Finance Deep Dive: Financial Tags and Tag Rules in Dynamics 365 Finance
Every posting tells a story. But without the right context attached to your transactions, that story is incomplete. Financial tags in Dynamics 365 Finance give you a powerful way to add precision, automate data entry and unlock deeper insight into every posting your organisation makes. In this focused expert session, Microsoft MVP Hylke Britstra takes you through everything you need to know to put financial tags to work in your environment.
Hylke covers the full picture, from creating and activating tags to viewing their values in transactions and applying tag rules that automatically populate fields in postings. Practical, precise and built for consultants who already know their way around F&O and want to go deeper.
Stop adding context manually. Start letting the system do it for you.
1. Introduction to financial tags
2. Creating and activating financial tags
3. Viewing and analyzing financial tag usage
4. Financial tag rules for automation
5. Q&A
Calendar
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Who is this course for?
Finance consultants with at least 2 to 3 years of hands-on experience in Dynamics 365 Finance who want to leverage financial tags and tag rules to improve posting precision and automate transaction workflows.
What will you learn?
- What financial tags are and how they add context and automation to your postings in Dynamics 365 Finance
- How to create and activate financial tags in your environment
- How to view and analyse financial tag usage across transactions
- How to set up financial tag rules that automatically populate values in postings
- How to use tags to streamline workflows and enhance reporting and transaction insights