In several cases, you are looking for a specific record, but the search criteria are not on the list page. When the details are in a related table, you can use the advanced search and sort option to join the tables as a business user and search for a specific record. This video shows an example of how you can achieve this and also use the Saved Views functionality to re-use a certain search query.
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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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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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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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