Chenspec on PixabayFrom the community, there are a lot of questions about being able to achieve various scenarios in Dynamics 365 Finance and Operations, without coding. Any of those questions are a fair ask. Having no-code/low code solutions like Microsoft Power Apps in mind, you would like to prevent customizations if there is no need for them. In this post, I will explain how you can achieve the requirement of viewing only active sales agreements without any coding. Without coding? Well… That depends on the details of your requirement. In my thoughts of interpreting the question, I came very, very close to my original idea. I now have to choose between a very small customization or a manual step. Interesting to know the border between what is possible without coding and where you might consider a customization? Then continue the read.
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Many times, I got or read a question if it is possible to have the customer account or name on voucher transactions. The same applies to vendor information. In this blog, I will tell you how you can get this information in your environment.
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