Dynamics 365 FastTrack Architecture Insights: HR Infrastructure Merge

Hello Everyone, 

Introduction:

In this blog post, we will explore the key insights from the Dynamics 365 FastTrack Architecture Insights- HR Infrastructure Merge. The Fasttrack video provides valuable information about the FastTrack program, frequently asked questions (FAQs), timelines, and migration guidelines related to merging HR infrastructures using Dynamics 365. Let's dive in and gain a better understanding of this informative video.

FastTrack Program Overview:
The FastTrack program offered by Dynamics 365 is designed to help organizations accelerate their adoption and successful implementation of Microsoft solutions, including Dynamics 365. By leveraging FastTrack, businesses can receive guidance, best practices, resources, and direct assistance from Microsoft experts throughout their implementation journey.

HR Infrastructure Merge:

1. FAQs
   In the first chapter of the video, the FastTrack team addresses frequently asked questions related to HR infrastructure merging with Dynamics 365. They provide insights into common concerns, challenges, and potential solutions organizations might face during the process.
2. Timelines
   The second chapter focuses on the timelines involved in the HR infrastructure merge. The FastTrack team provides an overview of the different stages, from planning and preparation to data migration and go-live. They emphasize the importance of aligning these timelines with business goals and ensuring a smooth transition.
3. 
4. Migration Guidelines
   In the final chapter, the FastTrack team shares valuable migration guidelines related to HR infrastructure merging. They discuss best practices, recommended tools, data mapping considerations, and important factors to keep in mind during the migration process. These guidelines aim to ensure data integrity and a successful implementation of Dynamics 365 for HR.
5. Current state for Standalone HR & F&O environments
6. Future state for HR + F&O Environments

Conclusion:
The Dynamics 365 FastTrack Architecture Insights video on "HR Infrastructure Merge" provides organizations with critical insights into successfully merging HR infrastructures using Dynamics 365. By leveraging the FastTrack program, businesses can streamline the transition, address common challenges, and ensure a smooth implementation process. Whether you're considering a merger or already in the process, this video offers valuable guidance to support your journey.

Please remember to watch the full VIDEO on Microsoft Learn for a comprehensive understanding of the FastTrack program, FAQs, timelines, and migration guidelines.

Thank you :)

Happy learning !

Glimpse of Data Archival feature in D365 Finance and Operations

Hello Everyone,

Microsoft released long waiting and much required feature called Data Archival in D365 F&O which is very useful for archiving transactions inside D365FO.

Please go through Microsoft learn page to know more about the feature and how to enable it : https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/archive-overview

Approach :

• Archives transactional data to history tables in the transactional SQL database.

• History tables have limited indexing, the amount of storage space that's used is significantly reduced.

• Helps prevent processing delays in other areas of the app, by moving the data from the live tables to the history tables.

Data archiving steps :

• Copy the specified data range from the live tables to the history tables.

• Remove the specified data range from the live tables.

Currently Supports :

• Archive general ledger data

• Archive sales orders

• Extend the archive solution to support custom tables and fields - with this can be designed for custom tables as well.

Prerequisites:

• Microsoft Dynamics 365 Supply Chain Management 10.0.34 or later.

• The data archive micro-service (Add-on) must be installed on your system from Microsoft Dynamics Lifecycle Services. For more information, see Install the Archive add-in from Lifecycle Services.
• The following features must be turned on in Feature management. For more information, see Enable the features that you need.
  • (Preview) Archive
  • (Preview) Archive sales orders to history tables
  • (Preview) Archive sales orders to history tables using archive service

Data validations /Conditions to consider for archiving (Ex Sales orders)

• The sales orders that you want to archive are fully invoiced.

• Sales invoices that are related to the sales orders are at least one year old.

• The ledger period that includes a related sales invoice is either closed or on hold.

• Inventory has been closed for the period that includes a related sales invoice.

Will come up with more information on Data Archive process and latest updates in next blogs.

Thank you 😊

Happy Learning.

Environment administrator for D365 F&O Production instance

Hello Everyone,

While provisioning D365 finance PROD instance in LCS, service accounts are recommended instead of named user accounts because of the following reasons.

• Environment cannot be able to access if the named user account is used as admin and user is not available.
• Some scenarios where only the Admin user can access an environment are:
  • First log-on after initial deployment to any environment – Only the admin user account can access the environment
  • First log-on to an environment after database movement – Only the admin user account is enabled
  • You will have to add the generic account to the LCS project as user in order to set it as environment admin
  • The Admin user is critical in some situations in the apps, such as when system batch jobs are run. These jobs must run with administrator privileges.

But in some cases, administrators realizes later after provisioning the environment with a named user.

Can change environment admin?

Yes, definitely you can change the environment admin user, but it may require a downtime. 

Impact : Causes downtime to the target finance and operations apps environment.

