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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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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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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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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