From the Microsoft Dynamics 365 Finance & Operations Blogs: Invoice automation; Workspace personalization; Securing a menu item; Workflow notifications

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

• Dynamics 365 Finance invoice automation in simple terms
• Create and share workspace personalization in Dynamics 365 Finance and Operations
• Securing a menu item is not enough – form controls
• Workflow notifications for delegated approvers

Dynamics 365 Finance invoice automation in simple terms

An author writing on the Ellipse Solutions blog, noted that there is finally a way to import vendor invoices into Dynamics 365 Finance and Operations, perform the three-way match, and post the invoice for purchase orders. You no longer have to enter vendor invoices one at a time.

The author explained that you can import invoices for purchase orders using the data management functionality. Then once the data is imported into D365FO, the invoice processing can be automated, including workflow, matching product receipts, applying pre-payments, and posting. Then you can enable the new "vendor invoice automation" feature.

Once the feature is enabled, the Vendor invoice automation tab becomes available on the Accounts Payable Parameters so the feature can be configured.

The author then explained how to configure the vendor invoice automation, how to import the invoices, and the vendor invoice processing.

Create and share workspace personalization in Dynamics 365 Finance and Operations

On his blog, Saurabh Bharti stated that personalization is one of the best features available in Dynamics 365 Finance and Operations to help consultants and users have a better user experience.

One feature of the personalization workspace gives users lots of flexibility managing day-to-day business activities. He said that it saves times, provides users with better visibility into the work items they need to focus on ,and also reduces the number of clicks and navigation to multiple screens.

In his blog, Bharti explained how you can create a new workspace and share it with other users.

Securing a menu item is not enough: form controls

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