Prerequisites :

• You must be a project owner in the LCS project.
• The new administrator account must be a member of the same tenant that the environment belongs to.
• Plan for the downtime with appropriate approval in your organization.
• If you are going to change domain for the environment, you need to get new ISV license file(s) that references the new domain.

Update environment administrator :

For updating the environment administrator, please go through the steps explained in below.

1. In LCS, go to your project, and open your environment details page.
2. Select Maintain > Update environment admin.
3. In the dialog box that appears, select another Project Owner or Environment Admin user from your LCS project.
4. Select Save.

Please refer Microsoft docs LINK for more information.

Thank you 😊

Happy Learning.

Middleware options for D365 F&O integrations

 Hello Everyone,

We know, now a days integration requirements are increasing tremendously for d365fo implementations to make smooth communication with customers existing systems. This is to give an overview of different applications available which can help to explore middleware needs for D365 finance requirements and gives ideas how to create our own middleware applications by considering different parameters.

There are several middleware solutions available for integrating D365 FO with other systems. Here are some suggestions with quick overview:

1. Microsoft Power Automate (formerly known as Microsoft Flow): Power Automate is a cloud-based service that allows users to create workflows and automate tasks across multiple applications and services. It has pre-built connectors to many popular systems and applications, including D365 Finance Operations.
2. Dell Boomi: Dell Boomi is a cloud-based middleware solution that enables users to connect applications and data across on-premises and cloud environments. It has pre-built connectors to many popular systems and applications, including D365 Finance Operations.
3. Azure Logic Apps: Azure Logic Apps is a cloud-based service that enables users to create workflows and automate tasks across multiple applications and services. It has pre-built connectors to many popular systems and applications, including D365 Finance Operations.
4. MuleSoft: MuleSoft is a middleware platform that enables users to connect applications, data, and devices across on-premises and cloud environments. It has pre-built connectors to many popular systems and applications, including D365 Finance Operations.
5. Celigo: Celigo is a cloud-based integration platform that enables users to connect applications and data across on-premises and cloud environments. It has pre-built connectors to many popular systems and applications, including D365 Finance Operations.
6. Azure Service Bus & Function apps : Azure Service Bus is a fully managed enterprise message broker with message queues and publish-subscribe topics (in a namespace). Service Bus is used to decouple applications and services from each other, providing the benefits like Load-balancing work across competing workers. Function app which can be fully customized for the requirements and to couple source and target API end points.

When selecting a middleware solution for D365 Finance Operations integrations, it's important to consider factors such as the complexity of the integration, the volume of data to be processed and the level of customization required. It's also important to ensure that the middleware solution has adequate security measures in place to protect sensitive data.

Thank you 😂

Happy Learning.

D365 F&O Business performance analytics Tool

Hello Everyone,

Business performance analytics involves analyzing various data points and metrics to evaluate and measure the performance of a business. It helps organizations understand how well they are performing and identify areas for improvement. Currently the feature is in public preview. The details information is available in Microsoft Learn Link.

Here are the key points about business performance analytics:

1. Overview: Business performance analytics is the process of using data and analytics tools to measure, analyze, and optimize the performance of a business.
2. Purpose: The main objective of business performance analytics is to provide insights into the effectiveness of strategies, operations, and processes, enabling businesses to make data-driven decisions for improvement and growth.
3. Configuration: Configuring business performance analytics involves setting up the Power platform, Azure AD tenant, Power apps users & D365 F&O to collect and analyze the relevant data.
4. Installation: The business performance analytics will be installed as a D365 app using Power Platform admin center.
5. Data Model: Creating a data model is crucial for business performance analytics. It involves defining the structure and organization of the data to be analyzed, aligning it with business goals and objectives. A business matrix is a roadmap for business data. Business data can be defined by value chains such as record to report or order to cash. The business matrix organizes, connects, and simplifies data. In this way, it helps users efficiently navigate and understand their data.
6. Security: The setup of security in the business performance analytics app is a critical step in ensuring the security of your organization's data. This article provides an overview of the setup process for role-based, dimension, and report security and explains how to add users to the app. This includes user authentication, access control mechanisms, data encryption, and compliance with relevant regulations.
7. Access: Business performance analytics app can be accessed several ways:
   • Power platform admin center
   • Power Platform maker portal
   • D365 Finance and operations
8. Reports: Business performance analytics generates reports that visualize key performance indicators (KPIs) and metrics. These reports help business leaders and stakeholders make informed decisions based on data-driven insights. The following table describes the reports that are related to the record-to-report value chain in business performance analytics.
9. Create and edit Reports : Business performance analytics lets you create or customize reports that include the data fields that you're interested in. You can also change any visuals on the reports.
10. Benefits: Business performance analytics enables businesses to identify strengths and weaknesses, make data-driven decisions, optimize processes, improve performance, increase efficiency, and gain a competitive advantage.

Overall, business performance analytics is a powerful tool for businesses to assess their performance, identify areas for improvement and make informed decisions based on data-driven insights.

Thank you :)

Happy Learning !