In a previous blog, we shared some insights on how you can create custom fields via the user interface without having to be a developer or writing code. It’s a great hack when you want to save time when creating simple new fields for informational purposes.

A decade ago, I saw the Microsoft Dynamics AX 2012 user interface for the first time. I can’t remember if it was the Released products window or the Purchase order window, but I still remember what I first thought the moment I saw it: there’s a lot. A lot—it was information overload, there were so many words and numbers to look at that I wouldn’t even know where to start.

When you’ve been using D365 Finance and Supply Chain Management for some time now, you might be aware that you can send documents via email using the Print management setup. This is a nice feature that can help users when they require email sending of certain documents to stakeholders.

When I explored the system for the first time, I remember feeling overwhelmed with how many fields there were and was always wondering how long it will take for me to figure out what each field was for.

Let’s be honest, using an ERP system can be overwhelming at times, and surely consultants who have implemented systems always try their best to simplify processing for users.

The Data management workspace is a handy tool that allows you to manage data within Dynamics 365 Finance & Supply Chain Management – you can import, export, copy data to another legal entity, and integrate data to another system via Dual write as well.