Dynamics 365 Customer Insights
Task management: Apply checklists to a worker
After you’ve done all of the setup of task management, you can now start using the checklists. There are several ways of doing that…
Tag: Apply
Power Automate
Power Automate with Dataverse: “Apply to each” current item/previous item
Recently I was working on the solution and in the middle of the development discovered that I desperately need to refer to the previous…
Finance & Operations
How to Apply D365FO Extensible Data Security Based on the Current User
I have written in the past about Extensible Data Security (XDS) in D365FO, it has been one of my most popular posts. I often…
Dynamics 365 Customer Engagement
Apply a business logic to the Opportunity Close Quick Create form according to the context of the opportunity closure
In the release 2 2019, Microsoft introduced the ability to modify the Opportunity Close dialog using the Quick Create Form. In this blog, we…
Finance & Operations
Should You Apply Company Restrictions to All User Roles?
One security issue I’ve seen in D365FO, especially from those that have updated from AX 2012, is the idea that company/legal entity restrictions only…