Learn d365 Blog

Welcome to the Learn d365 Blog! This is your go-to source for the latest updates, insights, and tips on Microsoft Dynamics 365. Whether you’re a seasoned professional or just starting out, our blog is designed to keep you informed and help you make the most of your Microsoft Dynamics 365 experience.

August

08-14-26

• New guide in Legal Guides:

  • Legal Solution Getting Started User Guide for Microsoft Dynamics 365  - This guide covers the Dynamics 365 Legal Solution to help get you started quickly. This solution brings together CRM and Legal Practice Management, with topics that includes potential new clients, referrals, matters, conflict checks and billing invoices among others.

• New guide in Business Central under Tips & Configuration Guides:

  • Sales Integration CRM User Guide in Dynamics 365 Business Central  - This guide is integrating Dynamics 365 Sales (CRM) with Microsoft Dynamics 365 Business Central. Through a synchronized integration between Dynamics 365 Sales and Business Central, master files align while customer invoices and credit memos automatically post into Business Central. This workflow also routes recharged payment lines to automatically generate corresponding vendor purchase lines within the ERP system.

• New in Marketplace Apps:

  • Utilities Billing for Dynamics 365 Business Central  - Built natively on Microsoft Dynamics 365 Business Central, the d365 Utilities Billing System (i.e. d365Utilities Billing System) manages the complete utility billing lifecycle. It automates key tasks like meter registration, reading imports, complex tariff calculations, solar credits, and invoice generation. By posting directly to standard Accounts Receivable and General Ledger accounts, it connects complex utility operations with core financial records for seamless, accurate reporting.

08-07-26

• New in Marketplace Apps:
  • Sell-Thru Commission & Rebates Management App  - This product guide gives an overview and information about the Sell-Thru Commission & Rebates Management App for Microsoft Dynamics 365 Business Central. Learn about the key features, benefits, and how it can help distributors and channel organizations manage supplier-funded promotions directly within the system. This app replaces manual spreadsheet tracking with automated sales eligibility, capped-unit enforcement, rebate accruals, and claim preparation.

08-06-26

• 2 New guides in Business Central under Apps & Extensions Guides:
  • Sell-Thru Commission & Rebates Management for Dynamics 365 Business Central User Guide  - The Sell-Thru Commission & Rebates Management App is a Microsoft Dynamics 365 Business Central extension designed for organisations to manage supplier-funded promotions directly within the system. It replaces manual spreadsheet tracking by automating promotion setups, sales eligibility, rebate accruals, claim preparation, and settlement tracking. Crucially, the app provides adjusted-margin visibility through dedicated accounting views without altering standard inventory costing.
  • Utilities Billing System for Dynamics 365 Business Central User Guide  - The d365 Utilities Billing System Solution is a Microsoft Dynamics 365 Business Central extension that manages the complete utility billing lifecycle for electricity providers. In this guide learn how it automates processes from meter registration and tariff application to invoice posting and bill printing while integrating directly into standard Business Central Accounts Receivable and General Ledger accounts. Additionally, it offers comprehensive field-by-field setup documentation and step-by-step guidance for day-to-day operations.

08-03-26

• New in Business Central under Apps & Extensions Guides:
  • d365Mining Solution for Dynamics 365 Business Central User Guide  - This user guide is for the d365Mining Solution for Microsoft Dynamics 365 Business Central. This guide covers the system architecture, setup/configuration, vendor and contact management, purchase quality control, managing assets, payment processing, US localisation, operation control, and integration options for Dynamics 365 Field Service. Troubleshooting and exception handling will also be covered.

July

07-31-26

• New in Legal Guides in Legal Guide - Integration under Legal User Guide:
  • Business Central Integration with Legal CRM  - This guide provides integration of Microsoft Dynamics 365 Business Central in Legal CRM of the Legal Solution. With integration, master records can be synchronised between Dynamics 365 and Business Central. Financial transactions such as sales invoices, credit memos, customer payments, and eligible matter can be processed between the two systems. This connects the financial processes managed in Dynamics 365 Legal with CRM systems.

07-28-26

• New in Marketplace Apps:
  • d365Mining Solution  - This product guide gives an overview and information about the d365Mining Solution for Microsoft Dynamics 365 Business Central. This is for mining industry organisations who want solutions for managing procurement, stock requisitions, quality control, asset records, document templates, banking exports, and operational controls.

