I spent hours troubleshooting AX2012 master planning runs that kept failing after a big item import with stalled jobs and bloated history making everything unstable. When the same frustration hit with slow vendor support during a recent software renewal I searched for better options. Checking Best and worst support revealed clear patterns…

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Bridging the cultural gap between cautious real estate practices and fast-evolving technology like Dynamics 365 feels essential after implementing new systems in my property management firm where user resistance slowed adoption despite powerful tools. When outdated training left my team hesitant I…

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Hi Ritu.

Did you ever replace F&O’s Financial Reporter with Defacto?

Yes, but it depends on what exactly has been registered. If the production order registration is in “Registered” (product receipt) status, you generally can’t directly unregister it like picking or route transactions. Instead, you need to reverse it through the correction process. Go to the Production order and use the Report as finished…

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Hello Group,

I would like to ask can we unregister a registered Production Order registration? The current status in the registration is Registered.

Thanks.

You don’t need all connections, but AI agents in D365 FO do rely on a combination of services working together.

In most setups:

D365 FO is the core system

Dataverse is used for data exposure and interaction

Power Platform (especially Power Automate) handles workflows and triggers

Azure (AI services / OpenAI / Cognitive Services) powers the…

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Good question, this is something a lot of teams struggle with when moving into Dynamics 365 F&O for real estate.

From what I’ve seen, going fully custom usually works in the short term but becomes difficult to maintain and scale, especially as lease structures and reporting requirements get more complex.

Most organizations end up taking a hybrid…

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For organizations managing multiple real estate assets or rental portfolios, what is the usual approach in Dynamics 365 F&O?

Is it better to build custom extensions or use industry-specific solutions for handling lease management, tenant billing, and operational workflows?

Looking to understand how others are approaching this architecture.

Has anyone integrated Dynamics 365 Supply Chain Management with Power BI Analytics? How effective is it for tracking key performance metrics?

I’m currently exploring ways to enhance supply chain visibility and performance tracking within our organization using Dynamics 365 Supply Chain Management (SCM). I’ve read that integrating it with Power…

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Hello Group,

Could someone confirm please ALLS connections are needed to use AI agents (Finance reconciliation agent, Supplier communication agent) properly?

BEcause documentation found on Microsoft website do not give all this information clearly.

D365FO, Dataverse. Power Plateforme, Azure, other, …..

Thanks

Richard

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After a recent import of a large number of new items into our system, master planning has been failing 1-2x nearly every day, along with a number of successful runs.

Are there recommended jobs or cleanup functions to run that identify problematic data or corrupted records that could be interfering with the runs?

Thanks!

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In my view, the exclusion of past-dated demand forecasts in D365FO Master Planning is an intentional design choice to maintain a forward-looking approach, prioritizing future requirements over retrospective adjustments. While this can lead to challenges with intra-period forecasts, as you describe, it aligns with the system’s reliance on…

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Having issues where Copilot RAI is popping up a message stating the “AI copilot was unable to complete the request because of ARI component trigger.” It doesn’t seem to be having any real impact on operations however it is a significant annoyance. Our business deals with some explosive materials and is likely what is triggering the message. …

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I’m raising a question that has been raised before in the hope that somebody can give me a sensible answer.

The question is: Why does D365FO Master Planning always ignore demand forecasts dated in the past? I was hoping that this would be resolved in Planning Optimization, but unfortunately it hasn’t.

I can understand why such forecasts are…

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For me, some must-have third-party integrations with Dynamics 365 include Power BI for advanced analytics, Microsoft Teams for seamless collaboration, and SharePoint for document management. I’ve also found great value in Trango Tech, my trusted Dynamics 365 partner, who has helped implement and optimize these integrations to enhance overall… Read more

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😎 Are you going to sunny Orlando, FL for #SummitNA? ✨ Brittany Burke (Caf2Code, LLC) is a session presenter and offered a few insights about Summit and her session topics during our ‘Dynamics Weekly’ interview.

🎧 Listen to the podcast on YouTube at https://youtu.be/ASuVsvO4-yU

😍 Be a Fan: Subscribe to my ‘Dynamics Weekly’ YouTube podcast.

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😎 Are you going to sunny Orlando, FL for #SummitNA? ✨ Cameron Caudill (Sunrise Technologies) is a session presenter and offered a few insights about Summit and his session topics during our ‘Dynamics Weekly’ interview.

🎧 Listen to the podcast on YouTube at https://youtu.be/NhgX-IAWkPk

😍 Be a Fan: Subscribe to my ‘Dynamics Weekly’ YouTube…

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😎 Are you going to sunny Orlando, FL for #SummitNA? ✨ Mark Johnson (Volt Technologies) is a session presenter and offered a few insights about Summit and his session topics during our ‘Dynamics Weekly’ interview.

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😍 Be a Fan: Subscribe to my ‘Dynamics Weekly’ YouTube podcast.…

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Hello all,

I would like to know if someone already use a new AI Feature in D365FO named “Account reconciliation agent”.

I would like to know your feedback on it?

Thanks

Richard

Thanks sincerely for your response, it helps me tremendously.

