Locate all customers with no primary email set in Dynamics 365 for Finance and Operations

The quickest way to locate those customers or vendors, which don’t have Primary email address set, is to personalize the Customers or Vendors forms by adding the Email address column from the related party, i.e. the corresponding field of the related record from the Global address book table. Usually we want to locate such customers […]

D365FO Print Management settings per module

First and most common way of configuring the Print Management in D365FO is on the module level. All the Print Management reports related to a particular module are found on one common form for that module. Sadly, the navigation to these forms is not the same across the modules and the users often have difficulties […]

Configure Exchange to support multiple sender accounts for outgoing emails in Dynamics 365 for Finance and Operations

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 email usually fails. Similar requirement for multiple sender email addresses […]

Debug workflows in Dynamics 365 for Finance and Operations

Workflows in Dynamics 365 for Finance and Operations can be debugged by attaching the debugger in Visual Studio to the Batch.exe process. This is because the workflow infrastructure uses batch processing on AOS to execute workflows. Learn more >> In order to start debugging of a workflow: Open Visual Studio as Administrator. In Visual Studio […]

Why deep links don’t work in batch in Dynamics 365 for Finance and Operations

You can create shareable and secured URLs (aka deep links) to forms in Dynamics 365 for Finance and Operations using URL Generator, i.e. the UrlGenerator class. Deep links can be embedded in reports, emails, external apps, etc. A deep link points to a specific form in D365FO, but it can also contain parameters to filter […]

Deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations

You can enable deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations by setting the Action property on the wanted textbox to Go to URL and then to specify the expression for URL using the following utility method:

You can read about this in more detail in this […]

Display images on SSRS reports in Dynamics 365 for Finance and Operations

There are scenarios which require to print images on SSRS reports in Dynamics 365 for Finance and Operations. How you will achieve this depends on where the images are stored. Let’s say that you need to display product images on the Sales Order Confirmation or Sales Quotation report, to make it look more appealing. In […]

Sending multiple customer invoices in a single email in Dynamics 365 for Finance and Operations

If you need to send out a single email to every customer each month, and this email needs to have all the customer-belonging invoices for the current billing period attached, check out this article that will describe such a solution for Dynamics 365 for Finance and Operations. You can also download and use the described […]