Microsoft Dynamics 365 Purchasing Policy – My Takeaways (Based on few Scenarios)
Many users often overlook the use of Purchase Policies during project process mapping in Microsoft Dynamics 365 Finance and Operations. This is mainly due to a lack of awareness or undervaluing their role. However, purchase policies are very useful for creating effective and streamlined business…
Creating Custom Security Roles in Microsoft Dynamics D365
In this document we will walk through the process of creating a Custom/view-only security role in Microsoft Dynamics 365 Finance & Operations (D365F&O), using role-based security configuration. Additionally, we’ll demonstrate how to assign this role on a legal entity basis. While it’s possible to customize…
