r/Dynamics365

Hi there,

New IT Support at a firm here, I've recently encountered an issue from my Accounting team regarding a sudden change in their daily usage of Dynamics + Excel.

They state that before they could've just open a file from D365 in Excel and the addin would automatically sign them and let them work directly with no additional action needed, now they reported they all need to manually click the Sign In button everytime they open an Excel in desktop from the browser D365 page.

I know it's silly and probably you think "can't you just let them know to click the "Sign in" button and leave it as an "new update from MS" thing ? " -- unfortunately no, it came straight from the CFO as a VIP ticket and I've looked into it for a while now but I'm stuck.

Funny how the user who rose the ticket started asking Claude about it and wrote the sollutions from Claude in the ticket (already tried 3 / 4, but for 1 and 2 I need to raise it to L3 engineers)

Leaving the statement here in case it helps.

Thanks for help if this even is worth looking into.

Ticket

"I have an issue with D365 F&O usage of open in excel add-in. Normally, when I use this functionality in F&O an excel file is downloaded and when I open it, I was signed in automatically.

Starting with yesterday, when opening the excel generated by the system we had this error . We solved it by sing out and sign it again. Then, each time we have to sign in for each use - this is time consuming.

Searched info on this issue and found this:

1. Conditional Access change (most likely culprit)

Microsoft improved how Conditional Access policies are enforced in Microsoft Entra ID starting March 27, 2026. This change addresses a security loophole in which policies targeting all resources with specific exclusions could be bypassed in certain authentication scenarios

2. Office SSO no longer works silently

The "Require approved client app" Conditional Access grant is deprecated and causes errors with NAA (Nested App Authentication) token requests. An admin must completely remove this policy and switch over to the "application protection policy" grant.

3.Add-in version — check whether the Microsoft Dynamics Office Add-in in Excel was auto-updated (Insert → Add-ins → Manage). A recent update may have changed the authentication

4. Credential Manager (Control Panel → Credential Manager → Windows Credentials) — if there are expired or corrupted tokens for D365/Office, deleting them forces a clean re-authentication

https://preview.redd.it/ve3vbair5y0h1.png?width=340&format=png&auto=webp&s=cc3321f842253936b4f5efb53bad995ef12e460c

I’m the in-house accountant for a small manufacturing company and we’re still on a really old Dynamics NAV version (like pre-2015 old). This all hit my radar again last week when our external auditor politely joked that our system belongs in a museum. Day to day, it “works” but reporting is a pain, integrations are hacky, and every small change needs our IT guy to do some weird workaround. I was googling options last night and kept seeing people saying good things about dynamics nav in newer versions and various partners that can “rescue” old implementations, but I have zero real-world context for that. For those of you in industry: did you upgrade NAV and feel it was worth the money, or did you switch ERPs completely? How did it impact your close process, audit stuff, and random one-off reporting? Any horror stories or “wish I’d known this before signing the contract” type advice?
Maybe I’m overthinking this, but I’d love to go to my CFO with something more than “our system feels old, pls fix.

I am required to migrate a full transactional history from QuickBooks Online to Business Central. Has anyone completed this or know how to complete such a task?

I assume this will require uploads via the various journals and mapping to the new master data. I plan to use Claude to assist with the mapping process; however, I am unsure how to replicate the transactional history and which QuickBooks reports I would require.

Any insights and/or guidance would be appreciated.

On and off over the last 25 years I have used Salesforce. When they rolled out the Lightning experience, they lost me as I despised it.

Earlier this year I returned to the Salesforce platform and realized that the Lightning experience is significantly better, but overall the documentation and complexity of integrating other Salesforce products had gotten really bad.

This forced me to look at options. I took a trial of Dynamics 365 and felt overwhelmed.

I watched two videos by this woman in Australia, and everything clicked and I couldn't get over how easy it is to do simple things such as customizing forms, compared to Salesforce.

So is this just a case that Microsoft has been working in silence and letting the product speak for itself, while Salesforce wraps itself up in marketing speak and hype, or has Dynamics taken many years to reach this ease of use and my timing just happens to be good?

We are currently deciding if we should use PowerAutomate or direct OData API integration for D365.

What are pros and cons of each? My assumption is that the PowerAutomate simplifies the effor on our side as client will need to define flows in PowerAutomate as well so it will be a joint effort rather than us plumbing all the OData APIs.

Context: We are a software that our client uses to see all of their bank balances, transactions etc. They want us to post journal entries into their D365 for each of their financial acitivity recorded in our system of record platform.

Been building DV Quick Run for about 2-3 months, started because I found Dataverse OData queries painful to work with.

Latest release adds Operational Profiles, one click from any query result shows you the full automation footprint of the entity you just queried. Plugin registrations, relationships, columns, async load, workflow participation, flow references. All evidence-backed, none speculative.

The environment in this screenshot has 53 synchronous plugin steps and 586 relationships on Contact. Most developers working in it had no idea.

