Image by Gerd Altmann from PixabayWhen working with workflow in Microsoft Dynamics 365 Finance and Operations, the users should have proper permissions to be able to not only approve but also submit documents to the workflow. There is no easy guidance on which roles, duties, or privileges to use to ensure having the correct permissions. In case you build up privileges from scratch, you might have questions about how to include the correct permissions for the workflow. In this post, you will learn about the security architecture for workflows and I will share some tips.
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Personalization is an important aspect of Microsoft Dynamics 365 Finance and Operations. Removing or adding custom fields, setting default filter ranges, and changing the order of fields are some examples that make end users more productive. Next to what is visualized to the user, also the language and date format is helping the user to understand the application and data. In this post, I will talk about the date format and share a small utility to give users more options to manage the format of the date.
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In the two earlier posts, I talked about missing parts and controls when you would create privileges from scratch. In this post, I will continue explaining about reasons for missing elements on forms due to table permissions. Or maybe you would like to restrict certain fields from being visible to users.
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When I installed the preview of Dynamics 365 Finance and Operations version 10.0.32, also known as the April 2023 release, it was noticeable the user interface got restyled slightly. Apart from this, also some navigation concepts have been changed. In this post, I will highlight the changes I noticed myself so far.
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