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In this video we will test new trigger function in Copilot Studio (learn.microsoft.com/en-us/microsoft-copilot-studio/authoring-trigger-event). Action is free-text invoice posting in Dynamics 365 F&O and the copilot prompt is to provide summary on such invoice. Enjoy :)

Workers can use the production floor execution interface to register batch/serial numbers for tracked components and the finished products that they're producing. Track Components feature lets workers and managers register batch/serial numbers for materials and components that are used in manufacturing processes. They can then associate those numbers with the batch/serial numbers of the product...

Enables Copilot and Generative Help and Guidance to generate a list of likely follow-up questions which it displays as a list of clickable items.

This session will introduce you to Microsoft Copilot Studio, a low-code platform that simplifies the development of personalized agents. Through live demonstrations, you'll learn how to use actions and AI prompts to craft intelligent agents tailored to your specific needs.

This feature allows the definition of rules for various transactions to automatically set the default value of Financial tags. The flexibility of this functionality also extends to copying existing rules across different but compatible transaction types, and even between legal entities. This streamlines the process, ensuring consistency and efficiency in transaction tagging, which is essential ...

This feature enables the item number renaming. It finds all relevant records across the system that need to be updated with the new item number value. Additionally, the whole renaming process is thouroughly logged. The log is available at Product information management / Inquiries and reports / Item number renaming logs page.

This feature provides a capability to link between the transfer order line and the corresponding sales order line from which the transfer order line is created. It also allows users to add the new transfer order line to an open transfer order given specified warehouses are the same. If the item is not a catch-weight item and with a non-settled item model group, automatically mark and reserve is...

This video will cover end-to-end demo of complete D365 HR Recruiting Solution including Recruiting App (Power App), Careers Website (Power Page) and Dynamics 365 F&SCM HR module. Enjoy :) Link to documentation: learn.microsoft.com/en-us/dynamics365/human-resources/hr-recruit-setup

1. vendor summary on the vendor table page 2. product summary on the details page of a released product 3. product summary when hovering on item number from different places 4. summary that includes insights such as count products in the channel as well as risks related to products, category and catalog data 5. summary of insights derived from posted and unposted statements and transactions fro...

Discover how Copilot streamlines time entry, making it faster and more efficient. With fewer pages to navigate, project team members can log time effortlessly. Plus, Copilot generates external comments, freeing up valuable time for high-leverage tasks. Learn more in this video!

Learn how to streamline rebate processes with the Rebate management module. Discover how to create contracts, deals, and agreements between your business and customers or vendors. Explore rebate calculations, deductions, and royalties. From tracking transactions to defining posting profiles, this module ensures efficient management. Dive into the world of rebates and optimize your business agre...

This video explains how to enable an approval workflow for bank accounts in the Cash and bank management module.

We will modify Copilot for Finance and Operations Apps with Copilot Studio and then create new web chat with Azure AI Studio that answers user questions about any of Nextone Consulting TH-cam videos. Enjoy :) Link to Word document with video transcripts: nextoneconsultinc.sharepoint.com/:w:/g/EXO7TFng_BtGm-Wx6N8YHJwBMdEH4KBintxjyXqB6CGpYQ?e=TE9uvr (expired at the end of May 2024)

Product bundles empower businesses to consolidate multiple items into cohesive packages. By grouping related products, companies can streamline sales processes and enhance customer satisfaction. Here’s how it works: Composition: Each product bundle comprises a parent item and several component items. Order Entry: Users can swiftly add the entire bundle to a sales order by including the parent i...

New Feature Review - Item Substitution for Formulas #d365 #SCM 10.0.40

Demand Planning Application with Dynamics 365 F&SCM and Copilot Feature: End-to-End Demo

New Feature Review: Auto-blocking of high-volume notification rules #D365 F&SCM 10.0.39 - Oleksiy K

New Feature: Allow same hazardous material divisions in different material classes V39 - Oleksiy K

New Feature Review: Petty Cash #D365 F&SCM 10.0.39 - Oleksiy K

Cancel Partially Invoiced Purchase Orders: New Feature Review in Dynamics 365 F&SCM V38 - Oleksiy K

Mass Change BOM Item in #D365 #SCM - Oleksiy K

New Feature Review: Enable Recurring AP Invoices #D365 F&SCM - Oleksiy K

How New Shipment Dates on Purchase Orders Work #D365 F&SCM - Oleksiy K

Unit Specific Auto Misc. Charges for Sales and Purchase Orders - Oleksiy K

New Feature: Minimum Monthly Customer Charges with Period Charges - Oleksiy K

One License Plate Label for each Picked Item on Warehouse Work in Dynamics 365 SCM - Oleksiy K

Use Case for Audit Templates: Capture Tracking Numbers on Warehouse App during Sales Order Shipping

Simplify purchase order receiving with detours and data inquiries - Dynamics 365 F&SCM - Oleksiy K

Carrier Invoice Reconciliation in TMS - Dynamics 365 F&SCM - Oleksiy K