Useful things I've learned along the way
Almost every business has to handle returned merchandise. In this article, learn the steps for processing a return order in D365. When a customer contacts a company to return a defective or unwanted product, the return process begins. A return order is created with lines that either reference the original invoice or do not. Additionally,... Continue Reading →
In Microsoft Dynamics 365 for Finance and Supply Chain, the system sends out emails when certain transactional events occur. For example, when a sales order is placed, shipped, or read for pick up. Businesses will often have custom fields that require them to extend a D365 email template. In this article, learn how to extend... Continue Reading →
Most of the time, it is best to use the event email functionality within Microsoft Dynamics 365 for Finance and Supply Chain. Other times, it is helpful to send D365 emails directly. In this article, learn how to send D365 emails using X++ code. Notably, the system can create and send an email. Or, an... Continue Reading →
Timely confirmations and details are essential for building customer trust. In this article, learn how to send D365 event emails. After a customer or business takes an action, an email confirmation of that action is often expected. Learn how to associate an email template with a predefined event, such as an order being placed, shipped,... Continue Reading →
Sales orders in D365 can follow several different flows. In this article, learn how to create a call center order in D365. Unlike business-to-business scenarios, call center orders are ideal for orders with retail customers. These orders include default logic from channel setup, a specific step for completing an order, and advanced pricing and payment... Continue Reading →
Communication with customers is very important. After something progresses with their order, it is helpful to send the customer an email. In this article, learn how to set up a D365 email template. Email templates allow businesses to format the emails to match their brand. Additionally, context-specific information, such as the order ID, delivery address,... Continue Reading →
There are several different ways to configure email in D365. Microsoft Graph is now the recommended email provider, replacing the deprecated Exchange email provider. Additionally, you can set up a connection to an SMTP email server. Lastly, the system can generate an .eml file that the user can download. Then the user can use an... Continue Reading →
Developers in Microsoft Dynamics 365 for Finance and Operations can use the D365 skipDataMethods method to skip the record-specific code and allow the system to perform database operations in bulk. To execute database operations as quickly as possible, developers often use x++ SQL recordset operations such as insert_recordset, update_recordset, and delete_from. However, the system may... Continue Reading →
In this article, learn how to use delete_from in D365. The delete_from keyword in x++ is used to delete specified records from a table as efficiently as possible. This command is extremely fast because it generates a single SQL statement that is sent to the server once. In contrast, other times developers will write a... Continue Reading →
In this article, learn how to use update_recordset in D365. The update_recordset keyword in x++ is used when you need to update many records in a table quickly with the best performance. It is extremely fast because it generates a single SQL statement that is sent to the server once. Alternatively, developers sometimes write a... Continue Reading →
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