Ramit Paul-Microsoft MVP
Ramit Paul-Microsoft MVP
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Installing Business Performance Analytics in Dynamics 365 Finance & Operations: A Complete Guide
Step-by-Step Guide to Installing Business Performance Analytics in Microsoft Dynamics 365 Finance and Operations.
This powerful and often unexplored tool addresses the major challenges of reporting and dashboard capabilities in Microsoft Dynamics 365 Finance and Operations.
มุมมอง: 98

วีดีโอ

Innovate Ahead: How to Upgrade Dynamics 365 F&O to Preview Version
มุมมอง 3.6K14 วันที่ผ่านมา
How am I able to demonstrate new features that are still in Preview and not generally available? Yes, I can! Any functional consultant, analyst, or business analyst can do this. Check out my latest end-to-end demonstration on how to upgrade your environment to a Preview version, showcasing features that the world can't use yet because they're not generally available.
Preparing for Microsoft 365 Changes: Must-Know Tips and Tricks
มุมมอง 55714 วันที่ผ่านมา
Check out this video to learn about the upcoming changes in Microsoft 365 for 2025.
Create Your Microsoft AI Autonomous Agent [End-to-End Configuration and Demo]
มุมมอง 2.2K14 วันที่ผ่านมา
The Future is Here! Introducing the Microsoft AI Autonomous Agent - the game changer we've all been waiting for! Picture a virtual agent that can handle customer refund requests by analyzing the terms and conditions from both internal and external company policies, ensuring customers receive their refunds via email. Imagine an agent that analyzes business data, helping users make informed decis...
Create Project Plan by Copilot in Microsoft Dynamics 365 Project Operations
มุมมอง 24121 วันที่ผ่านมา
Attention all project managers: you're going to love this! Copilot now has the perfect solution to a common challenge. Project planning can now be completed in seconds-just provide the name and description of the project, and Copilot takes care of the rest. Watch my latest demonstration to learn more about this game-changing feature! Does this capture the excitement and detail you wanted to con...
Your Best Friend Forever- Microsoft Dynamics 365 Finance Custom Copilot Use Cases
มุมมอง 24021 วันที่ผ่านมา
Get ready for a thrilling 3-minute roller coaster ride showcasing 5 unique use cases where I've demonstrated how a Copilot Agent can become your best friend in ERP. Don't miss this exciting showcase! 1. Expense and Budget Tracking: Instantly check your expenses to date and the budget allocated against expense accounts. 2. Customer Balance Inquiry: Easily access up-to-date information on custome...
Create and Deploy Copilot Agents in Power Apps
มุมมอง 32521 วันที่ผ่านมา
Learn how to deploy your own Agent in Power Apps, including Canvas apps! These specialized AI tools, introduced at Microsoft Ignite 2024, work alongside users to automate tasks, unlock knowledge, and provide real-time insights. In this video, I demonstrate using a School Admission Form to show how easily parents can get information and have tasks performed by the agent. This is just the beginni...
Timesheet Entry by Copilot in Microsoft Dynamics 365 Project Operations
มุมมอง 37328 วันที่ผ่านมา
In any organization, filling out timesheets can be a tedious task for employees. However, with Microsoft Dynamics 365 Project Operations, users can simply give a command or write an instruction, and Copilot will automatically fill out and create the timesheet entry. Check this video to know more on this.
Mass Hiring Project in Microsoft Dynamics 365 Human Resource
มุมมอง 144หลายเดือนก่อน
When hiring multiple workers simultaneously to meet seasonal demand, it is referred to as mass hiring in Human Resource Management. Check out my latest video on how to handle this process in the Microsoft Dynamics 365 Human Resource Module.
Embed your Power App into the Dynamics 365 Finance and Operations dashboard
มุมมอง 95หลายเดือนก่อน
🌟Building complex processes into the Power Apps portal is a fantastic idea, but managing all the apps through different links can be challenging. 🚀Learn how to easily embed your Power App into the Dynamics 365 Finance and Operations dashboard
Recruitment Request to Hiring Candidate in Microsoft Dynamics 365 Human Resource
มุมมอง 204หลายเดือนก่อน
The process from job opening and position creation to recruitment request is vital for any organization, culminating in the significant step of hiring a candidate. Explore my comprehensive setup and demonstration of Recruitment to Hire in Microsoft Dynamics 365 Human Resources to gain deeper insights into this process.
Pre-Bid Queries In RFQ In Microsoft Dynamics 365 Supply Chain Management
มุมมอง 144หลายเดือนก่อน
In this video, we delve into the pre-bid queries CONCEPT and how this is used in Microsoft Dynamics 365.
Financial Tag Defaulting Rules in Microsoft Dynamics 365 Finance and Operations
มุมมอง 414หลายเดือนก่อน
Tagging financial entries is crucial for organizational data analysis. With Dynamics 365, this process can now be automated based on financial tag rules. Watch my demonstration, complete with case studies, to learn more about this new feature.
Partial Ledger Settlements in Microsoft Dynamics 365 Finance and Operations
มุมมอง 604หลายเดือนก่อน
Partial Ledger Settlements in Microsoft Dynamics 365 Finance and Operations
Merge Payment Schedule in Microsoft Dynamics 365 Finance and Operations
มุมมอง 4192 หลายเดือนก่อน
Merge Payment Schedule in Microsoft Dynamics 365 Finance and Operations
Rename Item Number and Change Tracking in Microsoft Dynamics 365 Supply Chain Management
มุมมอง 3842 หลายเดือนก่อน
Rename Item Number and Change Tracking in Microsoft Dynamics 365 Supply Chain Management
Invoice total Column in Pending Vendor Inovice form in Microsoft Dynamics 365 Finance and Operations
มุมมอง 3982 หลายเดือนก่อน
Invoice total Column in Pending Vendor Inovice form in Microsoft Dynamics 365 Finance and Operations
Publish your Copilot in Microsoft Teams using Copilot Studio
มุมมอง 1.5K2 หลายเดือนก่อน
Publish your Copilot in Microsoft Teams using Copilot Studio
Customize Microsoft Dynamics 365 copilot using Copilot studio
มุมมอง 7952 หลายเดือนก่อน
Customize Microsoft Dynamics 365 copilot using Copilot studio
Cleanup Ledger Journals as Cleanup Routine in Microsoft Dynamics 365 Finance & Operations
มุมมอง 3572 หลายเดือนก่อน
Cleanup Ledger Journals as Cleanup Routine in Microsoft Dynamics 365 Finance & Operations
Copilot Use Cases Series | Ask Copilot about Customer Balance in Dynamics 365 Finance and Operations
มุมมอง 1353 หลายเดือนก่อน
Copilot Use Cases Series | Ask Copilot about Customer Balance in Dynamics 365 Finance and Operations
Analyze demand plans with Copilot in Dynamics 365 Supply Chain Management
มุมมอง 1583 หลายเดือนก่อน
Analyze demand plans with Copilot in Dynamics 365 Supply Chain Management
Human Resource Leave and Absence Apps Add-in Microsoft Dynamics 365 Finance and Operations
มุมมอง 4663 หลายเดือนก่อน
Human Resource Leave and Absence Apps Add-in Microsoft Dynamics 365 Finance and Operations
Workflow History Summary Copilot in MS Dynamics 365 Finance and Operations
มุมมอง 3455 หลายเดือนก่อน
Workflow History Summary Copilot in MS Dynamics 365 Finance and Operations
Purchase Order Summary and Sales Order Summary Copilot in MS Dynamics 365 Finance and Operations
มุมมอง 6396 หลายเดือนก่อน
Purchase Order Summary and Sales Order Summary Copilot in MS Dynamics 365 Finance and Operations
Copilot in Sales Order and Product Information as Copilot Summary in Microsoft Dynamics Supply Chain
มุมมอง 4726 หลายเดือนก่อน
Copilot in Sales Order and Product Information as Copilot Summary in Microsoft Dynamics Supply Chain
New Financial Dimension Set feature in Microsoft Dynamics 365 Finance and Operations
มุมมอง 1.2K6 หลายเดือนก่อน
New Financial Dimension Set feature in Microsoft Dynamics 365 Finance and Operations
Deep Dive into Copilot Vendor Summarization feature in Microsoft Dynamics 365 Finance and Operations
มุมมอง 7166 หลายเดือนก่อน
Deep Dive into Copilot Vendor Summarization feature in Microsoft Dynamics 365 Finance and Operations
Create Trial Balance Report for Multiple Legal Entities in Microsoft Dynamics 365 Finance
มุมมอง 1.3K6 หลายเดือนก่อน
Create Trial Balance Report for Multiple Legal Entities in Microsoft Dynamics 365 Finance
Enable Shortcut to Copilot for Finance in Microsoft Dynamics 365 Finance and Operations
มุมมอง 3646 หลายเดือนก่อน
Enable Shortcut to Copilot for Finance in Microsoft Dynamics 365 Finance and Operations

ความคิดเห็น

  • @MinhNguyen-sf7uj
    @MinhNguyen-sf7uj 6 ชั่วโมงที่ผ่านมา

    thank you for your video!

  • @AnuragSingh-qy9bm
    @AnuragSingh-qy9bm 10 ชั่วโมงที่ผ่านมา

    Fantastic 🎉

    • @ramitpaul2893
      @ramitpaul2893 10 ชั่วโมงที่ผ่านมา

      🥳

  • @TechXNinjas
    @TechXNinjas 11 ชั่วโมงที่ผ่านมา

    ❤❤❤

    • @ramitpaul2893
      @ramitpaul2893 10 ชั่วโมงที่ผ่านมา

      🥳

  • @suvankardas6716
    @suvankardas6716 วันที่ผ่านมา

    Hi, I understand that we can create a copilot from within the canvas app and later modify it from copilot studio. But what if I have already created a copilot in copilot studio, how do I add it in canvas app? Because the copilot component only lets you create a new one.

  • @javajipavani2832
    @javajipavani2832 วันที่ผ่านมา

    Wow congratulations 👏

  • @smiitjoshi4376
    @smiitjoshi4376 2 วันที่ผ่านมา

    Spot on, exactly what I was looking for!

  • @emanuelvelasquez7586
    @emanuelvelasquez7586 4 วันที่ผ่านมา

    I want to know if i have to pay for create a assistant and publish in teams.

  • @Rajendra-m6s
    @Rajendra-m6s 18 วันที่ผ่านมา

    Sir how can I contact u

    • @ramitpaul2893
      @ramitpaul2893 18 วันที่ผ่านมา

      You can connect me in LinkedIn

  • @RahulDubey-d5v
    @RahulDubey-d5v 20 วันที่ผ่านมา

    Hello Ramit thanks for sharing the nice informative videos, Can you please tell me this feature is available from which version or is there any set up we can use to link with env data bcoz in my current 10.0.40 version it is not showing customer balance or ledger details if I ask the same question in copilot section

    • @ramitpaul2893
      @ramitpaul2893 20 วันที่ผ่านมา

      Hello Rahul, These features were built by me only by using Copilot Studio no code platform. These you wont find in anywhere as standard, you might think of customizing from Copilot Studio.

  • @DeepakSingh-1510
    @DeepakSingh-1510 20 วันที่ผ่านมา

    Wonderful way around

  • @Bo0o0o0o0o0o0o0ody
    @Bo0o0o0o0o0o0o0ody 22 วันที่ผ่านมา

    How to make the system automatic stop the user from proceed the sales order if the alert is below the acceptable margin

  • @bhaveshgoswami.
    @bhaveshgoswami. 23 วันที่ผ่านมา

    Can we make Financial Dimension compulsory for a particular voucher type?

    • @ramitpaul2893
      @ramitpaul2893 23 วันที่ผ่านมา

      Not really, till date there is no feature to do this.

  • @bhaveshgoswami.
    @bhaveshgoswami. 23 วันที่ผ่านมา

    Can we delete list of "product receipt not invoiced"? due to some reason these product receipt will never be posted. when we see this report, these product receipts unnecessarily shows in first page

    • @ramitpaul2893
      @ramitpaul2893 23 วันที่ผ่านมา

      No PR option is still not there

  • @bhaveshgoswami.
    @bhaveshgoswami. 23 วันที่ผ่านมา

    when we run vendor transaction report, it is not possible to see offset account. for example there is one vendor with whom we purchase raw material, packing material, general maintenance items etc. There is separate main account for all such expense. when we run vendor transaction report there should be one column which shows offset-account so that we get to know type of purchase from particular vendor. Thanks in advance

  • @nagendranuthalapati
    @nagendranuthalapati 26 วันที่ผ่านมา

    Is it possible to create folder automatically when new customer add in the d365 fno

    • @KolkataMicrosoftDynamics365and
      @KolkataMicrosoftDynamics365and 26 วันที่ผ่านมา

      It's not there by standard, however this is feasible by customization.

