This week, I presented about AI in Microsoft Dynamics 365 F&O together with Hylke Britstra at a Dutch Dynamics Community event. While preparing for the session, I created some demos to extend the Copilot sidecar and found some hints in the coding for using natural language to navigate the application. I will elaborate on the upcoming feature and show you how you can already enable the option to use Copilot for opening e.g. the Workflow history page.
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Starting in Microsoft Dynamics 365 F&O version 10.0.39, Microsoft enforced security guidelines for external users. Effectively, Microsoft disabled the cross-tenant access in Dynamics 365 F&O. This means that external users from a different tenant, can’t log in to Dynamics 365 unless they are created as a guest user in your own client. In this post, I will elaborate on the change, how it can impact your environments and how to setup external users correctly.
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Security in Dynamics 365 Finance and Operations (F&O) is not easy. When you want to define custom roles, this also has a licensing impact. Sometimes, you expect a particular license for your role, but the application states something different. In this post, I will provide a scenario where the license expectation is a Team members SKU as the intention is to have a read only role, but the role will end up as Operations license.
Read moreRecently, I discovered two new security roles in the application that seem to have a relation with eXtensible Data Security (XDS). Anything related to security and for that reason also XDS intrigues me. In this post, you will read about the two new security roles and how they can be useful, or not…
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