Posts by Ryan Harris
Dynamics 365 Fund Accounting Tips and Tricks
Fund accounting can feel like a daunting task at first thought. However, Microsoft Dynamics 365 Fund Accounting takes the complexity out of the equation. Follow these easy steps and be on the way to Fund accounting in a jiffy! At a high level, think about fund accounting as financial statements by financial dimension. Of course,…
Read Full PostDynamics 365 Vendor Pre-Payment
It is not too often that a company is jumping up and down to pay bills early, am I right? But there is that occasion, maybe a discount or the promise of a gift basket of fruit for a pre-payment! Whatever the reason, Dynamics 365 Vendor Pre-Payment can handle this in a couple of different…
Read Full PostWhat is a Replenishment Requisition? -Dynamics 365 for Finance
Purchase requisitions can be created for the purposes of Consumption or Replenishment, if the Purchasing policy, Requisition Purpose Rule, is set to allow a choice. If the option is given, the requisitioner can choose one or the other, which will dictate how the request can be fulfilled. A Consumption purpose is used to indicate a…
Read Full PostThe “Power” of Dynamics 365 Power Virtual Agents (PVA)
We all have experienced being on the receiving end of Customer Service horror stories. If you are like myself, I would prefer to self-service and seek out answers to my own questions rather than sit “on-hold” waiting for a live customer service representative. If you have ever started a chat session with an agent on…
Read Full PostDynamics 365 – Send a Customer Case with Azure SMS
One of the most common customer service practices is to notify the customer when they have submitted a new incident with the incident number and a message about the expected resolution time. Historically this was done with an email sent to the customer’s email address for their tracking purposes, but that was so 2010! It’s…
Read Full PostDynamics 365 Field (Service) of Dreams
Earlier this year, I watched the MLB game between the New York Yankees and the Chicago White Sox on the “Field of Dreams” field in Iowa. This got me thinking about the perfect “pitch-catch” scenarios between Dynamics 365 Field Service and Dynamics 365 Customer Service…what brought this thinking on I’m not sure. Maybe, it was…
Read Full PostLet’s Talk Power Automate
We recently had a client request an enhancement for their Dynamics 365 Sales opportunities and quotes to include freight charges at the product line level. While standard Dynamics 365 includes freight amounts at the Opportunity and Quote levels, our solution showcased below requires extending this functionality. Using Power Automate and Dataverse (formerly CDS), we implemented…
Read Full PostDynamics 365 – Vendor Demographics
Today’s post focuses on tracking and reporting Vendor Demographics in Dynamics 365 Finance and Dynamics 365 Supply Chain. This functionality typically becomes more relevant for Dynamics deployments dealing with a lot of customers engaged in government, military or enterprise level contracts. Many such contracts require tracking of vendors based on their demographics. A number of…
Read Full PostGlobal Number Sequences for Vendors & Customers in Dynamics 365
A recent client inquiry regarding a requirement to share selected vendors between legal entities within Dynamics 365 Finance and Supply Chain spurred discussions on formalizing the process of setting up global Number sequences. The client had the same vendor list across companies in AX 2009. However, the requirement in D365 is to have the list…
Read Full PostDynamics 365 for Finance & Supply Chain – Punch Clocks for Projects
In Dynamics 365, The Time and Attendance solution is known for being used in general attendance tracking, in conjunction with manufacturing implementations, in order to record worker jobs and clock in/outs. However, its availability with Projects within D365 is often overlooked. This post focuses on how this functionality can be utilized for project worker’s clock…
Read Full Post