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.
Learn about service update availability and the different release options, including an overview on targeted release schedules.
Use Commerce to deliver unified, personalized, and seamless buying experiences for customers and partners.
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 about the filtering and query options for the Advanced filter/sort dialog and the matched operator in the filter pane or grid column header filters.
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.
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 data entities, the scenarios that they support, the categories that are used for them, and the methods for creating them.
Learn about how to configure document management (document handling) so that it stores file attachments and notes for records.
Learn how to access development instances, configure local development VMs, and find configuration settings for developers and administrators.
Documentation for finance and operations apps.
Learn about the string run-time functions, including syntax strings, parameters, return values, and remarks for various functions.
Learn about how to enable the Microsoft Power Platform integration by using Microsoft Dynamics Lifecycle Services for finance and operations apps and Dataverse.
Learn about features that are either new or changed in the Microsoft Dynamics 365 Finance version 10.0.41 preview release distributed in September 2024.
Learn about the data management framework's package REST API, including a table that outlines recurring integration APIs for various decision points.
Learn about the release schedule for proactive quality updates (PQUs), including an outline on station-to-region mapping.
Learn about a database export scenario for finance and operations, including known limitations and prerequisites.
Learn about where to access financial reporting in Microsoft Dynamics 365 Finance and how to use the financial reporting capabilities.
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.
Learn about integration between finance and operations apps and third-party services, including documentation access for various patterns.
The project management and accounting functionality can be used in multiple industries to provide a service, produce a product, or achieve a result.
Learn about various aspects that you must consider while you plan for your project's environment, including an overview of environment types.
Learn about features that are either new or changed in Microsoft Dynamics 365 Supply Chain Management 10.0.42 with a table outlining feature areas.
Learn about Ddmand planning in Microsoft Dynamics 365 Supply Chain Management, Microsoft's next-generation collaborative demand planning solution.
This article provides information about Microsoft Dynamics 365 Copilot for project features.
Learn about data management in finance and operations, including overviews of data entities and data migrations.
Learn how to start to use master planning functionality in Dynamics 365 Supply Chain Management, including outlines on availability and licensing.
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 shortcut key combinations that you can use when you're working with finance and operations apps.
Learn about vendor invoices, which are requests for payment for products and services, including an outline on submitting invoices.
Learn about the various types of financial dimensions and how they're set up, including outlines on custom dimensions, activating dimensions, and translations.
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.
Access links to the release plans, major announcements, and documentation for dual-write, including a table that provides descriptions and number for various bug types.
Learn about the Invoice capture solution, including a table that outlines actions, system, and role names for various roles.
Learn about the Electronic reporting tool through an overview. It describes key concepts, supported scenarios, and formats that are part of the solution.
Learn about the conversion run-time functions, including parameters, return values, remarks, and examples for various functions.
Learn about recurring integrations, including the process of data migration and the movement into and out of any enterprise system.
Learn how to install the Warehouse Management mobile app on each of your mobile devices and configure it to connect to your environment.
Learn about Microsoft Power Platform integration via Microsoft Dynamics Lifecycle Services for finance and operations apps and Microsoft Dataverse.
Learn about dual-write, which provides near-real-time interaction between customer engagement apps and finance and operations apps.
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 how to use Warehouse management to monitor and automate warehouse processes, including a detailed list of warehouse management processes and resources.
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.
Learn about purchase orders (POs) and links to other articles that are related to the various stages that a PO goes through.
Learn about Copilot capabilities in finance and operations apps and explains how to use them, including an outline on responsible use of AI.
Learn how to upload and run deployable packages that contain custom X++ scripts without having to suspend your system.
Learn about the elements of role-based security, including overviews of security roles, duties, privileges, and permissions.
Learn aboutthe purchase requisition workflow and the different statuses that a purchase requisition can have with an outline on creating purchase requisitions.
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 address invalid users in Microsoft Dynamics 365 Finance, including outlines on different types of invalid users.
Learn how to choose data in a finance and operations apps environment so that the data is available in a data lake.
Learn how administrators can enable basic Copilot capabilities in 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 how to configure a new finance and operations environment to support integration with PowerBI.com, including a list of thing to know before starting.
Learn about how to connect finance and operations apps with a new Microsoft Dataverse instance, including prerequisites.
