Power Apps with D365 F&O – Part 1

Posted on: January 3, 2022 | By: Kevin Gallagher | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

Power Apps with D365 Finance and Operations – Part 1: Getting Started Did you know that D365 for Finance and Operations can be used with the Power Apps platform to create custom applications? PowerApps can leverage connected data sources from D365 to view, create and modify tables in D365. Getting Started - Connecting D365 and Power Apps Navigate to make.powerapps.com and login with your Microsoft Account. Most Microsoft business accounts...


Voiding Checks & Payments in Business Central

Posted on: January 3, 2022 | By: Kevin Gallagher | Microsoft Dynamics Business Central

Have you been forced to reverse a payment of void a check issued from Business Central? The process itself is tricky and somewhat confusing, but hopefully this guide will help you understand the process better. To understand how to void a check and reverse a payment, we must first understand the postings involved in these transactions. The most difficult part of the payment reversal process is knowing exactly what needs...


Data Management Workspace – Tips and Tricks

Posted on: December 12, 2019 | By: Kevin Gallagher | Microsoft Dynamics AX/365

Have you used the data management workspace to upload data in D365? If so, you may not know about these tips and tricks to expedite the tedious process of loading data. Default specific columns to a sequential number Create or select a data project to upload and add a file Click on “View map”, this will show you the mapping of your source fields (from my Excel workbook) to the...


Speeding up Data Uploads– D365 for Finance and Operations

Posted on: August 5, 2019 | By: Kevin Gallagher | Microsoft Dynamics AX/365

Have you ever wondered if there is a better way to import large Excel files into D365 Finance and Operations? Using the standard Data Management workspace to upload files is relatively easy, but on the complexity of the import, it can take hours to get your data into D365. This is especially true for imports that touch many tables in D365 such as vendors, customers or items. Even worse, you...


Dealing with D365 Updates – New Navigation Bar

Posted on: June 14, 2019 | By: Kevin Gallagher | Microsoft Dynamics AX/365

Has your company recently updated D365 for Finance and Operations? If so, you may have noticed that the all-important menu path has disappeared from the navigation bar. New Navigation Bar: This was a minor but useful feature that allowed users to understand their location in D365 at a glance. With so many similar-looking D365 screens, the menu path provided a clear indicator of where I was.  While the new navigation...