the caf2code press
Financial Tags
As part of the latest 10.0.32 release from Microsoft for D365 F&O, there is a new feature that will allow more flexibility to anyone who needs to analyze the state of their business within the system.
The feature is called Financial Tags, when enabled allows user-defined fields to be created to help classify, organize, and explain a variety of financial transactions done in the system. Microsoft allows for up to 20 of these new financial tags. They can be used to track information from Customers and vendors to payment reference numbers.
Help! Admin can’t login to lcs, outlook for web
Are you unable to login to LCS (Lifecycle Services for Dynamics 365)? Does the page redirect to the LCS login immediately after a successful sign-in attempt?
You may have tried this with several different setups:
Different browsers
In-private browsing mode
Different computers
Different networks
Dynamics F&O Year-End Close Screen Update
As the calendar turns to December, it’s time to start seriously preparing for year-end. Throughout this year, Microsoft has introduced changes to Dynamics 365 F&O to help organizations better manage and understand their business. One key update to keep in mind came in the 10.0.26 service update and was related to the year-end close screen.
No Data Entity? No Problem!
Do you ever find yourself wishing your journal entry form had the ability to export and import using excel, but you don’t have the data entity for it? You don’t want to go through all the work to get that new data entity added, just to be able to get through this one journal entry, even if it is a few hundred lines. One new release that Microsoft Dynamics 365 introduced in October 2020 titled “New Grid Control” allows for some new easy data entry options form.
Data Modeling Building Blocks
If you’re new to Power BI, you’d be forgiven for seeing it as just a data visualization tool. That initial “click, drag, and drop” introduction to Power BI can be thrilling, but I worry it often gives short shrift to Power BI’s most exciting talents; its ability to pull data from many sources, transform them to meet your needs, and, for a grand finale, efficiently structure and connect data to keep your reporting fast and reliable.
How To Add an RSS Feed to Teams Using PowerApps and Bulletins
Teams is quickly becoming the all-in-one hub for work management. In this post, I will be sharing how to use the Teams’ Bulletin app with Power Apps to aggregate RSS feeds.
Life of an Intern
This fall, I have had the amazing opportunity to work for Caf2Code LLC as an intern. The entire premise of an internship is to help you determine if this career path/job is something you enjoy and help you get experience. When I first thought about doing an internship, what came to mind was what experiences and growth I’d develop during that period with them. The two biggest goals of mine were developing new skills and gaining experience that I can put into practical use.
The Microsoft D365 Task Recorder and how to Capture Screenshots
There is nothing quite like coming off a long weekend just to have to jump into 1099 preparation and reviewing regulatory compliance. Happy New Year, I guess? I hope this blog makes it a little happier with some great additional functionality that can enhance your organizations 1099 process.
When I was first introduced to Microsoft D365FO at a previous job, I was going through a full implementation and upgrade from Great Plains to D365FO and the most valuable tool in this process for me was the Task Recorder. It is a very simple, easy, and sometimes overlooked tool that records each click or step you take in the D365 system which then can be converted into simple documents for future use or training.
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