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Staying Up-to-Date: Managing Updates in F&O

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Introduction: System updates are crucial for keeping systems secure, functional, and up-to-date with the latest technology advancements and user needs. They are typically provided by software developers, manufacturers, or service providers, and users are often encouraged or required to apply them regularly. System updates are essential for several reasons: Security Enhancements : Updates often include patches for vulnerabilities that have been discovered. Without these updates, systems can be left exposed to malware, hacking, or other security threats. Improved Performance : Updates can optimize how software runs, leading to faster performance and better resource management. This can make systems more efficient and responsive. Bug Fixes : They resolve known issues, preventing system crashes or malfunctions. Bugs can affect functionality, and updates ensure a smoother user experience. New Features : Updates frequently bring new tools and functionalities, helping users access the latest
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How to Use Copilot Chat to Supercharge Productivity in Business Central

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Introduction Interacting with systems in natural language benefits organizations by making technology more accessible and user-friendly for all employees, regardless of technical skill. It allows users to complete tasks quickly by eliminating complex commands, improving productivity and reducing the potential for errors. This streamlined access to information leads to faster decision-making, ultimately helping organizations operate more efficiently. Are your people finding it difficult to navigate Business Central and access important information quickly? If so, consider incorporating Copilot Chat to ease their suffering! Research indicates that call center operators using AI assistance became 14% more productive , with gains exceeding 30% for less experienced workers . This improvement is attributed to AI capturing and conveying organizational knowledge that helps in problem-solving. Specific tasks can see remarkable speed increases; for instance, software engineers using tools like C
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Optimizing Data Management in Business Central using Retention Policies

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Introduction Data retention policies dictate which data should be stored or archived, where it should be stored, and for how long. When the retention period for a data set expires, the data can either be deleted or moved to secondary or tertiary storage as historical data. This approach helps maintain cleaner primary storage and ensures the organization remains compliant with data management regulations. In this blog, we'll be covering -  Retention Policies. Retention Period. Record Level Filters for Retention Policies. Using Custom Tables in Retention Policies. Pre-requisites Business Central environment References Data Retention Policy Clean up Data with Retention Policy - Microsoft Learn Details In Business Central, we can define Retention Policies based on two main parameters - The table which is to be monitored and the retention policy. Retention Policy Retention periods specify how long data is kept in tables under a retention policy.  These periods determine how often data i
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Integration with Finance and Operations - From Basics (Part 2)

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Introduction Finance and Operations provides two major ways to interact with tables (or data entities) for external system using APIs; namely Custom Services and Data Entities. Data entities in D365 Finance and Operations simplify data management by grouping data from multiple tables. They make it easier to import, export, and integrate data with other systems. Custom services in D365 Finance and Operations allow developers to create web services for specific business needs. They enable external systems to interact with D365 F&O by exposing custom logic and operations. This helps in integrating and automating processes with other applications. In the previous blog, we saw how we can use Data Entities to create APIs. In this blog, we'll see how we can use Custom Services to create APIs. References Custom Service Development Exposing an X++ Class as a Data Contract Using Data Contracts Pre-requisites A Finance and Operations Environment Postman connected to FnO Enviroment (If you
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Integration with Finance and Operations - From Basics (Part 1)

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Introduction Finance and Operations provides two major ways to interact with tables (or data entities) for external system using APIs; namely Custom Services and Data Entities. Data entities in D365 Finance and Operations simplify data management by grouping data from multiple tables. They make it easier to import, export, and integrate data with other systems. Custom services in D365 Finance and Operations allow developers to create web services for specific business needs. They enable external systems to interact with D365 F&O by exposing custom logic and operations. This helps in integrating and automating processes with other applications. Feature Data Entities Custom Services Purpose  Simplify data management tasks like import, export, and integration.  Expose custom business logic and operations as web services. Functionality  Provide structured access to data from multiple tables in a u
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