by Geralt on PixabayPersonalization is one of the key features to be able to tweak the Microsoft Dynamics 365 Finance and Operations to the preferences of individual users. It will even help them to be more productive. Some personal options, like the language and date, time and number format can be managed on the User options page. This is also the page from where Usage data can be cleared. Quite often, some predefined values need to be controlled by a system administrator. Or in case of certain issues, an administrator would need to review and reset certain usage data. How can an administrator access these details? This question will be answered in this post.
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In this blog post, I will share a workaround to update or delete records in different legal entities when using the Fin & Ops Apps connector. This connector can be used with Microsoft cloud services: Power Automate, Power Apps, and Logic Apps. When the records to be updated or deleted are not part of the default company of the user, you will get an error “No resources were found when selecting for update”. Continue to read how to solve this error.
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Do you want to use Microsoft Teams for collaboration between different department members where also Dynamics 365 Finance and Operations processes will play a role? In that case, you would want to be able to interact with data and business logic from Dynamics 365 Finance and Operations. There are options to create apps with Dataverse for Teams or other Teams apps, like the Human Resources app provided by Microsoft.
There is a neat and simple trick to get pages and processes from Dynamics 365 Finance and Operations in Microsoft Teams. Watch the video for a demo.
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Persons who need to approve workflows or take other actions might not always be available due to vacation or illness. There is an option for workflow delegation in Microsoft Dynamics 365 Finance and Operations, but that is not a guarantee that all workflow instances are directed to the delegated user. Already assigned workflow instances will not be automatically delegated. When the user will return to work, the workflow instances are also not assigned back in the standard application. A system administrator can re-assign the pending workflows, but this is a tedious job. Due to a high volume of pending workflows and not having the user on the list page, you might think you need to loop through all pending workflow messages check the details one by one. In this post, you will get a guide on how to quickly find pending workflow instances for a particular user.
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