Optimization Advisor [Hidden Gem] in Microsoft Dynamics 365 Finance and Operations

Incorrect configuration and setup of a module can adversely affect the availability of application features, system performance, and the smooth operation of business processes. The quality of business data (for example, the correctness, completeness, and cleanliness of the data) also affects system performance, and an organization’s decision-making capabilities, productivity, and so on.

The Optimization advisor workspace is a tool that lets power users, business analysts, functional consultants, and IT support functions identify issues in module configuration and business data. Optimization advisor suggests best practices for module configuration and identifies business data that is obsolete or incorrect.

Let us first See a Demo of this and then we will explore its related configurations:

Step-1: Navigate to, Optimization advisor workspace.

Step-2: Review available opportunities, Impact and Take action

Opportunities can be company-specific or cross-company, depending on the type of setup and data that is being validated. Cross-company opportunities can be viewed from all companies. To view the opportunities for a specific company, you must first select the company.

Standard security policies apply to optimization opportunities. For example, the optimization opportunities that are related to configuration of the Warehouse management module are visible only to users who have access to Warehouse management and can change its setup.

Optimization Rules Configuration

To View list of optimization rule available in system by default, Navigate to:

System Administrator > Periodic Task > Maintain diagnostic rule.

Note: Only rules that have a status of Active are evaluated. The evaluation frequency can be set to Daily, Weekly, Monthly, or Unscheduled.

You can create new rule using This Link

To trigger the evaluation of unscheduled rules, or to revaluate periodic rules outside their predefined schedule,

Navigate to, System administration > Periodic tasks > Schedule diagnostics validation rule.

All available rules can be divided in to following categories:

  1. Module configuration and Setup
  2. System configuration
  3. Business data consistency and clean up.
  4. Best Practices

That’s it for this blog, hope this will help you in your project for monitoring system performance.

Thank you!!! Keep reading and sharing!!!

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