    • @nagendranuthalapati
      @nagendranuthalapati 26 วันที่ผ่านมา

      Could you please provide any reference regarding this

  • @saibreath
    @saibreath หลายเดือนก่อน

    Great Video Ramit - Thanks for sharing!

  • @sanjaysingh-u9s7t
    @sanjaysingh-u9s7t หลายเดือนก่อน

    Great functionality, before it was not available. When this functionality is incorporated in RFQ?

    • @ramitpaul2893
      @ramitpaul2893 หลายเดือนก่อน

      @@sanjaysingh-u9s7t I think it was there but not used or explored.

  • @DeepakSingh-1510
    @DeepakSingh-1510 หลายเดือนก่อน

    Nice update on the required functionality. Could you please explain the Subledger to ledger auto settlement feature also, how this bullion works? Thank you 🙂

  • @chalterahodolui
    @chalterahodolui หลายเดือนก่อน

    Very nice

  • @ShaikMushtaqAhmed-z3t
    @ShaikMushtaqAhmed-z3t หลายเดือนก่อน

    Thank you❤

  • @chalterahodolui
    @chalterahodolui หลายเดือนก่อน

    Nice

  • @ElderVelázquez-f4j
    @ElderVelázquez-f4j หลายเดือนก่อน

    Hi, do I need a certain license in order to submit this chatbot?

  • @abhinavgarole1359
    @abhinavgarole1359 หลายเดือนก่อน

    Great video. When i try to publish on teams, it says app not found. If i download the zip and add it to teams, its not responsive. Wanted to check, if i'm missing something?

  • @shaiknaseerax
    @shaiknaseerax หลายเดือนก่อน

    New Learning Sir

  • @HungDuong-dt2qv
    @HungDuong-dt2qv 2 หลายเดือนก่อน

    Hi Ramit, does it work for Trade Agreement Journal cleanup? Or would it be a way to do the Trade Agreement Journal cleanup? Thank you

    • @ramitpaul2893
      @ramitpaul2893 23 วันที่ผ่านมา

      Hi, There is already an option to Clean up trade agreement journals in Procurement and Sourcing, if you have not explored, you can

  • @shaiknaseerax
    @shaiknaseerax 2 หลายเดือนก่อน

    Thank you for the update.

  • @liliyastefanova4265
    @liliyastefanova4265 2 หลายเดือนก่อน

    We have entities in different countries with various currencies. Could we add an additional column for the reporting currency? When we manually extract the trial balance, there are columns with the reporting currency.

    • @ramitpaul2893
      @ramitpaul2893 2 หลายเดือนก่อน

      Hi, you can customize, reporting currency is not there in standard snapshot

    • @liliyastefanova4265
      @liliyastefanova4265 2 หลายเดือนก่อน

      @@ramitpaul2893 Great, but how can I do this?

  • @eloibaixeras
    @eloibaixeras 2 หลายเดือนก่อน

    Thanks for this video Ramit!

  • @vamshitha449
    @vamshitha449 2 หลายเดือนก่อน

    In which version apps human resources and demand planning available (On Home page)

  • @abhishekpareek4859
    @abhishekpareek4859 2 หลายเดือนก่อน

    interested feature without code

  • @chalterahodolui
    @chalterahodolui 2 หลายเดือนก่อน

    Very nice 💯💯💯

  • @semylore
    @semylore 2 หลายเดือนก่อน

    Thanks for your explanation. please i like to ask, my dynamics erp is not sitting within my tenant, so no environment availbale in power platform dataverse, is there any play around?

