How to use Saved Views in Dynamics 365 F&O

Personalization and the comfort of use for more reliable user experience have continually been the need of an hour for businesses. Previously, users could only have just a single set of personalization perform. Furthermore, if required necessary details like subtotals or group-wise detail of data, then they were solely reliant on reports for the same. To provide more satisfying user experience Saved Views can be used in specific following ways:
Views permit users to have multiple named personalized view of data perform, which allows them to instantly switch between views as and when required. That enables a user to create multiple views of a page, where every view has been built to satisfy the needs of performing a business task.
For example, one can have two or more different views for the transaction option of the inventory management module.


saved views
Standard View


saved views
Customized View as per requirement

Views that are created for page types can also include user-added filters or sorts, which allows users to quickly return to commonly filtered datasets.


Data filtered based on issue status as “sold”

Views are not automatically saved when a user performs explicit changes or filters a list. Saving the views explicitly is required to provide flexibility in building a view. One must save a view before or after the modifications associated with the view is created. Moreover, one must ensure that view definitions are not accidentally altered by filters.


Types of views:

  • Standard view: As the name suggests, the Standard view (previously known as the Classic view) is the out-of-box view of the page, where no explicit personalizations are applied


saved views

Standard View

  • Personal views: These are views without locks, that either one has created or that an administrator has given to the user


personal view
User-created view
  • Locked views: These are the views such as the Standard view which you can’t edit. However, implicit changes that reflect page usage are automatically saved. These implicit changes include a change to the width of a grid column or expansion or collapse of a FastTab
  • New views: Published views that have not yet been opened are positioned with a spark to the left of the view name

Creating a customized saved view

To apply a filter on data and create a view, one must follow the below steps:


record view
Applying a filter to fetch desired records

After applying filter following data will be fetched.


filtered views
Filtered data

Once the desired data is fetched as per the requirements, one needs to save the view so that it will available to everyone for use.


New filter
Saving the newly applied filter

One can also pin the view to make it a default view for everyone.


default view
Pin the view to make it as Default View

Next time, when you try to open all vendor’s option you will get vendor details with group-id 10 only as the default view used in this case is fetching records based on that criteria.

Applying more customizations

One can also group data in a view or find total based on the group in view. These features come handy in many cases. Previously, to perform any task that needs customization or conditional output with calculation and other personal user experiences, users had to be dependent solely on reports and development. Now with saved view users have the choice to view data as per requirement and even save that personalized output just with ease.
An example of group data and to display the total for a specific column based on that group is given below.


Transactions Views
Fetching the transactions

To group data based on issue status, follow the below-mentioned steps.


group data
Grouping data based on issue status


group data
Data grouped based on issue status

Right-click and select “total this column”, to get total based on the group.


Total base
Generating total based on group


display data
The total displayed at the top based on the group “Purchased”

One can also hide certain columns based on the requirements.


Hide data

Let’s assume that CW Quantity is not required as of now. To get the desired view without a specific field, right-click and select “Hide this column”.


quantity view
CW Quantity being hidden from the view.

Saved views in Dynamics 365 Finance and Operations is significantly simplify the user experience and improve productivity with minimal efforts. To know more about Dynamics 365 Finance & Operations, feel free to contact us.

e-invoicing and ERP

As you all are aware the Government of India is proposing to introduce an e-invoicing system under GST for B2B transactions from 1st April 2020. Under such a system, the ERP system of businesses beyond a turnover of INR 100 crore would be linked to the Government portal mandatorily for the generation of a unique number that is required to include on issued invoices. Concept note describes e-invoice application for the invoice, debit note, credit note and ‘other relevant documents required by law.
The government released an e-invoice standard template. This standard is based on globally accepted standards. As per Government, upcoming e-invoice system consists of the following parts:

  • Generation of invoice in a standard format
  • Upload invoice JSON to IRP
    • Through GSP/third party
    • Supplier self
  • E-invoice registration – Add IRN & QR code to JSON
  • GST system update automatically – ANX-1/ANX-2 update, E-way invoice update.
  • Buyer-Receive invoice from IRP

Change Required in ERP:

  • As per GSTN, no need for immediate changes to be made in an invoice
  • Add certain mandatory fields not readily available in ERP/not required under the existing return
  • The requirement only to mention IRN and QR code on the invoice (which is still under consideration) and issue invoice with this information
  • The supplier should be able to push the mandatory fields to IRP for generation/validation of IRN

Microsoft Roadmap:

Microsoft will provide a configurable e-invoice feature through Electronic Reporting to ​create JSON files/configurable business documents in Excel/Word by March 1st​.

e-invoice supported  versions of Finance would be:



The above plan is subject to change. Adjustment is possible as per change in organizational business priorities or any specific directives regarding e-invoicing solution implementation from the government side.

Intech Roadmap:

Intech Systems is committed to ensuring that e-Invoicing compliance requirements are met through our ERP solutions. We have tied up with an ASP “Microvista Technologies Pvt. Ltd.” and working towards integrating with their e-Invoice solution. This solution will have the following features:

  • Generate/cancel/re-generate E-Invoice from the ERP
  • The 64-digit Invoice Reference Number (IRN) generated on the Invoice Registration Portal (IRP) can also be fetched in the ERP
  • QR code generates after IRN populates, if necessary, it can be printed on Invoice

There will not be any manual intervention in the entire process. Therefore, all the activities will be complete without the user ever leaving the ERP screen.
Moreover, we are planning to have a working solution ready by the end of February which will provide our customers enough time to test the solution. Certainly, we shall keep the solution updated with regular changes made by the Government.
If you still have any questions or queries related to e-invoicing, please feel free to contacts us. For a live demo, register yourself by filling this form and we will arrange a demo for you and your team.