Free VS Code extension — no strings attached. Happy to answer any questions about how it works or what's coming next.

https://preview.redd.it/ar1kdp0sa90h1.png?width=630&format=png&auto=webp&s=f61b2b362dfcd08bae99bfc5d4a8735a65bd5194

Feedback welcome from Dataverse devs 👇

DV Quick Run - Visual Studio Marketplace

#PowerPlatform #Dataverse

I’m a D365 SCM functional consultant and have access to M365 Copilot (enterprise) and more recently Claude Enterprise (not Cowork though).

Copilot’s been useful for the obvious stuff like meeting summaries, digging through internal docs, pulling info across the tenant. Solid overall, even if the UI and prompting can be a bit clunky.

Claude, on the other hand, feels stronger when it comes to things like:
- Drafting and reviewing FDDs
- Challenging assumptions / gaps in requirements
- Suggesting clearer navigation paths or solution approaches

What I’m trying to figure out is where Claude really adds value beyond what Copilot already does, so I’m not wasting time or usage overlapping the two.

For those of you in SCM functional roles (not dev/technical):
- What are you using each tool for in practice?
- Any specific use cases where Claude clearly outperforms Copilot?
- Any workflows, prompts, or habits that have made a noticeable difference?

Keen to hear how people are actually using these in real project work rather than generic AI use cases.

I work on this ERP on the front end but would like to do more configurations and stuff. What is the best website where I can try configurations, etc

Hi everyone, does anyone know if it’s possible to not include a BOM line of BOM in the Master Planning for only one specific product?
Let me explain it better: I want the item to appear in the BOM, but instead of generating a production requirement, I want it to generate a purchase order, but just for a specific Product, in the oder case it has to work normally

Hello, I recently lost my job as a developer as a result of the recent middle east conflict. We were a small team and I did everything from business process mapping, customizations and configuration to reports and BI. I'm now looking at finding ways to earn a living on my own and was considering taking a business central developer license to build something with the skills I have. What is the cheapest license I could get and are there any organizations that I can reach out to have my developer license provided? I'm trying to be extremely lean with my finances given the lack of an income right now and I cannot afford the 80$ price point per month. All the CSPs I reached out to for my previous company were unware of the developer license but to me logically there should be a way to go about it. Any help is appreciated, thank you!

Edit: Thank you for all the responses. I'm going to edit the post with an answer once I've tested out all the reccomendations.

When appointments are created in Dynamics I have a business rule that sets the status to scheduled and the status reason to busy. The appointment syncs through SSS with the employee's calendar, but the reminder always defaults to 15 minutes regardless of what the employee's own default is in Outlook.

What is the best practice here? I feel like I'm missing something simple or I'd be finding tons of support articles on it.

I'm looking for documentation I can use to train my own AI agent to help me with Microsoft Business Central solutions. I already use Microsoft Learn and Git Hub, but so far it's not performing well compared to Visual Studio. I want it to help me with any questions I have about functionality or a possible solution. The agent is created by the company I work for, but everyone learns it on their own. do you have any suggestion? I’m funcional consultant

I have a customer that has 3 D365 environments containing years and years of legacy solutions and customizations (CRM 2016 as the first application).

• DEV environment with multiple publishers
• UAT environment with unmanaged solutions layer
• PROD environment with unmanaged solutions layer

Active use of Sales, Customer Insights.
But all other applications (Field Service, Project Service, old Marketing, old Voice of the Customer) are also part of the solutions. They use their own model-driven-app, but want to make the shift to the Sales Hub app to have Copilot and Insights capabilities.

They want me to support their organization, but how would I go forward in cleaning this and restoring this mess?

Simplest option: start from scratch; but a lot of data migration and integrations are making this not an option

Other option:

• new sandbox to test integration solutions first on dependencies?
• copy of dev into new sandbox and create logical number of solutions and add customizations in these
• how to solve the PROD/UAT environments afterwards?

Anyone who can answer this? Anyone that could guide me? Thanks!

Hi all,
I’ve hit a messy scenario in Dynamics 365 Business Central, made worse by WMS-managed inventory, and I’m looking for best practices.

Scenario:
A posted Sales Invoice was issued with the wrong customer / payer.
The invoice was credited using a Sales Credit Memo.
While accounting was reconciling, it turned out that during the correction the correct customer was automatically picked, not the one from the original invoice.

Result:
Inventory quantities are now wrong.
WMS shows excess stock on hand.
Accounting wants a clean audit trail, no manual G/L or item journal hacks.

At this point, I effectively need a “correction to a correction”:
A positive correction to reverse the credit memo so that the original invoice effect is fully restored, including inventory.
Then re-apply a proper corrective flow against the correct customer.

The problem:
You can’t cancel or undo a posted Credit Memo.
Reverse Transaction doesn’t apply because this wasn’t journal-posted.
With WMS enabled, inventory movements must stay document-driven, so no manual item journals.

My questions:

1. Is the only correct approach to create a Sales Invoice identical to the posted Credit Memo to offset it 1:1, post it to restore inventory and customer balance, and then create a new corrective Credit Memo or invoice properly?
2. Is there any cleaner or more Business Central–native way to handle a correction of a correction when WMS is involved?
3. Any known gotchas with warehouse entries or item ledger entries I should watch out for?