07-24-26

• New in Education Guides:
  • Curriculum Design for Dynamics 365 Education Solution User Guide  - This guide helps design the educational offerings by an insitution using the Curricuilum App by d365 Education Solution. This allows users to manage the complete structure of an offering, including its versions, scheduled instances, related courses and assessments, teaching allocations, and sessions.
• New in Field Service Guides:
  • Mining Solution Integration Option with Dynamics 365 Field Service User Guide  - This is quick guide for the integration option for d365Mining Solution with Microsoft Dynamics 365 Field Service. Dynamics 365 Field Service can be integrated with Business Central and d365Mining Solution to support connected resource scheduling, work order execution and service management.

07-22-26

• New in Business Central under Apps & Extensions Guides:
  • [Mining Solution for Dynamics 365 Business Central User Guide] - This version has been removed (7/28/36), and a new update will be posted. (Note: Please check for the latest information in recent postings.)

07-17-26

• New in Legal Guides in Legal Guide - Portals under Legal User Guide:
  • Legal Portals  - This guide gives an overview of Legal Portals in the Legal Solution for Microsoft Dyanmics 365. These provide access to users from a public facing website. Learn about the main areas, navigation, and basic features.
  • Client Portal  - The Client Portal intends to improve transparency and communication between the legal firm and its clients. In this guide, we cover how to sign-in to the portal, understanding the dashboard, handling cases, communication, invoices, inquiries, and profile settings.
  • Staff Portal  - The Staff Portal is a secure internal web portal that allows legal staff to access and manage key legal work items. This provides staff a simplified interface to accessing the Legal Solution app and the overall Dynamics 365 Dataverse, where records (e.g. billing events, expenses, tasks, deadlines) are stored.

07-10-26

• New in Legal Guides under Legal User Guide:
  • Legal Case Management Section - Legal Class.  - This section covers Legal Classification Structure under Legal Case Management in the Legal User Guide. This gives an explanation of the classification that includes Practice Areas, Law Types and Matter Types. This classification is used to organise legal work consistently across the full lifecycle.
  • Legal Guide - Core  - This section covers the Core features and principles in the Legal User Guide. This covers topics that are fundamental to the Legal Solution, and provides basic instructions for legal users.

07-03-26

• New in Legal Guides under Legal User Guide:
  • Legal Case Management Section - Matters  - This section covers Matters under Legal Case Management in the Legal User Guide. This guide covers various topics related to the Matter Stage in Legal Solutions of the Dynamics 365 Legal Hub.

June

06-26-26

• New in Business Central under Apps & Extensions Guides:
  • MEX Integration with Dynamics 365 Business Central User Guide  - The MEX Integration extension integrates MEX Maintenance Management Software with Microsoft Dynamics 365 Business Central. Learn about how this extension can be used to pull data from MEX parts catalogues, push purchase receipts, synchromise resources, register new fixed assets, and pull work orders from a MEX system.
• New in Legal Guides under Legal User Guide:
  • Legal CRM Section  - This section in the Legal User Guide covers the CRM aspects of the Legal Solution. This covers Potential New Client and Pitch in Microsoft Dynamics 365.

06-19-26

• Update in Legal Guides:
  • Legal User Guide for Microsoft Dynamics 365  - Updated the Legal User Guide for Microsoft Dynamics 365. Topics cover an introduction and overview of the Legal Solution application process found in the Legal Hub. Learn to search, navigate, and filter records in the legal environment. More updates to be released.
• New in Business Central under Apps & Extensions Guides:
  • Travel PO Detail Extension in Dynamics 365 Business Central User Guide  - This guide is the Travel PO Detail extension used for Dynamics 365 Business Central. This provides instruction for creating PO used in travel expenses.

06-12-26

• New in Business Central under Tips & Configuration Guides:
  • Sales & Receivables User Guide in Dynamics 365 Business Central  - This guide covers Sales and Receivables in Dynamics 365 Business Central. Topics include customers, contacts, sales, shipments, credit, returns, and accounts receivables. Learn about the sales process and managing customer information, under the scope of sales and receivables.

06-05-26

• New in Business Central under Apps & Extensions Guides:
  • Audit Trail for Dynamics 365 Business Central User Guide  - This guide provides how to use the Audit Trail application within Microsoft Dynamics 365 Business Central. It covers how to set up and configure the audit trail, track changes to data, and generate audit reports, helping organizations maintain data integrity and comply with regulatory requirements.
• Update to user guide and new guide added in Risk Management Guides:
  • Risk Management User Guide for Dynamics 365  - Updated section on dashboards with new screenshots and descriptions. This covers new risk charts and dashboards.
  • Risk & Compliance Enhancements Guide for Dynamics 365  - This guide provides the latest enhancements to Risk and Compliance features in Microsoft Dynamics 365, covering new system enhancements that includes ISO management system standards and audit expectations.

