Dynamics 365 for Finance and Operations

How to add Custom/ New Field in D365 F&O customer master: Navigate to the form where the new field we want to add/ create. Open the personalization toolbar by selecting  Options , and then  Personalize this form . Click  Insert  and then  Field . Select the panel of the form where you want to add the new field. After selection, the click on  Insert fields  dialog box will display a list of existing fields that can be inserted into the selected panel of the form. Click the  Create new field  button, It will open the  Create new field  dialog box. In the  Create new field  dialog box, enter the following information. Select the database table where this field should be added. Note that only tables that support custom fields will appear in the drop-down list.  Select the data type for the new field. The available data types are checkbox, date, date time, decimal, number, picklist, and text....

Today we'll see following points in D365 F&O: 1. How to create Purchase order How to add item How to check Total & Tax amount How to confirm & print PO 2. How to create & post Purchase receipt How to update physical received qty. How to post & print purchase receipt 3. How to create & post Purchase invoice How to check received qty. & amount How to post & print purchase invoice

Dear All, Following are small process clip of Project quotation to Project creation. Points covered: Quotation creation against Customer Import WBS template Copy WBS to Quotation lines How to check GST applied tax rate & tax amount Workflow submitting Send Quote to customer Quote Confirmation  Confirmed quote to project generation Generated project veiwing

How to access D365 F&O from outside of VM (without RDP login to VM server)  Step by step how to do it: 1.    Login into D365 VM:     2.    Open CMD to check D365 VM server IP details:        3.    Edit your VM host file:  On C:\Windows\System32\drivers\etc. add D365 F&O VM IP and usnconeboxax1aos.cloud.onebox.dynamics.com 4.    Copy certificate from VM : Open IIS >> Website (AOSService) >> Site Binding (on right pane) >> Edit Site Binding >> View SSL Certificate >> Details >> Copy to file>>Next     5.    Go to local system & edit your local machine host file: On C:\Windows\System32\drivers\etc . add D365 F&O VM IP and usnconeboxax1aos.cloud.onebox.dynamics.com  6.    install SSL certificate from VM  to Local system, ...

The following keyboard shortcuts apply across Dynamics 365 for Finance and Operations. Action shortcuts To do this Press Open action search Ctrl+' or Alt+Q Move to the standard Action Pane Alt+M, A or Ctrl+F6 Open a tab on the Action Pane or a menu Enter or Space or Alt+Down arrow Move to next/previous option in a menu Down arrow / Up arrow Close a tab on the Action Pane or a menu Esc Simulate a right-click Shift+F10 Open the Finance and Operations context menu Ctrl+F10 Execute the default button on a form/dialog box   Alt+Enter Click a button or tile Enter or Space View refresh information for a count tile Alt+Up arrow View currently available shortcuts Alt+Shift+K Date ...