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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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André Arnaud de Cal... 301,452 Super User 2025 Season 2 on at

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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.

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Kevin Xia Microsoft Employee on at

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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

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