Latest Articles from Microsoft on Finance and Supply Chain
You can use Dynamics 365 Finance to manage invoices and payments, get payment authorizations, verify payment status, correct invoice or payment details, and regularly report on accounts.
Discover how to make the most of Dynamics 365 Supply Chain Management with training, docs, and videos covering product capabilities and how-to articles. Learn how to build an adaptable, resilient supply chain that automatically reacts to challenges using real-time visibility, agile planning, and advanced insights.
This article describes features that are either new or changed in the Microsoft Dynamics 365 Finance version 10.0.39 preview release.
Use Commerce to deliver unified, personalized, and seamless buying experiences for customers and partners.
Learn about the filtering and query options for the Advanced filter/sort dialog and the matches operator in the Filter pane or grid column header filters.
Discover how to make the most of Dynamics 365 Project Operations with training, docs, and videos covering product capabilities and how-to articles. Learn how Project Operations connects sales, resourcing, project management, and finance teams in a single application to win more deals, accelerate project delivery, and maximize profitability.
Learn aboutthe new prerequisite for cloud-hosted environments that run version 10.0.36 or later, including answers to frequently asked questions.
You can use Dynamics 365 Human Resources to connect people and operations data to help optimize workforce costs and take care of your employees.
Learn about Open Data Protocol (OData) and explains how you can use OData V4 to expose updatable views, including a table that provides webpages for various topics.
Learn about data entities, the scenarios that they support, the categories that are used for them, and the methods for creating them.
This article explains how to configure the Warehouse Management mobile app to connect to your Microsoft Dynamics 365 Supply Chain Management environment using user-based authentication.
Learn how to access development instances, configure local development VMs, and find configuration settings for developers and administrators.
Learn about how to help secure one-box developer environments, including outlines on default congigurations and how to deploy to a custom virtual network.
Learn about the data management framework's package REST API, including a table that outlines recurring integration APIs for various decision points.
This article describes where to access financial reporting in Microsoft Dynamics 365 Finance and how to use the financial reporting capabilities.
Learn about integration between finance and operations apps and third-party services, including documentation access for various patterns.
Learn about instructions for administrators on how to enable Copilot capabilities in finance and operations apps.
Documentation for finance and operations apps.
Learn about the release schedule for proactive quality updates (PQUs), including an outline on station-to-region mapping.
Learn about the string run-time functions, including syntax strings, parameters, return values, and remarks for various functions.
This article explains how to install the Warehouse Management mobile app on each of your mobile devices and configure it to connect to your Microsoft Dynamics 365 Supply Chain Management environment.
Learn about various aspects that you must consider while you plan for your project's environment, including an overview of environment types.
Learn about the Invoice capture solution, including a table that outlines actions, system, and role names for various roles.
Learn how to choose data in a finance and operations apps environment so that the data is available in a data lake.
Learn about how to enable the Microsoft Power Platform integration by using Microsoft Dynamics Lifecycle Services for finance and operations apps and Dataverse.
Learn aboutthe features that are included in the platform updates for version 10.0.39 of finance and operations apps released in March 2024.
Learn about data management in finance and operations, including overviews of data entities and data migrations.
Learn about how to configure document management (document handling) so that it stores file attachments and notes for records.
Learn about a database export scenario for finance and operations, including known limitations and prerequisites.
The project management and accounting functionality can be used in multiple industries to provide a service, produce a product, or achieve a result.
Set up and deploy on-premises environments (Application 10.0.32 and later) - Finance & Operations |…
Learn how to plan, set up, and deploy Microsoft Dynamics 365 Finance + Operations (on-premises) with Application version 10.0.32 and later.
This article describes features that are either new or changed in the Microsoft Dynamics 365 Finance version 10.0.38 preview release.
Learn about recurring integrations, including the process of data migration and the movement into and out of any enterprise system.
Learn how you can connect your finance and operations environment to a data lake to unlock insights that are hidden in your data.
This article describes the various types of financial dimensions and how they're set up.
Learn about the shortcut key combinations that you can use when you're working with finance and operations apps.
Learn about maintenance mode, which is a system-wide setting that lets system administrators make system changes that can affect system functionality.
Learn about vendor invoices, which are requests for payment for products and services, including an outline on submitting invoices.
This article provides information about Microsoft Dynamics 365 Copilot for project features.
Learn about configuring the export to Azure Data Lake and configuring various add-ins and Azure resources, including how to create an application in Microsoft Entra ID.
Learn about dual-write, which provides near-real-time interaction between customer engagement apps and finance and operations apps.
This article explains how to start to use master planning functionality in Dynamics 365 Supply Chain Management.
Learn how to use the command line to apply a binary update or an application (AOT) deployable package that was created in your environment.
Learn about the elements of role-based security, including overviews of security roles, duties, privileges, and permissions.
This article describes the statuses that a purchase order goes through after it has been created, and the effect of enabling change management on POs.
Learn how to perform a refresh of a database for Microsoft Dynamics 365 Finance, including an overview of known issues.
Learn about the Electronic reporting tool through an overview. It describes key concepts, supported scenarios, and formats that are part of the solution.
Use Warehouse management to monitor and automate warehouse processes.