Q1: Effective procurement management is acquiring the right goods and services at the right time, price, and quality, while maximizing value for the organization. It’s not just about cost savings; it also includes maintaining positive supplier relationships, ensuring compliance, supporting organizational goals.

Q2: Essential ERP features for…

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Hello everyone,

For a professional thesis purpose, I am conducting interviews on the following topic: How Microsoft Dynamics 365 Finance & Operations features contribute to effective procurement management?

To this end, I am looking for key users or functional consultants who would be willing to answer the following questions:

Q1: In your…

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Thank you, Guatham – we are working to address this ASAP.

Hey Guys,

The Spams are back again. Somebody pls look into it ASAP!

Thank you

User security Governance tutorial/guide,

For those of you who are wondering what exactly you can do in USG what feautures are included and what was original design feel free to go through free 2h classes. We will extend it in couple of weeks with more materials and resources including some samples of SOD ruleset. As creators of Security Setup…

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I am following this thread as well. We also have one user that receives this error message on the Data Management import screen. When she attempts to import the file, the warning message pops up. Although the warning message appears, it doesn’t prevent her from importing the file. Other users in her department do not receive this…

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WE have addressed this issue. Sorry, John

<div>Hello all,</div>

We installed V44 recently. And with Data Management exporting, we now have this message.

“Projects using excel files may have to wait for access to the excel driver and if they cannot get access within a 10 minutes period, will fail. Any slow export or import using excel, may cause other scheduled excel imports and exports…

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You can try the FastPath, now Delinea, Security Matrix.

It’s attached here, also can be downloaded from there resource page

https://delinea.com/resources/d365fo-security-matrix

Seriously guys. Get control of this.

Come on.

It appears that there are only two methods to remove Capacity Reservations on a Resource.

• Enable “Delete capacity reservations”: Navigate to Production control > Setup > Production control parameters > General tab. Set the “Delete capacity reservations” parameter to “Yes”. This parameter is designed to remove the hours from the…

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I have questions on intercompany master planning.

Use case definition:

– We have 3 companies in our environment. US03, US02, and US01

– US03 sells to the end customers

– US03 and US02 have an intercompany buy sell relationship. US03 is an intercompany customer for US02 and US02 is an intercompany vendor for US03.…

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Hello Melissa,

I will private message you – we have some folks that should be able to connect and have that discussion with you early this week.

Thanks,

Jeff

Hello community. I am the Finance SME and we want to implement financial tags with minimal IT involvement (they are buried). I want to be sure we are not missing anything before I submit the request to the Change Advisory Board, is anybody available for a 15 minute conversation to be sure we’re on the right track?

Thank you Prasanth, it was very helpful

Hi @rmalouininvestpsp-ca ,

With help of Developer, Create a custom entity with Datasource[LedgerJournalTable, ledgerJournalTrans and LedgerJournalTrans_Project]
LedgerJournalTrans_Project Table will contain project details related to lines.

I have attached Datasource pic for ref.

I feel this may help you.

Thank you

HEllo,

With the beauty of D365FO, we need to join different entities if we want all information of a Journal Entry.

I can get a part of the information with entity: LedgerJournalLine.

BUt if we have information about project (and project category), i’m not able to find which entity could be link to it.

Please take a look to file attached

Does…

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When running this report for past dates, the report does not provide accurate results.

Example

2/25/2025 there were 10 units in location 5

3/1/2025 5 units are moved to location 6

3/5/2025 5 units are sold from location 5

3/31/2025 inventory is closed, this cleans up the InventSum table.

4/1/2025 run the Physical inventory by inventory dimension…

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@brittanyburke Hi Brittany I attended and have again reviewed the breakout for posting profiles but I think my question here is very specific. Can you help?

Inventory posting profiles – order of operations What is the processing hierarchy? In the attached, Item code: Group 501 and account code ALL maps to GL 510000. Item code: All and account code Table: Meta-025 maps to 500250. I want group 501 and customer Meta-025 to map to 500250. Do I simply pout Group 501 and Table Meta-025 maps to 500250?…

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Anyone else having problems with the new version of RSAT Version 2.8.18182.19; when the password for the User being used is not automatically filled in and getting the error “text cannot be null” in the trace log file? This was not happening in the RSAT Version 2.7, but I was recently having the “Test is initializing.” system hanging issue…

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I am implementing absorption costing in D365FO and the system requires me to set all “Report as Finished” or “Started” orders to “Ended” in order to run the cost absorption journal. In my production process, it is not feasible to set the closing status to “Ended” on these production orders due to the volume of orders.

When I don’t set…

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Hello,

I’ve enabled the “display product info in user’s language” parameter and the feature in feature management. My user language is set to en-us. When trying to create a purchase order, I am seeing duplicates and multiple languages. Any idea why I am seeing languages that are not my default language?

Hello all,

Does one of you have a bank connection between Kyriba and D365FO?

Do you process vendor payments (EFT, Wire, Chq) and automatic bank rec via this connection?

Do you use D365FO out-of-box tool to process payment or you use another tool?

Do you send bank files from D365FO to Kyriba, or your process differently?

If you can share some link…

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