From the Microsoft Dynamics 365 Finance and Operations Blogs: Free text invoices; Data retention strategy; Expense management; Transfer order vs transfer journal

In this week’s Dynamics 365 Finance and Operations blog roundup:

• Creating free text invoice in F&O using Power Platform
• Creating a data retention strategy
• Enhancing expense management with Dynamics 365 Finance
• Transfer order or transfer journal? The differences explained

Creating free text invoice in Dynamics 365 Finance and Operations using Power Platform

Writing on his blog, Parag Chapre stated that use the Power Platform to interact with D365 F&O can streamline operations significantly. 

He wrote that one such task involves creating and posting free text invoices. Chapre described the steps you need to take to create and post free text invoices in D365 F&O using the Power Platform and the D365 F&O connector, which culminates in the use of a batch job for posting.

In his blog post, Chapre explained exactly what a free text invoice is and why you should create them in D365 F&O. He also discussed the prerequisites to creating a free text invoice and how to post the it using a batch job.

Creating a data retention strategy for Dynamics 365 Finance and Supply Chain Management