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From the Microsoft Dynamics 365 Finance and Operations Blogs: SysAdmin tracking; Transfer order shipment; Document templates; Clone a project from GitHub

by MSDW Reporter
Editorial Team,

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

  • How do you track everything a system administrator does? You don’t.
  • How to cancel transfer order shipment
  • Document templates: A step-by-step guide
  • How to clone and configure a D365FO project from GitHub

How do you track everything a system administrator does in Dynamics 365 for Finance & Operations? You don’t.

Writing on his blog, Alex Meyer noted that the request to track everything a user assigned the sysadmin role does is something he often sees. However, he wrote that the problem is that this request isn't feasible in Microsoft Dynamics 365 Finance and Operations in the way that it is in other ERPs. 

In his blog post, Meyer stated that this request typically comes from an internal or external auditor who has experience in another enterprise ERP system such as AAP or Oracle. He then explained why this can be done in those ERP systems.

Meyer then explained the reason it's not a valid request in D365FO and provided information about some things you can do when you get such a request. 

How to cancel transfer order shipment in D365 Finance and Operations

On the Cloudfronts blog, Chinmay Mayekar wrote that In D365FO, managing transfer orders is critical to allow companies to maintain efficient inventory operations. However, Mayekar noted that there may be instances where you need to cancel a transfer order shipment for a variety of reasons, such as changes in demand, inventory discrepancies, or operational adjustments. 

He noted that in those cases, it's vital that you understand the process of cancelling the transfer order shipment so you can be sure that you're managing your inventory accurately.

In his blog post, Mayekar provided the steps you need to take to cancel the transfer order shipment in D365FO. He also explained that you can’t use this process to reverse a transfer order that has already been received.

Document templates in Dynamics 365 Finance and Operations: a step-by-step guide

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