MS Learn Highlights – 5/24/2025

Financial Tags

Financial tags in Dynamics 365 Finance allow users to categorize and track financial transactions. They can enhance reporting capabilities and improve financial dimension handling.

Overview of Financial Tags

• Purpose: Financial tags help categorize financial data for better analysis and reporting.
• Application Users: Primarily for finance teams to manage financial dimensions and transactions effectively.

Setup Process

1. Navigate to Financial Tags:

   • Go to the Finance and Operations application.
   • Access the general ledger module.

2. Create Financial Tags:

   • Select the option to create a new financial tag.
   • Define the financial tag properties (e.g., tag name, description).

3. Assign Values to Tags:

   • For each financial transaction, enter corresponding financial tag values.
   • Ensure that the tags align with the organization's reporting requirements.

Entering Financial Tag Values on Transactions

• When processing transactions, financial tags can be applied to help categorize the entries.
• This information will be reflected in reporting tools, enabling enhanced financial analysis.

Key Information

For more detailed guidance on utilizing financial tags in Dynamics 365 Finance, visit the official documentation: Financial tags - Finance | Dynamics 365.

Create and confirm Entry journals

This article provides guidance on how to create and confirm Entry journals in Microsoft Dynamics 365 Project Operations. Entry journals are essential for recording the actual hours worked in projects.

Steps to Create and Confirm Entry Journals

1. Navigate to the Entry Journals Page:

   • Open Dynamics 365 Project Operations.
   • Go to the relevant project where you want to create a journal.

2. Create a New Entry Journal:

   • Click on the "New" button to start a new journal.
   • Fill in the required fields such as:
     • Project ID: Select the project associated with the journal.
     • Date: Enter the date of the journal entry.
     • Worker: Assign the worker involved.
     • Hours and any other relevant data.

3. Save the Journal:

   • After filling out all necessary fields, save your journal entry.

4. Confirm the Journal Entry:

   • Once completed, select the journal entry.
   • Click on the "Confirm" button to finalize the entry.

5. Review Confirmed Entries:

   • Check the list of confirmed journal entries to ensure accuracy.

Key Features

• Allows project managers to record actual work performance.
• Facilitates tracking project hours against estimations.

For more detailed instructions, refer to the original article: Create and confirm Entry journals

Setting Up Dynamics 365 Payment Connector for Adyen

This article provides a step-by-step guide on how to sign up with Adyen and configure the Microsoft Dynamics 365 Payment Connector for seamless payment processing within the Dynamics 365 Commerce environment.

Steps to Set Up

1. Sign Up with Adyen

   • Visit the Adyen website and create an account.
   • Complete the onboarding process as guided by Adyen.

2. Configure Adyen in Dynamics 365 Commerce

   • Go to the Payment connectors section in your Dynamics 365 Commerce environment.
   • Select New to create a new payment connector.
   • Fill in the following details:
     • Name: Enter a descriptive name for the connector.
     • Payment gateway: Select Adyen from the dropdown menu.

3. Input Adyen Credentials

   • Enter your API Key, Merchant Account, and any other necessary credentials provided by Adyen.

4. Enable the Payment Connector

   • Set the connector as active.
   • Test the configuration to ensure it works properly before going live.

5. Finalize Configuration

   • Save the settings.
   • Optionally, configure additional settings such as payment methods or transaction settings specific to your business needs.

Key Points

• Target Audience: This guide is aimed at IT professionals managing financial transactions in Dynamics 365.
• Objective: The goal is to enable businesses to facilitate payments through Adyen using Dynamics 365 Commerce effectively.

For more detailed information, you can access the original article here.

Strong Customer Authentication (SCA) using the Adyen Connector in Dynamics 365 Commerce

This article provides an overview of implementing Strong Customer Authentication (SCA) in the storefront checkout process using the Adyen connector.

Key Integration Features:

• SCA Compliance: Ensures adherence to regulations for customer payment authentication.
• Adyen Integration: Leverages the Adyen payment platform for secure transactions.

Implementation Overview:

1. Setup Requirements:

   • Ensure that you have access to the Adyen account for configuration.
   • Integrate the Adyen connector with your Dynamics 365 Commerce solution.

2. Configuration Steps:

   • Navigate to the payment settings within your Commerce configurations.
   • Select "Adyen" as the payment provider and enable SCA.
   • Complete the necessary credentials setup to connect to your Adyen account.

3. Testing the Configuration:

   • Perform test transactions to validate SCA functionality.
   • Check error handling and authentication flows to ensure smooth customer experiences.

4. Monitor Transactions:

   • Use the Adyen dashboard to review transaction statuses and SCA verifications.

This implementation provides enhanced security for online payments, helping businesses comply with regulatory requirements while ensuring customer trust.

For more detailed guidance, refer to the original article: Microsoft Learn - Strong Customer Authentication (SCA) using the Adyen connector.