Core extensions
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
- 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 lookup
    - ABN lookup and validation
  - Budgeting
    - Budget import
  - Encryption/decryption
    - Encryption/decryption
- Processing
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
    - Customer remittance import
  - ABN lookup
    - ABN lookup and validation
  - Budgeting
    - Budget import
    - Example file format
- Other
  - Data entities
- 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
- FAQ
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
- Release notes
- Introduction
- D365 FO
- PowerApp
- FAQ
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

Insights for D365 FO Set up (with Azure Application Insights)

1. Azure Application Insights instance

Start by creating a new Application Insights instance in Azure. See MS doc

Copy the Instrumentation Key. This will be used to link the Insights for D365 FO logger to your Azure Application Insights instance. Instrument Key

2. Feature Activation

Find and activate the feature ‘Insights for D365 FO’ to enable telemetry logging.

Feature_Management

3. Insights for D365 FO Parameters

Navigate to System administrators > Setup > Insights for D365 FO > Insights for D365 FO parameters.

On the ‘Settings’ tab, update and save the types of telemetry that Insights for D365 FO will send to Azure Application Insights or your specified telemetry logger.

Telemetry_settings

4. Configure the Azure Application Insights telemetry

On the ‘Azure application insights parameters’ tab, create a new record and paste the key you copied earlier from the Azure Application Insights instance step into the ‘Instrumentation key’ field. Enter a description for the instance and enable the ‘Log telemetry’ field to allow telemetry to be logged to the Azure Application Insights instance. More than one Application insights instance can be added and enabled.

Azure_Application_insights_screen

5. Enable the Periodic monitoring

Navigate to System administrators > Setup > Insights for D365 FO > Insights for D365 FO parameters > Periodic monitoring and enable the periodic monitoring batch service.

The ‘Minimum refresh frequency’ refer to the minimum recurrence time (in minutes) of the periodic monitoring batch job. The recommended minimum refresh frequency is atleast 5 minutes to reduce impact on performance.

Periodic_monitoring