Learn about the container run-time functions, including a syntax string, a table outlining descriptions for various parameters, and additional values.
Number sequences are used to generate readable, unique identifiers for master data records and transaction records that require identifiers.
Learn about Business performance analytics, including an outline of the process for turning data into actions to improve business performance.
Learn how to import Electronic reporting (ER) configurations from Microsoft Dataverse, including an overview on importing the Globalization solution.
Learn how you can use inventory journals to post various types of physical inventory transactions with an outline on types of inventory journals.
Learn about the statuses that a purchase order goes through after it has been created, and the effect of enabling change management on POs.
Learn about the date run-time functions, including the dyName, dayOfMth, dayOfWk, and dayOfYr functions, with parameters, return values, and examples.
This article describes the Microsoft Dynamics 365 Human Resources app for leave and absence.
Learn about Asset Management functionality in Dynamics 365 Supply Chain Management, including an illustration showing the interfaces.
Learn about the required setup and steps for running the general ledger year-end close process, including an outline on defining year-end close templates.
Learn how to perform a refresh of a database for Microsoft Dynamics 365 Finance, including an overview of known issues.
Learn about business events, which allow external systems to receive notifications from finance and operations apps.
Learn about computed and virtual fields, which are the two types of unmapped fields that a data entity can have.
This article provides information about bills of materials (BOMs) and formulas, which are a central part of the definition of products and product variants.
Learn about the Accounts payable home page, including overviews on setting up Accounts payable and configuring vendor invoices and accounts.
Accounts payable invoice matching is the process of matching vendor invoice, purchase order, and product receipt information.
Access a list of the help topics and other resources for the financial management features in Microsoft Dynamics 365 Finance.
Learn about the setup, calculation for the process, and how to reverse the revaluation transactions for the foreign currency revaluation process.
Learn about how you can fix issues with live synchronization, including issues relating to error messages when creating rows and saving table data.
Learn about select statements in the X++ language, including examples for select, insert, update, and delete statements, including a syntax table.
Access an overview of help articles and other resources for Dynamics 365 Supply Chain Management with an outline on core concepts and tasks.
Learn about how to extend the business logic of public and protected methods by using method wrapping, with code examples for models.
Learn how to use the On-hand list page to inspect on-hand inventory details, including an outline on querying your on-hand inventory.
Learn about the service endpoints that are available, including a table that lists services avaialable for various service endpoints.
Learn how to build an entity and how to consume some out-of-band (OOB) entities in an integration scenario, including prerequisites and key concepts.
Learn how to import a database for finance and operations apps, including prerequisites, and overviews of long-running operations.
Learn about financial tags, including outlines on setup, the process of creating financial tags, and entering financial tag values on transactions.
Learn about how to archive data in Microsoft Dynamics 365 finance and operations apps, including an overview on business application data lifecycles.
Learn about how you can automate the process of building X++ on any agents in Microsoft Azure DevOps, including prerequisites.
This article explains how to set up and configure the Microsoft Dynamics 365 Commerce Store Commerce app for Windows.
Learn how to set up a dual-write connection from Microsoft Dynamics 365 Lifecycle Services, including prerequisites and the setup process.
Learn how you can connect your finance and operations environment to a data lake to unlock insights that are hidden in your data.
Learn how to enable row version change tracking for data entities and tables for finance and operations apps, includinga a table with comments for various rules.
Learn about routes and operations, including definitions for routes and outlines on routes, parallel operations, and operation relations.
Learn about programming guidance for X++, including a table that outlines descriptions for various X++ language features.
Understand the scenarios that are supported for dual-write setup, including various examples that provide guidance for dual-write setups.
Learn about what Inventory Visibility is and describes its features, including outlines on extensibility, scalability, and feature highlights.
Learn how to configure the Warehouse Management app to connect to your Dynamics 365 Supply Chain Management environment using user-based authentication.
Learn about how you can stay compliant with the user licensing requirements for finance and operations apps per role.
Learn about the filtering options that are available, including various tables that define the available filter options.
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.
Learn about the process for return orders. It includes information about customer returns and their effect on costing and on-hand inventory quantities.
Learn about how to enable finance and operations apps virtual entities in Microsoft Dataverse, including an overview on how to generate virtual entities.