In support of the Microsoft OneVersion upgrade strategy (One Version Service Update Changes) there has been, and continues to be, a continued drive to maintain alignment with the standard application and therefore minimise the risks when upgrade (Embracing the “Adopt not Adapt” approach in ERP implementation). Some of the most commonly customised areas of old, …
Monthly archives: June 2024
How do I change my environment administrator?
D365 F&O environments should ideally always be deployed using an unnamed account (e.g. ). This ensures that if users leave the business for any reason, there are no security implications, or worse still, the business is not stuck unable to maintain or update any environments.
However, for various reasons, it may not be possible to get the environment administrator right in the first instance, and it needs to be changed later on. If this has happened to you, you’re in the right place!
Going with the (Work)flow Editor
For a D365 F&O end user, workflows are pretty natural. You fire off your purchase order and it lands in the approvers’ job list ready to be approved, modified or rejected. It’s a straightforward and integral part of any mature ERP solution.
But what pain do us consultants and administrators go through to make that process work so smoothly?! I give you… the Workflow Editor.
A Multi-Currency Conundrum for Purchase Requisitions
One of the things I personally love about working with D365 F&O is that the product is so huge, there’s always something new to learn. This week, I was on a call where a client asked what would happen if a member of their team tried to create multiple purchase requisition lines with different currencies? …
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Change Management in ERP Projects
Naturally when implementing a new ERP solution the focus is very much centred on the technology and solution. However, no matter how technically capable a system is or how well it aligns with your ‘to-be’ ways of working, failing to recognised the importance of change management can result in significant project and post go-live issues …