Click Create configuration. If you installed PowerBI Desktop from the Microsoft store it will automatically update, but when you install manually, it will NOT automatically update. The system creates a new Draft version you are now able to edit. STEP 7: USER SETTINGS. D365 Field Service: Mobile Booking Maps. Understanding Microsoft D365 Electronic reporting configurations Then go to Reporting Configurations from current workspace and click create configuration Also, in these settings, we can configure the outgoing . Go to Electronic reporting workspace > Configuration providers; Click on the provider created and set as active. 4. Financial dimension in D365 Finance & Operations is the key feature that is used to slice and dice the financial transactions for better reporting and decision making. Configuration: Advanced Lookups. D365 Budgeting Cookbook (Part 3 of 3). Budget planning Example values are account and contact, which are defined in the Microsoft Dynamics 365 instance. 5. No Comments. Financial dimensions can be categorized into 2 types as listed below. Pass customer data from pre-chat survey to Power Virtual Agent. click new cp cp name and address How to: Configure Power BI for Dynamics 365 for Operations Select Repositories. D365 Customer Service: Setting up search providers (preview) The first step is to configure the sending of emails for SMTP. How to: Configure Power BI for Dynamics 365 for Operations To know which column is mapped to which property-set we can use alias value i.e. First you need to add a configuration provider: In D365FO search for "Electronic Reporting" In the right click Configuration Providers Click New, Give it a Name and a URL and click save Back in the GER Workspace select the new provider and click Repositories On the Configuration repositories screen click Add - LCS and Create Repository. Set the Company field to the default D365 company for the user. This location is based on where you installed D365. Set up an email address for any user who will receive the alerts and enable workflow email alerts for that user. At D365 Life Without Code we offer both free and paid for solutions to allow you to get the most out of your application. Email account isn't configured with D365 error - Dynamics 365 Talk D365 You probably renamed your VM. This helps you debug your feature files and bindings (see Debugging Tests ). D365 F&O Financial Dimensions - Microsoft Dynamics 365 and Dynamics AX ... Dynamics 365 E-mail Setup / Configuration and Dynamics 365 for Mobile ...