Learn about the column mappings for each dual-write mapping, including a table that defines the map type and customer engagement column for finance and operations fields.
Learn about the Party and global address book functionality of dual-write, including a table that describes various row types for contacts.
Learn about how to pause service updates to your environments, including overviews on who can pause and what parts of the service get paused.
Learn how to upload and run deployable packages that contain custom X++ scripts without having to suspend your system.
Learn about the conversion run-time functions, including parameters, return values, remarks, and examples for various functions.
Learn about the service endpoints that are available, including a table that lists services avaialable for various service endpoints.
Learn how to configure a new finance and operations environment to support integration with PowerBI.com, including a list of thing to know before starting.
This article provides an overview of the setup, running the process, calculation for the process, and how to reverse the revaluation transactions for the general ledger foreign currency revaluation process.
This article describes financial tags.
Learn about Copilot capabilities in finance and operations apps and explains how to use them, including an outline on responsible use of AI.
Learn about the container run-time functions, including a syntax string, a table outlining descriptions for various parameters, and additional values.
This article provides a list of the help topics and other resources for the financial management features in Microsoft Dynamics 365 Finance.
Learn about Microsoft Power Platform integration via Microsoft Dynamics Lifecycle Services for finance and operations apps and Microsoft Dataverse.
Learn about how to use the Data management workspace to create and manage data import and export jobs with the outline on the import and export process.
Learn about how to extend the business logic of public and protected methods by using method wrapping, with code examples for models.
Learn about how to prepare for the go-live for finance and operations apps, including a table that lists the key steps in the go-live process.
This article provides information about the process for return orders. It includes information about customer returns and their effect on costing and on-hand inventory quantities.
This article explains how to set up and configure the Microsoft Dynamics 365 Commerce Store Commerce app for Windows.
This article provides an overview of help articles and other resources for Dynamics 365 Supply Chain Management.
Learn about the Accounts payable home page, including overviews on setting up Accounts payable and configuring vendor invoices and accounts.
This article introduces the Demand planning app for Microsoft Dynamics 365 Supply Chain Management, Microsoft's next-generation collaborative demand planning solution.
This article explains the Regulatory Configuration Service (RCS) merge to the Globalization Studio workspace.
This article describes the required setup and steps for running the general ledger year-end close process.
This article describes Asset Management functionality in Dynamics 365 Supply Chain Management.
Learn about computed and virtual fields, which are the two types of unmapped fields that a data entity can have.
This article provides general information about purchase orders (POs) and links to other articles that are related to the various stages that a PO goes through.
This article describes the purchase requisition workflow and the different statuses that a purchase requisition can have.
Learn about business events, which allow external systems to receive notifications from finance and operations apps.
This article describes how you can use inventory journals to post various types of physical inventory transactions.
Learn how to complete the prerequisites for Business performance analytics, including outlines on availability, and systema and version requirements.
This article will help you learn how to post Tax Deducted at Source (TDS) on purchases of goods in Microsoft Dynamics 365.
This article provides an overview of all components in the Microsoft Dynamics 365 Commerce ecosystem, including integration points to the suite of Dynamics 365 products.
Number sequences are used to generate readable, unique identifiers for master data records and transaction records that require identifiers.
Learn about how to install and configure the Regression suite automation tool (RSAT), including prerequisites and an overview of the installation process.
Learn about Business performance analytics, including outlines on turning data into action to improve business performance.
This article describes features that are either new or changed in Microsoft Dynamics 365 Supply Chain Management 10.0.38.
Learn about the cloud environment and subscription, who can perform which tasks, and the data and customizations that you need to manage.
This article explains how to install Commerce Scale Unit (CSU) on virtual hard disk (VHD) local development and cloud development environments for Microsoft Dynamics 365 Commerce.
This article provides information about product information management. Product information management works with a shared product definition, categorization, identifiers, and specific configurations of a product.
Learn about how to connect finance and operations apps with a new Microsoft Dataverse instance, including prerequisites.
Learn about how to set up database logging, how to manage security and performance, and how to clean up database logs.
Learn about the date run-time functions, including the dyName, dayOfMth, dayOfWk, and dayOfYr functions, with parameters, return values, and examples.
Learn about the independent software vendor (ISV) licensing feature, including on outline of the feature's capabilities.
This article points to topics that describe the new and changed features in each release of Dynamics 365 Finance
Learn about how to configure virtual entities for finance and operations apps in Microsoft Dataverse, including overviews on authentication and authorization.
Access troubleshooting information for deployments of Microsoft Dynamics 365 Finance + Operations (on-premises), including an overview of monitoring deployment.
Users are internal employees of your organization, or external customers and vendors, who require access to the system to perform their jobs.
Learn how to set up a dual-write connection from Microsoft Dynamics 365 Lifecycle Services, including prerequisites and the setup process.
Learn about Feature management and how you can use it, including an overview on the Feature management workspace and Feature recommend notifications.
Learn about how you can stay compliant with the user licensing requirements for finance and operations apps per role.
This article describes how to use the On-hand list page to inspect on-hand inventory details. It shows a few of the ways that the various filtering and sorting options work together, and how those options can sometimes produce unexpected results when they are combined.
This article provides information about bills of materials (BOMs) and formulas, which are a central part of the definition of products and product variants.