Connections
- Release notes
Core extensions
- Release notes
- Introduction
- Company colors
- Exchange rate import
- Reciprocal exchange rate
- User security audit detail report
- General and inventory journal import
- General Journal for Multiple Legal entities
- Business process links
- Import budgets
- DMF Toolbox
- Print Management
- Data Anonymization
  - Data Anonymization
  - FAQ
- Other
  - Data-entities
  - Security-configuration
- FAQ
  - FAQ
  - Coming Soon
Electronic Data Interchange (EDI)
- Release notes
- Introduction
- FAQ
- Core module
  - Introduction
  - Process overview
  - Trading partner and documents
  - Setup
  - Processing
    - Functional acknowledgement outbound
    - Functional acknowledgement inbound
  - Managing files
  - Workspaces
    - EDI Document maintenance workspace
  - Inquiries
    - Functional acknowledgement received
    - Trading partner documents
  - Other
  - Technical guide
    - Web API
    - Technical FAQ
- Customer module
- Vendor module
- 3PL module
- Freight forwarder for Landed cost module
  - Introduction
  - Process overview
  - FAQ
  - Setup
  - Processing
  - Workspaces
    - Landed cost processing workspace
  - Other
    - Data entities
    - Security configuration
- Integration systems module
  - Introduction
  - Setup
    - Integration systems
    - Trading partners
  - Processing
    - Customer
    - Customer group
- Roadmap and release schedule
- Definitions and Acronyms
Finance utilities
- Release notes
- Introduction
- Setup
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
  - Encryption/decryption
    - Encryption/decryption
  - Electronic reporting export
- Processing
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
    - Customer remittance import
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
    - Example file format
  - Electronic reporting export
    - Export electronic reporting file
- Other
  - Data entities
- Technical guide
  - Web API Endpoint
- Roadmap and release schedule
- FAQ
Forex contract
- Release notes
- Introduction
- Setup
  - Forex contract parameters
  - Forex over allocation
- Processing
- Other
  - Data entities
  - Security configuration
- Roadmap
Insights for D365 FO
- Release notes
- Introduction
- Setup
- Periodic monitoring
  - Periodic monitoring configuration
  - Number sequence monitoring
- BatchJob monitoring
- Review and set up monitored data
- Azure Application Insights
  - Dashboards
  - Alerts on Azure Azure Application Insights
- Limitations
- Security configuration
- FAQ
- Definitions and Acronyms
Item creation wizard
- Release notes
- Introduction
- FAQ
- Setup
  - Item creation parameters
  - Item creation workflows
  - Item creation
  - Item setup
    - Item status
    - Item creation workflows
  - File management
    - File management
- Processing
- Periodic tasks
  - Update item status
  - Item creation
    - Creation import files
    - Item import
  - Item status
    - Automatic status update
- Inquiries
  - Creation import sessions
- Other
License manager
Product Lifecycle Management (PLM)
- Release notes
Security Insights for D365 FO
Smart Business Form Email Manager (Smart Send)
- Release notes
- Introduction
- FAQ
- Setup
- Processing
  - Email processing
  - Electronic Reporting
- Other
- Roadmap
Solutions for DocuSign and Dynamics 365
- Release notes
- Introduction
- FAQ
- Setup
- Inquiries
  - Documents
  - Exceptions
- Other
FAQ

Frequently Asked Questions

Where can I find contact information for support?

Support contact details can be located on the Contact tab at Organization admininstration > Workspaces > Product support

Where can I identify the installed version of the applicable module

On the Navigation bar, select Help & Support > About.
A list of installed models will be displayed on the Version tab. Scroll to applicable product. The version information will be displayed on the right (example DXC Finance Utilities 10.0.40.202412041 (isv))

Is my installed product version compatible with next D365 version

Product’s Release notes’s Current version section will specify what D365 version(s) are compatible with the latest release.

For more details on what versions were tested with each D365 Preview and if there were any issues, see Version compatibility.
The matrix shows the minimum DXC build versions compatible for the Microsoft versions and builds.

Note: Recommended to upgrade to latest Product version at time of D365 upgrade.

How do I download the latest Product version

Our deployable packages are published on LCS.
Please contact us to be added to the solution.

After you have been added to the solution please follow these steps in the LCS Project Asset library:

Step 1 - Import solution (only required once)
Select Solution package, click Import. Select licensed product and click Pick.
Repeat for each licensed product.

Import solution

Steps 2 and 3 are required with each upgrade:
Step 2 - Get latest version
Select Solution package. Select the product and click Versions, select the latest version and click Get version.
Repeat for each licensed product.

Get latest version

Step 3 - Go to Software deployable package, select the solution (will have same version number) and click Copy. This step will create the project scope that can be deployed to an environment.

Copy

New coming feature

Help in D365 Finance and Operations

Access relevant GitHub user guide pages within D365 via Help & Support > Help > DXC product help

Help

Dependency and Security Information

Can be found on each product’s FAQ

Troubleshooting

Product is installed but functionality not visible

If the product is available in About > Version, check if it has been enabled in Feature management.
If you don’t see the product, click Check for updates and Enable the feature.

Product specific troubleshooting

Can be found on the product’s FAQ