May

05-29-26

• Updates made to user guide and new guide added in Risk Management Guides:
  • Risk Management User Guide for Dynamics 365  - An updated version of the user guide for Risk Management in Microsoft Dynamics 365. This guide provides instructions on how to use the features and functionalities of the Risk Management application in the Power Apps Risk Hub, helping users to effectively identify, assess, and mitigate risks in their organization.
  • Risk Solution Guide for Dynamics 365  - This guide gives an overview of the Risk Solution in Microsoft Dynamics 365, covering its key features, benefits, and how it can help organizations manage and mitigate risks. It covers risks, compliance, controls, and incidents.

05-22-26

• New in Business Central under Tips & Configuration Guides:

  • Analysis Reporting Guide for Dynamics 365 Business Central  - This guide provides comprehensive instructions on how to use the Analysis Reporting features within Microsoft Dynamics 365 Business Central. It covers how to utilize analysis reports with Copilot to gain insights into your business data, enabling you to make informed decisions and optimize your operations using Dynamics 365 Business Central.

• New user guide in Copilot & AI Guides:

  • Copilot for Analysis Reporting User Guide  - This user guide shows how how to use Copilot within Microsoft Dynamics 365 Business Central. It covers how to leverage Copilot’s AI capabilities to analyze data and generate insights, helping users to optimize their operations and make informed decisions.

• New in Business Central under Security & Administration Guides:

  • Dynamics 365 App for Outlook Administration Guide  - This guide provides instructions on how to administer the Dynamics 365 App for Outlook, which allows users to access and interact with their Dynamics 365 data directly from their Outlook email client. Learn how to manage user access, configure settings, and ensure the app is secure and functioning properly within your organization.

• Updates made in Legal Quick Start Guides:

  • Quick start guide titles have been updated to reflect on Legal CRM and Case Management for Dynamics 365. The changes can be seen in the document titles:
    • CRM — Legal CRM and Case Management for Dynamics 365 Quick Start Guide 
    • Invoicing — Invoicing for Legal CRM and Case Management for Dynamics 365 Quick Start Guide 
    • Legal Work Lifecycle — Legal Work Lifecycle for Legal CRM and Case Management for Dynamics 365 Quick Start Guide 
    • Pricing — Pricing for Legal CRM and Case Management for Dynamics 365 Quick Start Guide 
    • Task Management — Tasks for Legal CRM and Case Management for Dynamics 365 Quick Start Guide 

05-15-26

• Update in Business Central under Apps & Extensions Guides:

  • Microsoft Dynamics 365 for Purchase Requisition User Guide  - This guide is an update (v 1.0.0.19) on how to use the Purchase Requisition application within Microsoft Dynamics 365 Business Central. It covers basic tasks from creating and managing purchase requisitions to tracking their approval status, making it an essential resource for businesses looking to optimize their procurement processes using Dynamics 365 Business Central.

• 2 New guides in Legal Guides under Legal Quick Start Guides:

  • Legal Work Lifecycle for Dynamics 365 for Legal Quick Start Guide  - A quick start guide for Legal Work Lifecycle management in Microsoft Dynamics 365 for Legal. Quickly learn how to manage the entire lifecycle of legal work, from potential new client to invoicing.
  • Pricing for Dynamics 365 for Legal Quick Start Guide  - A quick start guide for pricing in Microsoft Dynamics 365 for Legal. Learn how to set up and manage pricing for your legal services, including creating price lists, applying pricing to matters, and managing bookable resources.

05-08-26

• 2 New guides in Legal Guides under Legal Quick Start Guides:
  • Invoicing for Dynamics 365 for Legal Quick Start Guide  - A quick start guide for invoicing in Microsoft Dynamics 365 for Legal. Learn how to record billing events and expenses, running an invoice process, managing invoices, and making adjustments to invoices for your legal services.
  • Task Management for Dynamics 365 for Legal Quick Start Guide  - A quick start guide for task management for Microsoft Dynamics 365 for Legal users. Learn how tasks are created and managed, and how to view tasks inside a matter or via activities.

05-01-26

• New in Business Central under Apps & Extensions Guides:

  • Amazon Punchout Integration for Dynamics 365 Business Central User Guide  - A procurement technology solution that allows users to browse, select, and purchase items from a supplier’s online catalog. This is specific for Amazon Business using an ERP solution.

• New in Legal Guides under Legal Quick Start Guides:

  • CRM for Dynamics 365 for Legal Quick Start Guide  - A quick start guide to CRM in Microsoft Dynamics 365 for Legal. Learn to manage clients and prospects, track legal opportunities, record communications, and guide your inquiries fron initial intake to pitch and matter.

