In this blog post, I will share a workaround to update or delete records in different legal entities when using the Fin & Ops Apps connector. This connector can be used with Microsoft cloud services: Power Automate, Power Apps, and Logic Apps. When the records to be updated or deleted are not part of the default company of the user, you will get an error “No resources were found when selecting for update”. Continue to read how to solve this error.
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Do you want to use Microsoft Teams for collaboration between different department members where also Dynamics 365 Finance and Operations processes will play a role? In that case, you would want to be able to interact with data and business logic from Dynamics 365 Finance and Operations. There are options to create apps with Dataverse for Teams or other Teams apps, like the Human Resources app provided by Microsoft.
There is a neat and simple trick to get pages and processes from Dynamics 365 Finance and Operations in Microsoft Teams. Watch the video for a demo.
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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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Recently, I was speaking about eXtensible Data Security (XDS) at a meetup session for the Pakistan Microsoft Dynamics 365 and Power Platform Community. I did a similar session several years ago and created three examples back then as part of the demonstrations of what would be possible to achieve with this framework for record-based security. For this recent session, based on a question on the Dynamics Community forum, I created a new example for restricting access to the projects and related information for a person who is one of the responsible persons. In this post, I will provide some more background information on the functional and technical details.
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