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Peter Ramer

114 Posts
6,131 Views
Finance & Operations

Add A D365 Email Notification Type

Many base Microsoft events send an email. In this article, learn how to add a new D365 email notification type. Then associate the event with an email template so an email is…

📅 27 April 2026 👁 164 views ↗ Dynamics 365 Musings
Finance & Operations

Create A Return Order in D365

Almost every business has to handle returned merchandise. In this article, learn the steps for processing a return order in D365. When a customer contacts a company to return a defective or…

📅 13 April 2026 👁 15 views ↗ Dynamics 365 Musings
Finance & Operations

How To Extend A D365 Email Template

In Microsoft Dynamics 365 for Finance and Supply Chain, the system sends out emails when certain transactional events occur. For example, when a sales order is placed, shipped, or read for pick…

📅 30 March 2026 👁 18 views ↗ Dynamics 365 Musings
Finance & Operations

How To Send D365 Emails

Most of the time, it is best to use the event email functionality within Microsoft Dynamics 365 for Finance and Supply Chain. Other times, it is helpful to send D365 emails directly.…

📅 16 March 2026 👁 15 views ↗ Dynamics 365 Musings
Finance & Operations

How To Send D365 Event Emails

Timely confirmations and details are essential for building customer trust. In this article, learn how to send D365 event emails. After a customer or business takes an action, an email confirmation of…

📅 2 March 2026 👁 42 views ↗ Dynamics 365 Musings
Finance & Operations

Create A Call Center Order In D365

Sales orders in D365 can follow several different flows. In this article, learn how to create a call center order in D365. Unlike business-to-business scenarios, call center orders are ideal for orders…

📅 16 February 2026 👁 11 views ↗ Dynamics 365 Musings
Finance & Operations

Set Up A D365 Email Template

Communication with customers is very important. After something progresses with their order, it is helpful to send the customer an email. In this article, learn how to set up a D365 email…

📅 2 February 2026 👁 33 views ↗ Dynamics 365 Musings
Finance & Operations

How To Configure Email In D365

There are several different ways to configure email in D365. Microsoft Graph is now the recommended email provider, replacing the deprecated Exchange email provider. Additionally, you can set up a connection to…

📅 19 January 2026 👁 25 views ↗ Dynamics 365 Musings
Finance & Operations

How To Use D365 SkipDataMethods

Developers in Microsoft Dynamics 365 for Finance and Operations can use the D365 skipDataMethods method to skip the record-specific code and allow the system to perform database operations in bulk. To execute…

📅 5 January 2026 👁 22 views ↗ Dynamics 365 Musings
Finance & Operations

How To Use Delete_From In D365

In this article, learn how to use delete_from in D365. The delete_from keyword in x++ is used to delete specified records from a table as efficiently as possible. This command is extremely…

📅 15 December 2025 👁 14 views ↗ Dynamics 365 Musings