D365 FO : Planning to automate tasks after database refresh

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Posted on by Sharon29

Hi,

I am planning to automate tasks like enable batch jobs, AP/AR print management configuration, activate workflows, unbale users etc after data refresh in D365 FO.

Any idea.

Thanks in advance

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Kevin Xia Microsoft Employee on at

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D365 FO : Planning to automate tasks after database refresh

Hi,

Here are some general steps you can consider:

Custom Scripts:

Develop custom scripts using PowerShell or X++ to automate specific tasks.

These scripts can be executed after the database refresh process is completed.

Task Recorder and Business Process Modeler:

Use Task Recorder to record and generate scripts for repetitive tasks.

Utilize Business Process Modeler to create, modify, and deploy business processes.

Best regards,

Kevin
André Arnaud de Cal... 290,734 Super User 2024 Season 2 on at

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D365 FO : Planning to automate tasks after database refresh

There are various options. You can create a customization with help of an x++ class, create a SQL script, or use Power Automate in case all is supported with data entities.