Feature trial: Inventory transactions archive

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Inventory transactions archive

In March 2021, Microsoft released a preview for the archival of inventory transactions. The feature is useful for customers having a lot of inventory transactions. To prevent having performance issues when querying inventory transactions or using them in calculations for summary, Microsoft now made the option to archive inventory transactions. I spent some time reading the documentation and trying out the solution. In this post, I will share my findings related to testing the feature and what exactly is happening under the hood.

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Security how-to: Only finance users are allowed to see cost prices in Dynamics 365 Finance and Operations

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cost prices security

This post is a new blog in the series about “Security how-to“. In this particular post, I will explain how to secure a common scenario where cost amount fields should be hidden for the majority of users. This post will explain how to secure fields, form controls, and an easy way to apply this scenario to the users.

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Let your Operations Flow – Excel to Purchase orders Example

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Excel to Purchase orders

In this post, I will share a Power Automate Flow example. This example is importing data from Microsoft Excel into Microsoft Dynamics 365 Supply Chain Management. It has an example of how to import multiple purchase orders and lines. Besides, it has some logic and special field handling. The example is also shared as a download.

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Security how-to: Only a finance user is allowed to change the on-hold status of vendors and customers

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This post is a new blog in the series about “Security how-to“. In this particular post, the options to segregate tasks for creating and maintaining master data on one role and the hold status on customers and vendors in another role. The way how to achieve it is different for customer and vendor master.

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