Efficient SharePoint file management with .NET CSOM: Folder creation, file retrieval, and archiving
In Dynamics CRM development, Power Automate often serves as our go-to tool for streamlining processes and integrating systems. But what happens when we encounter edge cases like handling massive datasets or implementing intricate business logic that Power Automate simply can’t accommodate? This is where leveraging custom code becomes not just helpful but essential. We recently […]
How to use Copilot for Finance for financial reconciliation in Microsoft Excel
Financial reconciliation is critical for ensuring the accuracy of financial records, identifying discrepancies, and maintaining compliance with regulatory standards. However, it can be time-consuming and prone to human error, especially in large organizations with complex financial data. To address these challenges, the integration of Copilot for Finance in the reconciliation process has emerged as a […]
A guide to staying updated on the latest features in Dynamics 365 Finance and Operations
Microsoft Dynamics 365 Finance and Operations is continually evolving to meet the dynamic needs of modern businesses. As organizations scale and adapt, having a robust, intelligent ERP system is critical to maintaining operational efficiency and financial control. Microsoft Dynamics 365 continues to deliver with timely feature updates that align with the changing needs of modern […]
How Data Loss Prevention (DLP) policies in Power Automate protect your business?
Ensuring secure and compliant workflows is critical in today’s data-driven business environment. As organizations adopt automation tools like Microsoft Power Automate, the risk of unintentional data exposure also grows. That’s where Data Loss Prevention (DLP) policies come in. This blog explores how Data Loss Prevention policies in Power Automate work, why they’re essential, and how […]
A step-by-step guide to setting up Bills of Exchange in Dynamics 365 Finance
In Dynamics 365 Finance, a Bill of Exchange (BoE) is a financial document used to manage and settle accounts receivable and payable through formal, negotiable instruments. It’s commonly used in countries where BoEs are part of standard business practices (especially in parts of Europe, Asia, and the Middle East). Setting up and managing Bills of […]
A guide to efficient user license management in Dynamics 365 Finance and Operations
In an effort to maintain precise control, licensing compliance, and administration in Dynamics 365 Finance and Operations, Microsoft has declared that beginning August 30, 2025, all Dynamics 365 customers will be required to assign user licenses directly through the Microsoft 365 admin center. This means customers using D365FO, which was previously on ethical licensing, will […]
Setting up recurring integration in Dynamics 365 Finance and Operations
Microsoft Dynamics 365 Finance and Operations offers various data integration methods, and recurring integration is one of the most effective ways to automate data imports and exports. This method is particularly useful for businesses dealing with large-scale data transfers that need to be processed on a scheduled basis without manual intervention. This blog will explore […]
Key features to explore in Microsoft Dynamics 365 Finance and Operations in 2025
Microsoft Dynamics 365 Finance and Operations (D365F&O) is more than just an ERP system, it’s a unified platform for managing finance, operations, and supply chain with precision and agility. Designed for complex, fast-moving businesses, D365F&O connects core functions across departments and regions, enabling real-time insight and smarter decision-making. With the latest enhancements introduced by Microsoft […]
How to set up customer and vendor balance netting in Dynamics 365 Finance?
In today’s dynamic business landscape, it’s common for companies to interact with the same entity as both a customer and a vendor. Managing separate payables and receivables in such cases can add to administrative burden and complicate financial processes. Netting reduces the need for separate payments and receipts between a company and its customer or […]
How to use multithreading in Dynamics 365 for efficient batch processing
In the rapidly evolving landscape of enterprise resource planning (ERP) systems, efficiency drives innovation. Dynamics 365, a platform that empowers businesses to manage operations effectively with its robust architecture and extensive capabilities, is a shining example. However, performance bottlenecks often emerge as data volumes grow, and processes become more complex. This is where multithreading comes […]