What’s New in Dynamics 365 Finance and Operations

Recently, Dynamics 365 Finance and Operations platform update 33 was released for user preview. This release has remarkable new features added to the Dynamics 365 F&O apps. Below is a brief of the changes.


New Grid Control

The latest and enhanced grid control offers the capability to boost user productivity, create engaging data views and insights. Below are some advantages of new grid control.

  1. Performance: It provides improved rendering speed and faster scrolling experience
  2. Positional scrolling: User can scroll the data positionally directly from the website. For example, if you browse through 10,000 rows in a grid, and click the middle of the scrollbar, you will immediately go to record 5,000. This happens without retrieving data from the server
  3. General improvements: In the existing grids, data and grids are misaligned, scrolling is not smooth as well. In the new update, various enhancements have made to improve the usability of grids
  4. Reorder columns: Now, you can record the columns just by dragging.
  5. Mathematical formulas: To make the system recognize the value as an expression, start with an equal sign. It means, now the user can enter the mathematical formulas in a grid.

The new grid also enables more complex features to be built into it. These additions to the grid will be introduced and enhanced in subsequent monthly updates:

  1. Totals: Easily view the totals for a filtered set of transactions for a specific customer
  2. Fast data entry: No obligation to wait for the server to enter data into the grid. It saves the validation time taken by the server

Grouping with subtotals in grids

To save the time and efforts of the users to create and generate an analysis of data, one can enable the grouping of data within the web client and extend the Totals feature. This will help the users to get insights directly from the Dynamics F&O app without using Excel and pivot tables.

Embedded Third-Party Apps

Now the user will have the option to embed third-party apps inside tab pages within existing forms or create new full-page experiences that showcase your third-party app.
To facilitate this, the Add a Power App option in the personalization toolbar has been replaced with an Add an app option. Selecting this option opens a gallery page where the user can decide which kind of app they want to embed, such as a Power App or website.
Note that only system administrators, security administrators, and IT managers have access to this capability out of the box.

Recommended fields

Use of AI, not only provides the personalization but also helps utilize usage data from other users doing similar work to make personalized suggestions to increase user productivity.
The suggested field surfaces when a user tries to add a new field into the page or a new column into the grid.

Finance and Operations Licensing

With the October 2019 release Dynamics 365 Finance, Dynamics 365 Supply Chain and Dynamics 365 Retail are the three separate apps. The wave 1 release in 2020 is about user-interface and license enforcement. Now, users can only access menu items that their license allows. In addition, the product name and brand will reflect the license associated with the current user.

New task recorder capabilities for RSAT

Customers are encouraged to create regression test suites using the Regression suite automation tool (RSAT) and task recorder to ensure updates to Finance and Operations apps are seamless and issue-free for their businesses.
The task recorder pane is now resizable to give you more space to work with all the content in that pane. This capability also applies to all the other content that displays in that space, therefore including the help pane, trace parser, as well as message details.
These are some of the new enhancements and features update in D365 Finance and Operations. You can read Microsoft’s documentation for details. Want to opt for Dynamics 365 for your business? You can contact us at to schedule a call or a demo.

Protect your data against ransomware with Azure

It is not a novel secret about an organization being under a ransom attack. In fact, a business is hit with ransomware every 40 seconds, according to some reports. However, If ransomware gets hold of an organization data, they may have to pay a large sum of money or the bitcoins to get the data back. Whether an organization pays the ransom or not, they lose a hefty amount of time and resources dealing with the aftermath. Microsoft invests in several ways to help you mitigate the effects of ransomware. Azure Backup is one of those several ways.
With Azure Backup, Microsoft is changing the ransom story. It has implemented a new and proactive mechanism to protect an organization and its data in Azure and on-premise from these deliberate attacks.

Azure Backup Security Features


Azure backup security
Image Source: Microsoft

Retention of deleted data

If your on-premise data is compromised, you can still retrieve the data from Azure services vault for 14 days after data deletion. This gives you the flexibility to restore the data to a specific time without hampering your business.

Multilayer Security

You can directly set up a six-digit pin directly from Azure Portal and protect your backup. Only people with the Azure credentials can receive and create a security PIN required to enter before performing any backup operations.

Minimum retention range checks

If there is a requirement for going ahead the time ere the infection, this feature helps to restore the data from more than one recovery point.

Just-in-time notifications

Azure Backup warns you about potential ransomware attacks. If there is an attempt of any unusual activity out of any human engagement, you will receive a notification.
To start leveraging these features, navigate to recovery services vault in the Azure portal and enable them.
Azure Backup is cost-effective and less complex than the other cloud solutions. It also decreases data recovery time and security challenges associated with the line.

Final Thoughts

If you’re one of the many organizations worrying about the everlasting threat about the ransomware attack, then you shall prefer Microsoft security tools for you and your business. Are you ready to take the first step? Contact Us! We can assist you in taking your first step towards protecting your data.

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