MS Learn Highlights – 6/14/2025

Prepare for go-live for Dynamics 365 Finance & Operations

This article provides guidance on preparing for go-live with Finance and Operations apps, detailing the key steps that organizations should follow to ensure a successful launch.

Key Steps in the Go-Live Process

1. Pre-Go-Live Activities

   • Conduct user training and set up support processes.
   • Ensure data migration and validation are complete.
   • Confirm that all configurations and customizations are finalized.

2. Go-Live Activities

   • Execute the deployment plan.
   • Perform system testing to verify that functionality works as intended.
   • Go through checklists for hardware and software readiness.

3. Post-Go-Live Activities

   • Monitor the system for issues and provide immediate support.
   • Conduct a review meeting to assess the go-live experience.
   • Prepare a plan for ongoing maintenance and support.

Additional Considerations

• Define clear roles and responsibilities for all team members involved in the go-live process.
• Ensure that communication lines are open among stakeholders to address any issues promptly.
• Document lessons learned for future reference during subsequent go-lives.

For a comprehensive overview of activities and detailed steps, refer to the original article.

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Financial Tags in Dynamics 365 Finance

Financial tags in Dynamics 365 Finance are utilized to categorize and track financial transactions effectively. This feature is essential for enhancing the analytical capabilities of financial data.

Key Concepts

• Financial Tags: Allow users to assign specific tags to transactions for better financial tracking and reporting purposes.

Setup and Configuration

1. Create Financial Tags:

   • Navigate to the appropriate module in Dynamics 365 Finance.
   • Create tags by defining their parameters.

2. Entering Financial Tag Values:

   • Once tags are created, users can assign values to these tags when creating or editing financial transactions.

3. Utilization:

   • Leverage financial tags for improved data analysis and to meet specific reporting requirements.

Benefits

• Enhanced categorization of financial data.
• Improved reporting and analysis capabilities.

For more detailed information, refer to the original article: Financial tags - Finance | Dynamics 365

Commerce Posting Parameters in Dynamics 365 Commerce

This article details the parameters specific to the posting of financial and physical transactions within Microsoft Dynamics 365 Commerce.

Key Parameters Overview

The following parameters are essential for configuring the posting process:

Configuration Steps

To set up commerce posting parameters:

1. Access the Configuration Interface:

   • Navigate to the Finance and Operations settings for the respective company.

2. Select Posting Parameters:

   • Choose the Commerce Posting Parameters section.

3. Configure Selected Parameters:

   • Adjust the values for the posting type, definition, dimensions, and journal settings according to business needs.

4. Save Settings:

   • Ensure all changes are saved in the configuration interface.

5. Test Posting:

   • Run a test transaction to verify that postings are recorded correctly as per the configured parameters.

6. Review Postings:

   • Monitor posted transactions to confirm they align with set parameters.

For complete details, refer to the original article: Commerce Posting Parameters - Microsoft Learn

Calculated Columns in Dynamics 365 Finance Business Performance Planning

This article outlines the process of creating calculated columns utilizing formulas in Microsoft Dynamics 365 Finance for business performance planning.

Key Steps to Create Calculated Columns:

1. Access the Workspace:

   • Navigate to the appropriate workspace within Dynamics 365 Finance.

2. Create a New Calculated Column:

   • Select the option to add a new calculated column.

3. Define the Column Properties:

   • Enter the name for the calculated column.
   • Choose the type of data (e.g., number, text).
   • Provide a description for clarity on its purpose.

4. Input the Formula:

   • Utilize the formula editor to create the desired calculation based on existing data fields.

5. Validate and Save:

   • Confirm the formula's accuracy.
   • Save your changes to make the new calculated column available for reporting and analysis.

6. Test the Column:

   • Review the calculated column in reports to ensure functionality aligns with expectations.

Additional Information:

• This functionality allows users to extend the analytical capabilities within reports by leveraging calculations based on existing data.

For reference, visit the original article: Calculated columns in Dynamics 365 Finance business performance planning

B2B Indirect Workflows in Dynamics 365 Commerce

The B2B indirect workflows feature in Microsoft Dynamics 365 Commerce enables businesses to manage transactions effectively between business partners. This feature is particularly beneficial for organizations engaged in wholesale, distribution, and retail sectors.

Key Features:

• Automated Processes: Streamlines transaction processes between businesses.
• Tracking and Reporting: Provides tools for order tracking and reporting of sales performances.
• Integration Capabilities: Seamlessly integrates with existing systems to enhance operational efficiencies.
• User-Friendly: Designed to improve the user experience for both retail staff and B2B customers.

Benefits:

• Efficiency Gains: Reduces manual intervention needed for order processing and management.
• Customizable Workflows: Allows businesses to tailor workflows based on specific needs.
• Enhanced Customer Experience: Improves satisfaction through faster processing and better communication.

For organizations utilizing Microsoft Dynamics 365 Commerce, the B2B indirect workflows represent a significant enhancement in how business transactions are managed.

Steps to Enable

1. Access your Dynamics 365 Commerce environment.
2. Navigate to the features section.
3. Locate the B2B indirect workflows feature and follow prompts to enable it.

For further details, refer to the original article: B2B indirect workflows - Commerce | Dynamics 365