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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Advanced search

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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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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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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