Trick to get Dynamics 365 Finance and Operations pages in Microsoft Teams

Dynamics 365 in Teams

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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Find pending workflow instances for a certain user

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Find pending workflow instances

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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How to change the BPM library for a demo environment

When you deploy a new Dynamics 365 F&O environment via LCS, there is an option to provide which BPM library should be used as the Getting started library. When the Dynamics 365 application is opened in the Trial mode, it will display all linked task recordings for a trial tour. What to do if you forgot to link a library or if you have to change it? In this post, you will learn how to change it without redeploying a completely new environment.

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Visual updates for wizards in Dynamics 365 Finance and Operations

As part of the Microsoft Dynamics 365 2021 release wave 1 program, Microsoft announced several features. One of them is a Visual update for wizards which is restyling the wizard type forms in Dynamics 365 to align a similar look and feel with other Dynamics 365 apps. Apart from the user experience update, you should be aware of two minor topics when enabling this feature.

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