Posts

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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Advanced search to find records in Microsoft Dynamics 365 Finance and Operations

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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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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Tips on ledger default dimension development on forms

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Default dimension development

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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