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Category: Common

link to How to Connect Power BI to D365 Finance and Operations

How to Connect Power BI to D365 Finance and Operations

In this post I will take you through step by step how to connect Power BI to Dynamics 365 Finance and Operations, build your first report, and publish it to your Power BI workspace.

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link to How To Check The Dynamics 365 Finance and Operations Version

How To Check The Dynamics 365 Finance and Operations Version

This post will walk you through how to check the version of Dynamics 365 Finance and Operations and understand the information you see on the form.

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link to How To Use Task Recorder: D365 Finance and Operations

How To Use Task Recorder: D365 Finance and Operations

In this article I you will learn how to make a task recording, play that recording back as a task guide, modify steps, and enable automatic screen shots with the task recorder.

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link to How To Use Advanced Filter: D365 Finance and Operations

How To Use Advanced Filter: D365 Finance and Operations

In this article you will learn how to use the advanced filter functionality in Dynamics 365 Finance and Operations and some tips and tricks to help you avoid some headaches.

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link to Personalization: Dynamics 365 Finance and Operations

Personalization: Dynamics 365 Finance and Operations

This article is intended to be a user guide to help you learn all the capabilities of personalization and to allow the user to become more confident and comfortable being able to make changes to the...

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link to How To Use Saved Views: D365 Finance and Operations

How To Use Saved Views: D365 Finance and Operations

The saved views feature in Dynamics 365 Finance and Operations allows users to save personalizations into sets of views that they can toggle back and forth between. In this post I explain how to use...

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About

We are Dynamics AX/365 Finance and Operations consultants with years of implementation experience. We have helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

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Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.


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