Configure your workspace of choice as startup page – functional

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Startup Pages

Just recently, I shared a teaser on LinkedIn about a project I was working on. As a user of Microsoft Dynamics 365 F&O, you are limited to 6 different startup pages to be set up, where there is often a question for adding your own or other workspaces. A few weeks ago, I came across a question on the Dynamics Community where it was asked to add new options as initial page. I did look at the details, and provided a workaround. I didn’t stop thinking for another solution. With this post, I will share an utility for Microsoft Dynamics 365 F&O where it would be possible to add new workspaces in the list of options for users to be more flexible. Read the details and download the feature for free.

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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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Tips on ledger default dimension development on forms

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Default dimension development

Recently, I got more interest in the ledger default dimensions in Microsoft Dynamics 365 for several reasons. At To-Increase, we are developing a new solution where we are looking beyond the standard provided features and there are some interesting questions around the security of the default dimensions.

This post will not elaborate on these two reasons, but I will explain step-by-step how to create or extend a table and form with ledger default dimension support.

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Customer and vendor information on voucher transactions form

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Customer Vendor Information

Many times, I got or read a question if it is possible to have the customer account or name on voucher transactions. The same applies to vendor information. In this blog, I will tell you how you can get this information in your environment.

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