General Archives

Microsoft Enhances Security and Restricts Access to D365FO Azure Storage

Posted on February 2, 2025November 11, 2025 by Adria Ariste Santacreu

Tags: Azure Blob storage, Azure Files, Azure storage, D365FO, Free Edition, Full Edition

No comments

Starting with version 10.0.41, Microsoft is introducing managed identity Entra ID authentication to enhance security for accessing internal D365FO Azure storage, replacing the previously used Azure storage account key-based authentication. Impact on D365FO Denied access to internal Azure Files within D365FO. Supported access to internal […]

Send Sales Invoice, Sales Confirmation and Sales Packing Slip in a Single Email

Posted on November 16, 2024February 12, 2026 by Amir Omanović

Tags: Attachments, D365FO, Emailing, Full Edition, Invoice, Print management

No comments

I recently got a question about how to send a Sales Invoice, Sales Confirmation, and Sales Packing Slip all in one email. At first, I thought it might require changing some code, but a colleague shared an easier way to do it, and it worked […]

D365FO SysLastValue Framework Simplified

Posted on August 1, 2024February 12, 2026 by Jovica Zivkovic

Tags: D365FO, Free Edition, SysLastValue, X++

2 comments

D365FO SysLastValue Framework Simplified

SysLastValue is a handy framework in Dynamics 365 for Finance and Operations (D365FO). It saves the values you enter in forms for the current user within the current company so that the next time you open the form, your previous entries are already there. Originally […]

Avoiding Deadlocks and Lost Records When Using Batch Jobs in D365FO

Posted on December 29, 2023July 8, 2024 by Nenad Krantic

Tags: D365FO, Free Edition, X++

No comments

Batch jobs are a major part of D365FO and are a great way to asynchronously process large amounts of data. If we are writing a batch job process that is going to use multiple batch jobs simultaneously on the same data, there are potential problems […]

Post and Print Project Invoices in D365FO

Posted on December 20, 2023January 17, 2024 by Amir Omanović

Tags: D365FO, Invoice, SSRS

4 comments

The User defined project invoice report (technical name: PSAManageInvoice.Report) is a standard report available in the Project management and accounting module of D365FO. It is similar to Project invoice without billing rules (technical name: PSAProjInvoice.Report) in terms of preparing the data for the invoice before […]

Use D365FO’s jumpRef() to Open Form in a Different Legal Entity

Posted on December 10, 2023July 8, 2024 by Jovica Zivkovic

Tags: D365FO, Free Edition, X++

No comments

In Dynamics 365 Finance and Operations, the View details functionality allows users to quickly access related data directly from form controls. Users just need to right-click on a form control bound to a data field (or an EDT) and select the View details context menu […]

Add the Back (Close) and Save Buttons to Print Management Setup

Posted on November 4, 2023November 5, 2023 by Vilko Jenko

Tags: D365FO, Free Edition, Print management, X++

No comments

As D365FO Reporting and Print management experts, we’ve frequently been asked - where is, for goodness’ sake, the Close button (which became the Back button in the meantime 😀) on the Print management setup form. We also saw the feature request on Dynamics 365 Application […]

SysGlobalCache Versus SysGlobalObjectCache in D365FO

Posted on November 1, 2023July 8, 2024 by Jovica Zivkovic

Tags: D365FO, Free Edition, X++

No comments

Have you ever noticed how Dynamics 365 for Finance and Operations (D365FO) initially loads at a snail's pace 🐌 but then speeds up 🚀 when you revisit the same form? That's the magic of caching at work! Caching boosts your application's speed and performance by […]

D365FO Attachments Tips & Tricks: Why Does DocuRef Have Two CompanyId Fields?

Posted on October 25, 2023July 8, 2024 by Slobodan Vucicevic

Tags: Attachments, D365FO, Free Edition, X++

No comments

Why Does DocuRef Have Two CompanyId Fields?

Adding file attachments to a record in Microsoft Dynamics 365 Finance and Operations (D365FO) is a straightforward process from the user's perspective. The user only clicks the paperclip icon 📎, selects a file for the attachment, and the attachment is added to the record. When […]

#MySummitNA 2023: Survival Guide for Customizing Electronic Reporting Configurations

Posted on October 15, 2023December 7, 2023 by Albin Lotric

Tags: Configurable business documents, D365FO, Electronic reporting, Video

No comments

Our expert, Albin Lotrič, has gathered the top practical tips and tricks for customizing ER configurations that cannot only help you survive but also thrive in Electronic reporting 🤩. Here's a sneak peek into Albin's survival kit, and what he'll be tackling during his session: […]