D365 Finance and operation

The Optimization Advisor workspace was introduced with Microsoft Dynamics 365 for Finance and Operations (D365FO) version 8.0 and it has proved itself very useful in providing practical help for a company that is “live” on the system. In the workspace’s url identifies this as a “self healing” workspace, but that is not entirely true. The user has to “take action” on “optimization opportunities” that certain validation rules are detecting.

The workspace looks quite simple.

The workspace displays “opportunities” for optimization, but that includes basic “housekeeping” disciplines. A few examples of basic housekeeping are as follows.

Make sure your calendars do not run out:

If you click “More information” you see this:

If “Take action” is clicked, the system will bring user to the calendar so more working times can be created for the future. After having taken action, the opportunity disappears from the list.

Here is another example. Make sure your number sequences do not run out.

Before this workspace existed, the system would certainly warn us, but it would be an error during posting or during creation of new record. Now we can pro-actively do our administrative housekeeping.