From the Microsoft Dynamics 365 Finance & Operations Blogs: Granting access to forms; Extract data; Generate number sequence

April 15 2022

This week on the Dynamics 365 Finance and Operations blog roundup:

  • Is a privilege the only check for granting access to forms?
  • Generate default finance, SCM and WHM templates from Dynamics 365 Finance and Operations
  • Using business events and recurring integrations API to extract data from D365FO
  • How to generate number sequences

Is a privilege the only check for granting access to forms?

Writing on his blog, André Arnaud de Calavon pointed out that usually when you add a menu item to a privilege and set the correct permissions, the user will be able to open the form linked to the menu item. However, that's not always the case because there is another prerequisite in the security framework of Dynamics 365 Finance and Operations.

In his blog post, Arnaud de Calavon provided more information about the additional requirement and offered some thoughts using an example. He started his example with the navigation in the application, beginning with the main menu and explained that depending on the granted security permissions, the users will see only a subset of menu items relevant for their duties to be able to perform their work.

Arnaud de Calavon then discussed the additional check that is performed by Dynamics when you open forms. Finally, he offered a solution if you're unable to open the form linked to the main menu item.

Generate default finance, SCM and WHM templates from Dynamics 365 Finance and Operations

On his MsDynamics365 Empowered Community blog, Ramit Paul wrote about how to generate module wise data entity templates for specific modules for a fresh implementation.

Paul noted that before every D365FO implementation, users need to discuss module wise templates with the business team, which them sends the templates to users. However, that can take some time and cause project sprint delivery delays.

He then noted that there is a very easy, one-click solution in D365FO that can be used to generate the templates for individual modules. This means that users don't have to wait for consultants to individually export and send them the templates.

Using business events and recurring integrations API to extract data from D365FO

Writing on his blog, Sukrut Parab stated that he recently faced a new requirement. His customer did its invoice matching in its external system and wanted to have incremental vendor data extracted along with purchase order data from D365FO to feed it to that system.

In his blog post, Parab explained how you can use the recurring integrations API and business events to extract the vendor data from all legal entities in D365FO to fulfill this scenario. He provided a diagram to illustrate how the extraction of the vendor data would happen using a data project. He stated that recurring integrations are enabled on the data project created in D365FO.

Parab then did a deep dive into each of the steps necessary to use business events and recurring integrations API to extract data from D365FO.

How to generate number sequences

Writing on her Ms. Dynamic Millennial blog, Dhanicca Macatangay offered a tip you should keep in mind when you're setting up financial dimensions.

When working on a newly created legal entity, probably one of the setup we would want to consider to have are the number sequences to continue with the work and recording of the transactions when everything has been set up.

In her blog post, Macatangay provided the steps you need to follow to generate number sequences available out of the box in D365FO.

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