How Microsoft Flow can help on data corrections in Dynamics 365 for Finance and Operations

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Microsoft Flow data correction

When using the cloud version of Microsoft Dynamics 365 for Finance and Operations, there are certain tasks which are a bit more cumbersome if you compare it with the freedom you have when running the application on-premise. When there was a need for data correction, we were used to quickly develop a job or class with x++ logic to repair data. In certain cases, we could deliver a list with identification numbers which was then used as looping to correct or delete only certain records. In this post I will explain how you can be more agile creating correction scripts using Microsoft Flow.
If you are not (yet) familiar with Microsoft Flow, you can still read this post to be able to apply similar actions on your future requirements.

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How to: Move security configurations across Dynamics 365 environments

Extensible Data Security examples

As you might know, security-related topics are one of my favorites. It is not only about the technical stuff and how to configure the roles. It is also related to e.g. segregation of duties to prevent possible fraud. It is always fun to work together with a customer to get the best possible setup which is manageable for the application support department. One of the tasks is moving new security configurations between environments.

In this post I will tell you how to do this, but also a neat trick on how to rename newly created security objects as the Security configuration form does not support this.

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Custom fields: handle with care!

Custom fields

The Microsoft team did release platform update 13 for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. One of the new features is Custom fields. This feature lets a power user or system administrator configure new fields on existing tables without using the development environment and deploy it on the other environments. It is a neat feature which can be of interest, but you also have to be aware of all pitfalls and downsides. In this post, I will tell you more about the custom fields.

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What is the temporary voucher functionality in Dynamics 365?

As for several versions of Microsoft Dynamics AX, there is a feature to set up and use temporary vouchers for journal entries. Also, this feature still exists in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. In this blog post, I will tell you about the temporary voucher number and namely how you can benefit from this feature.

Regulatory requirement

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