MS Learn Highlights – 6/3/2025

Budget Control Overview in Dynamics 365 Finance

The budget control feature in Dynamics 365 Finance is designed to optimize the management of financial resources within organizations. This overview covers what budget control entails and how to configure it effectively.

Key Features of Budget Control:

• Enables monitoring of budget expenditures to prevent overspending.
• Supports multiple budget types, including operational and capital budgets.
• Integration with purchase orders and invoices for real-time budget checking.

Configuration Steps for Budget Control:

1. Access Budget Control Setup:

   • Navigate to the relevant configuration area in the Dynamics 365 Finance application.

2. Define Budget Control Settings:

   • Establish the budget control parameters according to organization-specific requirements.
   • Specify budget validation rules that suit the financial policies of the organization.

3. Assign Budgets to Departments:

   • Distribute budgets to relevant departments or cost centers within the system.

4. Review and Publish:

   • After setting up, review all parameters and ensure alignment with business goals before publishing.

5. Monitor and Adjust:

   • Continuously monitor budget usage and make adjustments as necessary to ensure optimal financial health.

Summary

The budget control feature in Dynamics 365 finance allows for effective management and utilization of financial resources through various configuration options tailored to organizational needs.

For detailed guidance, refer to the original article: Budget Control Overview - Microsoft Learn

Dual-write FAQ - Finance & Operations

This article provides answers to frequently asked questions regarding dual-write in Dynamics 365, focusing on setup, administration, management, and mapping concepts between Dynamics 365 applications.

Key Topics Covered

• Dual-write Setup

  • Understand the requirements and initial configurations needed for implementing dual-write.

• Administration

  • Explore administrative tasks necessary to manage dual-write effectively.

• Management Concepts

  • Learn about managing data synchronization, error handling, and monitoring dual-write environments.

• Mapping Concepts

  • Details regarding how data is mapped between Dynamics 365 applications and the configuration of entity mappings.

For developers and administrators working with Dynamics 365 Finance and Operations, this FAQ serves as a comprehensive guide to support dual-write functionalities.

Reference Table

For more details and specific procedures, refer to the original article: Dual-write FAQ - Finance & Operations

Cash Application in Advanced Bank Reconciliation - Microsoft Dynamics 365

This article explains how to complete a cash application in the advanced bank reconciliation process in Dynamics 365 Finance, covering prerequisites and providing step-by-step instructions.

Prerequisites

• Access to the Dynamics 365 Finance module.
• Appropriate permissions to manage cash and bank transactions.

Step-by-Step Process

1. Navigate to the Advanced Bank Reconciliation Module

   • Open Dynamics 365.
   • Go to Cash and bank management.
   • Select Advanced bank reconciliation.

2. Access the Cash Application Form

   • In the advanced bank reconciliation workspace, find and select the Cash application option.

3. Select the Bank Statement

   • Choose the bank statement you want to apply cash against.

4. Initiate Cash Application

   • Click on the Apply cash option.
   • Provide the necessary information in the dialog that appears, including amounts and customer details.

5. Review and Confirm Applications

   • Review the cash application entries for accuracy.
   • Confirm the entries to apply the cash accordingly.

6. Finalize Bank Reconciliation

   • Complete any remaining reconciliation steps as needed.
   • Ensure all transactions balance with your bank statement.

Conclusion

By following these steps, application users can effectively manage cash applications in advanced bank reconciliation, contributing to improved accuracy in financial reporting.

For more details, refer to the original article: Cash Application in Advanced Bank Reconciliation - Microsoft Learn.

Calculate Requested Ship Dates for Purchase Orders in Dynamics 365 Supply Chain Management

This article explains how Dynamics 365 Supply Chain Management calculates requested ship dates for purchase orders, detailing the prerequisites and the relationship with receipt dates.

Key Sections

• Calculation Overview

  • The system computes requested ship dates based on various factors, including supplier lead times, shipment methods, and order sizes.

• Prerequisites

  • Proper setup of vendor and supply chain parameters is necessary for accurate calculations.
  • Relevant master data such as vendor lead time and shipment methods should be configured in the system.

• Receipt Dates on Purchase Orders

  • The article outlines how requested ship dates are synchronized with receipt dates to ensure effective supply chain management.

Steps to Calculate Requested Ship Dates

1. Verify Vendor Lead Times

   • Ensure lead times are set up correctly for all vendors involved in the purchase.

2. Set Shipment Methods

   • Define the shipment methods that will be utilized and their respective handling times.

3. Configure Supply Chain Parameters

   • Access and configure necessary parameters within the supply chain management settings.

4. Review Order Size and Type

   • Consider the specifics of the order size and type, as they impact the lead time and shipping process.

5. Finalize and Confirm Dates

   • After setup, the system will automatically calculate and confirm requested ship dates based on the defined criteria.

Impact

Understanding and utilizing these calculations can improve supply chain efficiency by aligning order placement with realistic shipping timelines. It enhances communication with suppliers and aids in better inventory management.

For more information, visit the original article: Calculate requested ship dates for purchase orders

Accessing Data using SysDa Classes in Dynamics 365

This article describes how to create extensible queries and data access statements using the SysDa application programming interface (API) within Dynamics 365.

Key Concepts

The SysDa API is essential for developers to access and manipulate data within Dynamics 365. It provides a framework for creating dynamic queries and data operations.

Steps to Create Queries with SysDa

1. Initialize SysDa context:

   • Use SysDa::create(...) to initialize the data context.

2. Define Query Elements:

   • Create a query object using query::newQuery().
   • Add data sources and fields to the query strictly.

3. Add Filtering Conditions (if applicable):

   • Use methods like query.addRange(...) to apply filters on your data.

4. Execute the Query:

   • Call the query.run() method to execute the query and retrieve the results.

5. Process the Results:

   • Use a loop structure to iterate through the returned results for further processing.

Example Code Snippet

// Sample code for SysDa query execution
SysDa::newQuery(q)
    .addDataSource(...)
    .run();

Important Classes and Methods

Conclusion

The SysDa API is a powerful tool in Dynamics 365 for developers, enabling robust data access and manipulation through flexible query creation.

For further details, refer to the original article: Access data by using the SysDa classes.