web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / D365 FO : Planning to...
Finance | Project Operations, Human Resources, ...
Suggested Answer

D365 FO : Planning to automate tasks after database refresh

(1) ShareShare
ReportReport
Posted on by Sharon29 25
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
I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,711 Super User 2026 Season 1 on at
    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.
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 608

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 591 Super User 2026 Season 1

#3
CP04-islander Profile Picture

CP04-islander 430

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans