Extras In Dynamics 365

HOW TO FIND A COMPANY CODE

Go to account schedules -> All codes listed there.

EXTRA NOTES FROM MEETINGS

Useful Tabs:

Chart of Accounts

Profiles

General Ledger Setup

Users - Need to add permissions first

User Groups

Permission Set - need D365 Basic, SUPER is all access, SUPER (DATA), EDIT IN EXCEL

Purchase Invoices - shows status of purchase invoices

Individual Permissions supersede general level

Table 17 - G/L Entry

Option 23 - Global Dimension 1 Code

Option 84 -

User Administrator

Rapid Start Users

To Export and Import Approvals

Approval User Setup

Select all users, copy all, switch companies (settings wheel) and past user approvals into new company

Notification Setup and setup all 3

Reason Codes

Copy reason codes from Test site and switch companies to live environment and paste 

Configuration Packages, copy from test environment and paste to new

Workflows

Export from test site to XML using the Export option after selecting all

After importing in new environment, it's important to check that all notification sender fields are enabled

NEED TO HAVE REASON CODE SHOW UP FOR ALL USERS!

EMAIL FROM IAROSLAV (KMicro)

This email is to let you know that I have made some changes to the setup of Permissions. These changes are necessary to ensure that certain users are able to not only run their respective financial reports, but are also able to participate in their respective approvals and view the results. The changes required are in connection with the following Table Data Permissions:

• 38
• 39
• 122
• 123

The changes involved making updates to the AMS-BASIC Permissions Set and AMS-PCC. Note that I have NOT deleted the old PCC Permission Setup (“AMS-REP-PCC”), instead I have created a new one as shown on the screenshot below. Questions, concern, praise, let me know.