MS Learn Highlights – 5/21/2025

Creating Sales Order Invoices in Dynamics 365 Finance

This article provides guidance on how to create invoices for sales orders in Dynamics 365 Finance, detailing the processes for merging invoices and batch processing.

Steps to Create Sales Order Invoices:

1. Open the Sales Order Form:

   • Navigate to the SalesOrderListPage.
   • Select the desired sales order you want to invoice.

2. Create Invoice:

   • From the Sales order menu, select Invoice.
   • Choose the Invoice option to generate the invoice.

3. Merge Invoices (if applicable):

   • To merge multiple invoices, select the invoices to combine.
   • Use the Merge function from the invoice processing menu.

4. Batch Processing (optional):

   • For creating multiple invoices at once, navigate to the Batch processing section.
   • Select the invoices you wish to process in batch and initiate the batch operation.

5. Review and Confirm:

   • Check the generated invoices for accuracy.
   • Confirm and post the invoices as required.

6. Complete Process:

   • Finalize and close the invoice operations as necessary.

Additional Information:

• This process is aimed primarily at Application Users in Dynamics 365 Finance.
• Ensure you have the necessary permissions and access to manage sales orders and invoices.

For further details, refer to the original article: Create sales order invoices - Finance | Dynamics 365

Commerce Data Residency in Dynamics 365 Finance & Operations

This article discusses the essential considerations for data residency when deploying a cloud Commerce Scale Unit (CSU) in Dynamics 365 Finance & Operations. It outlines prerequisites and key points for maintaining compliance with data residency requirements.

Key Considerations:

• Data Residency Compliance: Ensures that business-sensitive data is stored and processed within specified geographic boundaries.
• Legal and Regulatory Requirements: Understand regional laws affecting where and how data is stored.

Prerequisites:

• Verify the global availability of the CSU and its capability for multi-region setups.
• Ensure that all configurations comply with data residency principles as per legal governance.

Impact:

• Adhering to data residency requirements is critical for companies in regulated sectors to avoid legal penalties and maintain operational integrity.

Reference Links:

• Original Article on Microsoft Learn

This summary encapsulates the essential technical content related to Commerce data residency for Dynamics 365.

Setting Up a Retail Channel in Microsoft Dynamics 365 Commerce

This article provides a detailed guide on how to create a new retail channel within Microsoft Dynamics 365 Commerce. The retail channel is essential for selling products in diverse retail environments.

Steps to Create a Retail Channel

1. Navigate to the Retail Channel Setup:

   • Open Microsoft Dynamics 365 Commerce and go to the 'Retail' module.

2. Initiate New Channel Creation:

   • Select 'Channels' and click on 'New' to create a new retail channel.

3. Define Channel Properties:

   • Enter essential details such as:
     • Channel Name: Provide a unique name for the retail channel.
     • Channel Type: Choose from options like Store, Franchise, or E-commerce.
     • Country/Region: Select the specific country for this retail channel.

4. Set Up Channel Details:

   • Configure additional information, which might include:
     • Address details
     • Currency settings
     • Operational hours

5. Save the Channel:

   • After completing the setup, ensure you save the changes to create the retail channel.

6. Assign Products and Categories:

   • After creation, you may want to start associating products and categories specific to this channel.

Important Tips

• Ensure that user permissions are set accordingly for accessing the retail channel.
• Review the configuration to avoid any errors that could affect retail operations.

For detailed configuration options and further information, refer to the original article: Set up a retail channel - Commerce | Dynamics 365

: Apply Country/Region Context in Dynamics 365

This article outlines how to apply country/region context necessary for meeting localization and translation requirements in Dynamics 365 Finance and Operations. It includes a detailed table that defines various elements related to country/region context.

Key Concepts

• Localization: Adapting the application to different languages and regional content.
• Translation: Process of converting text from one language to another.

Elements of Country/Region Context

Use Cases

• Localization Requirements: Implementing country-specific features to enhance user experience.
• Translation Needs: Supporting multiple languages for broader accessibility.

Understanding and applying these principles will help developers ensure that their applications meet critical localization demands and provide users with a tailored experience.

For more details, refer to the original article.

VAT Setup Details for VAT Declarations in the United Kingdom

This document provides essential information on the setup of value-added tax (VAT) for VAT declarations in the United Kingdom within Dynamics 365 Finance.

Overview

• The document outlines the process of configuring VAT settings specifically focusing on the country/region type in the foreign trade parameters.

Key Configuration Steps:

1. Access Tax Configuration:

   • Navigate to the VAT configuration area in Dynamics 365 Finance.

2. Configure VAT Declaration Settings:

   • Set up necessary VAT declarations pertaining to the UK legislation.

3. Define Country/Region Type:

   • Select the appropriate country/region type that reflects the trade and VAT obligations for transactions.

4. Tax Reporting:

   • Ensure that the tax reporting is configured according to local regulations and practices.

5. Validation:

   • Conduct a validation of the settings to ensure compliance with UK VAT requirements.

Important Notes:

• It is crucial to regularly update VAT settings to align with any changes in legislation or tax rates.

Additional Resources:

• For more detailed guidance, refer to the complete article at: VAT setup details for VAT declarations in the United Kingdom - Microsoft Learn.

This summary encapsulates the main technical aspects of the VAT setup process aimed at improving compliance with UK VAT declarations.