Optimization Advisor


Dynamics 365 for Finance and Operations introduced a new feature called the Optimization Advisor along with a default set of rules to go with it. This great new feature is like 50 different hack-a-thon projects just waiting to happen. I introduced this new feature in the fourth webinar of my Functional Friday series earlier this year. If you missed the webinar you can check it out on the Dynamics Communities site here: D365 Functional Friday Series: Optimization Advisor https://www.axug.com/viewdocument/d365-functional-friday-series-opti?CommunityKey=82b0ede9-11c2-43ba-8c73-de1b44f1aa09&tab=librarydocuments

Here is the cliff notes version of the Optimization Advisor:
  • Who: Designed for power users, business analysts, functional consultants, and IT support functions
  • What: Help to identify issues related to module configuration and business data, and suggest best practices for configuration.
  • When: You can run it any time using a periodic batch job.
  • Where: Version 8.0 (April 2018 release) or later for Finance and Operations
  • How: Here are some quick and dirty step-by steps

To view the complete list of Optimization advisor rules and to see how often the rules are evaluated, follow these steps.
  1. Open System administration > Periodic tasks > Maintain diagnostics validation rule.
  2. Only rules that have a status of Active are evaluated.
  3. The evaluation frequency can be set to DailyWeeklyMonthly, or Unscheduled.



To trigger the evaluation of unscheduled rules, or to reevaluate periodic rules outside their predefined schedule, follow these steps.
  1. Open System administration > Periodic tasks > Schedule diagnostics validation rule.
  2. Then, in the Diagnostic rule validation dialog box, select an evaluation frequency.
  3. All rules that have the specified frequency will be reevaluated.


If you have that genius idea for the next great optimization advisor rule we would love to hear it. You can submit ideas on the Microsoft Idea site here: https://experience.dynamics.com/ideas/

Don't forget to tweet or post about it on LinkedIn so that all your friends (including me) can go vote for it.

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