Posts by Savanna Manger
Playing tag with your GL: Financial Tags in Dynamics 365
Let’s face it: you have piles of GL transactions. You also have a swarm of different managers, directors, and financial officers all wanting deep dives into your ledger to see exactly where this product line or that customer group is from the finance point of view. If only there was a way to label ledger…
Read Full PostCountdown to November: Solving Dynamics 365 Finance Licensing Challenges
As of September 1st, Microsoft will begin displaying warning banners in Dynamics 365 Finance and Supply Chain for users who do not have the correct license assigned. This is the first step in a new enforcement policy.If no action is taken, those warnings will escalate to full lockouts starting November 1st. That means impacted users…
Read Full PostPrevent Customer Down Time Through Managing Assets Loaned to Customers in Dynamics 365
If your company receives customer’s assets for maintenance and repairs, the asset they are sending may be vital for their day-to-day operations. This could lead to lost production time and revenue for that customer. How can we prevent the customer from having down time due to repairing of an asset? Through managing assets loaned to…
Read Full PostGenerating QR codes within Dynamics 365
In the realm of Microsoft Dynamics 365 Finance and Supply Chain (D365), a versatile and widely adopted business solution, the ability to generate QR codes has emerged as a game-changing feature. QR codes, with their ability to store a wealth of information in a compact visual format, offer a seamless and efficient way to facilitate…
Read Full PostD365 Finance Bridging Payments: Handling Gaps Between Depositing Checks and Clearing the Bank
This is a common issue for many businesses due to post dated payments or just the time it takes for deposited checks to clear the customer’s bank account. The gap is that the payment is being financially recorded in your ERP system when it is entered and applied against a customer’s account, even though it…
Read Full PostTaking Your Financial Planning to the Next Level
Business Performance Planning in Microsoft Dynamics 365 Finance Financial planning can be a chore, especially if it involves piles of Excel spreadsheets with endless v-lookups filling up a network drive somewhere. Every time you dig in, you think to yourself that you wish it didn’t have to be this way. Well, your wish may very…
Read Full PostRoute to success: Dynamics 365 Finance and Supply Chain Document Routing Agent Tips
If you’re seeking information about a powerful tool hosted by Dynamics 365 that can streamline your document routing processes you’ve come to the right place. The Document Routing Agent tool can empower your organization with the capabilities to efficiently distribute, track, and manage business documents through D365 Finance and Supply Chain. Today, we will explore…
Read Full PostPlan and Consolidate Your Transfer Orders Using the Outbound Load Planning Workbench in Dynamics 365
The Outbound Load Planning Workbench provides a powerful solution for organizations looking to streamline shipping operations and reduce freight costs. For companies that frequently generate intercompany transfer orders, managing outbound shipments can become complex and expensive—especially when each completed transfer journal triggers the creation of a new freight shipment. By leveraging the Load Planning Workbench,…
Read Full PostOh Inventory, Inventory, wherefore art thou Inventory? Part 4
Using Inventory Visibility in Dynamics 365 Supply Chain, Continued Promises, promises The Available to Promise functionality in Inventory Visibility uses functionality called calculated measures to enable you to customize ATP to your needs. Calculated measures allow you to specify addition (expected inventory coming in) and subtraction (inventory going out) so that you can control what…
Read Full PostOh Inventory, Inventory, wherefore art thou Inventory? Part 3
Using Inventory Visibility in D365 Supply Chain You have Inventory Visibility installed and configured. Now it’s time to dive in and see what this app can do for you. In case you missed any of the installation or configuration steps, you can catch up by checking out Install the Inventory Visibility Add-in – Supply Chain…
Read Full Post