Introduction:  

I bet that every one of us has had a request from our customers to change the value in some field for a group of vendors, or a Purchase order line. Then we needed to open each record one by one and make this change. The request may be a change of mode of delivery for given PO lines or change of vendor group for given vendors. And this is all time consuming.

Have you ever been stuck with errors on matching invoice and purchase order?' in this article we will show you how to resolve matching discrepancies.

In Microsoft Dynamics 365 Finance, there are multiple ways to setup workflow and sometimes it is confusing which type to use. In our everyday life we have cases where one employee needs to submit, let say his timesheet for approval to a reporting manager, but expense report to a project manager, for the specific project he is working on.

We are in the period of holidays, but there is still a need to pay invoices and normal business continues. People will therefore be delegating their tasks to other people in this period. Instead of reassigning the whole workflow in D365, which will have a huge impact, you can delegate it to another person while you are on vacation, or you can delegate a workflow on another person’s behalf.

Regression Suite Automation Tool (RSAT) allows us to automate the validation of business processes in D365 Finance and Operations. The recordings used in RSAT are made with Task Recorder, a tool in D365, and then converted into a suite of automated tests. These automated tests are used for validation of data, elements, and business processes.

The use of product variants in Microsoft Dynamics 365 Finance is a must for some business' where the same product can have multiple sizes, colors, configurations... because you need to create a Product Master and assign a Product dimension group with all the options available for the product without creating the same product multiple times.