April

04-24-26

• 2 New guides in Business Central under Tips & Configuration Guides:
  • Administering Corporate Asset Insurance Guide for Dynamics 365 Business Central  - This guide provides instructions on how to administer Corporate Fixed Asset Insurance within Dynamics 365 Business Central. It covers tips for effectively managing insurance coverage, reporting, and related financial processes to ensure optimal protection of your organization’s assets.
  • Track and Analyse Asset Maintenance Guide for Dynamics 365 Business Central  -This guide explains how to set up and use Asset Maintenance in Microsoft Dynamics 365 Business Central to record asset service history and track service costs, keeping all relevant corporate asset data in one system. It covers what the feature does, where it is used in practice, how to configure it, and how to record maintenance and related costs for the asset.

04-17-26

• New in Business Central under Tips & Configuration Guides:

  • Fixed Assets Basic User Training Guide for Dynamics 365 Business Central  - This guide is designed to help users get familiar with the functionalities of Fixed Assets in Business Central. Learn about asset master process, depreciation methods, asset creation, transactions, and FA types to effectively manage your organization’s fixed assets.

• New in Business Central under Security & Administration Guides:

  • Assigning Permissions for Custom Apps in Dynamics 365 Business Central  - This guide provides step-by-step instructions on how to assign permissions for custom applications in Dynamics 365 Business Central. Learn how to assign permissions to users, and ensure that your custom apps are secure and accessible to the right people within your organization.

04-10-26

• New in Dynamics 365 Guides:

  • Support At Home Aged Care User Guide  - This guide provides comprehensive instructions on how to use the Support at Home for Aged Care application within Microsoft Dynamics 365. This guide is essential for aged care providers looking to optimize their operations using Dynamics 365.

• New Customer Advisory in Support & Troubleshooting:

  • Customer Advisory: Microsoft April/October Updates & Releases  - This advisory explains what customers should expect during Microsoft’s major update periods in April and October, including potential impacts and how to prepare for changes across Microsoft products and services.

04-07-26

• New in Business Central under Tips & Configuration Guides:

  • Purchasing GL Budget Control in Dynamics 365 Business Central  - This guide covers Purchasing GL Budget Control feature in Dynamics 365 Business Central, which allows organizations to set up and enforce budget controls on purchasing activities. Learn how to configure budget control, budget overflow, and ensure that purchasing decisions align with financial plans, ultimately helping to maintain financial management within your organization.

• New in General User Guides:

  • Dynamics 365 App for Outlook Installation Guide  - This user guide provides comprehensive instructions on how to use the Dynamics 365 App for Outlook, which allows users to access and interact with their Dynamics 365 data directly from their Outlook email client. Learn how to install and setup the app for Outlook.

March

03-27-26

• New in Business Central under Tips & Configuration Guides:
  • Purchase and Payables Basic User Training Guide for Dynamics 365 Business Central  - This user training guide provides a comprehensive overview of the Purchase and Payables processes within Microsoft Dynamics 365 Business Central. It is designed to support users in confidently performing day-to-day purchasing and accounts payable activities in a consistent, accurate, and controlled manner.

03-20-26

• New in Business Central under Tips & Configuration Guides:

  • Bank Integration for EFT Payments in Dynamics 365 Business Central  - Our Electronic Funds Transfer (EFT) solution for paying vendor invoices. The process involves a payment run, followed by extracting the payment file with vendor bank accounts, and then providing the file to the bank. Integration support includes Citibank and JP Morgan Bank.
  • Managing Master Data For Cross Environments in Dynamics 365 Business Central  - The Managing Master Data extension allows you to manage and provide for the synchronisation of data across environments. This enables seamless synchronization of master data across different environments, ensuring data consistency and reducing manual data entry.

• New user guide in App Guides and Education Guides:

  • Room Allocation System for Education in Dynamics 365 User Guide 

  • Room Allocation System for Dynamics 365 User Guide 

    Room Allocation System (RAS) app is a central module within Microsoft Dynamics 365 that manages all programme rooms, meeting rooms, and event venues across an organization. It ensures that allocations are accurate, conflict-free, and fully traceable. This is ideal for schools, institutions, offices, and companies to ensure proper scheduling of rooms for meetings, events, and conferences.

03-13-26

• New user guide for WhatsApp for Business Central in Apps & Extensions Guides:

  • WhatsApp for Dynamics 365 Business Central User Guide  - This app extension for Microsoft Dynamics 365 Business Central enables seamless WhatsApp communication with customers, vendors, and warehouse staff. It uses a designated WhatsApp Business Account and phone number to manage all inbound and outbound messages. The app allows users to send WhatsApp messages directly from Business Central and include selected Business Central data within those messages, improving communication efficiency across operations.

