Dynamics 365 Tech Hub

  Expense Agents in Dynamics 365 FO    Expense management is one module in Dynamics that I know Microsoft has been doing a lot of improvements on, from introducing OCR to read receipts and create expense lines to automatic settlement of workspace using the Expense management reimagined. In this post, I just want to do an overview of how the Expense agents works. Although there are limitations which range from several factors: like receipt quality, technical glitches that may still require human intervention. The Expense Agent automates the end-to-end expense management process by using intelligent workflows to handle receipt processing, expense line creation, and report generation. Its functionalities can be summarised as below: Receipt Processing - Focus on Efficiency (Direct and Active) Receipt processing is streamlined and automatic. Users simply forward receipts to a shared mailbox or upload them directly into the finance and operations apps. The system the...

  Mastering Background Processes in D365 F&O: Understanding the SysOperation Framework         🚀 Mastering Background Processes in D365 F&O: Understanding the SysOperation Framework If you work with Microsoft Dynamics 365 Finance and Operations ( D365 F&O ), you know that running long-running processes or complex operations efficiently is key. That’s where the SysOperation Framework comes into play—it's the modern, robust architecture for creating batch jobs and service-based operations using X++. The SysOperation Framework has replaced the RunBase and RunBaseBatch classes. Why SysOperation Matters The brilliance of SysOperation is its fundamental design principle: separating the business logic from the user interface (UI) . This separation isn't just neat; it makes your custom processes significantly more: Scalable: Operations can run reliably in the background, even across large datasets. Testable: Logic can be tested independently of the UI....