Product documentation
Essentials boosts productivity, process control, and user experience in Microsoft Dynamics 365 for Finance and Operations . It simplifies product setup, automates document handling, and enforces compliance with configurable rules. These features ensure consistency, minimize manual tasks, and support scalable operations.
The Essentials product exist out several separate modules which are licensed separately:
Enhances document management in Microsoft Dynamics 365 for Finance and Operations by streamlining upload processes, ensuring consistency in access restrictions, and enabling better integration with external tools like Power Platform
Significantly reduces time and errors when introducing creating new products manually by allowing users to duplicate existing released products and their related setup, streamlining item creation, and ensuring consistency.
Strengthens customer service efficiency and case resolution by integrating operational order processes and extended case attributes into Microsoft Dynamics 365 Case Management. Ensures traceability, better communication, and rapid response.
Supports controlled and auditable business process flows by applying rule-based validation and conditional blocking. Ensures compliance, accuracy, and process discipline across sales, procurement, and logistics.
Simplifies document customization without custom code changes. Creates XML-based output for modern document layout tools (like Quadira Advanced Forms) as a modern alternative to SSRS reports in Microsoft Dynamics 365 for Finance and Operations .
Important
|
Date |
Release Notes |
Version |
|
31-10-2025 |
10045.25090101.46405 |
|
26-09-2025 |
10045.25090100.45903 |
|
28-07-2025 |
10044.25042500.44868 |
|
25-07-2025 |
10044.25042500.44824 |
|
20-06-2025 |
10044.25042500.44282 |