• New tip for Business Central customers and vendors in Tips & Configuration Guides:

  • Tips In Managing Customers/Vendors in Dynamics 365 Business Central  - Organizations in Microsoft Dynamics 365 Business Central often work with companies that act as both customers and vendors, requiring separate records to properly track sales and purchasing activity. Follow these tips to link these related accounts, view combined balances, and create one record from the other to streamline financial management. Learn capabilities that help maintain clean data, accurate financial reporting, and efficient handling of organizations operating in multiple business roles.

03-09-26

• New user guide for Business Central in Tips & Configuration Guides:

  • Finance Basic User Training Guide for Dynamics 365 Business Central  - This guide is designed to help finance users get familiar with the functionalities of Business Central. Learn about posting setup, journal types, bank reconciliation, configure closing (month-end and year-end), and creating financial reports.

• New tips for G/L Posting for Business Central in Tips & Configuration Guides:

  • Understanding General Ledger Posting in Dynamics 365 Business Central  - Some tips for using the General Journal and posting GL Accounts and Balances. Learn about method of preventing reconciliation issues, use of specific transaction types/journal types, and posting groups in Business Central.

February

02-27-26

• New guide for Business Central in Apps & Extensions Guides:

  • Quality Control Management Guide  - Managing quality control processes within Dynamics 365 Business Central. This guide is essential for businesses looking to optimize their quality control operations using Microsoft Dynamics 365 Business Central.

• New guide in Legal Guides:

  • Legal Case Management Guide  - Learn how to effectively manage legal cases within Dynamics 365, covering key features, best practices, and tips for streamlining case management processes, improving collaboration, and ensuring compliance with legal requirements. This guide is essential for legal professionals and organizations looking to optimize their case management using Dynamics 365.

• New tip for Business Central in Tips & Configuration Guides:

  • Managing Multiple Companies  - A comprehensive guide on how to effectively manage multiple companies within Dynamics 365 Business Central, covering key features, best practices, and tips for seamless navigation and data management across different company environments. This guide is essential for businesses that operate multiple entities and need to maintain organized and efficient operations within Business Central.

02-20-26

• Quicktips in App Guides:
  • Smart Attendance with AI Face Recognition  - A cutting-edge solution that leverages AI face recognition technology to automate attendance tracking, providing a seamless and efficient way to manage attendance in various settings such as classrooms, events, and workplaces. This innovative approach enhances accuracy, saves time, and improves overall attendance management processes.
    
• New topic in General Information:
  • Microsoft Marketplace  - An update on the rebranding of Microsoft AppSource to Microsoft Marketplace, highlighting the new features, benefits, and opportunities for businesses and developers to discover, try, and acquire a wide range of applications and services that integrate with Microsoft products and services.
    
• Quick tips in Copilot & AI Guides:
  • AI Driven Forecasting  - Tips for using Copilot to analyze historical data and generate accurate forecasts, helping businesses make informed decisions and optimize their operations. This tool can be used in various industries to predict trends, demand, and other key metrics, ultimately driving better business outcomes.
    
• Updates made to the Tutorials category. This section has been reorganized to provide a more streamlined and user-friendly experience, making it easier for users to find and access the tutorials they need to enhance their skills and knowledge in Microsoft Dynamics 365. The updated structure is now (sub-categories):
  • Dynamics 365 Guides
  • Copilot & AI Guides
  • App Guides
    

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02-13-26

• Quick tips for Dynamics 365 Education Guides:
  • Resource Scheduling  - An effective way to manage and allocate rooms in your educational or training institution.
  • Room Display  - A user-friendly interface that provides real-time information about room availability and scheduling, making it easier for students, faculty, and staff to find and book rooms for their needs.
    
• Quick tips for Dynamics 365 NDIS Guides:
  • Automated Service Booking Budgets  - A streamlined approach to managing and allocating budgets for service bookings, ensuring efficient use of resources and improved financial oversight in NDIS service delivery.
    
• Quick tips for Dynamics 365 Sales Guides:
  • Salesforce Migration  - Guide to migrating from Salesforce to Microsoft Dynamics 365 Sales, covering key steps, best practices, and tips for a successful transition to ensure minimal disruption and maximum efficiency in your sales operations.
    
• Quick tips for App Guides:
  • Geolocation  - A powerful feature that allows you to incorporate location-based data and functionality into your Power Apps, enabling you to create more dynamic and context-aware applications that can enhance user experience and provide valuable insights based on geographic information.