s simply too limited. For example, we cannot set up the email body or additional email attachments nor we can use placeholders to make the email subject and output filename […]
Sometimes we would like to send emails using different sender email addresses, but standard DYN365FO supports just one set of SMTP settings in Email parameters. You can still provide any sender email address you want per template in Organization email templates, but sending such an […]
Let’s say that we want to email reports from Dynamics 365 for Finance and Operations with some attractive content in the email body including images. Beside static content, some email parts can be dynamic and specific for every report execution. Standard Dynamics 365 for Finance […]
Tags: Alerts, D365FO, Video 