A blog sharing articles, ideas and experiments about Microsoft Dynamics 365 for Finance & Operations (D365 F&O)
Here it is – the System Table Browser! What is it and why should you care? Read on! Now, let’s be clear, if you’ve been specialised in D365 F&O for more than ~12 months, you already know this (I would hope), but bizarrely, this powerful feature is tucked away in the documentation, so seems to …
Continue reading “Unlocking the Secrets of D365 F&O: System Table Browser”
Our posts about making the most of data in F&O (via the interface only) have been getting a lot of love from the community, with “Filtering in D365 F&O” and “If you can’t beat ’em, get joining some tables!” proving to be among our most popular posts to date. The Advanced filter or sort form …
Continue reading “There’s gold to be found in those grid views!”
You can’t always get all the information you want or need from one table or default view in F&O. For example, viewing the Open purchase order lines form gives valuable access to all lines, across all purchase orders, that have the status “Open order”. But what would you do if you wanted to filter on …
Continue reading “If you can’t beat ’em, get joining some tables!”
Today we’ll take a look at the Grid view. This is the standard presentation of record lists in the system, whether we’re talking Customers, Opportunities, Quotes, Suppliers, Journals, Transactions, Workers… or in the case of the sample screenshot we’ll be using, Purchase orders. As before, I’m confident that there will be a gems in here that even the most seasoned D365 F&O professionals might have forgotten (or not yet know), so look out for points made in bold.
When considering the capabilities that D365 F&O has to offer, it can be overwhelming. However, with most users likely interacting only with specific feature and process areas with the application stack, how can you enable users to quickly and easily access the information they need during their BAU activities. Step into the spotlight; Filtering and …
