From the Microsoft Dynamics 365 Finance & Operations blogs: Grant access to forms; Extract data; Generate a sequence of numbers

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This week on the Dynamics 365 Finance and Operations blog roundup:

  • Is a privilege the only control to grant access to forms?
  • Generate default financial, SCM, and WHM models from Dynamics 365 Finance and Operations
  • Using Business Events and Recurring Integrations API to Pull Data from D365FO
  • How to Generate Number Sequences

Is a privilege the only control to grant access to forms?

In writing on his blog, André Arnaud de Calavon pointed out that usually when you add a menu item to a privilege and set the appropriate permissions, the user will be able to open the form linked to the menu item. However, this is not always the case because there is another prerequisite in the Dynamics 365 Finance and Operations security infrastructure.

In his blog post, Arnaud de Calavon provided more information on the additional requirement and offered some thoughts using an example. He started his example with navigating through the application, starting with the main menu and explained that depending on the security permissions granted, users will only see a subset of menu items relevant to their tasks in order to perform their work.

Arnaud de Calavon then talked about the additional verification performed by Dynamics when you open forms. Finally, he offered a solution if you are unable to open the form linked to the main menu item.

Generate default financial, SCM, and WHM models from Dynamics 365 Finance and Operations

On his MsDynamics365 Empowered Community BlogRamit Paul explained how to generate per-module data entity models for specific modules for a new implementation.

Paul noted that before each implementation of D365FO, users should discuss sage module templates with the sales team, who send them the templates to users. However, this can take some time and lead to delays in delivering project sprints.

He then noted that there is a very simple one-click solution in D365FO that can be used to generate the individual module models. This means users don’t have to wait for consultants to individually export and send them the models.

Using Business Events and Recurring Integrations API to Pull Data from D365FO

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