  • @joyhonuman
    @joyhonuman 2 หลายเดือนก่อน

    Very much useful features. Thank you

  • @zaheerahmad3896
    @zaheerahmad3896 2 หลายเดือนก่อน

    Precisely elaborated

  • @madhavareddy5070
    @madhavareddy5070 2 หลายเดือนก่อน

    hi @ramit i was trying to do in process automations trail balance it was not working in Dev environment can you please help me out

    • @ramitpaul2893
      @ramitpaul2893 2 หลายเดือนก่อน

      What's the error

  • @thienductang8335
    @thienductang8335 2 หลายเดือนก่อน

    how can i disable this "Human Resource Leave and Absence Apps Add-in", thanks

    • @ramitpaul2893
      @ramitpaul2893 2 หลายเดือนก่อน

      Skip enabling it or if you have enabled it, uninstall the app from PPAC.

    • @thienductang8335
      @thienductang8335 2 หลายเดือนก่อน

      @@ramitpaul2893 but i can't find the app in PPAC T_T

    • @thienductang8335
      @thienductang8335 2 หลายเดือนก่อน

      @@ramitpaul2893 i not yet install HR App on PPAC, and i just want disable icon on Homepage D365

    • @vamshitha449
      @vamshitha449 2 หลายเดือนก่อน

      Please will u tell the steps for that

  • @mariocesena2277
    @mariocesena2277 2 หลายเดือนก่อน

    Does this apply to all legal entities? I would like to implement this but exclude one specific legal entity, and I can’t find an option in the Select settings to add that filter.

    • @ramitpaul2893
      @ramitpaul2893 2 หลายเดือนก่อน

      Hi, This is LE specific confg.

  • @wrajer
    @wrajer 2 หลายเดือนก่อน

    great video

  • @mi-skal6880
    @mi-skal6880 2 หลายเดือนก่อน

    Very good video Ramit. I tried it my self but i had an issue. Newly created VM, turned on the feature and it's stuck at 'a pending job is schedule for the initialization of the balances'. Any idea what to do?

  • @saibreath
    @saibreath 2 หลายเดือนก่อน

    Thanks for sharing- very useful

  • @D365Simplified
    @D365Simplified 3 หลายเดือนก่อน

    hi, the customer wants report on how much qty on an item was sold individually and in a bundle. how can we give the report?

    • @iamnutty8471
      @iamnutty8471 2 หลายเดือนก่อน

      look at the the total sales of the component product, then sum up invoice lines for bundle used ,and deduct from total

  • @tuyettram7352
    @tuyettram7352 3 หลายเดือนก่อน

    Why I didn't see this feature on V.39?

  • @laxmannarayanan6704
    @laxmannarayanan6704 3 หลายเดือนก่อน

    Hii, how the tax will be ? Whether it is applied on kit level or its components

  • @fazilmohammed4275
    @fazilmohammed4275 4 หลายเดือนก่อน

    Thanks for the detailed session... Could you please help where do we maintain MSME vendor indicator in Finance and operations

    • @ramitpaul2893
      @ramitpaul2893 4 หลายเดือนก่อน

      Hi, you can use "Small business" option

  • @doNathanob
    @doNathanob 4 หลายเดือนก่อน

    Hi , can you help me !! I cannot see the folder structure when a Select the Sharepoint site (3:38) , any advice !??

  • @wieredguy
    @wieredguy 4 หลายเดือนก่อน

    Hello. We dnt have any customization on this field, but when i enable this feature without asking for the flight from MS, the field got extended and i can enter 50 characters now. So i want to ask that how does it worked without enabling the flight ?

  • @diegoromaomanfiogozzi1837
    @diegoromaomanfiogozzi1837 4 หลายเดือนก่อน

    yoU SAVED MY LIFE. THANKS

  • @mangeshmane1930
    @mangeshmane1930 4 หลายเดือนก่อน

    Does this work for PO workflow as well?

    • @ramitpaul2893
      @ramitpaul2893 4 หลายเดือนก่อน

      PO WF already has line level WF

  • @haroldassam6115
    @haroldassam6115 5 หลายเดือนก่อน

    Hi Ramit, thanks a lot for this video. I really need your help on personal train. I have some great offers as functional analyst roles . Could you be open to helping me for a paid 1-1 session?

  • @varaprasad7769
    @varaprasad7769 5 หลายเดือนก่อน

    Thank you Ramit. Can you please explain new software services companies can register at this same portal. And also is it possible for you to give correct vendor portal URL