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Dynamics 365

Casey Johnson articles

Casey Johnson
3 min read

Dynamics 365 for Finance and Operation CSS Global support incident closure procedure for support incidents involving a bug 

Process: Support incidents will be archived for Dynamics 365 for Finance and Operations incidents involving a bug at the time bug information is available in Lifecycle Services (LCS) Example: – Dynamics 365 for Finance and Operations support incident created – Support incident is researched and found a code change is required by Microsoft – Bug
1 min read

Excel Add-in adding dimensions to a template 

Importing values with dimensions and/or adding financial dimensions to ANY excel template (GL, budgeting, etc). Make sure all financial dimensions have been added to Dynamics 365 for Operations and activated. There is a status on each financial dimension that tells you if it is Active of Inactive.
<1 min read

When creating a view receiving an error indicating not authorized to access table. 

Example of issue: 1. Create a view that joins 2 related tables.  I used CustTable as root table, and custTrans as related table.2. Do not add any fields to the view.3. Right click on the view and select open. Actual:You receive an error message that says “You are not authorized to access table ‘custTable’ (custTable).