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To see the raw data table in D365FO, do the following. . .   Install the Chrome Extension in your browser To add the Chrome extension https://chrome.google.com/webstore/detail/table-browser-caller-for/khhnlfooiiffofchhdhjopgpegcjlodk   How to determine the table name There are multiple ways to see the table name.  Some tables are easy, and some are more difficult to figure out. Form Name Sometimes the Form Name and the table name are the same. To get the record info, right-cl

The Expense Agent is an AI powered capability in Dynamics 365 that automates key steps in expense management—saving employees time and improving reporting accuracy. It analyzes receipts, extracts details, auto matches them with transactions, and can itemize complex receipts such as hotel stays. The agent can also generate expense reports on a scheduled basis and surface them to users for quick review and submission through Microsoft Teams or finance and operations apps.

In simple terms, the Expense Agent Install Wizard is a guided, one‑stop wizard that helps you set up add‑on agents quickly and consistently—significantly reducing the time and effort required to get started. What was previously a complex, multi‑step deployment is now fully streamlined into a single, easy‑to‑follow flow.

The Supplier Communications Agent is designed to tackle one of procurement’s biggest headaches: the constant flood of supplier emails. If your procurement team spends hours chasing supplier confirmations, sorting through emails, or updating purchase orders, this feature is about to change everything. Microsoft’s new agent uses AI to read supplier emails, understand what they mean, match them to the right purchase orders, and even automate follow‑ups freeing teams from repe

Learn how to add an attachment after submitting in Microsoft Dynamics D365 Finance and Supply Chain. Watch the video below for details.

Set up an alert on a date field in Microsoft Dynamics D365 Finance and Supply Chain to get advance end-date notifications. See the video below for details.