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Configurable Workflow Hierarchy in D365 F&O

We often have customers requesting different kinds of approval hierarchies in workflow documents. For example, in some cases there could be a line reporting structure; and in other cases, expenses may need to be routed to different business unit heads. There could also be an instance where items of a certain value must be routed […]

3 minute read

Power BI with Dynamics 365 for Finance and Operations (Part 3): Use OData Connectivity to Create Power BI Reports

This blog is a three-part series, where in the first part, I showed step-by-step instructions on how to pin Power BI dashboard visuals within Dynamics 365 for Finance and Operations workspaces. In the second blog of the series, I showed how to link Power BI reports within Dynamics 365 for Finance and Operations workspaces. In this blog, the third of the series, I will show how to use OData connectivity to create Power BI reports directly from the Dynamics 365 for Finance and Operations entity store.

2 minute read