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Security in Dynamics 365 F&O - Roles
Continuing with the Security section, we will see Security Roles within Dynamics 365 today. Defining how to create them and how to manage...

Mariano Martinez Melo
Jun 21, 20231 min read


Security in Dynamics 365 F&O
Today we will talk about a topic that usually leaves us a little unprepared in each implementation. It is hated and loved in equal...

Mariano Martinez Melo
Jun 21, 20234 min read


Working with Workspaces
The Workspaces tool is a substantial enhancement that has existed for some time. Today we will explore it in depth, creating and...

Mariano Martinez Melo
Jun 20, 20231 min read


Create and embed an app in Dynamics 365 from scratch with Power Apps!
For some time now I wanted to talk a little about the connection between powerapps and Dynamics 365 F&O as an extensibility of the tool....

Mariano Martinez Melo
Jun 20, 20231 min read


Grid Views and Filters
The navigability of grid views has been updated for some time now, so today, we will explore these features and combine them with working...

Mariano Martinez Melo
Jun 20, 20231 min read


Detours and customization of mobile application
Here are two videos about new features of the mobile app that have come out in version 10.0.23: Customize titles and step-by-step...

Mariano Martinez Melo
Jun 20, 20231 min read


Outbound sorting - Put to wall
Today we will talk about a complex warehouse process called Outbound sorting. In this video, we will go into the put-to-wall methodology...

Mariano Martinez Melo
Jun 20, 20232 min read


Dynamics 365 workflows in Microsoft Teams with help from Power Automate
To improve accessibility to Dynamics 365 users, I created this video to trigger approval flows from Dynamics 365 to Microsoft Teams. I...

Mariano Martinez Melo
Jun 20, 20231 min read


Enterprise Skill Initiative
To close this year and start the next learning, we will talk about the Enterprise Skill initiative today. A Microsoft initiative that...

Mariano Martinez Melo
Jun 20, 20232 min read


Business Document Management
After importing our electronic reports, we will start modifying them through this new workspace. In it, we can change the formats of our...

Mariano Martinez Melo
Jun 20, 20233 min read


Demand stock replenishment by slotting
Have you heard about the concept of slotting? Do you know how to apply it to your DYN365FO implementations? In this post we will review...

Mariano Martinez Melo
Jun 20, 20236 min read


Configuring Electronic Reports
In this second post of the Electronic Reporting Series, we will see how to configure this tool in 3 simple steps and import a report from...

Mariano Martinez Melo
Jun 20, 20234 min read


Introduction to Electronic Reporting (ER)
Today we will start a series of entries to explain all the details of Electronic reporting or electronic reports. This tool, a little...

Mariano Martinez Melo
Jun 20, 20234 min read


Warehouse Management with Quality Management (Part III)
Ending this small series of posts on quality with WMS, we will comment on the function that allows us to take inventories detected with...

Mariano Martinez Melo
Jun 20, 20234 min read


Warehouse Management with Quality Management (Part II)
Continuing with the previous post, we will leave the quality warehouse. As an objective to move from the quality locations and replace...

Mariano Martinez Melo
Jun 20, 20232 min read


Warehouse management with Quality Management (Part I)
Older Dynamics users will remember setting up quality management in Ax2012 and early versions of Dynamics 365 F&O. There; we could...

Mariano Martinez Melo
Jun 20, 20233 min read


View Management - New Update
Looking back on the beloved Ax 2012 and its customization menu, 365 has done its part to bring this well-known tool up to date. Do you...

Mariano Martinez Melo
Jun 20, 20233 min read


Huge Changes to Role-Based Certifications
The wave of Certifications has arrived! And Microsoft has been changing the rules of the game a bit for a few months. For the best? Find...

Mariano Martinez Melo
Jun 20, 20232 min read
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